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 |
|---|---|---|---|---|---|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
445
shares
|
$436,504
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
443
shares
|
$434,543
0.16% of portfolio
|
Q2 2023
Reduced 31.32%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
443
shares
|
$434,543
0.09% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
443
shares
|
$434,543
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
443
shares
|
$434,543
0.07% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
443
shares
|
$434,543
0.12% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
442
shares
|
$433,562
0.34% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
442
shares
|
$433,562
0.12% of portfolio
|
Q2 2025
Reduced 13.5%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
442
shares
|
$433,562
0.1% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
442
shares
|
$433,562
0.12% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
441
shares
|
$432,581
0.03% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
441
shares
|
$432,581
0.03% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
441
shares
|
$432,581
0.12% of portfolio
|
Q3 2024
Added 20.49%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
441
shares
|
$432,581
0.32% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
440
shares
|
$431,600
0.22% of portfolio
|
Q1 2025
Added 49.66%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Apr 30, 2025 Q1 2025 |
440
shares
|
$431,600
0.45% of portfolio
|
Q1 2025
Reduced 49.13%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
439
shares
|
$430,619
0.01% of portfolio
|
Q1 2025
Reduced 90.98%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
439
shares
|
$430,619
0.11% of portfolio
|
Q1 2025
Reduced 17.01%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
438
shares
|
$429,638
0.06% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
438
shares
|
$429,638
0.04% of portfolio
|
Q1 2025
Added 29.59%
|
|
|
Grange Capital, LLC
Beaverton, OR |
May 02, 2025 Q1 2025 |
438
shares
|
$429,638
0.48% of portfolio
|
Q1 2025
Reduced 14.79%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
436
shares
|
$427,676
0.04% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
436
shares
|
$427,676
0.35% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
435
shares
|
$426,695
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
435
shares
|
$426,695
0.25% of portfolio
|
Q2 2025
New holding
|