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 |
|---|---|---|---|---|---|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
229
shares
|
$209,940
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
228
shares
|
$209,023
0.01% of portfolio
|
Q2 2025
Reduced 36.67%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
228
shares
|
$209,023
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
228
shares
|
$209,023
0.19% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
228
shares
|
$209,023
0.08% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
228
shares
|
$209,023
0.07% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
228
shares
|
$209,023
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
228
shares
|
$209,023
0.23% of portfolio
|
Q1 2025
Reduced 17.99%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
227
shares
|
$208,106
0.08% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
227
shares
|
$208,106
0.07% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Aug 04, 2025 Q2 2025 |
227
shares
|
$208,106
0.15% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
227
shares
|
$208,106
0.1% of portfolio
|
Q2 2025
Reduced 28.39%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
226
shares
|
$207,190
0.09% of portfolio
|
Q2 2025
Reduced 18.12%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
226
shares
|
$207,190
0.24% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
226
shares
|
$207,190
0.27% of portfolio
|
Q2 2025
Added 232.35%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
225
shares
|
$206,273
0.08% of portfolio
|
Q3 2024
Reduced 34.59%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
225
shares
|
$206,273
0.15% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
225
shares
|
$206,273
0.12% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
224
shares
|
$205,356
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
224
shares
|
$205,356
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Sep 23, 2025 Q2 2025 |
224
shares
|
$205,356
1.0% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Aug 01, 2025 Q2 2025 |
224
shares
|
$205,356
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
224
shares
|
$205,356
0.04% of portfolio
|
Q1 2025
Reduced 27.04%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
223
shares
|
$204,439
0.14% of portfolio
|
Q2 2025
Reduced 86.17%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
223
shares
|
$204,439
0.0% of portfolio
|
Q2 2025
Reduced 99.77%
|