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 |
|---|---|---|---|---|---|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
13
shares
|
$12,767
0.01% of portfolio
|
Q1 2025
Reduced 51.85%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
12
shares
|
$11,785
0.0% of portfolio
|
Q2 2024
Added 71.43%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
12
shares
|
$11,785
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
11
shares
|
$10,802
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
11
shares
|
$10,802
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
11
shares
|
$10,802
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
10
shares
|
$9,820
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
10
shares
|
$9,820
0.59% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
10
shares
|
$9,820
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
9
shares
|
$8,838
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
7
shares
|
$6,874
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
6
shares
|
$5,892
0.0% of portfolio
|
Q1 2025
Reduced 57.14%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5
shares
|
$4,910
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
5
shares
|
$4,910
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
5
shares
|
$4,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
4
shares
|
$3,928
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
4
shares
|
$3,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
4
shares
|
$3,928
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
4
shares
|
$3,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
3
shares
|
$2,946
0.0% of portfolio
|
Q4 2022
Added 50.0%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
3
shares
|
$2,946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3
shares
|
$2,946
0.0% of portfolio
|
Q1 2025
Reduced 99.98%
|
|
|
Cohalo Advisory LLC
Snoqualmie, WA |
Apr 22, 2025 Q1 2025 |
3
shares
|
$2,946
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
2
shares
|
$1,964
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
2
shares
|
$1,964
0.0% of portfolio
|
Q1 2025
Reduced 99.84%
|