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 |
|---|---|---|---|---|---|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
432
shares
|
$405,941
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Dock Street Asset Management Inc
|
Oct 21, 2024 Q3 2024 |
430
shares
|
$404,062
0.05% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
430
shares
|
$404,062
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
429
shares
|
$403,122
0.01% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
429
shares
|
$403,122
0.17% of portfolio
|
Q3 2024
Added 30.4%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
428
shares
|
$402,183
0.22% of portfolio
|
Q1 2023
Added 0.23%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
428
shares
|
$402,183
0.12% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
428
shares
|
$402,183
0.22% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
427
shares
|
$401,243
0.3% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
427
shares
|
$401,243
0.05% of portfolio
|
Q2 2024
Reduced 3.83%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
427
shares
|
$401,243
0.28% of portfolio
|
Q2 2023
Added 2.4%
|
|
|
Martin Capital Partners, LLC
|
Oct 15, 2024 Q3 2024 |
425
shares
|
$399,364
0.19% of portfolio
|
Q2 2024
Reduced 12.37%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
425
shares
|
$399,364
0.32% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
425
shares
|
$399,364
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
425
shares
|
$399,364
0.11% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
424
shares
|
$398,424
0.15% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
424
shares
|
$398,424
0.17% of portfolio
|
Q3 2024
Added 26.19%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
424
shares
|
$398,424
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
423
shares
|
$397,484
0.38% of portfolio
|
Q2 2023
Added 0.24%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
423
shares
|
$397,484
0.25% of portfolio
|
Q4 2024
Reduced 13.85%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
423
shares
|
$397,484
0.24% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
421
shares
|
$395,605
0.22% of portfolio
|
Q4 2024
Added 55.35%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
420
shares
|
$394,665
0.23% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
420
shares
|
$394,665
0.23% of portfolio
|
Q3 2024
Added 17.32%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
420
shares
|
$394,665
0.02% of portfolio
|
Q3 2024
Reduced 27.84%
|