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 |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,123
shares
|
$1.18 Million
0.11% of portfolio
|
Q4 2024
Added 13.09%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,123
shares
|
$1.18 Million
0.21% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
1,121
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Jan 28, 2025 Q4 2024 |
1,121
shares
|
$1.18 Million
0.49% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
1,120
shares
|
$1.18 Million
0.9% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
1,120
shares
|
$1.18 Million
0.31% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
1,119
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
1,118
shares
|
$1.18 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
1,118
shares
|
$1.18 Million
0.56% of portfolio
|
Q4 2024
Added 154.67%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
1,116
shares
|
$1.17 Million
0.62% of portfolio
|
Q4 2022
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
1,116
shares
|
$1.17 Million
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
1,115
shares
|
$1.17 Million
0.2% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
1,113
shares
|
$1.17 Million
0.68% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
1,112
shares
|
$1.17 Million
0.35% of portfolio
|
Q4 2024
Added 43.48%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
1,109
shares
|
$1.17 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,109
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2023
Reduced 0.63%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
1,106
shares
|
$1.16 Million
0.32% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,106
shares
|
$1.16 Million
0.06% of portfolio
|
Q2 2023
Reduced 8.06%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,103
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
1,102
shares
|
$1.16 Million
0.5% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
1,101
shares
|
$1.16 Million
0.62% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
1,101
shares
|
$1.16 Million
0.64% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Lane Generational LLC
|
Nov 13, 2024 Q3 2024 |
1,100
shares
|
$1.16 Million
1.29% of portfolio
|
Q1 2022
Reduced 89.92%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,100
shares
|
$1.16 Million
0.3% of portfolio
|
Q1 2024
Added 37.5%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
1,098
shares
|
$1.15 Million
0.41% of portfolio
|
Q2 2024
Reduced 12.02%
|