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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,035
shares
|
$6.71 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Kp Management LLC
Edina, MN |
May 15, 2025 Q1 2025 |
7,000
shares
|
$6.68 Million
2.29% of portfolio
|
Q4 2023
New holding
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,998
shares
|
$6.68 Million
2.23% of portfolio
|
Q4 2024
Added 99.15%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
6,997
shares
|
$6.67 Million
0.09% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
6,991
shares
|
$6.67 Million
0.67% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
6,985
shares
|
$6.66 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,982
shares
|
$6.66 Million
1.23% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
6,979
shares
|
$6.66 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
6,948
shares
|
$6.63 Million
0.87% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
6,948
shares
|
$6.63 Million
0.75% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
6,943
shares
|
$6.62 Million
1.55% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
6,924
shares
|
$6.6 Million
2.23% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,916
shares
|
$6.6 Million
0.53% of portfolio
|
Q1 2025
Added 15.02%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
6,914
shares
|
$6.6 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
6,913
shares
|
$6.59 Million
2.1% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
6,910
shares
|
$6.59 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
May 09, 2025 Q1 2025 |
6,902
shares
|
$6.58 Million
2.46% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
6,885
shares
|
$6.57 Million
2.04% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
United Capital Management Of Ks, Inc.
|
May 13, 2025 Q1 2025 |
6,875
shares
|
$6.56 Million
1.53% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
6,869
shares
|
$6.55 Million
0.92% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
6,858
shares
|
$6.54 Million
3.51% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
6,855
shares
|
$6.54 Million
0.23% of portfolio
|
Q1 2025
Added 103.9%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
6,846
shares
|
$6.53 Million
0.26% of portfolio
|
Q1 2025
Added 53.77%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
6,814
shares
|
$6.5 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
6,805
shares
|
$6.49 Million
1.51% of portfolio
|
Q1 2025
Added 10.02%
|