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 |
|---|---|---|---|---|---|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
223
shares
|
$204,439
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
223
shares
|
$204,439
0.09% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Aug 28, 2025 Q2 2025 |
223
shares
|
$204,439
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
222
shares
|
$203,522
0.06% of portfolio
|
Q2 2025
Added 93.04%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
222
shares
|
$203,522
0.16% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Jul 22, 2025 Q2 2025 |
222
shares
|
$203,522
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
221
shares
|
$202,606
0.0% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
221
shares
|
$202,606
0.24% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
220
shares
|
$201,689
0.02% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Westwood Wealth Management
|
Aug 05, 2025 Q2 2025 |
220
shares
|
$201,689
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
220
shares
|
$201,689
0.13% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
220
shares
|
$201,689
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
220
shares
|
$201,689
0.12% of portfolio
|
Q2 2025
Reduced 63.33%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
219
shares
|
$200,772
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
218
shares
|
$199,855
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
218
shares
|
$199,855
0.06% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
218
shares
|
$199,855
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
218
shares
|
$199,855
0.2% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
218
shares
|
$199,855
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
217
shares
|
$198,939
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
216
shares
|
$198,022
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
215
shares
|
$197,105
0.03% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
215
shares
|
$197,105
0.2% of portfolio
|
Q2 2025
Added 34.38%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
214
shares
|
$196,188
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
214
shares
|
$196,188
0.18% of portfolio
|
Q2 2025
New holding
|