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 |
|---|---|---|---|---|---|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
3,287
shares
|
$3.49 Million
0.24% of portfolio
|
Q3 2024
Reduced 29.04%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
3,285
shares
|
$3.49 Million
0.79% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,268
shares
|
$3.47 Million
0.78% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
3,265
shares
|
$3.47 Million
0.17% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
3,265
shares
|
$3.47 Million
0.91% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
3,260
shares
|
$3.46 Million
1.49% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Hendley & CO Inc
|
Feb 04, 2025 Q4 2024 |
3,258
shares
|
$3.46 Million
1.05% of portfolio
|
Q1 2024
Reduced 66.89%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
3,256
shares
|
$3.46 Million
0.62% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,255
shares
|
$3.46 Million
0.65% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
3,254
shares
|
$3.46 Million
0.59% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
3,241
shares
|
$3.44 Million
0.86% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
3,235
shares
|
$3.44 Million
0.82% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
3,233
shares
|
$3.43 Million
1.56% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
3,230
shares
|
$3.43 Million
1.88% of portfolio
|
Q3 2022
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
3,222
shares
|
$3.42 Million
1.3% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
3,220
shares
|
$3.42 Million
1.49% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
3,219
shares
|
$3.42 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
3,217
shares
|
$3.42 Million
1.37% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
3,215
shares
|
$3.41 Million
0.58% of portfolio
|
Q4 2024
Added 1262.29%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
3,211
shares
|
$3.41 Million
0.47% of portfolio
|
Q4 2024
Added 406.47%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
3,209
shares
|
$3.41 Million
0.85% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
3,202
shares
|
$3.4 Million
1.72% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
3,196
shares
|
$3.39 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
3,182
shares
|
$3.38 Million
0.94% of portfolio
|
Q3 2024
Reduced 29.0%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
3,179
shares
|
$3.38 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.34%
|