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 |
|---|---|---|---|---|---|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
2,700
shares
|
$2.87 Million
0.02% of portfolio
|
Q3 2024
Added 107.69%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
2,700
shares
|
$2.87 Million
0.21% of portfolio
|
Q4 2024
Reduced 99.82%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
2,700
shares
|
$2.87 Million
1.79% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
2,700
shares
|
$2.87 Million
0.66% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
2,696
shares
|
$2.86 Million
1.86% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
2,696
shares
|
$2.86 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
2,696
shares
|
$2.86 Million
0.52% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
2,687
shares
|
$2.85 Million
0.4% of portfolio
|
Q1 2024
Added 200.56%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
2,684
shares
|
$2.85 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
2,681
shares
|
$2.85 Million
0.37% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
2,680
shares
|
$2.85 Million
1.39% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,679
shares
|
$2.84 Million
0.28% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
2,678
shares
|
$2.84 Million
1.3% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
2,673
shares
|
$2.84 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,672
shares
|
$2.84 Million
0.66% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,669
shares
|
$2.83 Million
2.19% of portfolio
|
Q2 2022
Added 101.74%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
2,667
shares
|
$2.83 Million
0.88% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
2,666
shares
|
$2.83 Million
0.36% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,666
shares
|
$2.83 Million
0.06% of portfolio
|
Q3 2024
Added 35.88%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
2,660
shares
|
$2.82 Million
1.1% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
2,659
shares
|
$2.82 Million
1.39% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
2,657
shares
|
$2.82 Million
0.02% of portfolio
|
Q3 2024
Reduced 46.38%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,656
shares
|
$2.82 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
2,652
shares
|
$2.82 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
2,652
shares
|
$2.82 Million
0.56% of portfolio
|
Q3 2024
Added 3.27%
|