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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
5,883
shares
|
$5.61 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
5,877
shares
|
$5.61 Million
2.84% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
5,867
shares
|
$5.6 Million
2.82% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
5,866
shares
|
$5.6 Million
0.85% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
5,854
shares
|
$5.58 Million
1.2% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
5,847
shares
|
$5.58 Million
2.92% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
5,846
shares
|
$5.58 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
5,841
shares
|
$5.57 Million
1.69% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
5,839
shares
|
$5.57 Million
1.92% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
5,833
shares
|
$5.56 Million
2.67% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
5,829
shares
|
$5.56 Million
0.07% of portfolio
|
Q1 2025
Reduced 18.42%
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
5,818
shares
|
$5.55 Million
1.96% of portfolio
|
Q1 2025
Reduced 26.65%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
5,815
shares
|
$5.55 Million
2.2% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
5,814
shares
|
$5.55 Million
2.29% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,800
shares
|
$5.53 Million
2.55% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
5,796
shares
|
$5.53 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
5,794
shares
|
$5.53 Million
0.67% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
5,788
shares
|
$5.52 Million
0.8% of portfolio
|
Q1 2025
Reduced 29.2%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
5,785
shares
|
$5.52 Million
0.44% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
5,772
shares
|
$5.51 Million
1.04% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
5,767
shares
|
$5.5 Million
1.95% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
5,766
shares
|
$5.5 Million
1.48% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
5,765
shares
|
$5.5 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
5,758
shares
|
$5.49 Million
1.42% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
5,743
shares
|
$5.48 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.49%
|