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 |
|---|---|---|---|---|---|
|
Manuka Financial, LLC
Richmond, VA |
Jul 30, 2025 Q2 2025 |
306
shares
|
$280,531
0.17% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
305
shares
|
$279,614
0.08% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
304
shares
|
$278,698
0.03% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
304
shares
|
$278,698
0.13% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
303
shares
|
$277,781
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
303
shares
|
$277,781
0.2% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
303
shares
|
$277,781
0.22% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
303
shares
|
$277,781
0.15% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Aug 13, 2025 Q2 2025 |
303
shares
|
$277,781
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
302
shares
|
$276,864
0.07% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
301
shares
|
$275,947
0.13% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
300
shares
|
$275,031
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
300
shares
|
$275,031
0.19% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
300
shares
|
$275,031
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
300
shares
|
$275,031
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
298
shares
|
$273,197
0.1% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
298
shares
|
$273,197
0.15% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
298
shares
|
$273,197
0.1% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
298
shares
|
$273,197
0.22% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
298
shares
|
$273,197
0.17% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
297
shares
|
$272,280
0.06% of portfolio
|
Q2 2025
Added 14.23%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
297
shares
|
$272,280
0.12% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
297
shares
|
$272,280
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
297
shares
|
$272,280
0.04% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
296
shares
|
$271,363
0.26% of portfolio
|
Q2 2025
New holding
|