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 |
|---|---|---|---|---|---|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
4,198
shares
|
$4.38 Million
2.78% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
4,191
shares
|
$4.37 Million
1.01% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
4,187
shares
|
$4.37 Million
0.15% of portfolio
|
Q4 2024
Reduced 43.51%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
4,185
shares
|
$4.36 Million
0.32% of portfolio
|
Q3 2022
Reduced 3.37%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
4,181
shares
|
$4.36 Million
2.4% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,178
shares
|
$4.36 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
4,178
shares
|
$4.36 Million
2.42% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,176
shares
|
$4.36 Million
0.08% of portfolio
|
Q3 2024
Added 42.14%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,171
shares
|
$4.35 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,163
shares
|
$4.34 Million
1.07% of portfolio
|
Q4 2023
Added 7.07%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
4,159
shares
|
$4.34 Million
2.53% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
4,155
shares
|
$4.33 Million
1.12% of portfolio
|
Q3 2024
Reduced 26.26%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
4,152
shares
|
$4.33 Million
0.52% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
4,142
shares
|
$4.32 Million
0.31% of portfolio
|
Q3 2024
Reduced 19.49%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
4,136
shares
|
$4.31 Million
1.0% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
4,130
shares
|
$4.31 Million
0.39% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,121
shares
|
$4.3 Million
1.27% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
4,112
shares
|
$4.29 Million
0.26% of portfolio
|
Q4 2024
Added 48.34%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
4,108
shares
|
$4.28 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
4,107
shares
|
$4.28 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
4,107
shares
|
$4.28 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
4,106
shares
|
$4.28 Million
0.51% of portfolio
|
Q1 2024
Added 15.5%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
4,100
shares
|
$4.28 Million
0.79% of portfolio
|
Q4 2024
Added 50.24%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
4,097
shares
|
$4.27 Million
1.53% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,094
shares
|
$4.27 Million
1.49% of portfolio
|
Q1 2024
Added 0.15%
|