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 4,427 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 $282 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
7,369
shares
|
$7.03 Million
1.73% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
7,367
shares
|
$7.03 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
7,295
shares
|
$6.96 Million
1.53% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
7,271
shares
|
$6.94 Million
0.43% of portfolio
|
Q1 2025
Reduced 13.31%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,258
shares
|
$6.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.49%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
7,245
shares
|
$6.91 Million
0.65% of portfolio
|
Q1 2025
Reduced 15.76%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
7,227
shares
|
$6.89 Million
0.25% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
7,225
shares
|
$6.89 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
7,204
shares
|
$6.87 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
7,200
shares
|
$6.87 Million
0.9% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
7,190
shares
|
$6.86 Million
0.08% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
7,171
shares
|
$6.84 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
7,156
shares
|
$6.83 Million
2.68% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
7,146
shares
|
$6.82 Million
0.97% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
7,141
shares
|
$6.81 Million
0.17% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
7,135
shares
|
$6.81 Million
2.67% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
7,133
shares
|
$6.8 Million
0.83% of portfolio
|
Q1 2025
Reduced 29.25%
|
|
|
Marketfield Asset Management LLC
|
May 15, 2024 Q1 2024 |
7,125
shares
|
$6.8 Million
4.1% of portfolio
|
Q2 2023
Added 12.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,110
shares
|
$6.78 Million
0.66% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
7,088
shares
|
$6.76 Million
0.17% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
7,078
shares
|
$6.75 Million
2.89% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
7,064
shares
|
$6.74 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
7,057
shares
|
$6.73 Million
3.38% of portfolio
|
Q2 2023
Reduced 4.65%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
7,051
shares
|
$6.73 Million
1.09% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
7,043
shares
|
$6.72 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.87%
|