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 |
|---|---|---|---|---|---|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,172
shares
|
$1.23 Million
0.56% of portfolio
|
Q4 2023
New holding
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
1,169
shares
|
$1.23 Million
0.63% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,167
shares
|
$1.23 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
1,167
shares
|
$1.23 Million
0.14% of portfolio
|
Q4 2024
Reduced 63.59%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
1,166
shares
|
$1.23 Million
0.16% of portfolio
|
Q2 2022
Added 17.66%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,164
shares
|
$1.22 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
1,161
shares
|
$1.22 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
1,161
shares
|
$1.22 Million
0.15% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
1,157
shares
|
$1.22 Million
0.6% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
1,152
shares
|
$1.21 Million
0.17% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,151
shares
|
$1.21 Million
0.29% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
1,150
shares
|
$1.21 Million
0.29% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
1,147
shares
|
$1.21 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
1,144
shares
|
$1.2 Million
0.62% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
1,142
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
1,141
shares
|
$1.2 Million
0.12% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,136
shares
|
$1.19 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
1,134
shares
|
$1.19 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
1,130
shares
|
$1.19 Million
0.42% of portfolio
|
Q4 2024
Reduced 15.86%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
1,128
shares
|
$1.19 Million
0.11% of portfolio
|
Q4 2024
Added 24.09%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
1,128
shares
|
$1.19 Million
0.62% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
1,127
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
1,127
shares
|
$1.18 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,126
shares
|
$1.18 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Feb 06, 2025 Q4 2024 |
1,124
shares
|
$1.18 Million
0.17% of portfolio
|
Q4 2024
Added 0.18%
|