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 4,267 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $307 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
79
shares
|
$81,767
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
75
shares
|
$77,627
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
73
shares
|
$75,557
0.03% of portfolio
|
Q3 2024
Added 329.41%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
73
shares
|
$75,557
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
69
shares
|
$71,417
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
63
shares
|
$65,206
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
62
shares
|
$64,171
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
59
shares
|
$61,066
0.03% of portfolio
|
Q2 2024
Reduced 48.25%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
59
shares
|
$61,066
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
55
shares
|
$56,926
0.07% of portfolio
|
Q4 2024
Added 22.22%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
54
shares
|
$55,891
0.04% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
50
shares
|
$51,751
0.01% of portfolio
|
Q3 2022
Reduced 50.5%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
50
shares
|
$51,751
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
47
shares
|
$48,646
0.01% of portfolio
|
Q3 2024
Reduced 20.34%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
45
shares
|
$46,576
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
45
shares
|
$46,576
0.01% of portfolio
|
Q4 2023
Added 200.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
45
shares
|
$46,576
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
45
shares
|
$46,576
0.02% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
45
shares
|
$46,576
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
43
shares
|
$44,506
0.02% of portfolio
|
Q4 2024
Added 59.26%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
43
shares
|
$44,506
0.04% of portfolio
|
Q3 2024
Reduced 81.7%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
42
shares
|
$43,471
0.01% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
41
shares
|
$42,436
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
41
shares
|
$42,436
0.02% of portfolio
|
Q1 2024
Added 28.13%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
40
shares
|
$41,401
0.01% of portfolio
|
Q4 2024
Reduced 48.72%
|