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 |
|---|---|---|---|---|---|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
369
shares
|
$346,741
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
369
shares
|
$346,741
0.1% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
369
shares
|
$346,741
0.19% of portfolio
|
Q3 2024
Added 38.2%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
368
shares
|
$345,802
0.09% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
367
shares
|
$344,862
0.07% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
367
shares
|
$344,862
0.19% of portfolio
|
Q3 2024
Added 48.58%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
367
shares
|
$344,862
0.24% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 12, 2024 Q3 2024 |
367
shares
|
$344,862
0.17% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
366
shares
|
$343,922
0.22% of portfolio
|
Q4 2024
Added 36.06%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
365
shares
|
$342,983
0.02% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
365
shares
|
$342,983
0.07% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
365
shares
|
$342,983
0.08% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
364
shares
|
$342,043
0.07% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
364
shares
|
$342,043
0.08% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
363
shares
|
$341,103
0.23% of portfolio
|
Q2 2024
Reduced 15.19%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
363
shares
|
$341,103
0.14% of portfolio
|
Q3 2024
Reduced 57.24%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
362
shares
|
$340,164
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 04, 2024 Q3 2024 |
361
shares
|
$339,224
0.24% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
360
shares
|
$338,284
0.07% of portfolio
|
Q2 2024
Added 7.46%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
360
shares
|
$338,284
0.32% of portfolio
|
Q3 2023
Reduced 11.55%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
360
shares
|
$338,284
0.17% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
360
shares
|
$338,284
0.02% of portfolio
|
Q3 2024
Reduced 98.86%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
360
shares
|
$338,284
0.12% of portfolio
|
Q2 2024
Added 18.03%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
359
shares
|
$337,345
0.05% of portfolio
|
Q4 2024
Added 14.7%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
359
shares
|
$337,345
0.12% of portfolio
|
Q4 2024
Added 18.09%
|