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 |
|---|---|---|---|---|---|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
1,333
shares
|
$1.41 Million
0.36% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,333
shares
|
$1.41 Million
0.43% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
1,330
shares
|
$1.41 Million
0.4% of portfolio
|
Q4 2024
Added 59.28%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
1,330
shares
|
$1.41 Million
0.08% of portfolio
|
Q4 2024
Reduced 29.33%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
1,330
shares
|
$1.41 Million
0.31% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
1,329
shares
|
$1.41 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,328
shares
|
$1.41 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
1,326
shares
|
$1.4 Million
0.45% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
1,326
shares
|
$1.4 Million
1.06% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
1,325
shares
|
$1.4 Million
0.1% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
1,325
shares
|
$1.4 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
1,325
shares
|
$1.4 Million
0.22% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
1,324
shares
|
$1.4 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,323
shares
|
$1.4 Million
0.33% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
1,321
shares
|
$1.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
1,318
shares
|
$1.39 Million
0.13% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
1,314
shares
|
$1.39 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
1,314
shares
|
$1.39 Million
1.22% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
1,312
shares
|
$1.39 Million
0.84% of portfolio
|
Q4 2024
Added 28.88%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,309
shares
|
$1.39 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
1,308
shares
|
$1.38 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,305
shares
|
$1.38 Million
0.11% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
1,302
shares
|
$1.38 Million
0.9% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
1,301
shares
|
$1.38 Million
0.68% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
1,300
shares
|
$1.38 Million
0.38% of portfolio
|
Q4 2024
Added 1.48%
|