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 4,114 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $307 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Skye Global Management LP
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
4,400
shares
|
$4.67 Million
0.1% of portfolio
|
Q3 2024
Reduced 51.22%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
4,392
shares
|
$4.66 Million
1.71% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
4,379
shares
|
$4.65 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
4,378
shares
|
$4.65 Million
3.76% of portfolio
|
Q2 2022
Reduced 3.29%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,377
shares
|
$4.65 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
4,377
shares
|
$4.65 Million
0.38% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
4,375
shares
|
$4.65 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
4,363
shares
|
$4.63 Million
3.14% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
4,363
shares
|
$4.63 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Saturna Capital Corp
Bellingham, WA |
Feb 07, 2025 Q4 2024 |
4,362
shares
|
$4.63 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
4,358
shares
|
$4.63 Million
0.44% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Feb 05, 2025 Q4 2024 |
4,338
shares
|
$4.61 Million
3.27% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Nov 14, 2024 Q3 2024 |
4,330
shares
|
$4.6 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,329
shares
|
$4.6 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.12%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
4,324
shares
|
$4.59 Million
0.2% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
4,323
shares
|
$4.59 Million
0.87% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
4,315
shares
|
$4.58 Million
0.66% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
4,312
shares
|
$4.58 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
4,312
shares
|
$4.58 Million
0.43% of portfolio
|
Q1 2024
Added 493.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,311
shares
|
$4.58 Million
0.49% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
4,302
shares
|
$4.57 Million
0.74% of portfolio
|
Q3 2024
Added 41.61%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
4,296
shares
|
$4.56 Million
0.41% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,294
shares
|
$4.56 Million
0.11% of portfolio
|
Q2 2023
Added 0.94%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
4,283
shares
|
$4.55 Million
0.63% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
4,283
shares
|
$4.55 Million
1.79% of portfolio
|
Q4 2024
Added 1.73%
|