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 |
|---|---|---|---|---|---|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
2,906
shares
|
$3.05 Million
0.29% of portfolio
|
Q1 2024
Added 1.79%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
2,894
shares
|
$3.04 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
2,890
shares
|
$3.04 Million
0.53% of portfolio
|
Q4 2022
Reduced 17.19%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
2,890
shares
|
$3.04 Million
0.75% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
2,887
shares
|
$3.03 Million
1.54% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
2,882
shares
|
$3.03 Million
0.18% of portfolio
|
Q4 2024
Reduced 17.28%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
2,882
shares
|
$3.03 Million
0.05% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
2,878
shares
|
$3.02 Million
2.41% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,876
shares
|
$3.02 Million
0.98% of portfolio
|
Q3 2024
Added 360.16%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
2,872
shares
|
$3.02 Million
0.73% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
2,872
shares
|
$3.02 Million
1.21% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
2,871
shares
|
$3.02 Million
0.29% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,864
shares
|
$3.01 Million
0.21% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,861
shares
|
$3.01 Million
0.18% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
2,858
shares
|
$3 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,857
shares
|
$3 Million
0.37% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,854
shares
|
$3 Million
0.83% of portfolio
|
Q2 2023
Added 3.26%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,852
shares
|
$3 Million
0.05% of portfolio
|
Q3 2024
Added 2540.74%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
2,845
shares
|
$2.99 Million
0.96% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,840
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2024
Added 116.3%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
2,839
shares
|
$2.98 Million
2.07% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
2,838
shares
|
$2.98 Million
0.83% of portfolio
|
Q3 2024
Reduced 37.46%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
2,836
shares
|
$2.98 Million
1.26% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
2,835
shares
|
$2.98 Million
0.33% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,823
shares
|
$2.97 Million
2.57% of portfolio
|
Q4 2024
Added 75.67%
|