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 |
|---|---|---|---|---|---|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jul 29, 2025 Q2 2025 |
243
shares
|
$222,775
0.14% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
243
shares
|
$222,775
0.15% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
243
shares
|
$222,775
0.2% of portfolio
|
Q2 2025
Reduced 16.78%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
242
shares
|
$221,858
0.0% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
242
shares
|
$221,858
0.06% of portfolio
|
Q4 2024
Reduced 55.1%
|
|
|
Altus Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
242
shares
|
$221,858
0.11% of portfolio
|
Q2 2025
Reduced 25.77%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
242
shares
|
$221,858
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Richard C. Young & Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
242
shares
|
$221,858
0.03% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Aug 14, 2025 Q2 2025 |
242
shares
|
$221,858
0.09% of portfolio
|
Q2 2024
Reduced 19.33%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
240
shares
|
$220,024
0.05% of portfolio
|
Q2 2025
Added 70.21%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
240
shares
|
$220,024
0.04% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jul 25, 2025 Q2 2025 |
240
shares
|
$220,024
0.15% of portfolio
|
Q2 2025
Reduced 31.62%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Aug 13, 2025 Q2 2025 |
240
shares
|
$220,024
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
240
shares
|
$220,024
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
240
shares
|
$220,024
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
239
shares
|
$219,108
0.11% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
239
shares
|
$219,108
0.17% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
239
shares
|
$219,108
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Aug 25, 2025 Q2 2025 |
239
shares
|
$219,108
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
238
shares
|
$218,191
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
238
shares
|
$218,191
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
238
shares
|
$218,191
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
238
shares
|
$218,191
0.12% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
238
shares
|
$218,191
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
238
shares
|
$218,191
0.08% of portfolio
|
Q2 2024
Added 1883.33%
|