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 |
|---|---|---|---|---|---|
|
First Washington Corp
Seattle, WA |
Nov 13, 2024 Q3 2024 |
8,955
shares
|
$8.41 Million
3.35% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,926
shares
|
$8.39 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
8,924
shares
|
$8.39 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
8,918
shares
|
$8.38 Million
0.68% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
8,907
shares
|
$8.37 Million
3.94% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
8,874
shares
|
$8.34 Million
0.5% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
8,871
shares
|
$8.34 Million
2.66% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
8,866
shares
|
$8.33 Million
0.44% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
8,858
shares
|
$8.32 Million
0.72% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
8,852
shares
|
$8.32 Million
2.86% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
8,836
shares
|
$8.3 Million
0.71% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
8,797
shares
|
$8.27 Million
0.23% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
8,793
shares
|
$8.26 Million
0.67% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,777
shares
|
$8.25 Million
0.33% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
8,775
shares
|
$8.25 Million
1.65% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
8,767
shares
|
$8.24 Million
0.5% of portfolio
|
Q3 2024
Added 39.62%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
8,752
shares
|
$8.22 Million
0.15% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
8,741
shares
|
$8.21 Million
2.73% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 12, 2024 Q3 2024 |
8,739
shares
|
$8.21 Million
0.83% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
8,653
shares
|
$8.13 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
8,631
shares
|
$8.11 Million
0.47% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
8,629
shares
|
$8.11 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
8,616
shares
|
$8.1 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
8,600
shares
|
$8.08 Million
0.75% of portfolio
|
Q4 2024
Reduced 56.86%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
8,595
shares
|
$8.08 Million
0.44% of portfolio
|
Q3 2024
Added 97.9%
|