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 |
|---|---|---|---|---|---|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
332
shares
|
$304,367
0.03% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
331
shares
|
$303,450
0.15% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
331
shares
|
$303,450
0.24% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
330
shares
|
$302,534
0.22% of portfolio
|
Q1 2025
Added 29.41%
|
|
|
Beddow Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
330
shares
|
$302,534
0.13% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
330
shares
|
$302,534
0.11% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
330
shares
|
$302,534
0.14% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
329
shares
|
$301,617
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
329
shares
|
$301,617
0.3% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
329
shares
|
$301,617
0.17% of portfolio
|
Q2 2025
Added 28.52%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
328
shares
|
$300,700
0.1% of portfolio
|
Q2 2025
Added 32.79%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
327
shares
|
$299,783
0.17% of portfolio
|
Q2 2025
Added 21.11%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
326
shares
|
$298,867
0.08% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Murphy Pohlad Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
326
shares
|
$298,867
0.14% of portfolio
|
Q2 2024
Reduced 70.26%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
326
shares
|
$298,867
0.03% of portfolio
|
Q2 2025
Added 887.88%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
326
shares
|
$298,867
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
325
shares
|
$297,950
0.16% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
325
shares
|
$297,950
0.29% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
325
shares
|
$297,950
0.18% of portfolio
|
Q2 2025
Added 48.4%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
325
shares
|
$297,950
0.12% of portfolio
|
Q1 2024
Added 1.25%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
325
shares
|
$297,950
0.2% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
324
shares
|
$297,033
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
324
shares
|
$297,033
0.03% of portfolio
|
Q2 2025
Added 24.14%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
324
shares
|
$297,033
0.06% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
324
shares
|
$297,033
0.13% of portfolio
|
Q4 2024
Added 6.93%
|