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 |
|---|---|---|---|---|---|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
982
shares
|
$1.03 Million
0.21% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
980
shares
|
$1.03 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
978
shares
|
$1.03 Million
0.19% of portfolio
|
Q4 2021
Reduced 18.7%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
977
shares
|
$1.03 Million
0.1% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
977
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 18.14%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
975
shares
|
$1.02 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
972
shares
|
$1.02 Million
0.09% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
972
shares
|
$1.02 Million
0.25% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
970
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
970
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2024
Reduced 40.2%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
970
shares
|
$1.02 Million
0.94% of portfolio
|
Q4 2024
Added 73.84%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
969
shares
|
$1.02 Million
0.27% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
969
shares
|
$1.02 Million
0.35% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
968
shares
|
$1.02 Million
0.14% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
968
shares
|
$1.02 Million
0.17% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
967
shares
|
$1.02 Million
0.5% of portfolio
|
Q4 2024
Reduced 42.44%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
967
shares
|
$1.02 Million
0.19% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
967
shares
|
$1.02 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
966
shares
|
$1.02 Million
0.81% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
965
shares
|
$1.01 Million
0.19% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
962
shares
|
$1.01 Million
0.44% of portfolio
|
Q4 2024
Added 15.07%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
962
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Added 47.09%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
962
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2024
Added 36.45%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
961
shares
|
$1.01 Million
0.17% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
960
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 14.7%
|