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 |
|---|---|---|---|---|---|
|
Chapman Investment Management, LLC
|
Oct 28, 2024 Q3 2024 |
15,044
shares
|
$14.1 Million
10.33% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
15,029
shares
|
$14.1 Million
0.39% of portfolio
|
Q3 2022
Added 73.91%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
14,956
shares
|
$14.1 Million
5.0% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
14,865
shares
|
$14 Million
0.99% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
14,856
shares
|
$14 Million
1.28% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
14,821
shares
|
$13.9 Million
0.59% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
14,781
shares
|
$13.9 Million
2.63% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
14,770
shares
|
$13.9 Million
2.1% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 28, 2024 Q3 2024 |
14,729
shares
|
$13.8 Million
8.37% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
14,720
shares
|
$13.8 Million
2.48% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
14,543
shares
|
$13.7 Million
4.12% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
14,512
shares
|
$13.6 Million
1.05% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
14,491
shares
|
$13.6 Million
0.74% of portfolio
|
Q3 2024
Added 60.39%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
14,418
shares
|
$13.5 Million
0.78% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
14,389
shares
|
$13.5 Million
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
14,370
shares
|
$13.5 Million
3.24% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
14,330
shares
|
$13.5 Million
1.94% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
14,320
shares
|
$13.5 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
14,313
shares
|
$13.4 Million
0.49% of portfolio
|
Q4 2022
Reduced 0.09%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
14,307
shares
|
$13.4 Million
0.49% of portfolio
|
Q3 2024
Reduced 12.53%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Oct 25, 2024 Q3 2024 |
14,272
shares
|
$13.4 Million
2.41% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
14,250
shares
|
$13.4 Million
3.59% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
14,229
shares
|
$13.4 Million
2.82% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,224
shares
|
$13.4 Million
0.27% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
14,224
shares
|
$13.4 Million
0.31% of portfolio
|
Q3 2024
Added 6.08%
|