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 |
|---|---|---|---|---|---|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,509
shares
|
$3.73 Million
0.14% of portfolio
|
Q3 2022
Reduced 0.62%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,502
shares
|
$3.72 Million
0.19% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
3,499
shares
|
$3.72 Million
0.67% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jan 29, 2025 Q4 2024 |
3,499
shares
|
$3.72 Million
2.41% of portfolio
|
Q4 2024
New holding
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
3,492
shares
|
$3.71 Million
1.77% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
3,488
shares
|
$3.7 Million
1.25% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
3,485
shares
|
$3.7 Million
0.68% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
3,477
shares
|
$3.69 Million
2.04% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
3,474
shares
|
$3.69 Million
0.05% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
3,467
shares
|
$3.68 Million
2.19% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
3,462
shares
|
$3.68 Million
2.81% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,457
shares
|
$3.67 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
3,452
shares
|
$3.67 Million
2.29% of portfolio
|
Q4 2024
New holding
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,451
shares
|
$3.66 Million
1.85% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
3,436
shares
|
$3.65 Million
0.48% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
3,428
shares
|
$3.64 Million
0.91% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
3,426
shares
|
$3.64 Million
3.37% of portfolio
|
Q1 2024
Reduced 15.18%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
3,426
shares
|
$3.64 Million
0.45% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
3,423
shares
|
$3.63 Million
1.61% of portfolio
|
Q3 2024
Added 25.75%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
3,421
shares
|
$3.63 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
3,415
shares
|
$3.63 Million
0.45% of portfolio
|
Q4 2024
Added 48.03%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,402
shares
|
$3.61 Million
0.43% of portfolio
|
Q2 2024
Added 5.98%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
3,387
shares
|
$3.6 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
3,385
shares
|
$3.59 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,385
shares
|
$3.59 Million
0.59% of portfolio
|
Q1 2024
New holding
|