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 |
|---|---|---|---|---|---|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
365
shares
|
$334,621
0.18% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
364
shares
|
$333,704
0.04% of portfolio
|
Q2 2025
Added 20.93%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
364
shares
|
$333,704
0.13% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
364
shares
|
$333,704
0.19% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
364
shares
|
$333,704
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
364
shares
|
$333,704
0.21% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
363
shares
|
$332,787
0.07% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
363
shares
|
$332,787
0.06% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
363
shares
|
$332,787
0.15% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
363
shares
|
$332,787
0.09% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
361
shares
|
$330,953
0.08% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
361
shares
|
$330,953
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
360
shares
|
$330,037
0.32% of portfolio
|
Q3 2023
Reduced 11.55%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
360
shares
|
$330,037
0.04% of portfolio
|
Q2 2025
Reduced 30.23%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jul 18, 2025 Q2 2025 |
360
shares
|
$330,037
0.17% of portfolio
|
Q1 2025
Reduced 91.56%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
360
shares
|
$330,037
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
359
shares
|
$329,120
0.12% of portfolio
|
Q2 2025
Added 31.5%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
359
shares
|
$329,120
0.11% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
358
shares
|
$328,203
0.24% of portfolio
|
Q2 2024
Added 3.77%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
358
shares
|
$328,203
0.04% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
358
shares
|
$328,203
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
358
shares
|
$328,203
0.2% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
357
shares
|
$327,286
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
355
shares
|
$325,453
0.03% of portfolio
|
Q2 2025
Reduced 84.93%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
355
shares
|
$325,453
0.04% of portfolio
|
Q2 2025
Reduced 0.84%
|