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 |
|---|---|---|---|---|---|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
207
shares
|
$189,771
0.08% of portfolio
|
Q2 2025
Reduced 25.54%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
207
shares
|
$189,771
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
206
shares
|
$188,854
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
206
shares
|
$188,854
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
206
shares
|
$188,854
0.14% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
205
shares
|
$187,937
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
205
shares
|
$187,937
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Carthy Asset Management, Inc.
|
Jul 31, 2025 Q2 2025 |
204
shares
|
$187,021
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
204
shares
|
$187,021
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
204
shares
|
$187,021
0.11% of portfolio
|
Q2 2025
Reduced 32.89%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jul 22, 2025 Q2 2025 |
204
shares
|
$187,021
0.26% of portfolio
|
Q2 2025
Reduced 27.4%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
203
shares
|
$186,104
0.06% of portfolio
|
Q2 2025
Reduced 33.66%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
202
shares
|
$185,187
0.02% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
202
shares
|
$185,187
0.05% of portfolio
|
Q2 2025
Reduced 53.56%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jul 24, 2025 Q2 2025 |
200
shares
|
$183,354
0.19% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$183,354
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jul 18, 2025 Q2 2025 |
200
shares
|
$183,354
0.06% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
200
shares
|
$183,354
0.14% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
200
shares
|
$183,354
0.06% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
200
shares
|
$183,354
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
193
shares
|
$176,936
0.0% of portfolio
|
Q2 2025
Added 26.14%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
188
shares
|
$172,352
0.06% of portfolio
|
Q4 2024
Reduced 13.76%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
183
shares
|
$167,768
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
183
shares
|
$167,768
0.11% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
182
shares
|
$166,852
0.22% of portfolio
|
Q2 2025
Added 1.68%
|