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 |
|---|---|---|---|---|---|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
221
shares
|
$217,041
0.0% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Westwood Wealth Management
|
May 14, 2025 Q1 2025 |
220
shares
|
$216,059
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
220
shares
|
$216,059
0.07% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
219
shares
|
$215,077
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
219
shares
|
$215,077
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Parker Financial LLC
Silverdale, WA |
Apr 24, 2025 Q1 2025 |
219
shares
|
$215,077
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
219
shares
|
$215,077
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
218
shares
|
$214,095
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
218
shares
|
$214,095
0.11% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
218
shares
|
$214,095
0.22% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
218
shares
|
$214,095
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Intrinsic Value Partners, LLC
|
May 08, 2025 Q1 2025 |
217
shares
|
$213,113
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
217
shares
|
$213,113
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
216
shares
|
$212,131
0.02% of portfolio
|
Q1 2025
Reduced 87.05%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Apr 21, 2025 Q1 2025 |
215
shares
|
$211,149
0.16% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
214
shares
|
$210,167
0.02% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
214
shares
|
$210,167
0.99% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
214
shares
|
$210,167
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
214
shares
|
$210,167
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
213
shares
|
$209,185
0.15% of portfolio
|
Q1 2025
Reduced 48.43%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
213
shares
|
$209,185
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
212
shares
|
$208,203
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
212
shares
|
$208,203
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
211
shares
|
$207,220
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
210
shares
|
$206,238
0.0% of portfolio
|
Q1 2025
Added 110.0%
|