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 4,129 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 $306 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shikiar Asset Management Inc
|
Jan 15, 2025 Q4 2024 |
2,160
shares
|
$2.29 Million
0.52% of portfolio
|
Q2 2024
Reduced 12.2%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,158
shares
|
$2.28 Million
0.53% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,147
shares
|
$2.27 Million
0.78% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
2,144
shares
|
$2.27 Million
0.37% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
2,143
shares
|
$2.27 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
2,139
shares
|
$2.26 Million
0.26% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
2,136
shares
|
$2.26 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
2,134
shares
|
$2.26 Million
1.66% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
2,132
shares
|
$2.26 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
2,129
shares
|
$2.25 Million
0.41% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
2,124
shares
|
$2.25 Million
0.56% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
2,122
shares
|
$2.25 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,122
shares
|
$2.25 Million
0.45% of portfolio
|
Q3 2024
Added 42.23%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
2,120
shares
|
$2.24 Million
0.22% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
2,118
shares
|
$2.24 Million
7.8% of portfolio
|
Q3 2022
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
2,116
shares
|
$2.24 Million
0.36% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
2,115
shares
|
$2.24 Million
0.38% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
2,110
shares
|
$2.23 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,103
shares
|
$2.23 Million
0.56% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,097
shares
|
$2.22 Million
0.2% of portfolio
|
Q3 2024
Added 42.36%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,094
shares
|
$2.22 Million
0.2% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,091
shares
|
$2.21 Million
0.29% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
2,090
shares
|
$2.21 Million
0.7% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,084
shares
|
$2.21 Million
0.22% of portfolio
|
Q4 2024
Added 64.22%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,080
shares
|
$2.2 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.86%
|