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 |
|---|---|---|---|---|---|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,011
shares
|
$1.06 Million
0.28% of portfolio
|
Q2 2024
Reduced 9.0%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,009
shares
|
$1.06 Million
0.16% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
1,008
shares
|
$1.06 Million
0.73% of portfolio
|
Q4 2022
Added 0.8%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
1,007
shares
|
$1.06 Million
0.86% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,007
shares
|
$1.06 Million
0.16% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
1,005
shares
|
$1.06 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
1,004
shares
|
$1.06 Million
0.36% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,003
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2023
Added 2.35%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
1,002
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2024
Added 31.15%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
1,000
shares
|
$1.05 Million
0.25% of portfolio
|
Q4 2022
Added 9.17%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$1.05 Million
0.43% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
997
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
996
shares
|
$1.05 Million
0.58% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Emerald Advisers, LLC
|
Oct 29, 2024 Q3 2024 |
996
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
994
shares
|
$1.04 Million
0.65% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
993
shares
|
$1.04 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
992
shares
|
$1.04 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
991
shares
|
$1.04 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
988
shares
|
$1.04 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
987
shares
|
$1.04 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
987
shares
|
$1.04 Million
0.17% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
987
shares
|
$1.04 Million
0.19% of portfolio
|
Q4 2024
Added 110.9%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
986
shares
|
$1.04 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
985
shares
|
$1.04 Million
0.19% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
984
shares
|
$1.03 Million
0.29% of portfolio
|
Q3 2024
New holding
|