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 |
|---|---|---|---|---|---|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,816
shares
|
$1.92 Million
1.39% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
1,815
shares
|
$1.92 Million
0.22% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
1,812
shares
|
$1.92 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
1,809
shares
|
$1.91 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,808
shares
|
$1.91 Million
0.12% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,807
shares
|
$1.91 Million
0.19% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,801
shares
|
$1.91 Million
0.3% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
1,801
shares
|
$1.91 Million
0.28% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,796
shares
|
$1.9 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
|
$1.9 Million
0.48% of portfolio
|
Q4 2024
Added 105.85%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,794
shares
|
$1.9 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
1,794
shares
|
$1.9 Million
0.68% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Keating Investment Counselors Inc
|
Jan 31, 2025 Q4 2024 |
1,790
shares
|
$1.89 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
|
$1.89 Million
0.62% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
1,788
shares
|
$1.89 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,787
shares
|
$1.89 Million
0.56% of portfolio
|
Q4 2024
Added 26.92%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,786
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2024
Added 404.52%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
1,782
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
1,777
shares
|
$1.88 Million
0.53% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
1,774
shares
|
$1.88 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
1,771
shares
|
$1.87 Million
0.05% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
1,768
shares
|
$1.87 Million
1.35% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
1,766
shares
|
$1.87 Million
0.51% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,762
shares
|
$1.86 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
1,761
shares
|
$1.86 Million
0.89% of portfolio
|
Q4 2024
Added 139.92%
|