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 |
|---|---|---|---|---|---|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
149
shares
|
$136,598
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
147
shares
|
$134,765
0.03% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
147
shares
|
$134,765
0.03% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
146
shares
|
$133,848
0.06% of portfolio
|
Q2 2025
Reduced 43.63%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
143
shares
|
$131,098
0.02% of portfolio
|
Q3 2023
Reduced 43.7%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
142
shares
|
$130,181
0.03% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
142
shares
|
$130,181
0.07% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
141
shares
|
$129,264
0.05% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
139
shares
|
$127,431
0.05% of portfolio
|
Q2 2022
Added 33.65%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
139
shares
|
$127,431
0.08% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
139
shares
|
$127,431
0.05% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
138
shares
|
$126,514
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
138
shares
|
$126,514
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
132
shares
|
$121,013
0.03% of portfolio
|
Q2 2025
Added 17.86%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
130
shares
|
$119,180
0.06% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
130
shares
|
$119,180
0.13% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
128
shares
|
$117,346
0.05% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
127
shares
|
$116,429
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
125
shares
|
$114,596
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Evelyn Partners Asset Management LTD
London, |
Aug 12, 2025 Q2 2025 |
125
shares
|
$114,596
0.06% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Nkcfo LLC
|
Aug 13, 2025 Q2 2025 |
124
shares
|
$113,679
0.05% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
124
shares
|
$113,679
0.01% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
122
shares
|
$111,845
0.06% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
122
shares
|
$111,845
0.02% of portfolio
|
Q2 2025
Added 23.23%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
122
shares
|
$111,845
0.02% of portfolio
|
Q3 2024
Reduced 1.61%
|