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 4,432 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 $280 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
5,372
shares
|
$5.09 Million
2.44% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
5,372
shares
|
$5.09 Million
0.48% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,364
shares
|
$5.08 Million
1.67% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,362
shares
|
$5.08 Million
0.23% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
5,359
shares
|
$5.08 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
5,358
shares
|
$5.08 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
5,354
shares
|
$5.07 Million
0.57% of portfolio
|
Q1 2025
Added 43.77%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
5,335
shares
|
$5.06 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Harrington Investments, Inc
|
Jul 14, 2025 Q2 2025 |
5,326
shares
|
$5.05 Million
2.83% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
5,301
shares
|
$5.02 Million
1.61% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Inlet Private Wealth, LLC
|
May 07, 2025 Q1 2025 |
5,295
shares
|
$5.02 Million
1.37% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,295
shares
|
$5.02 Million
2.88% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
5,294
shares
|
$5.02 Million
1.88% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Elite Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
5,290
shares
|
$5.01 Million
1.46% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
May 14, 2025 Q1 2025 |
5,288
shares
|
$5.01 Million
3.44% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
5,277
shares
|
$5 Million
2.66% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
5,269
shares
|
$4.99 Million
4.54% of portfolio
|
Q1 2025
New holding
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
5,257
shares
|
$4.98 Million
1.42% of portfolio
|
Q1 2025
Reduced 14.07%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
5,256
shares
|
$4.98 Million
0.8% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
5,247
shares
|
$4.97 Million
0.87% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
5,241
shares
|
$4.97 Million
2.16% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
5,223
shares
|
$4.95 Million
0.93% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
5,215
shares
|
$4.94 Million
2.37% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
5,212
shares
|
$4.94 Million
1.99% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
5,208
shares
|
$4.93 Million
0.28% of portfolio
|
Q4 2022
Added 2.48%
|