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 4,037 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $289 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
23
shares
|
$23,134
0.06% of portfolio
|
Q4 2024
Reduced 98.72%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
21
shares
|
$21,122
0.01% of portfolio
|
Q3 2024
Reduced 68.18%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
20
shares
|
$20,116
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
20
shares
|
$20,116
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
19
shares
|
$19,110
0.01% of portfolio
|
Q2 2024
Added 46.15%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
17
shares
|
$17,099
0.01% of portfolio
|
Q3 2024
Reduced 60.47%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
15
shares
|
$15,087
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$15,087
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
14
shares
|
$14,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13
shares
|
$13,075
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
13
shares
|
$13,075
0.0% of portfolio
|
Q4 2022
Added 44.44%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
12
shares
|
$12,069
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
12
shares
|
$12,069
0.0% of portfolio
|
Q2 2024
Added 71.43%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
11
shares
|
$11,064
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
11
shares
|
$11,064
0.26% of portfolio
|
Q3 2024
Reduced 97.91%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
11
shares
|
$11,064
0.44% of portfolio
|
Q4 2024
Reduced 26.67%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
11
shares
|
$11,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
11
shares
|
$11,064
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
10
shares
|
$10,058
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
10
shares
|
$10,058
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
10
shares
|
$10,058
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
8
shares
|
$8,046
0.0% of portfolio
|
Q3 2024
Reduced 96.46%
|
|
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
7
shares
|
$7,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
6
shares
|
$6,034
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5
shares
|
$5,029
0.0% of portfolio
|
Q3 2024
Added 25.0%
|