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 |
|---|---|---|---|---|---|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
750
shares
|
$704,760
0.44% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
750
shares
|
$704,760
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
748
shares
|
$702,880
0.22% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
747
shares
|
$701,940
0.05% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
745
shares
|
$700,061
0.05% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
744
shares
|
$699,121
0.19% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
742
shares
|
$697,242
0.33% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
742
shares
|
$697,242
0.35% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
742
shares
|
$697,242
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
741
shares
|
$696,302
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
740
shares
|
$695,363
0.23% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
739
shares
|
$694,423
0.07% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
738
shares
|
$693,483
0.06% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
735
shares
|
$690,664
0.03% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
733
shares
|
$688,785
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
731
shares
|
$686,906
0.23% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
731
shares
|
$686,906
1.29% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
731
shares
|
$686,906
0.13% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
731
shares
|
$686,906
0.11% of portfolio
|
Q3 2024
Reduced 92.05%
|
|
|
Anson Funds Management LP
Dallas, TX |
Nov 15, 2024 Q3 2024 |
728
shares
|
$684,087
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
727
shares
|
$683,147
0.11% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
725
shares
|
$681,268
0.14% of portfolio
|
Q2 2024
Reduced 21.62%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
725
shares
|
$681,268
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
723
shares
|
$679,388
0.16% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
723
shares
|
$679,388
0.16% of portfolio
|
Q1 2024
Reduced 0.14%
|