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 |
|---|---|---|---|---|---|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
5,430
shares
|
$5.66 Million
1.94% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 13, 2024 Q3 2024 |
5,422
shares
|
$5.65 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
5,416
shares
|
$5.65 Million
1.22% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
5,412
shares
|
$5.64 Million
1.63% of portfolio
|
Q4 2023
Reduced 6.03%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
5,411
shares
|
$5.64 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
5,406
shares
|
$5.64 Million
0.6% of portfolio
|
Q3 2024
Reduced 29.95%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
5,401
shares
|
$5.63 Million
1.64% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
5,370
shares
|
$5.6 Million
1.38% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,362
shares
|
$5.59 Million
0.23% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,358
shares
|
$5.59 Million
0.41% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
5,354
shares
|
$5.58 Million
2.09% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
5,351
shares
|
$5.58 Million
2.12% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
5,351
shares
|
$5.58 Million
2.86% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
5,349
shares
|
$5.58 Million
0.83% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
5,340
shares
|
$5.57 Million
0.46% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,335
shares
|
$5.56 Million
1.99% of portfolio
|
Q4 2024
Reduced 30.37%
|
|
|
Harrington Investments, Inc
|
Oct 11, 2024 Q3 2024 |
5,333
shares
|
$5.56 Million
2.62% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
5,321
shares
|
$5.55 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
5,315
shares
|
$5.54 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
5,313
shares
|
$5.54 Million
1.72% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Forefront Wealth Management Inc.
|
Nov 06, 2023 Q3 2023 |
5,306
shares
|
$5.53 Million
4.27% of portfolio
|
Q3 2023
Added 11.52%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2024 Q3 2024 |
5,300
shares
|
$5.53 Million
2.19% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
5,292
shares
|
$5.52 Million
0.33% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
5,270
shares
|
$5.5 Million
0.46% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
5,270
shares
|
$5.5 Million
1.17% of portfolio
|
Q4 2024
Added 0.73%
|