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 4,522 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 $279 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
87
shares
|
$79,758
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
87
shares
|
$79,758
0.07% of portfolio
|
Q1 2025
Added 19.18%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
85
shares
|
$77,925
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
85
shares
|
$77,925
0.03% of portfolio
|
Q2 2025
Reduced 78.75%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
84
shares
|
$77,008
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
81
shares
|
$74,258
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
80
shares
|
$73,341
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
77
shares
|
$70,591
0.02% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
76
shares
|
$69,674
0.1% of portfolio
|
Q2 2025
Added 38.18%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
75
shares
|
$68,757
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
71
shares
|
$65,090
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
71
shares
|
$65,090
0.05% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
68
shares
|
$62,340
0.03% of portfolio
|
Q2 2025
Added 172.0%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
65
shares
|
$59,590
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
64
shares
|
$58,673
0.03% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
64
shares
|
$58,673
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
64
shares
|
$58,673
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
62
shares
|
$56,839
0.05% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
60
shares
|
$55,006
0.05% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
55
shares
|
$50,422
0.02% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
55
shares
|
$50,422
0.03% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
54
shares
|
$49,505
0.01% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
53
shares
|
$48,588
0.01% of portfolio
|
Q2 2025
Reduced 49.04%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
51
shares
|
$46,755
0.02% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
50
shares
|
$45,838
0.01% of portfolio
|
Q3 2022
Reduced 50.5%
|