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 4,075 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 $303 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
2,241
shares
|
$2.36 Million
0.07% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
2,240
shares
|
$2.35 Million
0.91% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
2,236
shares
|
$2.35 Million
1.01% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
2,235
shares
|
$2.35 Million
0.71% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
2,229
shares
|
$2.34 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,227
shares
|
$2.34 Million
1.64% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
2,224
shares
|
$2.34 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
2,221
shares
|
$2.33 Million
0.46% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
2,218
shares
|
$2.33 Million
0.8% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
2,216
shares
|
$2.33 Million
0.22% of portfolio
|
Q2 2024
Added 4.58%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
2,212
shares
|
$2.32 Million
0.37% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,209
shares
|
$2.32 Million
0.29% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
2,209
shares
|
$2.32 Million
1.52% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
2,208
shares
|
$2.32 Million
0.05% of portfolio
|
Q4 2024
Added 17.82%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
2,205
shares
|
$2.32 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,201
shares
|
$2.31 Million
0.29% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
2,200
shares
|
$2.31 Million
1.97% of portfolio
|
Q3 2024
Added 26.8%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
2,200
shares
|
$2.31 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
2,196
shares
|
$2.31 Million
0.53% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
2,196
shares
|
$2.31 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
2,193
shares
|
$2.3 Million
0.82% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
2,187
shares
|
$2.3 Million
0.94% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
2,182
shares
|
$2.29 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 23, 2025 Q4 2024 |
2,181
shares
|
$2.29 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
2,180
shares
|
$2.29 Million
0.04% of portfolio
|
Q4 2024
Added 8.51%
|