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 |
|---|---|---|---|---|---|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
5,082
shares
|
$5.3 Million
2.5% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
5,078
shares
|
$5.3 Million
1.92% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
5,070
shares
|
$5.29 Million
0.22% of portfolio
|
Q4 2024
Added 31.45%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,053
shares
|
$5.27 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
5,044
shares
|
$5.26 Million
0.18% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
5,030
shares
|
$5.25 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Feb 04, 2025 Q4 2024 |
5,029
shares
|
$5.24 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
5,023
shares
|
$5.24 Million
0.45% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
5,016
shares
|
$5.23 Million
1.11% of portfolio
|
Q1 2024
Reduced 41.15%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,003
shares
|
$5.22 Million
0.23% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
5,001
shares
|
$5.22 Million
1.26% of portfolio
|
Q3 2023
Reduced 8.71%
|
|
|
Freedom Day Solutions, LLC
|
Jan 31, 2025 Q4 2024 |
4,995
shares
|
$5.21 Million
1.39% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
4,977
shares
|
$5.19 Million
0.39% of portfolio
|
Q3 2024
Reduced 23.5%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
4,975
shares
|
$5.19 Million
0.3% of portfolio
|
Q4 2024
Added 13.9%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
4,968
shares
|
$5.18 Million
0.44% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,951
shares
|
$5.16 Million
0.22% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
4,948
shares
|
$5.16 Million
4.66% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Jan 24, 2025 Q4 2024 |
4,935
shares
|
$5.15 Million
2.57% of portfolio
|
Q4 2024
New holding
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
4,931
shares
|
$5.14 Million
0.09% of portfolio
|
Q4 2024
Reduced 61.62%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
4,925
shares
|
$5.14 Million
1.19% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
4,910
shares
|
$5.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
4,910
shares
|
$5.12 Million
0.35% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
4,907
shares
|
$5.12 Million
5.15% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,872
shares
|
$5.08 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
4,863
shares
|
$5.07 Million
0.55% of portfolio
|
Q4 2024
Added 5.72%
|