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 4,415 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 $298 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
309
shares
|
$303,465
0.18% of portfolio
|
Q4 2024
Reduced 17.82%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
308
shares
|
$302,483
0.05% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
308
shares
|
$302,483
0.27% of portfolio
|
Q2 2025
Reduced 24.32%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
307
shares
|
$301,501
0.06% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
307
shares
|
$301,501
0.29% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
307
shares
|
$301,501
0.15% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
307
shares
|
$301,501
0.11% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
306
shares
|
$300,519
0.1% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
306
shares
|
$300,519
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
306
shares
|
$300,519
0.1% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
306
shares
|
$300,519
0.19% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
305
shares
|
$299,537
0.08% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
304
shares
|
$298,555
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
303
shares
|
$297,573
0.03% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
303
shares
|
$297,573
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
303
shares
|
$297,573
0.0% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
303
shares
|
$297,573
0.02% of portfolio
|
Q4 2024
Added 27.85%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
301
shares
|
$295,609
0.04% of portfolio
|
Q1 2025
Reduced 29.67%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
301
shares
|
$295,609
0.13% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
301
shares
|
$295,609
0.07% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
301
shares
|
$295,609
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
300
shares
|
$294,627
0.04% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
300
shares
|
$294,627
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
300
shares
|
$294,627
0.14% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
300
shares
|
$294,627
0.12% of portfolio
|
Q1 2025
Reduced 13.54%
|