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 |
|---|---|---|---|---|---|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
1,040
shares
|
$1.09 Million
0.69% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,037
shares
|
$1.09 Million
0.24% of portfolio
|
Q2 2024
Reduced 14.44%
|
|
|
Wallace Hart LLC
Lexington, KY |
Feb 07, 2025 Q4 2024 |
1,037
shares
|
$1.09 Million
0.76% of portfolio
|
Q4 2024
Reduced 31.0%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,036
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Profit Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,035
shares
|
$1.09 Million
0.75% of portfolio
|
Q3 2024
Reduced 20.99%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
1,034
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Reduced 12.74%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
1,034
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2024
Added 39.92%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,033
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Armstrong Henry H Associates Inc
|
Jan 13, 2025 Q4 2024 |
1,031
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
1,026
shares
|
$1.08 Million
0.2% of portfolio
|
Q4 2024
Reduced 28.55%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
1,025
shares
|
$1.08 Million
1.11% of portfolio
|
Q3 2023
Added 24.09%
|
|
|
Barton Investment Management
|
Jan 27, 2025 Q4 2024 |
1,024
shares
|
$1.08 Million
0.1% of portfolio
|
Q4 2021
Added 36.53%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
1,024
shares
|
$1.08 Million
0.45% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,023
shares
|
$1.08 Million
0.66% of portfolio
|
Q4 2024
Reduced 21.19%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
1,022
shares
|
$1.07 Million
0.13% of portfolio
|
Q2 2024
Added 9.3%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
1,021
shares
|
$1.07 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Winslow Capital Management, LLC
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
1,021
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 99.73%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,021
shares
|
$1.07 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,020
shares
|
$1.07 Million
0.39% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
1,019
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,017
shares
|
$1.07 Million
0.06% of portfolio
|
Q4 2023
Reduced 46.39%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,017
shares
|
$1.07 Million
0.35% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
1,017
shares
|
$1.07 Million
0.53% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,016
shares
|
$1.07 Million
0.18% of portfolio
|
Q2 2024
Added 3.36%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
1,013
shares
|
$1.06 Million
0.36% of portfolio
|
Q4 2024
Reduced 16.56%
|