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 |
|---|---|---|---|---|---|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
313
shares
|
$286,949
0.01% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Villere St Denis J & CO LLC
|
Jul 24, 2025 Q2 2025 |
312
shares
|
$286,032
0.03% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
312
shares
|
$286,032
0.15% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
312
shares
|
$286,032
0.07% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
311
shares
|
$285,115
0.06% of portfolio
|
Q4 2023
Reduced 12.39%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
311
shares
|
$285,115
0.28% of portfolio
|
Q2 2025
Reduced 78.77%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
310
shares
|
$284,198
0.07% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
309
shares
|
$283,281
0.03% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
309
shares
|
$283,281
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
309
shares
|
$283,281
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
309
shares
|
$283,281
0.17% of portfolio
|
Q4 2024
Reduced 17.82%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
308
shares
|
$282,365
0.17% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
308
shares
|
$282,365
0.14% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
308
shares
|
$282,365
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
308
shares
|
$282,365
0.04% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
308
shares
|
$282,365
0.05% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
308
shares
|
$282,365
0.27% of portfolio
|
Q2 2025
Reduced 24.32%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
307
shares
|
$281,448
0.03% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
307
shares
|
$281,448
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
307
shares
|
$281,448
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
307
shares
|
$281,448
0.29% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
307
shares
|
$281,448
0.11% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
306
shares
|
$280,531
0.1% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
306
shares
|
$280,531
0.1% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
306
shares
|
$280,531
0.1% of portfolio
|
Q4 2024
Reduced 6.99%
|