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 |
|---|---|---|---|---|---|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
261
shares
|
$239,276
0.18% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
261
shares
|
$239,276
0.04% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
261
shares
|
$239,276
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
260
shares
|
$238,360
0.02% of portfolio
|
Q2 2025
Added 63.52%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
260
shares
|
$238,360
0.04% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
260
shares
|
$238,360
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
259
shares
|
$237,443
0.04% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Gallo Partners, LP
Bloomfield, NJ |
Aug 14, 2025 Q2 2025 |
259
shares
|
$237,443
0.17% of portfolio
|
Q2 2025
Reduced 89.42%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
258
shares
|
$236,526
0.04% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
258
shares
|
$236,526
0.08% of portfolio
|
Q4 2024
Added 41.76%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
258
shares
|
$236,526
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
257
shares
|
$235,609
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
257
shares
|
$235,609
0.18% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
257
shares
|
$235,609
0.04% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
256
shares
|
$234,693
0.02% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
256
shares
|
$234,693
0.05% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
255
shares
|
$233,776
0.28% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
255
shares
|
$233,776
0.1% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
255
shares
|
$233,776
0.23% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jul 14, 2025 Q2 2025 |
254
shares
|
$232,859
0.65% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
253
shares
|
$231,942
0.16% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
253
shares
|
$231,942
0.12% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
253
shares
|
$231,942
0.18% of portfolio
|
Q2 2025
Reduced 43.02%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
253
shares
|
$231,942
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
252
shares
|
$231,026
0.2% of portfolio
|
Q2 2025
Added 3.7%
|