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 |
|---|---|---|---|---|---|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
1,249
shares
|
$1.31 Million
0.53% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,249
shares
|
$1.31 Million
0.5% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,248
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2023
Reduced 25.18%
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
1,245
shares
|
$1.31 Million
0.2% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,245
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2022
Added 13.18%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
1,241
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 17.27%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
1,239
shares
|
$1.3 Million
0.48% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
1,239
shares
|
$1.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
1,239
shares
|
$1.3 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,239
shares
|
$1.3 Million
1.23% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
1,237
shares
|
$1.3 Million
0.49% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
1,237
shares
|
$1.3 Million
0.81% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
1,232
shares
|
$1.29 Million
0.33% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,230
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2024
Reduced 17.89%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
1,230
shares
|
$1.29 Million
0.5% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,229
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
1,229
shares
|
$1.29 Million
0.52% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
1,228
shares
|
$1.29 Million
0.14% of portfolio
|
Q1 2024
Reduced 4.66%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
1,228
shares
|
$1.29 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
1,226
shares
|
$1.29 Million
0.27% of portfolio
|
Q3 2024
Added 25.87%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
1,225
shares
|
$1.29 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
1,222
shares
|
$1.28 Million
0.36% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
1,222
shares
|
$1.28 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
1,221
shares
|
$1.28 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
1,221
shares
|
$1.28 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.13%
|