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 |
|---|---|---|---|---|---|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
2,817
shares
|
$2.96 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
2,814
shares
|
$2.96 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
2,808
shares
|
$2.95 Million
0.23% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
2,806
shares
|
$2.95 Million
0.3% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Infusive Asset Management Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,804
shares
|
$2.95 Million
1.04% of portfolio
|
Q3 2024
New holding
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Feb 03, 2025 Q4 2024 |
2,802
shares
|
$2.94 Million
2.29% of portfolio
|
Q4 2024
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
2,801
shares
|
$2.94 Million
2.64% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,800
shares
|
$2.94 Million
0.1% of portfolio
|
Q2 2020
Reduced 93.75%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
2,785
shares
|
$2.93 Million
1.46% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
2,782
shares
|
$2.92 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Jan 31, 2025 Q4 2024 |
2,781
shares
|
$2.92 Million
1.46% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
2,777
shares
|
$2.92 Million
0.16% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
2,775
shares
|
$2.92 Million
0.81% of portfolio
|
Q1 2021
Added 98.21%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,770
shares
|
$2.91 Million
0.41% of portfolio
|
Q4 2024
Reduced 83.89%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
2,770
shares
|
$2.91 Million
0.7% of portfolio
|
Q3 2023
Added 5.73%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
2,770
shares
|
$2.91 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
2,767
shares
|
$2.91 Million
0.11% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
2,765
shares
|
$2.91 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,758
shares
|
$2.9 Million
0.23% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
2,758
shares
|
$2.9 Million
0.34% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
2,757
shares
|
$2.9 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
2,756
shares
|
$2.9 Million
1.89% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
2,754
shares
|
$2.89 Million
0.35% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
2,753
shares
|
$2.89 Million
1.05% of portfolio
|
Q4 2024
Reduced 12.69%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
2,750
shares
|
$2.89 Million
1.35% of portfolio
|
Q4 2024
Added 8.82%
|