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 |
|---|---|---|---|---|---|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
269
shares
|
$246,611
0.03% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
269
shares
|
$246,611
0.12% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
268
shares
|
$245,694
0.05% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
268
shares
|
$245,694
0.13% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Aug 05, 2025 Q2 2025 |
267
shares
|
$244,777
0.41% of portfolio
|
Q2 2025
Reduced 71.78%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
267
shares
|
$244,777
0.01% of portfolio
|
Q2 2025
Reduced 73.3%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
267
shares
|
$244,777
0.04% of portfolio
|
Q4 2023
Added 15.09%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
266
shares
|
$243,860
0.05% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
266
shares
|
$243,860
0.03% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
266
shares
|
$243,860
0.22% of portfolio
|
Q2 2025
Reduced 72.18%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
266
shares
|
$243,860
0.2% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
265
shares
|
$242,944
0.04% of portfolio
|
Q4 2024
Reduced 16.14%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
265
shares
|
$242,944
0.07% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
265
shares
|
$242,944
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
264
shares
|
$242,027
0.13% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Farmers Trust CO
|
Oct 01, 2025 Q3 2025 |
263
shares
|
$241,110
0.04% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
263
shares
|
$241,110
0.03% of portfolio
|
Q2 2024
Added 22.9%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
263
shares
|
$241,110
0.04% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
263
shares
|
$241,110
0.14% of portfolio
|
Q2 2025
Reduced 26.74%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
262
shares
|
$240,193
0.03% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
262
shares
|
$240,193
0.05% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
262
shares
|
$240,193
0.25% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
261
shares
|
$239,276
0.03% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
261
shares
|
$239,276
0.09% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
261
shares
|
$239,276
0.01% of portfolio
|
Q2 2025
New holding
|