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 |
|---|---|---|---|---|---|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
3,632
shares
|
$3.86 Million
2.46% of portfolio
|
Q2 2024
New holding
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 14, 2025 Q4 2024 |
3,628
shares
|
$3.85 Million
1.95% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,623
shares
|
$3.85 Million
1.16% of portfolio
|
Q2 2022
Reduced 0.55%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
3,591
shares
|
$3.81 Million
1.4% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
3,586
shares
|
$3.81 Million
1.13% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,584
shares
|
$3.81 Million
0.18% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,582
shares
|
$3.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 19.56%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
3,579
shares
|
$3.8 Million
2.66% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
3,579
shares
|
$3.8 Million
1.01% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
3,577
shares
|
$3.8 Million
0.76% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
3,560
shares
|
$3.78 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
3,556
shares
|
$3.78 Million
0.3% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
3,555
shares
|
$3.78 Million
1.73% of portfolio
|
Q4 2022
Added 0.57%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
3,547
shares
|
$3.77 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
3,546
shares
|
$3.77 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
3,545
shares
|
$3.76 Million
0.75% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Enhancing Capital LLC
|
Feb 10, 2025 Q4 2024 |
3,541
shares
|
$3.76 Million
2.48% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
3,538
shares
|
$3.76 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
3,535
shares
|
$3.75 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
3,532
shares
|
$3.75 Million
0.34% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
3,531
shares
|
$3.75 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
3,524
shares
|
$3.74 Million
0.61% of portfolio
|
Q3 2024
Reduced 57.25%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
3,515
shares
|
$3.73 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,514
shares
|
$3.73 Million
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
3,510
shares
|
$3.73 Million
0.94% of portfolio
|
Q2 2024
Reduced 7.14%
|