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 4,506 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $303 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,583
shares
|
$1.57 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
1,578
shares
|
$1.56 Million
0.37% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,577
shares
|
$1.56 Million
0.27% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
1,576
shares
|
$1.56 Million
0.21% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
1,574
shares
|
$1.56 Million
0.22% of portfolio
|
Q2 2025
Added 190.41%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
1,574
shares
|
$1.56 Million
0.22% of portfolio
|
Q2 2025
Added 45.74%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
1,574
shares
|
$1.56 Million
1.51% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
1,572
shares
|
$1.56 Million
0.66% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
1,571
shares
|
$1.56 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
1,567
shares
|
$1.55 Million
0.39% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
1,566
shares
|
$1.55 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,565
shares
|
$1.55 Million
0.04% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
1,565
shares
|
$1.55 Million
0.34% of portfolio
|
Q2 2025
Added 26.93%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
1,560
shares
|
$1.55 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
1,560
shares
|
$1.55 Million
0.27% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
1,557
shares
|
$1.54 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
1,555
shares
|
$1.54 Million
0.71% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
1,552
shares
|
$1.54 Million
0.71% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
1,548
shares
|
$1.53 Million
1.06% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
1,548
shares
|
$1.53 Million
0.48% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
1,545
shares
|
$1.53 Million
0.68% of portfolio
|
Q2 2025
Reduced 14.88%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
1,543
shares
|
$1.53 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
1,543
shares
|
$1.53 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,538
shares
|
$1.52 Million
0.24% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
1,533
shares
|
$1.52 Million
0.57% of portfolio
|
Q1 2025
Added 0.13%
|