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 4,063 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $301 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,640
shares
|
$5.88 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
5,624
shares
|
$5.87 Million
0.63% of portfolio
|
Q4 2024
Added 21.34%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
5,614
shares
|
$5.85 Million
2.62% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
5,608
shares
|
$5.85 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Dantai Capital LTD
Hong Kong, K3 |
Dec 03, 2024 Q3 2024 |
5,591
shares
|
$5.83 Million
6.29% of portfolio
|
Q1 2024
Reduced 18.75%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
5,573
shares
|
$5.81 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Tsai Capital Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
5,563
shares
|
$5.8 Million
4.74% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
5,554
shares
|
$5.79 Million
3.46% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,552
shares
|
$5.79 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
5,548
shares
|
$5.79 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
5,536
shares
|
$5.77 Million
0.09% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
5,535
shares
|
$5.77 Million
4.23% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
5,514
shares
|
$5.75 Million
2.3% of portfolio
|
Q2 2024
Added 14.71%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
5,509
shares
|
$5.75 Million
0.37% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
5,489
shares
|
$5.72 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
5,489
shares
|
$5.72 Million
4.47% of portfolio
|
Q4 2024
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
5,486
shares
|
$5.72 Million
1.02% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
5,465
shares
|
$5.7 Million
0.27% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,465
shares
|
$5.7 Million
0.18% of portfolio
|
Q3 2024
Added 16.65%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
5,457
shares
|
$5.69 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
5,456
shares
|
$5.69 Million
2.83% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,450
shares
|
$5.68 Million
0.55% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
5,437
shares
|
$5.67 Million
0.85% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
5,435
shares
|
$5.67 Million
0.18% of portfolio
|
Q4 2024
Added 16.46%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
5,431
shares
|
$5.66 Million
0.77% of portfolio
|
Q4 2024
Added 1.1%
|