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 |
|---|---|---|---|---|---|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
12,153
shares
|
$11.4 Million
4.7% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
12,116
shares
|
$11.4 Million
1.42% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
12,112
shares
|
$11.4 Million
3.75% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,107
shares
|
$11.4 Million
0.78% of portfolio
|
Q3 2024
Reduced 30.4%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
12,089
shares
|
$11.4 Million
1.45% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
12,084
shares
|
$11.4 Million
0.12% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
12,076
shares
|
$11.3 Million
1.61% of portfolio
|
Q1 2023
Reduced 0.26%
|
|
|
Defender Capital, Llc.
|
Jan 23, 2025 Q4 2024 |
12,070
shares
|
$11.3 Million
4.34% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
12,061
shares
|
$11.3 Million
2.13% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
12,056
shares
|
$11.3 Million
10.65% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
12,018
shares
|
$11.3 Million
1.66% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
12,008
shares
|
$11.3 Million
0.34% of portfolio
|
Q3 2024
Reduced 76.44%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
11,991
shares
|
$11.3 Million
3.3% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
11,945
shares
|
$11.2 Million
0.33% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
11,913
shares
|
$11.2 Million
0.71% of portfolio
|
Q4 2024
Added 15.4%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
11,758
shares
|
$11 Million
0.11% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
11,755
shares
|
$11 Million
1.02% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jan 22, 2025 Q4 2024 |
11,700
shares
|
$11 Million
3.28% of portfolio
|
Q4 2024
Added 2240.0%
|
|
|
Addenda Capital Inc.
|
Jan 16, 2025 Q4 2024 |
11,697
shares
|
$11 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
11,689
shares
|
$11 Million
1.39% of portfolio
|
Q3 2024
Reduced 23.45%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
11,657
shares
|
$11 Million
1.5% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
11,653
shares
|
$11 Million
1.69% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
11,652
shares
|
$10.9 Million
1.2% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Mc Broom & Associates, LLC
|
Oct 18, 2024 Q3 2024 |
11,584
shares
|
$10.9 Million
6.28% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,566
shares
|
$10.9 Million
0.45% of portfolio
|
Q3 2024
Added 0.96%
|