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 4,522 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $279 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
457
shares
|
$418,963
0.08% of portfolio
|
Q2 2025
Added 198.69%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
457
shares
|
$418,963
0.14% of portfolio
|
Q2 2025
Added 59.23%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
456
shares
|
$418,047
0.18% of portfolio
|
Q2 2025
Reduced 9.16%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jul 29, 2025 Q2 2025 |
456
shares
|
$418,047
0.13% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
456
shares
|
$418,047
0.25% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
455
shares
|
$417,130
0.17% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
455
shares
|
$417,130
0.24% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
453
shares
|
$415,296
0.04% of portfolio
|
Q1 2023
Added 0.44%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
453
shares
|
$415,296
0.14% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
452
shares
|
$414,380
0.14% of portfolio
|
Q2 2025
Reduced 47.99%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
451
shares
|
$413,463
0.04% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
451
shares
|
$413,463
0.04% of portfolio
|
Q1 2025
Added 28.13%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
451
shares
|
$413,463
0.14% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
451
shares
|
$413,463
0.14% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
451
shares
|
$413,463
0.35% of portfolio
|
Q1 2025
Reduced 83.64%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Aug 04, 2025 Q2 2025 |
450
shares
|
$412,546
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
450
shares
|
$412,546
0.46% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
449
shares
|
$411,629
0.48% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
449
shares
|
$411,629
0.31% of portfolio
|
Q2 2025
Added 22.34%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Aug 07, 2025 Q2 2025 |
449
shares
|
$411,629
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
448
shares
|
$410,712
0.15% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
447
shares
|
$409,796
0.01% of portfolio
|
Q3 2023
Added 3.23%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
446
shares
|
$408,879
0.03% of portfolio
|
Q2 2024
Reduced 43.33%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
446
shares
|
$408,879
0.56% of portfolio
|
Q2 2022
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
446
shares
|
$408,879
0.2% of portfolio
|
Q2 2025
Added 3.24%
|