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 |
|---|---|---|---|---|---|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Apr 29, 2025 Q1 2025 |
230
shares
|
$225,880
0.45% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
229
shares
|
$224,898
0.03% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Requisite Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
229
shares
|
$224,898
0.05% of portfolio
|
Q1 2025
Reduced 54.74%
|
|
|
Winslow Capital Management, LLC
Minneapolis, MN |
May 14, 2025 Q1 2025 |
229
shares
|
$224,898
0.0% of portfolio
|
Q1 2025
Reduced 68.97%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
229
shares
|
$224,898
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
229
shares
|
$224,898
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
229
shares
|
$224,898
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
228
shares
|
$223,916
0.19% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
228
shares
|
$223,916
0.08% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
228
shares
|
$223,916
0.23% of portfolio
|
Q1 2025
Reduced 17.99%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
227
shares
|
$222,934
0.08% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
227
shares
|
$222,934
0.07% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
226
shares
|
$221,952
0.09% of portfolio
|
Q2 2025
Reduced 18.12%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
May 13, 2025 Q1 2025 |
226
shares
|
$221,952
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
226
shares
|
$221,952
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
226
shares
|
$221,952
0.24% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
226
shares
|
$221,952
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
225
shares
|
$220,970
0.08% of portfolio
|
Q3 2024
Reduced 34.59%
|
|
|
Aj Advisors, LLC
Nashville, TN |
May 06, 2025 Q1 2025 |
224
shares
|
$219,988
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
224
shares
|
$219,988
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
224
shares
|
$219,988
0.19% of portfolio
|
Q1 2025
Added 29.48%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
224
shares
|
$219,988
0.04% of portfolio
|
Q1 2025
Reduced 27.04%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
223
shares
|
$219,006
0.08% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
223
shares
|
$219,006
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
222
shares
|
$218,023
0.16% of portfolio
|
Q1 2025
Reduced 4.31%
|