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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,832
shares
|
$1.93 Million
0.24% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
1,830
shares
|
$1.92 Million
0.78% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
1,830
shares
|
$1.92 Million
0.76% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,829
shares
|
$1.92 Million
0.24% of portfolio
|
Q4 2023
Reduced 0.44%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
1,829
shares
|
$1.92 Million
1.1% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
1,822
shares
|
$1.91 Million
0.37% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
1,821
shares
|
$1.91 Million
1.4% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,820
shares
|
$1.91 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
1,812
shares
|
$1.9 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
1,810
shares
|
$1.9 Million
0.2% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,809
shares
|
$1.9 Million
1.33% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
1,809
shares
|
$1.9 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,808
shares
|
$1.9 Million
0.12% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,807
shares
|
$1.9 Million
0.19% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,801
shares
|
$1.89 Million
0.3% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
1,801
shares
|
$1.89 Million
0.28% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
1,800
shares
|
$1.89 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,796
shares
|
$1.89 Million
1.09% of portfolio
|
Q1 2024
Reduced 25.78%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
1,795
shares
|
$1.89 Million
0.48% of portfolio
|
Q4 2024
Added 105.85%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,794
shares
|
$1.89 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
1,794
shares
|
$1.89 Million
0.68% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Keating Investment Counselors Inc
|
Jan 31, 2025 Q4 2024 |
1,790
shares
|
$1.88 Million
0.72% of portfolio
|
Q2 2024
Reduced 22.17%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
1,789
shares
|
$1.88 Million
0.62% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
1,788
shares
|
$1.88 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
1,787
shares
|
$1.88 Million
0.11% of portfolio
|
Q3 2024
Added 14.04%
|