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 |
|---|---|---|---|---|---|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
895
shares
|
$940,636
0.21% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
895
shares
|
$940,636
0.15% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
894
shares
|
$939,585
0.09% of portfolio
|
Q4 2024
Added 64.34%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
891
shares
|
$936,432
0.6% of portfolio
|
Q3 2024
Reduced 48.14%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
888
shares
|
$933,279
0.46% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
888
shares
|
$933,279
0.28% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
887
shares
|
$932,228
0.2% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
887
shares
|
$932,228
0.31% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
886
shares
|
$931,177
0.23% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
886
shares
|
$931,177
0.2% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
886
shares
|
$931,177
0.47% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Osher Van De Voorde Investment Management
|
Jan 21, 2025 Q4 2024 |
885
shares
|
$930,126
0.17% of portfolio
|
Q2 2023
Added 3.87%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
885
shares
|
$930,126
0.34% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
884
shares
|
$929,075
0.26% of portfolio
|
Q1 2024
Reduced 91.94%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
884
shares
|
$929,075
0.4% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
883
shares
|
$928,024
0.62% of portfolio
|
Q4 2022
Added 7.16%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
879
shares
|
$923,820
0.3% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
878
shares
|
$922,769
0.26% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
876
shares
|
$920,667
0.32% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
876
shares
|
$920,667
0.2% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
875
shares
|
$919,616
0.53% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
874
shares
|
$918,565
0.39% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
874
shares
|
$918,565
0.41% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
874
shares
|
$918,565
0.21% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
871
shares
|
$915,412
0.83% of portfolio
|
Q4 2024
New holding
|