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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
75
shares
|
$73,656
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
75
shares
|
$73,656
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
74
shares
|
$72,674
0.05% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
71
shares
|
$69,728
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
71
shares
|
$69,728
0.05% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
68
shares
|
$66,782
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
67
shares
|
$65,800
0.07% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
65
shares
|
$63,835
0.05% of portfolio
|
Q1 2025
Added 20.37%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
65
shares
|
$63,835
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
64
shares
|
$62,853
0.03% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
64
shares
|
$62,853
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
62
shares
|
$60,889
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
59
shares
|
$57,943
0.03% of portfolio
|
Q2 2024
Reduced 48.25%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
56
shares
|
$54,997
0.03% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
55
shares
|
$54,014
0.07% of portfolio
|
Q4 2024
Added 22.22%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
54
shares
|
$53,032
0.01% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
52
shares
|
$51,068
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
51
shares
|
$50,086
0.02% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
51
shares
|
$50,086
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
50
shares
|
$49,104
0.01% of portfolio
|
Q3 2022
Reduced 50.5%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
50
shares
|
$49,104
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
48
shares
|
$47,140
0.0% of portfolio
|
Q1 2025
Reduced 66.43%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
47
shares
|
$46,158
0.01% of portfolio
|
Q3 2024
Reduced 20.34%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
46
shares
|
$45,176
0.03% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
45
shares
|
$44,194
0.01% of portfolio
|
Q1 2025
Added 7.14%
|