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 |
|---|---|---|---|---|---|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
831
shares
|
$867,406
0.16% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
827
shares
|
$863,230
0.24% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
826
shares
|
$862,187
0.32% of portfolio
|
Q4 2024
Reduced 37.94%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Nov 14, 2024 Q3 2024 |
826
shares
|
$862,187
0.01% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
825
shares
|
$861,143
0.43% of portfolio
|
Q4 2024
Added 131.74%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
824
shares
|
$860,099
0.07% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
824
shares
|
$860,099
0.1% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
824
shares
|
$860,099
0.04% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
824
shares
|
$860,099
0.32% of portfolio
|
Q3 2024
Added 28.95%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
823
shares
|
$859,055
0.21% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
823
shares
|
$859,055
0.06% of portfolio
|
Q3 2024
Added 73.63%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
823
shares
|
$859,055
0.38% of portfolio
|
Q4 2024
Added 16.74%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
822
shares
|
$858,011
0.24% of portfolio
|
Q3 2024
Added 62.77%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
822
shares
|
$858,011
0.61% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
820
shares
|
$855,924
0.25% of portfolio
|
Q2 2023
Reduced 1.2%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
818
shares
|
$853,836
0.41% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
818
shares
|
$853,836
0.39% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
818
shares
|
$853,836
0.18% of portfolio
|
Q4 2024
Reduced 45.72%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
815
shares
|
$850,705
0.52% of portfolio
|
Q3 2024
Added 73.4%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
815
shares
|
$850,705
0.25% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
814
shares
|
$849,661
0.01% of portfolio
|
Q4 2022
Reduced 10.45%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
814
shares
|
$849,661
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
814
shares
|
$849,661
0.19% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
813
shares
|
$848,617
0.17% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
813
shares
|
$848,617
0.76% of portfolio
|
Q4 2024
Added 11.07%
|