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 |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
8,582
shares
|
$8.06 Million
1.04% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
8,578
shares
|
$8.06 Million
1.14% of portfolio
|
Q2 2024
Reduced 9.18%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
8,563
shares
|
$8.05 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
8,560
shares
|
$8.04 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
8,515
shares
|
$8 Million
0.86% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
8,488
shares
|
$7.98 Million
0.21% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
8,468
shares
|
$7.96 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
8,455
shares
|
$7.94 Million
0.82% of portfolio
|
Q1 2023
Added 0.87%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
8,451
shares
|
$7.94 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,421
shares
|
$7.91 Million
0.28% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
8,418
shares
|
$7.91 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
8,405
shares
|
$7.9 Million
4.96% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
Nov 14, 2024 Q3 2024 |
8,400
shares
|
$7.89 Million
1.85% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2024 Q3 2024 |
8,367
shares
|
$7.86 Million
1.56% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
8,359
shares
|
$7.85 Million
0.74% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
8,358
shares
|
$7.85 Million
2.63% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
8,334
shares
|
$7.83 Million
0.87% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
8,282
shares
|
$7.78 Million
0.53% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Chronos Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
8,270
shares
|
$7.77 Million
3.82% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
8,267
shares
|
$7.77 Million
0.21% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Nov 12, 2024 Q3 2024 |
8,255
shares
|
$7.76 Million
0.16% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
8,236
shares
|
$7.74 Million
0.31% of portfolio
|
Q4 2024
Reduced 54.54%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
8,227
shares
|
$7.73 Million
0.19% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
8,208
shares
|
$7.71 Million
0.06% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
8,202
shares
|
$7.71 Million
0.76% of portfolio
|
Q4 2024
Added 9.48%
|