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 |
|---|---|---|---|---|---|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
920
shares
|
$966,910
0.24% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
920
shares
|
$966,910
0.08% of portfolio
|
Q2 2024
Added 84.0%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
919
shares
|
$965,859
0.15% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
918
shares
|
$964,808
0.45% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
918
shares
|
$964,808
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
917
shares
|
$963,757
0.25% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
917
shares
|
$963,757
0.2% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
916
shares
|
$962,706
0.54% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
915
shares
|
$961,655
0.43% of portfolio
|
Q4 2024
Added 59.13%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
915
shares
|
$961,655
0.12% of portfolio
|
Q3 2023
Added 50.25%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
912
shares
|
$958,502
0.05% of portfolio
|
Q2 2022
Added 28.09%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
911
shares
|
$957,451
0.42% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
910
shares
|
$956,400
0.29% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
908
shares
|
$954,298
0.13% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
907
shares
|
$953,247
0.38% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
907
shares
|
$953,247
0.22% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
907
shares
|
$953,247
0.16% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
906
shares
|
$952,196
0.06% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
905
shares
|
$951,145
0.23% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
905
shares
|
$951,145
0.54% of portfolio
|
Q1 2024
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
901
shares
|
$946,941
0.25% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
897
shares
|
$942,738
0.11% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
897
shares
|
$942,738
0.14% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
896
shares
|
$941,687
0.05% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
896
shares
|
$941,687
0.07% of portfolio
|
Q4 2024
Added 13.27%
|