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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
23,208
shares
|
$21.8 Million
0.27% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
23,182
shares
|
$21.8 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
23,094
shares
|
$21.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
22,963
shares
|
$21.6 Million
0.32% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
22,857
shares
|
$21.5 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
22,796
shares
|
$21.4 Million
1.39% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
22,787
shares
|
$21.4 Million
2.56% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
22,642
shares
|
$21.3 Million
0.44% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
22,624
shares
|
$21.3 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
22,624
shares
|
$21.3 Million
1.22% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
22,571
shares
|
$21.2 Million
0.39% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
22,532
shares
|
$21.2 Million
0.69% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
22,397
shares
|
$21 Million
0.32% of portfolio
|
Q3 2022
Added 2.73%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
22,322
shares
|
$21 Million
2.16% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
22,297
shares
|
$21 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
22,295
shares
|
$21 Million
0.07% of portfolio
|
Q3 2024
Reduced 19.59%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
22,295
shares
|
$21 Million
1.31% of portfolio
|
Q3 2024
Added 283.47%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
22,271
shares
|
$20.9 Million
2.85% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
22,200
shares
|
$20.9 Million
1.52% of portfolio
|
Q2 2024
Reduced 18.98%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
22,183
shares
|
$20.8 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
22,055
shares
|
$20.7 Million
1.85% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
22,032
shares
|
$20.7 Million
1.97% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
22,011
shares
|
$20.7 Million
0.49% of portfolio
|
Q3 2024
Added 55.19%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
21,861
shares
|
$20.5 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
21,846
shares
|
$20.5 Million
1.4% of portfolio
|
Q3 2024
Reduced 28.54%
|