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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
1,218
shares
|
$1.28 Million
0.47% of portfolio
|
Q1 2024
Added 76.78%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,216
shares
|
$1.28 Million
0.31% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
1,215
shares
|
$1.28 Million
0.49% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
1,213
shares
|
$1.27 Million
0.71% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,212
shares
|
$1.27 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Feb 05, 2025 Q4 2024 |
1,212
shares
|
$1.27 Million
0.74% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jan 28, 2025 Q4 2024 |
1,211
shares
|
$1.27 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
1,207
shares
|
$1.27 Million
0.69% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
1,206
shares
|
$1.27 Million
0.24% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
1,200
shares
|
$1.26 Million
0.49% of portfolio
|
Q1 2024
Added 9.09%
|
|
|
Surience Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
1,200
shares
|
$1.26 Million
1.44% of portfolio
|
Q4 2024
Reduced 22.58%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
1,199
shares
|
$1.26 Million
0.21% of portfolio
|
Q3 2024
Added 81.39%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
1,197
shares
|
$1.26 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,195
shares
|
$1.26 Million
0.23% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
1,195
shares
|
$1.26 Million
0.37% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
1,189
shares
|
$1.25 Million
1.05% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
1,184
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Added 17.81%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
1,184
shares
|
$1.24 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
1,180
shares
|
$1.24 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
1,179
shares
|
$1.24 Million
0.12% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
1,178
shares
|
$1.24 Million
0.08% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
1,177
shares
|
$1.24 Million
0.84% of portfolio
|
Q2 2024
New holding
|
|
|
Ninepoint Partners LP
|
Nov 07, 2024 Q3 2024 |
1,175
shares
|
$1.23 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
1,172
shares
|
$1.23 Million
0.32% of portfolio
|
Q4 2024
Reduced 18.95%
|