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 |
---|---|---|---|---|---|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
45
shares
|
$44,194
0.03% of portfolio
|
Q1 2023
New holding
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
45
shares
|
$44,194
0.1% of portfolio
|
Q4 2024
New holding
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
44
shares
|
$43,211
0.02% of portfolio
|
Q1 2025
Added 29.41%
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
43
shares
|
$42,229
0.02% of portfolio
|
Q1 2025
Added 7.5%
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
43
shares
|
$42,229
0.02% of portfolio
|
Q4 2024
Added 59.26%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
43
shares
|
$42,229
0.04% of portfolio
|
Q3 2024
Reduced 81.7%
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
41
shares
|
$40,265
0.01% of portfolio
|
Q2 2023
New holding
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
41
shares
|
$40,265
0.02% of portfolio
|
Q1 2024
Added 28.13%
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
40
shares
|
$39,283
0.03% of portfolio
|
Q2 2017
New holding
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
40
shares
|
$39,283
0.02% of portfolio
|
Q1 2025
Added 900.0%
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
39
shares
|
$38,301
0.02% of portfolio
|
Q3 2024
Added 25.81%
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
38
shares
|
$37,319
0.03% of portfolio
|
Q4 2024
New holding
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
33
shares
|
$32,408
0.0% of portfolio
|
Q3 2024
Reduced 26.67%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
31
shares
|
$30,444
0.0% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
30
shares
|
$29,462
0.0% of portfolio
|
Q4 2022
New holding
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
30
shares
|
$29,462
0.02% of portfolio
|
Q1 2025
Reduced 92.68%
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
29
shares
|
$28,480
0.01% of portfolio
|
Q2 2024
Reduced 88.11%
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
28
shares
|
$27,498
0.01% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
28
shares
|
$27,498
0.02% of portfolio
|
Q3 2024
Reduced 51.72%
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
27
shares
|
$26,516
0.02% of portfolio
|
Q3 2024
Added 58.82%
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
26
shares
|
$25,534
0.0% of portfolio
|
Q3 2022
New holding
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
26
shares
|
$25,534
0.01% of portfolio
|
Q2 2024
Added 23.81%
|
|
Financially Speaking Inc
Greenwood Village, CO |
May 07, 2025 Q1 2025 |
26
shares
|
$25,534
0.02% of portfolio
|
Q1 2025
Reduced 87.13%
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
25
shares
|
$24,552
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Brown Shipley& CO LTD
London, X0 |
May 14, 2025 Q1 2025 |
25
shares
|
$24,552
0.01% of portfolio
|
Q1 2025
Reduced 28.57%
|