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 3,980 institutions that hold shares in the stock, with a total of 285 Million shares, which have been reported (via 13F filing form) to have a value of $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
1,021
shares
|
$959,413
0.14% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Winslow Capital Management, LLC
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
1,021
shares
|
$959,413
0.0% of portfolio
|
Q3 2024
Reduced 99.73%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,021
shares
|
$959,413
0.17% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Oct 29, 2024 Q3 2024 |
1,021
shares
|
$959,413
0.51% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
1,019
shares
|
$957,533
0.13% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
1,018
shares
|
$956,594
0.61% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,017
shares
|
$955,654
0.06% of portfolio
|
Q4 2023
Reduced 46.39%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,017
shares
|
$955,654
0.35% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
1,017
shares
|
$955,654
0.53% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,016
shares
|
$954,714
0.18% of portfolio
|
Q2 2024
Added 3.36%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
1,016
shares
|
$954,714
0.46% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
1,016
shares
|
$954,714
0.14% of portfolio
|
Q3 2024
Added 25.43%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
1,014
shares
|
$952,835
0.18% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
1,013
shares
|
$951,895
0.36% of portfolio
|
Q4 2024
Reduced 16.56%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,011
shares
|
$950,016
0.27% of portfolio
|
Q2 2024
Reduced 9.0%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,009
shares
|
$948,137
0.16% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
1,008
shares
|
$947,197
0.73% of portfolio
|
Q4 2022
Added 0.8%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,007
shares
|
$946,257
0.16% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,006
shares
|
$945,318
0.79% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
1,004
shares
|
$943,438
0.36% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
1,004
shares
|
$943,438
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,003
shares
|
$942,499
0.01% of portfolio
|
Q2 2023
Added 2.35%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
1,000
shares
|
$939,680
0.25% of portfolio
|
Q4 2022
Added 9.17%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,000
shares
|
$939,680
0.43% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
996
shares
|
$935,921
0.58% of portfolio
|
Q3 2024
Reduced 10.75%
|