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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
1,946
shares
|
$2.06 Million
0.86% of portfolio
|
Q4 2023
Reduced 2.11%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
1,946
shares
|
$2.06 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
1,944
shares
|
$2.06 Million
0.02% of portfolio
|
Q3 2024
Added 20.52%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
1,940
shares
|
$2.05 Million
0.07% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
1,938
shares
|
$2.05 Million
0.18% of portfolio
|
Q4 2024
Added 28.01%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,937
shares
|
$2.05 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,933
shares
|
$2.05 Million
1.36% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,922
shares
|
$2.03 Million
0.62% of portfolio
|
Q2 2023
Reduced 0.83%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
1,918
shares
|
$2.03 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,917
shares
|
$2.03 Million
0.28% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
1,913
shares
|
$2.02 Million
0.48% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,911
shares
|
$2.02 Million
0.28% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
1,910
shares
|
$2.02 Million
1.36% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
1,910
shares
|
$2.02 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
1,909
shares
|
$2.02 Million
0.08% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,905
shares
|
$2.02 Million
0.08% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
1,905
shares
|
$2.02 Million
1.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,903
shares
|
$2.01 Million
0.77% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
1,898
shares
|
$2.01 Million
0.82% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Feb 04, 2025 Q4 2024 |
1,893
shares
|
$2 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
1,892
shares
|
$2 Million
1.04% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
1,884
shares
|
$1.99 Million
0.4% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
1,882
shares
|
$1.99 Million
1.17% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
1,879
shares
|
$1.99 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
1,878
shares
|
$1.99 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.09%
|