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 |
|---|---|---|---|---|---|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
246
shares
|
$241,594
0.15% of portfolio
|
Q1 2025
Reduced 91.17%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Apr 15, 2025 Q1 2025 |
245
shares
|
$240,612
0.05% of portfolio
|
Q1 2025
Added 104.17%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
245
shares
|
$240,612
0.07% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Apr 24, 2025 Q1 2025 |
245
shares
|
$240,612
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
244
shares
|
$239,629
0.24% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
243
shares
|
$238,647
0.21% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
243
shares
|
$238,647
0.03% of portfolio
|
Q1 2025
Reduced 25.91%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
243
shares
|
$238,647
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
243
shares
|
$238,647
0.15% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
243
shares
|
$238,647
0.15% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
242
shares
|
$237,665
0.0% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
242
shares
|
$237,665
0.06% of portfolio
|
Q4 2024
Reduced 55.1%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
242
shares
|
$237,665
0.09% of portfolio
|
Q2 2024
Reduced 19.33%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
242
shares
|
$237,665
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
241
shares
|
$236,683
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
241
shares
|
$236,683
0.04% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
241
shares
|
$236,683
0.04% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
241
shares
|
$236,683
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
240
shares
|
$235,701
0.08% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
May 13, 2025 Q1 2025 |
240
shares
|
$235,701
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
240
shares
|
$235,701
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
May 29, 2025 Q1 2025 |
240
shares
|
$235,701
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
239
shares
|
$234,719
0.11% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
239
shares
|
$234,719
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
238
shares
|
$233,737
0.03% of portfolio
|
Q2 2024
New holding
|