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 |
|---|---|---|---|---|---|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
2,785
shares
|
$2.96 Million
1.46% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
2,782
shares
|
$2.95 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Jan 31, 2025 Q4 2024 |
2,781
shares
|
$2.95 Million
1.46% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
2,777
shares
|
$2.95 Million
0.16% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
2,775
shares
|
$2.95 Million
0.81% of portfolio
|
Q1 2021
Added 98.21%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,770
shares
|
$2.94 Million
0.41% of portfolio
|
Q4 2024
Reduced 83.89%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
2,770
shares
|
$2.94 Million
0.7% of portfolio
|
Q3 2023
Added 5.73%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
2,770
shares
|
$2.94 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
2,767
shares
|
$2.94 Million
0.11% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,758
shares
|
$2.93 Million
0.23% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
2,757
shares
|
$2.93 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
|
$2.93 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
|
$2.92 Million
0.35% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
2,753
shares
|
$2.92 Million
1.05% of portfolio
|
Q4 2024
Reduced 12.69%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
2,750
shares
|
$2.92 Million
1.35% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
2,744
shares
|
$2.91 Million
0.55% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
2,743
shares
|
$2.91 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
2,741
shares
|
$2.91 Million
0.83% of portfolio
|
Q4 2024
Reduced 20.23%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,737
shares
|
$2.91 Million
0.97% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,721
shares
|
$2.89 Million
0.06% of portfolio
|
Q3 2024
Added 47.88%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,717
shares
|
$2.89 Million
0.13% of portfolio
|
Q3 2023
Reduced 21.15%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
2,711
shares
|
$2.88 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
2,707
shares
|
$2.87 Million
0.55% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
2,705
shares
|
$2.87 Million
0.07% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
2,700
shares
|
$2.87 Million
0.59% of portfolio
|
Q4 2024
Added 1.89%
|