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 |
|---|---|---|---|---|---|
|
Innovator Capital Management, LLC
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
281
shares
|
$257,612
4.27% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
280
shares
|
$256,695
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
280
shares
|
$256,695
0.19% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
280
shares
|
$256,695
0.02% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Nixon Capital, LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
280
shares
|
$256,695
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
280
shares
|
$256,695
0.28% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
279
shares
|
$255,778
0.12% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
279
shares
|
$255,778
0.11% of portfolio
|
Q2 2025
Reduced 26.58%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
278
shares
|
$254,862
0.16% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
278
shares
|
$254,862
0.05% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
278
shares
|
$254,862
0.02% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Reliant Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
277
shares
|
$253,945
0.13% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
277
shares
|
$253,945
0.08% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
277
shares
|
$253,945
0.12% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
277
shares
|
$253,945
0.09% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
277
shares
|
$253,945
0.25% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
277
shares
|
$253,945
0.21% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
275
shares
|
$252,111
0.05% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
274
shares
|
$251,194
0.11% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
274
shares
|
$251,194
0.11% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
274
shares
|
$251,194
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
273
shares
|
$250,278
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Treasure Coast Financial Planning
|
Aug 14, 2025 Q2 2025 |
272
shares
|
$249,361
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
272
shares
|
$249,361
0.23% of portfolio
|
Q2 2025
Reduced 29.9%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
271
shares
|
$248,444
0.08% of portfolio
|
Q2 2025
Reduced 0.37%
|