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 |
|---|---|---|---|---|---|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
289
shares
|
$264,946
0.11% of portfolio
|
Q2 2025
Reduced 27.2%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
289
shares
|
$264,946
0.03% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
289
shares
|
$264,946
0.05% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
288
shares
|
$264,029
0.46% of portfolio
|
Q4 2024
Reduced 56.63%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
288
shares
|
$264,029
0.03% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
288
shares
|
$264,029
0.03% of portfolio
|
Q2 2025
Added 16.13%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
288
shares
|
$264,029
0.07% of portfolio
|
Q2 2025
Reduced 44.93%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Sep 25, 2025 Q2 2025 |
288
shares
|
$264,029
0.18% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
287
shares
|
$263,112
0.16% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
287
shares
|
$263,112
0.02% of portfolio
|
Q2 2025
Reduced 52.72%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
286
shares
|
$262,196
0.17% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
286
shares
|
$262,196
0.43% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
285
shares
|
$261,279
0.1% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
285
shares
|
$261,279
0.06% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
285
shares
|
$261,279
0.23% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
284
shares
|
$260,362
0.01% of portfolio
|
Q2 2025
Added 238.1%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 12, 2025 Q2 2025 |
284
shares
|
$260,362
0.16% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
284
shares
|
$260,362
0.1% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
283
shares
|
$259,445
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
283
shares
|
$259,445
0.03% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
282
shares
|
$258,529
0.04% of portfolio
|
Q2 2025
Added 20.51%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
282
shares
|
$258,529
0.15% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
282
shares
|
$258,529
0.12% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
281
shares
|
$257,612
0.46% of portfolio
|
Q2 2025
Reduced 53.24%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
281
shares
|
$257,612
0.14% of portfolio
|
Q2 2025
New holding
|