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 |
|---|---|---|---|---|---|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
3,376
shares
|
$3.59 Million
2.48% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
3,373
shares
|
$3.58 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
3,372
shares
|
$3.58 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
3,362
shares
|
$3.57 Million
0.12% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
3,360
shares
|
$3.57 Million
0.25% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
3,354
shares
|
$3.56 Million
1.72% of portfolio
|
Q4 2024
Reduced 27.01%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Jan 31, 2025 Q4 2024 |
3,353
shares
|
$3.56 Million
2.0% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 13, 2024 Q3 2024 |
3,348
shares
|
$3.56 Million
1.87% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
3,347
shares
|
$3.55 Million
0.37% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
3,345
shares
|
$3.55 Million
0.28% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
3,335
shares
|
$3.54 Million
0.71% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
3,335
shares
|
$3.54 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
3,329
shares
|
$3.54 Million
0.64% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
3,328
shares
|
$3.53 Million
0.92% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,325
shares
|
$3.53 Million
1.02% of portfolio
|
Q2 2022
Reduced 14.85%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
3,309
shares
|
$3.51 Million
1.09% of portfolio
|
Q3 2022
Added 13.63%
|
|
|
Lgt Fund Management CO Ltd.
|
Feb 06, 2025 Q4 2024 |
3,309
shares
|
$3.51 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Geneva Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
3,304
shares
|
$3.51 Million
0.05% of portfolio
|
Q4 2024
Reduced 30.46%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
3,301
shares
|
$3.51 Million
1.82% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
3,301
shares
|
$3.51 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
3,300
shares
|
$3.5 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
3,298
shares
|
$3.5 Million
1.83% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
3,294
shares
|
$3.5 Million
0.8% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
3,293
shares
|
$3.5 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
3,291
shares
|
$3.49 Million
1.85% of portfolio
|
Q4 2024
Reduced 0.15%
|