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 |
|---|---|---|---|---|---|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
1,472
shares
|
$1.55 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
1,471
shares
|
$1.55 Million
0.49% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
1,470
shares
|
$1.54 Million
0.43% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
1,470
shares
|
$1.54 Million
0.35% of portfolio
|
Q2 2024
Added 1.94%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
1,465
shares
|
$1.54 Million
0.28% of portfolio
|
Q3 2024
Added 44.33%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,465
shares
|
$1.54 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jan 30, 2025 Q4 2024 |
1,464
shares
|
$1.54 Million
1.0% of portfolio
|
Q4 2024
Added 21.49%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
1,456
shares
|
$1.53 Million
0.23% of portfolio
|
Q4 2024
Added 19.25%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
1,449
shares
|
$1.52 Million
0.21% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,448
shares
|
$1.52 Million
0.23% of portfolio
|
Q4 2023
Added 6.78%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,446
shares
|
$1.52 Million
0.11% of portfolio
|
Q4 2024
Added 281.53%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,443
shares
|
$1.52 Million
0.26% of portfolio
|
Q3 2022
Added 5.87%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,442
shares
|
$1.52 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
1,442
shares
|
$1.52 Million
0.67% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
1,442
shares
|
$1.52 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
1,441
shares
|
$1.51 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
1,440
shares
|
$1.51 Million
0.41% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,439
shares
|
$1.51 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,437
shares
|
$1.51 Million
0.34% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
1,436
shares
|
$1.51 Million
0.12% of portfolio
|
Q3 2024
Reduced 87.38%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
1,436
shares
|
$1.51 Million
0.34% of portfolio
|
Q3 2024
Added 18.09%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
1,436
shares
|
$1.51 Million
0.61% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
1,435
shares
|
$1.51 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
1,433
shares
|
$1.51 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,433
shares
|
$1.51 Million
0.2% of portfolio
|
Q3 2024
Added 8.89%
|