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 |
|---|---|---|---|---|---|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
343
shares
|
$314,452
0.13% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
343
shares
|
$314,452
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
342
shares
|
$313,535
0.09% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
342
shares
|
$313,535
0.1% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
342
shares
|
$313,535
0.15% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
342
shares
|
$313,535
0.22% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Dock Street Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
341
shares
|
$312,618
0.03% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
341
shares
|
$312,618
0.09% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
341
shares
|
$312,618
0.05% of portfolio
|
Q1 2025
Reduced 14.54%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
341
shares
|
$312,618
0.15% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
339
shares
|
$310,785
0.11% of portfolio
|
Q1 2024
Added 1.5%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Aug 07, 2025 Q2 2025 |
339
shares
|
$310,785
0.09% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
338
shares
|
$309,868
0.1% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
338
shares
|
$309,868
0.2% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
337
shares
|
$308,951
0.06% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
337
shares
|
$308,951
0.06% of portfolio
|
Q3 2023
Added 9.06%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
337
shares
|
$308,951
0.05% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
337
shares
|
$308,951
0.63% of portfolio
|
Q2 2025
Reduced 24.94%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
337
shares
|
$308,951
0.16% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
337
shares
|
$308,951
0.28% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
337
shares
|
$308,951
0.33% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
335
shares
|
$307,117
0.23% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
334
shares
|
$306,201
0.2% of portfolio
|
Q4 2024
Added 28.96%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
334
shares
|
$306,201
0.1% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
334
shares
|
$306,201
0.14% of portfolio
|
Q2 2025
Reduced 1.18%
|