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 |
---|---|---|---|---|---|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
138
shares
|
$135,528
0.03% of portfolio
|
Q1 2024
New holding
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
134
shares
|
$131,600
0.05% of portfolio
|
Q4 2024
New holding
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
132
shares
|
$129,635
0.07% of portfolio
|
Q1 2025
New holding
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
131
shares
|
$128,653
0.04% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
130
shares
|
$127,671
0.06% of portfolio
|
Q2 2024
Added 0.78%
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
128
shares
|
$125,707
0.01% of portfolio
|
Q1 2025
Added 15.32%
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
128
shares
|
$125,707
0.13% of portfolio
|
Q1 2025
Added 9.4%
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
128
shares
|
$125,707
0.09% of portfolio
|
Q4 2024
New holding
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
127
shares
|
$124,725
0.04% of portfolio
|
Q1 2025
New holding
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
126
shares
|
$123,743
0.08% of portfolio
|
Q1 2025
Added 7.69%
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
125
shares
|
$122,761
0.02% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
124
shares
|
$121,779
0.05% of portfolio
|
Q1 2025
Added 24.0%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
122
shares
|
$119,814
0.02% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
121
shares
|
$118,832
0.04% of portfolio
|
Q1 2024
Reduced 21.43%
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
119
shares
|
$116,868
0.03% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
117
shares
|
$114,904
0.03% of portfolio
|
Q2 2020
Added 588.24%
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
117
shares
|
$114,904
0.1% of portfolio
|
Q2 2025
Added 64.79%
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
116
shares
|
$113,922
0.06% of portfolio
|
Q1 2025
Reduced 31.36%
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
115
shares
|
$112,940
0.04% of portfolio
|
Q1 2025
Added 8.49%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
115
shares
|
$112,940
0.01% of portfolio
|
Q1 2021
New holding
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
114
shares
|
$111,958
0.03% of portfolio
|
Q4 2024
Added 15.15%
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
113
shares
|
$110,976
0.12% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
112
shares
|
$109,994
0.02% of portfolio
|
Q3 2024
Added 8.74%
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
111
shares
|
$109,011
0.07% of portfolio
|
Q1 2025
New holding
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
107
shares
|
$105,083
0.03% of portfolio
|
Q1 2025
Reduced 38.51%
|