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 |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
388
shares
|
$355,706
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
387
shares
|
$354,789
0.23% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
387
shares
|
$354,789
0.18% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Sep 04, 2025 Q2 2025 |
387
shares
|
$354,789
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
385
shares
|
$352,956
0.18% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Silver Lake Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
385
shares
|
$352,956
0.16% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
385
shares
|
$352,956
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
385
shares
|
$352,956
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
385
shares
|
$352,956
0.26% of portfolio
|
Q2 2025
Added 49.81%
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
384
shares
|
$352,039
0.07% of portfolio
|
Q4 2023
Reduced 75.53%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
384
shares
|
$352,039
0.07% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
384
shares
|
$352,039
0.08% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
384
shares
|
$352,039
0.07% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
383
shares
|
$351,122
0.27% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
383
shares
|
$351,122
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
382
shares
|
$350,206
0.11% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
381
shares
|
$349,289
0.19% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Capco Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
380
shares
|
$348,372
0.08% of portfolio
|
Q3 2022
Reduced 18.28%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
380
shares
|
$348,372
0.04% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
380
shares
|
$348,372
0.07% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
379
shares
|
$347,455
0.11% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
379
shares
|
$347,455
0.17% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
377
shares
|
$345,622
0.17% of portfolio
|
Q2 2025
Reduced 82.15%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 21, 2025 Q2 2025 |
377
shares
|
$345,622
3.04% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
377
shares
|
$345,622
0.19% of portfolio
|
Q2 2025
Reduced 6.68%
|