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 4,290 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $267 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
987
shares
|
$886,375
0.17% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
987
shares
|
$886,375
0.19% of portfolio
|
Q4 2024
Added 110.9%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
985
shares
|
$884,579
0.19% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
983
shares
|
$882,783
0.21% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
980
shares
|
$880,089
0.05% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
980
shares
|
$880,089
0.21% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
980
shares
|
$880,089
0.07% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
978
shares
|
$878,292
0.19% of portfolio
|
Q4 2021
Reduced 18.7%
|
|
|
Emerald Advisers, LLC
|
Feb 11, 2025 Q4 2024 |
976
shares
|
$876,496
0.04% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
974
shares
|
$874,700
0.07% of portfolio
|
Q4 2024
Reduced 46.13%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
972
shares
|
$872,904
0.09% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
970
shares
|
$871,108
0.06% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
970
shares
|
$871,108
0.94% of portfolio
|
Q4 2024
Added 73.84%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
969
shares
|
$870,210
0.35% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
969
shares
|
$870,210
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
968
shares
|
$869,312
0.14% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
968
shares
|
$869,312
0.17% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
967
shares
|
$868,414
0.44% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
967
shares
|
$868,414
0.5% of portfolio
|
Q4 2024
Reduced 42.44%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
967
shares
|
$868,414
0.19% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
967
shares
|
$868,414
0.26% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
967
shares
|
$868,414
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
966
shares
|
$867,516
0.16% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
965
shares
|
$866,618
0.19% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
964
shares
|
$865,720
0.31% of portfolio
|
Q4 2024
Reduced 5.21%
|