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 |
|---|---|---|---|---|---|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
213
shares
|
$195,272
0.16% of portfolio
|
Q1 2025
Reduced 48.43%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jul 25, 2025 Q2 2025 |
213
shares
|
$195,272
0.09% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
213
shares
|
$195,272
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
213
shares
|
$195,272
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
213
shares
|
$195,272
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
212
shares
|
$194,355
0.19% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
212
shares
|
$194,355
0.02% of portfolio
|
Q2 2025
Reduced 68.45%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
212
shares
|
$194,355
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
212
shares
|
$194,355
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
211
shares
|
$193,438
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
211
shares
|
$193,438
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Aug 22, 2025 Q2 2025 |
211
shares
|
$193,438
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
210
shares
|
$192,521
0.04% of portfolio
|
Q2 2025
Reduced 20.45%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
210
shares
|
$192,521
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Fenimore Asset Management Inc
|
Jul 22, 2025 Q2 2025 |
210
shares
|
$192,521
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
210
shares
|
$192,521
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
210
shares
|
$192,521
0.0% of portfolio
|
Q1 2025
Added 110.0%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
209
shares
|
$191,604
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
209
shares
|
$191,604
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
209
shares
|
$191,604
0.1% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
208
shares
|
$190,688
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
208
shares
|
$190,688
0.04% of portfolio
|
Q2 2025
Reduced 74.54%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2025 Q2 2025 |
208
shares
|
$190,688
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
207
shares
|
$189,771
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
207
shares
|
$189,771
0.12% of portfolio
|
Q2 2025
New holding
|