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 |
|---|---|---|---|---|---|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
236
shares
|
$216,357
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
236
shares
|
$216,357
0.03% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
235
shares
|
$215,440
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
235
shares
|
$215,440
0.11% of portfolio
|
Q1 2025
Added 35.84%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
235
shares
|
$215,440
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
235
shares
|
$215,440
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
234
shares
|
$214,524
0.06% of portfolio
|
Q1 2025
Reduced 46.58%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
234
shares
|
$214,524
0.09% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
234
shares
|
$214,524
0.26% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Stanich Group LLC
Montauk, NY |
Jul 21, 2025 Q2 2025 |
234
shares
|
$214,524
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
234
shares
|
$214,524
0.1% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
233
shares
|
$213,607
0.04% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
233
shares
|
$213,607
0.04% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
233
shares
|
$213,607
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
232
shares
|
$212,690
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
232
shares
|
$212,690
0.06% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
231
shares
|
$211,773
0.24% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jul 24, 2025 Q2 2025 |
231
shares
|
$211,773
0.24% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Wilkinson Global Asset Management LLC
|
Aug 11, 2025 Q2 2025 |
230
shares
|
$210,857
0.01% of portfolio
|
Q2 2025
Reduced 72.19%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
230
shares
|
$210,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Associates LTD
Akron, OH |
Aug 12, 2025 Q2 2025 |
230
shares
|
$210,857
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
230
shares
|
$210,857
0.45% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
229
shares
|
$209,940
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
229
shares
|
$209,940
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
229
shares
|
$209,940
0.03% of portfolio
|
Q2 2025
Reduced 95.97%
|