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 |
|---|---|---|---|---|---|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
1,285
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2024
Added 19.07%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,284
shares
|
$1.35 Million
0.37% of portfolio
|
Q4 2024
Added 301.25%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
1,284
shares
|
$1.35 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
1,284
shares
|
$1.35 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
1,284
shares
|
$1.35 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
1,281
shares
|
$1.35 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,277
shares
|
$1.34 Million
0.13% of portfolio
|
Q3 2023
Added 1.67%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
1,277
shares
|
$1.34 Million
0.18% of portfolio
|
Q4 2024
Reduced 44.84%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
1,276
shares
|
$1.34 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
1,275
shares
|
$1.34 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
1,275
shares
|
$1.34 Million
0.48% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
1,273
shares
|
$1.34 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
1,272
shares
|
$1.34 Million
0.23% of portfolio
|
Q4 2022
Reduced 99.78%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
1,270
shares
|
$1.33 Million
0.45% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
1,264
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,262
shares
|
$1.33 Million
1.12% of portfolio
|
Q4 2024
Added 36.58%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
1,260
shares
|
$1.32 Million
0.35% of portfolio
|
Q4 2024
Added 40.16%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
1,260
shares
|
$1.32 Million
0.83% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
1,260
shares
|
$1.32 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
1,259
shares
|
$1.32 Million
0.37% of portfolio
|
Q1 2023
Reduced 50.8%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
1,255
shares
|
$1.32 Million
0.16% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
1,253
shares
|
$1.32 Million
0.33% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
1,252
shares
|
$1.32 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
1,250
shares
|
$1.31 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
1,249
shares
|
$1.31 Million
0.27% of portfolio
|
Q4 2024
Reduced 5.31%
|