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 |
|---|---|---|---|---|---|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
2,072
shares
|
$2.19 Million
0.96% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
2,072
shares
|
$2.19 Million
0.15% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
2,068
shares
|
$2.19 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,062
shares
|
$2.18 Million
0.21% of portfolio
|
Q3 2024
Added 146.06%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
2,055
shares
|
$2.17 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
2,050
shares
|
$2.17 Million
0.81% of portfolio
|
Q3 2024
Reduced 48.36%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
2,048
shares
|
$2.17 Million
0.85% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
2,048
shares
|
$2.17 Million
0.36% of portfolio
|
Q3 2024
Added 112.23%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
2,040
shares
|
$2.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 96.58%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2,040
shares
|
$2.16 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
2,038
shares
|
$2.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
2,037
shares
|
$2.16 Million
0.61% of portfolio
|
Q4 2024
Added 46.44%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
2,033
shares
|
$2.15 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,032
shares
|
$2.15 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
2,031
shares
|
$2.15 Million
0.5% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
2,027
shares
|
$2.15 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
2,024
shares
|
$2.14 Million
0.4% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
2,024
shares
|
$2.14 Million
1.53% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Tb Alternative Assets Ltd.
|
Jan 17, 2025 Q4 2024 |
2,021
shares
|
$2.14 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
2,021
shares
|
$2.14 Million
0.77% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,021
shares
|
$2.14 Million
0.05% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
2,021
shares
|
$2.14 Million
0.72% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
2,020
shares
|
$2.14 Million
0.1% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
2,018
shares
|
$2.14 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
2,016
shares
|
$2.13 Million
1.14% of portfolio
|
Q4 2024
Added 0.4%
|