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 4,284 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $276 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,522
shares
|
$1.41 Million
0.52% of portfolio
|
Q2 2024
Added 144.69%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,519
shares
|
$1.41 Million
0.39% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
1,519
shares
|
$1.41 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
1,517
shares
|
$1.41 Million
0.18% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Pinnacle Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
1,516
shares
|
$1.41 Million
1.62% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
1,513
shares
|
$1.4 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
1,512
shares
|
$1.4 Million
0.2% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
1,510
shares
|
$1.4 Million
0.47% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
1,510
shares
|
$1.4 Million
0.23% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
1,509
shares
|
$1.4 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,505
shares
|
$1.4 Million
0.51% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
1,503
shares
|
$1.39 Million
2.92% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
1,498
shares
|
$1.39 Million
0.21% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
1,496
shares
|
$1.39 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
1,495
shares
|
$1.39 Million
0.1% of portfolio
|
Q4 2024
Reduced 45.93%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,495
shares
|
$1.39 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,493
shares
|
$1.38 Million
0.17% of portfolio
|
Q4 2024
Added 46.95%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,492
shares
|
$1.38 Million
0.28% of portfolio
|
Q4 2024
Added 150.76%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
1,492
shares
|
$1.38 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
1,491
shares
|
$1.38 Million
0.2% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
1,487
shares
|
$1.38 Million
0.6% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,484
shares
|
$1.38 Million
0.39% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,483
shares
|
$1.37 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bender Robert & Associates
|
Feb 07, 2025 Q4 2024 |
1,482
shares
|
$1.37 Million
0.33% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,481
shares
|
$1.37 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.2%
|