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 |
|---|---|---|---|---|---|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
209
shares
|
$205,256
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
209
shares
|
$205,256
0.04% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
208
shares
|
$204,274
0.18% of portfolio
|
Q1 2025
Added 65.08%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
206
shares
|
$202,310
0.23% of portfolio
|
Q3 2024
Reduced 13.81%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
205
shares
|
$201,328
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$196,418
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
200
shares
|
$196,418
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
195
shares
|
$191,507
0.06% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
188
shares
|
$184,632
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
188
shares
|
$184,632
0.06% of portfolio
|
Q4 2024
Reduced 13.76%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
185
shares
|
$181,686
0.1% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
183
shares
|
$179,722
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
180
shares
|
$176,776
0.04% of portfolio
|
Q2 2020
Reduced 90.38%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
180
shares
|
$176,776
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
179
shares
|
$175,794
0.15% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
179
shares
|
$175,794
0.22% of portfolio
|
Q1 2025
Added 73.79%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
175
shares
|
$171,865
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
173
shares
|
$169,901
0.01% of portfolio
|
Q1 2025
Added 30.08%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
173
shares
|
$169,901
0.07% of portfolio
|
Q2 2024
Added 73.0%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
173
shares
|
$169,901
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
173
shares
|
$169,901
0.13% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
172
shares
|
$168,919
0.14% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
170
shares
|
$166,955
0.01% of portfolio
|
Q3 2024
Reduced 30.89%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
168
shares
|
$164,991
0.02% of portfolio
|
Q1 2025
Reduced 60.19%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
164
shares
|
$161,062
0.04% of portfolio
|
Q2 2024
Added 64.0%
|