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 4,419 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 $290 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
434
shares
|
$425,714
0.21% of portfolio
|
Q2 2025
Added 48.63%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
433
shares
|
$424,734
0.06% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
433
shares
|
$424,734
0.17% of portfolio
|
Q4 2024
Reduced 20.26%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
432
shares
|
$423,753
0.25% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
432
shares
|
$423,753
0.39% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
430
shares
|
$421,791
0.09% of portfolio
|
Q2 2025
Reduced 24.83%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
430
shares
|
$421,791
0.26% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
430
shares
|
$421,791
0.26% of portfolio
|
Q1 2025
Added 52.48%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
430
shares
|
$421,791
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
429
shares
|
$420,810
0.22% of portfolio
|
Q1 2025
Reduced 12.09%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
429
shares
|
$420,810
0.46% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
429
shares
|
$420,810
0.31% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
428
shares
|
$419,829
0.32% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
427
shares
|
$418,848
0.32% of portfolio
|
Q2 2023
Added 2.4%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
427
shares
|
$418,848
0.23% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
426
shares
|
$417,867
0.02% of portfolio
|
Q1 2025
Reduced 39.23%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
425
shares
|
$416,886
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
425
shares
|
$416,886
0.32% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
425
shares
|
$416,886
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
424
shares
|
$415,905
0.16% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
424
shares
|
$415,905
0.31% of portfolio
|
Q2 2025
Added 24.71%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
423
shares
|
$414,924
0.13% of portfolio
|
Q1 2025
Added 44.37%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
423
shares
|
$414,924
0.38% of portfolio
|
Q2 2023
Added 0.24%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
423
shares
|
$414,924
0.22% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
421
shares
|
$412,963
0.03% of portfolio
|
Q2 2025
Added 0.96%
|