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 |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
59
shares
|
$55,441
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
55
shares
|
$51,682
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
54
shares
|
$50,742
0.04% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
50
shares
|
$46,984
0.01% of portfolio
|
Q3 2022
Reduced 50.5%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
50
shares
|
$46,984
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
50
shares
|
$46,984
0.02% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
47
shares
|
$44,164
0.01% of portfolio
|
Q3 2024
Reduced 20.34%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
45
shares
|
$42,285
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
45
shares
|
$42,285
0.01% of portfolio
|
Q4 2023
Added 200.0%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
45
shares
|
$42,285
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
45
shares
|
$42,285
0.03% of portfolio
|
Q3 2024
Added 40.63%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
45
shares
|
$42,285
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
43
shares
|
$40,406
0.04% of portfolio
|
Q3 2024
Reduced 81.7%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
42
shares
|
$39,466
0.01% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
41
shares
|
$38,526
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
41
shares
|
$38,526
0.01% of portfolio
|
Q1 2024
Added 28.13%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
40
shares
|
$37,587
0.01% of portfolio
|
Q4 2024
Reduced 48.72%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
40
shares
|
$37,587
0.03% of portfolio
|
Q2 2017
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
39
shares
|
$36,647
0.02% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
38
shares
|
$35,707
0.03% of portfolio
|
Q2 2024
Added 26.67%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
36
shares
|
$33,828
0.02% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
36
shares
|
$33,828
0.03% of portfolio
|
Q3 2024
Reduced 86.86%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
36
shares
|
$33,828
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
35
shares
|
$32,888
0.02% of portfolio
|
Q1 2024
Added 12.9%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
34
shares
|
$31,949
0.02% of portfolio
|
Q3 2024
Reduced 29.17%
|