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 |
|---|---|---|---|---|---|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
8,201
shares
|
$7.71 Million
1.96% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
8,176
shares
|
$7.68 Million
2.86% of portfolio
|
Q4 2022
Reduced 16.2%
|
|
|
William Allan, LLC
|
Nov 14, 2024 Q3 2024 |
8,170
shares
|
$7.68 Million
4.54% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
8,166
shares
|
$7.67 Million
2.52% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Nat West Group PLC
|
Oct 16, 2024 Q3 2024 |
8,154
shares
|
$7.66 Million
2.14% of portfolio
|
Q3 2024
Added 24.19%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
8,131
shares
|
$7.64 Million
0.47% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,127
shares
|
$7.64 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
8,125
shares
|
$7.63 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
8,111
shares
|
$7.62 Million
0.25% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
8,111
shares
|
$7.62 Million
0.86% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
8,101
shares
|
$7.61 Million
3.33% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,095
shares
|
$7.61 Million
2.42% of portfolio
|
Q4 2024
Added 30.52%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
8,090
shares
|
$7.6 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,079
shares
|
$7.59 Million
0.32% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
8,060
shares
|
$7.57 Million
0.7% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Thematics Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
8,052
shares
|
$7.57 Million
0.29% of portfolio
|
Q3 2024
Reduced 26.23%
|
|
|
Hudson Value Partners, LLC
|
Oct 31, 2024 Q3 2024 |
8,046
shares
|
$7.56 Million
2.89% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
8,007
shares
|
$7.52 Million
1.38% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
7,999
shares
|
$7.52 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
7,996
shares
|
$7.51 Million
0.67% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
7,967
shares
|
$7.49 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
7,966
shares
|
$7.49 Million
1.84% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
7,943
shares
|
$7.46 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
7,935
shares
|
$7.46 Million
1.13% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
7,932
shares
|
$7.45 Million
2.8% of portfolio
|
Q4 2024
Reduced 2.78%
|