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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
1,432
shares
|
$1.51 Million
0.49% of portfolio
|
Q2 2023
Added 0.07%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
1,431
shares
|
$1.5 Million
0.45% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Bender Robert & Associates
|
Oct 30, 2024 Q3 2024 |
1,428
shares
|
$1.5 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
1,428
shares
|
$1.5 Million
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
1,427
shares
|
$1.5 Million
0.27% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
1,424
shares
|
$1.5 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
1,420
shares
|
$1.49 Million
0.79% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
1,419
shares
|
$1.49 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
1,410
shares
|
$1.48 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
1,409
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
1,407
shares
|
$1.48 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
1,401
shares
|
$1.47 Million
0.21% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
1,400
shares
|
$1.47 Million
0.09% of portfolio
|
Q2 2017
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
1,399
shares
|
$1.47 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,397
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,397
shares
|
$1.47 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
1,396
shares
|
$1.47 Million
0.33% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
1,395
shares
|
$1.47 Million
0.85% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,388
shares
|
$1.46 Million
0.29% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
1,388
shares
|
$1.46 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
1,388
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,387
shares
|
$1.46 Million
0.93% of portfolio
|
Q4 2024
Reduced 15.06%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,386
shares
|
$1.46 Million
0.1% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
1,386
shares
|
$1.46 Million
0.68% of portfolio
|
Q4 2024
New holding
|