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 |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
25
shares
|
$24,552
0.01% of portfolio
|
Q2 2024
Reduced 21.88%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
25
shares
|
$24,552
0.02% of portfolio
|
Q4 2024
Reduced 26.47%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
25
shares
|
$24,552
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
25
shares
|
$24,552
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
24
shares
|
$23,570
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
23
shares
|
$22,588
0.01% of portfolio
|
Q1 2025
Reduced 94.5%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
21
shares
|
$20,623
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
21
shares
|
$20,623
0.01% of portfolio
|
Q1 2025
Reduced 27.59%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
21
shares
|
$20,623
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
20
shares
|
$19,641
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
19
shares
|
$18,659
0.01% of portfolio
|
Q2 2024
Added 46.15%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
19
shares
|
$18,659
0.01% of portfolio
|
Q1 2025
Reduced 36.67%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
19
shares
|
$18,659
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
19
shares
|
$18,659
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
17
shares
|
$16,695
0.01% of portfolio
|
Q3 2024
Reduced 60.47%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
16
shares
|
$15,713
0.0% of portfolio
|
Q1 2025
Added 220.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
16
shares
|
$15,713
0.01% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
15
shares
|
$14,731
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$14,731
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
15
shares
|
$14,731
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
15
shares
|
$14,731
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
14
shares
|
$13,749
0.01% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13
shares
|
$12,767
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
13
shares
|
$12,767
0.0% of portfolio
|
Q4 2022
Added 44.44%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
13
shares
|
$12,767
0.0% of portfolio
|
Q1 2025
Reduced 79.37%
|