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 4,090 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $301 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
Jan 29, 2025 Q4 2024 |
813
shares
|
$848,617
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Fortune 45 LLC
|
Nov 14, 2024 Q3 2024 |
812
shares
|
$847,573
0.51% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
809
shares
|
$844,442
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
808
shares
|
$843,398
0.44% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
808
shares
|
$843,398
0.13% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
806
shares
|
$841,310
0.51% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
804
shares
|
$839,223
0.03% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
801
shares
|
$836,091
0.0% of portfolio
|
Q3 2024
Reduced 99.46%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
800
shares
|
$835,048
0.28% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
799
shares
|
$834,004
0.19% of portfolio
|
Q3 2024
Added 34.51%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
799
shares
|
$834,004
0.05% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
797
shares
|
$831,916
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
797
shares
|
$831,916
0.04% of portfolio
|
Q4 2024
Reduced 11.44%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
797
shares
|
$831,916
0.23% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
796
shares
|
$830,872
0.36% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
790
shares
|
$824,609
0.03% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
789
shares
|
$823,566
0.22% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
788
shares
|
$822,522
0.23% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
787
shares
|
$821,478
0.04% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
786
shares
|
$820,434
0.15% of portfolio
|
Q2 2024
Added 8.41%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
785
shares
|
$819,390
0.2% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Taika Capital, LP
Sunny Isles Beach, FL |
Feb 07, 2025 Q4 2024 |
785
shares
|
$819,390
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
784
shares
|
$818,347
0.3% of portfolio
|
Q3 2024
Added 102.06%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
777
shares
|
$811,040
0.24% of portfolio
|
Q4 2023
Reduced 4.31%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
777
shares
|
$811,040
0.23% of portfolio
|
Q4 2024
Added 2.37%
|