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 |
|---|---|---|---|---|---|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
296
shares
|
$271,363
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
295
shares
|
$270,447
0.05% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
295
shares
|
$270,447
0.15% of portfolio
|
Q2 2025
Added 35.32%
|
|
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
Aug 14, 2025 Q2 2025 |
295
shares
|
$270,447
0.02% of portfolio
|
Q2 2025
Reduced 26.25%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Aug 12, 2025 Q2 2025 |
295
shares
|
$270,447
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
294
shares
|
$269,530
0.09% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
294
shares
|
$269,530
0.07% of portfolio
|
Q2 2025
Added 25.11%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
294
shares
|
$269,530
0.08% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
294
shares
|
$269,530
0.09% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
294
shares
|
$269,530
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
293
shares
|
$268,613
0.14% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
293
shares
|
$268,613
0.04% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
293
shares
|
$268,613
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
292
shares
|
$267,696
0.06% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
292
shares
|
$267,696
0.08% of portfolio
|
Q2 2025
Added 29.2%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
292
shares
|
$267,696
0.12% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
291
shares
|
$266,780
0.2% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
291
shares
|
$266,780
0.14% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
290
shares
|
$265,863
0.03% of portfolio
|
Q2 2025
Reduced 24.87%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
290
shares
|
$265,863
0.05% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
290
shares
|
$265,863
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
290
shares
|
$265,863
0.23% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Aug 05, 2025 Q2 2025 |
290
shares
|
$265,863
0.33% of portfolio
|
Q2 2025
Reduced 14.71%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
289
shares
|
$264,946
0.14% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
289
shares
|
$264,946
0.19% of portfolio
|
Q2 2025
New holding
|