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 4,442 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 $277 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,118
shares
|
$2.91 Million
0.28% of portfolio
|
Q1 2025
Added 21.7%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
3,116
shares
|
$2.91 Million
0.17% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
3,115
shares
|
$2.91 Million
1.09% of portfolio
|
Q2 2025
Added 44.48%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
3,114
shares
|
$2.91 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
3,113
shares
|
$2.91 Million
0.82% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
3,110
shares
|
$2.9 Million
1.22% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
3,108
shares
|
$2.9 Million
0.73% of portfolio
|
Q1 2025
Added 247.26%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
3,105
shares
|
$2.9 Million
0.66% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
3,100
shares
|
$2.89 Million
0.02% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
3,095
shares
|
$2.89 Million
0.04% of portfolio
|
Q2 2025
Reduced 25.94%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
3,094
shares
|
$2.89 Million
0.65% of portfolio
|
Q1 2025
Added 138.0%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
3,091
shares
|
$2.89 Million
0.31% of portfolio
|
Q2 2025
Added 17.98%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
3,074
shares
|
$2.87 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
3,071
shares
|
$2.87 Million
0.61% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
3,068
shares
|
$2.86 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,062
shares
|
$2.86 Million
0.37% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
3,061
shares
|
$2.86 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
3,060
shares
|
$2.86 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
3,058
shares
|
$2.86 Million
1.91% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jul 24, 2025 Q2 2025 |
3,056
shares
|
$2.85 Million
0.64% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
3,054
shares
|
$2.85 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
3,041
shares
|
$2.84 Million
1.0% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
3,037
shares
|
$2.84 Million
2.67% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
3,031
shares
|
$2.83 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
3,030
shares
|
$2.83 Million
0.33% of portfolio
|
Q1 2025
Added 7.98%
|