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 |
|---|---|---|---|---|---|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
323
shares
|
$296,116
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
323
shares
|
$296,116
0.49% of portfolio
|
Q2 2025
Reduced 70.8%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
323
shares
|
$296,116
0.26% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
321
shares
|
$294,283
0.04% of portfolio
|
Q2 2025
Reduced 37.18%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
321
shares
|
$294,283
0.09% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
321
shares
|
$294,283
0.28% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
320
shares
|
$293,366
0.02% of portfolio
|
Q2 2025
Reduced 29.36%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
320
shares
|
$293,366
0.2% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
318
shares
|
$291,532
0.18% of portfolio
|
Q2 2025
Reduced 37.52%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
318
shares
|
$291,532
0.2% of portfolio
|
Q1 2025
Reduced 55.71%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 02, 2025 Q2 2025 |
318
shares
|
$291,532
0.23% of portfolio
|
Q2 2025
Reduced 28.54%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jul 29, 2025 Q2 2025 |
318
shares
|
$291,532
0.25% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
317
shares
|
$290,616
0.13% of portfolio
|
Q3 2024
Reduced 33.4%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
317
shares
|
$290,616
0.22% of portfolio
|
Q2 2025
Added 41.52%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
316
shares
|
$289,699
0.03% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
316
shares
|
$289,699
0.09% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Jul 09, 2025 Q2 2025 |
316
shares
|
$289,699
0.26% of portfolio
|
Q2 2024
Reduced 15.96%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
316
shares
|
$289,699
0.27% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
315
shares
|
$288,782
0.18% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
315
shares
|
$288,782
0.18% of portfolio
|
Q2 2025
Added 24.02%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
315
shares
|
$288,782
0.4% of portfolio
|
Q2 2025
Added 23.53%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
314
shares
|
$287,865
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
314
shares
|
$287,865
0.06% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
314
shares
|
$287,865
0.25% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
313
shares
|
$286,949
0.05% of portfolio
|
Q2 2024
New holding
|