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 |
|---|---|---|---|---|---|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
14,637
shares
|
$14.4 Million
3.52% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
14,635
shares
|
$14.4 Million
0.28% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
14,620
shares
|
$14.3 Million
3.71% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
14,588
shares
|
$14.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
14,588
shares
|
$14.3 Million
0.63% of portfolio
|
Q1 2025
Reduced 49.26%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
14,472
shares
|
$14.2 Million
1.5% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
14,455
shares
|
$14.2 Million
1.15% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
14,427
shares
|
$14.2 Million
1.1% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
14,409
shares
|
$14.1 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
14,369
shares
|
$14.1 Million
2.1% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
14,366
shares
|
$14.1 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Apr 30, 2025 Q1 2025 |
14,359
shares
|
$14.1 Million
9.18% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
14,313
shares
|
$14 Million
0.49% of portfolio
|
Q4 2022
Reduced 0.09%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
14,282
shares
|
$14 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
14,219
shares
|
$13.9 Million
1.72% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
14,218
shares
|
$13.9 Million
2.39% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
14,201
shares
|
$13.9 Million
2.92% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
14,192
shares
|
$13.9 Million
0.26% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
14,168
shares
|
$13.9 Million
0.51% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Apr 03, 2025 Q1 2025 |
14,164
shares
|
$13.9 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
14,142
shares
|
$13.9 Million
0.13% of portfolio
|
Q4 2022
Reduced 3.3%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
14,119
shares
|
$13.8 Million
0.21% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
14,100
shares
|
$13.8 Million
1.31% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
14,083
shares
|
$13.8 Million
1.76% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
14,074
shares
|
$13.8 Million
0.33% of portfolio
|
Q1 2025
Added 4.27%
|