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 |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
857
shares
|
$805,305
0.16% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
857
shares
|
$805,305
0.13% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
855
shares
|
$803,426
0.09% of portfolio
|
Q4 2024
Reduced 18.96%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
854
shares
|
$802,486
0.22% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
854
shares
|
$802,486
0.03% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
854
shares
|
$802,486
0.11% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
854
shares
|
$802,486
0.36% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
852
shares
|
$800,607
0.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
850
shares
|
$798,728
0.42% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
850
shares
|
$798,728
1.01% of portfolio
|
Q4 2022
Added 1033.33%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
849
shares
|
$797,788
0.2% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
848
shares
|
$796,848
0.08% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
848
shares
|
$796,848
0.08% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
848
shares
|
$796,848
0.26% of portfolio
|
Q2 2023
Added 30.86%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
845
shares
|
$794,029
0.05% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
845
shares
|
$794,029
0.31% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
844
shares
|
$793,089
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
842
shares
|
$791,210
0.39% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
841
shares
|
$790,270
0.21% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
840
shares
|
$789,331
0.06% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
838
shares
|
$787,451
0.61% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
837
shares
|
$786,512
0.21% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
837
shares
|
$786,512
0.11% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
836
shares
|
$785,572
0.3% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
835
shares
|
$784,632
0.11% of portfolio
|
Q4 2024
Reduced 12.66%
|