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 |
|---|---|---|---|---|---|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
164
shares
|
$161,062
0.23% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
163
shares
|
$160,080
0.06% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
162
shares
|
$159,098
0.05% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
162
shares
|
$159,098
0.11% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Adalta Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
160
shares
|
$157,134
0.09% of portfolio
|
Q2 2023
Reduced 8.57%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
160
shares
|
$157,134
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
159
shares
|
$156,152
0.01% of portfolio
|
Q1 2025
Added 354.29%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
157
shares
|
$154,188
0.06% of portfolio
|
Q2 2023
Reduced 60.95%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
157
shares
|
$154,188
0.03% of portfolio
|
Q1 2025
Reduced 86.71%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
155
shares
|
$152,223
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
154
shares
|
$151,241
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
153
shares
|
$150,259
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
153
shares
|
$150,259
0.03% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
152
shares
|
$149,277
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
151
shares
|
$148,295
0.05% of portfolio
|
Q1 2025
Added 20.8%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
150
shares
|
$147,313
0.06% of portfolio
|
Q2 2023
Reduced 3.23%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
148
shares
|
$145,349
0.07% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
147
shares
|
$144,367
0.03% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
144
shares
|
$141,420
0.05% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
144
shares
|
$141,420
0.03% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
143
shares
|
$140,438
0.02% of portfolio
|
Q3 2023
Reduced 43.7%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
142
shares
|
$139,456
0.05% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
142
shares
|
$139,456
0.08% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
139
shares
|
$136,510
0.05% of portfolio
|
Q2 2022
Added 33.65%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
139
shares
|
$136,510
0.08% of portfolio
|
Q3 2024
Reduced 4.14%
|