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 |
|---|---|---|---|---|---|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
50
shares
|
$45,838
0.01% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
50
shares
|
$45,838
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
48
shares
|
$44,004
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
45
shares
|
$41,254
0.01% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
45
shares
|
$41,254
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
45
shares
|
$41,254
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
43
shares
|
$39,421
0.02% of portfolio
|
Q2 2025
Added 975.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
43
shares
|
$39,421
0.02% of portfolio
|
Q4 2024
Added 59.26%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
43
shares
|
$39,421
0.03% of portfolio
|
Q2 2025
Added 72.0%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
43
shares
|
$39,421
0.03% of portfolio
|
Q1 2025
Reduced 40.28%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
42
shares
|
$38,504
0.02% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
41
shares
|
$37,587
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
41
shares
|
$37,587
0.02% of portfolio
|
Q1 2024
Added 28.13%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
40
shares
|
$36,670
0.03% of portfolio
|
Q2 2017
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
40
shares
|
$36,670
0.02% of portfolio
|
Q2 2025
Reduced 32.2%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
39
shares
|
$35,754
0.02% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
39
shares
|
$35,754
0.0% of portfolio
|
Q2 2025
Reduced 95.0%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
38
shares
|
$34,837
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
33
shares
|
$30,253
0.01% of portfolio
|
Q2 2025
Reduced 90.09%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
31
shares
|
$28,419
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
31
shares
|
$28,419
0.0% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
30
shares
|
$27,503
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
30
shares
|
$27,503
0.02% of portfolio
|
Q1 2025
Reduced 92.68%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
30
shares
|
$27,503
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
28
shares
|
$25,669
0.01% of portfolio
|
Q1 2025
Reduced 22.22%
|