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 |
|---|---|---|---|---|---|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
957
shares
|
$1.01 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
957
shares
|
$1.01 Million
0.23% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
956
shares
|
$1 Million
0.37% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
955
shares
|
$1 Million
0.52% of portfolio
|
Q4 2024
Added 62.69%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
953
shares
|
$1 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
950
shares
|
$998,440
0.48% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
949
shares
|
$997,389
0.04% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
948
shares
|
$996,338
0.33% of portfolio
|
Q3 2024
Reduced 29.57%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
947
shares
|
$995,287
0.35% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
946
shares
|
$994,236
0.16% of portfolio
|
Q4 2024
Reduced 79.88%
|
|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Nov 14, 2024 Q3 2024 |
945
shares
|
$993,185
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bennett Selby Investments LP
|
Jan 21, 2025 Q4 2024 |
944
shares
|
$992,134
0.34% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
943
shares
|
$991,083
0.09% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
943
shares
|
$991,083
0.25% of portfolio
|
Q3 2024
Added 18.47%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
942
shares
|
$990,032
0.52% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
940
shares
|
$987,930
0.21% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
937
shares
|
$984,777
0.19% of portfolio
|
Q3 2024
Added 207.21%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
930
shares
|
$977,420
0.04% of portfolio
|
Q3 2024
Reduced 17.7%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
929
shares
|
$976,369
0.17% of portfolio
|
Q3 2024
Reduced 13.98%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
929
shares
|
$976,369
1.09% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
926
shares
|
$973,216
0.66% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
924
shares
|
$971,114
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
922
shares
|
$969,012
0.27% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
921
shares
|
$967,961
0.31% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
921
shares
|
$967,961
0.44% of portfolio
|
Q4 2024
Reduced 13.11%
|