Institutional Ownership Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST). We have compiled data on the 4,415 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $298 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
253
shares
|
$248,468
0.05% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
253
shares
|
$248,468
0.1% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
253
shares
|
$248,468
0.18% of portfolio
|
Q2 2025
Reduced 43.02%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
252
shares
|
$247,486
0.16% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
252
shares
|
$247,486
0.11% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
251
shares
|
$246,504
0.05% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
251
shares
|
$246,504
0.06% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
F&V Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
250
shares
|
$245,522
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Perkins Capital Management Inc
|
May 07, 2025 Q1 2025 |
250
shares
|
$245,522
0.26% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Investment Management Associates Inc
|
Apr 30, 2025 Q1 2025 |
250
shares
|
$245,522
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
250
shares
|
$245,522
0.1% of portfolio
|
Q4 2024
Added 85.19%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
250
shares
|
$245,522
0.12% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Tairen Capital LTD
Grand Cayman, E9 |
May 15, 2025 Q1 2025 |
250
shares
|
$245,522
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
May 09, 2025 Q1 2025 |
250
shares
|
$245,522
0.13% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
249
shares
|
$244,540
0.12% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
249
shares
|
$244,540
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
249
shares
|
$244,540
0.19% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
249
shares
|
$244,540
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
248
shares
|
$243,558
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
247
shares
|
$242,576
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
247
shares
|
$242,576
0.17% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
247
shares
|
$242,576
0.06% of portfolio
|
Q1 2025
Added 126.61%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jun 06, 2025 Q1 2025 |
247
shares
|
$242,576
0.13% of portfolio
|
Q1 2025
Reduced 16.84%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
246
shares
|
$241,594
0.07% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
246
shares
|
$241,594
0.1% of portfolio
|
Q4 2024
Reduced 21.66%
|