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 |
|---|---|---|---|---|---|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
870
shares
|
$908,114
0.19% of portfolio
|
Q3 2023
Reduced 3.33%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
869
shares
|
$907,070
0.12% of portfolio
|
Q4 2024
Added 281.14%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
869
shares
|
$907,070
0.45% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
868
shares
|
$906,027
0.49% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
868
shares
|
$906,027
0.55% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
867
shares
|
$904,983
0.3% of portfolio
|
Q2 2023
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
866
shares
|
$903,939
0.43% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
865
shares
|
$902,895
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
864
shares
|
$901,851
0.48% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
First Long Island Investors, LLC
|
Nov 06, 2024 Q3 2024 |
862
shares
|
$899,764
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
861
shares
|
$898,720
0.23% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
861
shares
|
$898,720
0.48% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
860
shares
|
$897,676
0.51% of portfolio
|
Q2 2024
Reduced 37.91%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
860
shares
|
$897,676
0.33% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
859
shares
|
$896,632
0.16% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
858
shares
|
$895,588
0.18% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
858
shares
|
$895,588
0.29% of portfolio
|
Q1 2023
Added 6.19%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
857
shares
|
$894,545
0.16% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
857
shares
|
$894,545
0.13% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
855
shares
|
$892,457
0.09% of portfolio
|
Q4 2024
Reduced 18.96%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
854
shares
|
$891,413
0.22% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
854
shares
|
$891,413
0.03% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
854
shares
|
$891,413
0.11% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
853
shares
|
$890,369
0.09% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
852
shares
|
$889,326
0.06% of portfolio
|
Q4 2024
Added 0.12%
|