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 |
|---|---|---|---|---|---|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,685
shares
|
$1.77 Million
0.26% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
1,684
shares
|
$1.77 Million
0.49% of portfolio
|
Q4 2024
Added 48.63%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,682
shares
|
$1.77 Million
1.0% of portfolio
|
Q3 2023
Added 13.65%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
1,681
shares
|
$1.77 Million
0.34% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
1,679
shares
|
$1.76 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,677
shares
|
$1.76 Million
0.18% of portfolio
|
Q4 2024
Added 44.07%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,669
shares
|
$1.75 Million
0.13% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,665
shares
|
$1.75 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
1,665
shares
|
$1.75 Million
0.38% of portfolio
|
Q4 2024
Added 33.84%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,659
shares
|
$1.74 Million
0.48% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
1,657
shares
|
$1.74 Million
0.22% of portfolio
|
Q4 2024
Added 37.06%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
1,652
shares
|
$1.74 Million
0.2% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
1,650
shares
|
$1.73 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,647
shares
|
$1.73 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,644
shares
|
$1.73 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
1,641
shares
|
$1.72 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
1,640
shares
|
$1.72 Million
0.13% of portfolio
|
Q4 2022
Reduced 6.07%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
1,636
shares
|
$1.72 Million
1.11% of portfolio
|
Q4 2024
Reduced 22.98%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
1,633
shares
|
$1.72 Million
1.54% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
1,630
shares
|
$1.71 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
1,626
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
1,619
shares
|
$1.7 Million
0.37% of portfolio
|
Q1 2024
Reduced 4.48%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
1,619
shares
|
$1.7 Million
1.79% of portfolio
|
Q3 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
1,618
shares
|
$1.7 Million
0.73% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
1,616
shares
|
$1.7 Million
0.65% of portfolio
|
Q3 2024
Reduced 12.41%
|