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 4,420 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $290 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
454
shares
|
$445,333
0.34% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
453
shares
|
$444,352
0.04% of portfolio
|
Q1 2023
Added 0.44%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
453
shares
|
$444,352
0.02% of portfolio
|
Q1 2025
Added 57.84%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
453
shares
|
$444,352
0.14% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
453
shares
|
$444,352
0.08% of portfolio
|
Q1 2025
Added 9.16%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
453
shares
|
$444,352
0.09% of portfolio
|
Q1 2025
Added 29.43%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
452
shares
|
$443,371
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
451
shares
|
$442,390
0.05% of portfolio
|
Q1 2025
Added 28.13%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
451
shares
|
$442,390
0.14% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
451
shares
|
$442,390
0.39% of portfolio
|
Q1 2025
Reduced 83.64%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
450
shares
|
$441,409
0.0% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
450
shares
|
$441,409
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Apr 23, 2025 Q1 2025 |
450
shares
|
$441,409
0.44% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
449
shares
|
$440,428
0.38% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
449
shares
|
$440,428
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
448
shares
|
$439,447
0.05% of portfolio
|
Q1 2025
Added 42.68%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
448
shares
|
$439,447
0.15% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
448
shares
|
$439,447
0.24% of portfolio
|
Q1 2025
Reduced 28.32%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
447
shares
|
$438,466
0.05% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
447
shares
|
$438,466
0.01% of portfolio
|
Q3 2023
Added 3.23%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
446
shares
|
$437,485
0.03% of portfolio
|
Q2 2024
Reduced 43.33%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
446
shares
|
$437,485
0.56% of portfolio
|
Q2 2022
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
446
shares
|
$437,485
0.24% of portfolio
|
Q1 2025
Added 22.87%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
445
shares
|
$436,504
0.33% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
445
shares
|
$436,504
0.02% of portfolio
|
Q1 2025
Reduced 38.96%
|