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 |
|---|---|---|---|---|---|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
238
shares
|
$233,737
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
238
shares
|
$233,737
0.03% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
238
shares
|
$233,737
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
238
shares
|
$233,737
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
238
shares
|
$233,737
0.08% of portfolio
|
Q2 2024
Added 1883.33%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
238
shares
|
$233,737
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
237
shares
|
$232,755
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
237
shares
|
$232,755
0.09% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
236
shares
|
$231,773
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
235
shares
|
$230,791
0.05% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
235
shares
|
$230,791
0.03% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
235
shares
|
$230,791
0.11% of portfolio
|
Q1 2025
Added 35.84%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
235
shares
|
$230,791
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
234
shares
|
$229,809
0.04% of portfolio
|
Q1 2025
Reduced 16.43%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
234
shares
|
$229,809
0.06% of portfolio
|
Q1 2025
Reduced 46.58%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
234
shares
|
$229,809
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
234
shares
|
$229,809
0.06% of portfolio
|
Q1 2025
Reduced 92.28%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
234
shares
|
$229,809
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
232
shares
|
$227,844
0.11% of portfolio
|
Q1 2025
Reduced 44.36%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
232
shares
|
$227,844
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
231
shares
|
$226,862
0.15% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
231
shares
|
$226,862
0.23% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
230
shares
|
$225,880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
230
shares
|
$225,880
0.17% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
230
shares
|
$225,880
0.06% of portfolio
|
Q1 2025
Added 0.44%
|