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 |
|---|---|---|---|---|---|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
3,773
shares
|
$3.93 Million
0.22% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
3,773
shares
|
$3.93 Million
0.58% of portfolio
|
Q3 2024
Added 62.91%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,769
shares
|
$3.93 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
3,767
shares
|
$3.93 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
3,762
shares
|
$3.92 Million
0.1% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Nov 13, 2024 Q3 2024 |
3,760
shares
|
$3.92 Million
0.62% of portfolio
|
Q3 2024
Reduced 28.91%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
3,756
shares
|
$3.92 Million
0.95% of portfolio
|
Q4 2024
Added 28.67%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
3,755
shares
|
$3.92 Million
0.78% of portfolio
|
Q4 2022
Added 1.0%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,752
shares
|
$3.91 Million
0.12% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
3,750
shares
|
$3.91 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
3,737
shares
|
$3.9 Million
1.24% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
3,730
shares
|
$3.89 Million
1.72% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
3,725
shares
|
$3.88 Million
1.61% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
3,708
shares
|
$3.87 Million
1.69% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
3,707
shares
|
$3.87 Million
1.88% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
3,704
shares
|
$3.86 Million
0.82% of portfolio
|
Q3 2024
Added 123.27%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
3,704
shares
|
$3.86 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
3,700
shares
|
$3.86 Million
1.64% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 17, 2024 Q3 2024 |
3,698
shares
|
$3.86 Million
2.63% of portfolio
|
Q3 2024
Reduced 18.4%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
3,698
shares
|
$3.86 Million
0.55% of portfolio
|
Q3 2024
Added 609.79%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
3,697
shares
|
$3.86 Million
2.16% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Nov 26, 2024 Q3 2024 |
3,695
shares
|
$3.85 Million
1.51% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
3,682
shares
|
$3.84 Million
2.74% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
3,678
shares
|
$3.84 Million
0.14% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
3,676
shares
|
$3.83 Million
0.14% of portfolio
|
Q4 2024
Added 21.2%
|