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 4,419 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $290 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
20,752
shares
|
$20.4 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
20,719
shares
|
$20.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
20,713
shares
|
$20.3 Million
0.24% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
20,665
shares
|
$20.3 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
20,605
shares
|
$20.2 Million
1.44% of portfolio
|
Q3 2022
Reduced 0.22%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
20,587
shares
|
$20.2 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
20,585
shares
|
$20.2 Million
4.36% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
20,580
shares
|
$20.2 Million
2.29% of portfolio
|
Q1 2025
Added 10846.81%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
20,440
shares
|
$20 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
20,359
shares
|
$20 Million
3.37% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
20,271
shares
|
$19.9 Million
4.16% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
20,250
shares
|
$19.9 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
20,222
shares
|
$19.8 Million
0.58% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Oak Ridge Investments LLC
|
May 13, 2025 Q1 2025 |
19,943
shares
|
$19.6 Million
1.6% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
De Burlo Group Inc
Boston, MA |
May 07, 2025 Q1 2025 |
19,675
shares
|
$19.3 Million
2.76% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
19,671
shares
|
$19.3 Million
2.8% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
19,659
shares
|
$19.3 Million
3.52% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
19,641
shares
|
$19.3 Million
2.92% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Thomas Story & Son LLC
Culver, IN |
May 12, 2025 Q1 2025 |
19,626
shares
|
$19.3 Million
7.4% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
19,619
shares
|
$19.2 Million
0.6% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
19,585
shares
|
$19.2 Million
0.77% of portfolio
|
Q1 2025
Reduced 27.38%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
19,570
shares
|
$19.2 Million
0.29% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
19,548
shares
|
$19.2 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
19,451
shares
|
$19.1 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
19,447
shares
|
$19.1 Million
2.49% of portfolio
|
Q2 2025
Added 15.49%
|