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 |
|---|---|---|---|---|---|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
776
shares
|
$809,996
0.16% of portfolio
|
Q3 2024
Added 105.84%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
775
shares
|
$808,952
0.19% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
773
shares
|
$806,865
0.05% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
773
shares
|
$806,865
0.17% of portfolio
|
Q3 2024
Added 102.36%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
773
shares
|
$806,865
0.12% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
771
shares
|
$804,777
0.53% of portfolio
|
Q2 2024
New holding
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
770
shares
|
$803,733
0.23% of portfolio
|
Q3 2024
Added 18.28%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
768
shares
|
$801,646
0.04% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
766
shares
|
$799,558
0.14% of portfolio
|
Q1 2023
Added 1.46%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
765
shares
|
$798,514
0.13% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
765
shares
|
$798,514
0.56% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Seizert Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
763
shares
|
$796,427
0.03% of portfolio
|
Q4 2023
Reduced 6.15%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
763
shares
|
$796,427
0.25% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
762
shares
|
$795,383
0.2% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
759
shares
|
$792,251
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
758
shares
|
$791,207
0.06% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
756
shares
|
$789,120
0.13% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
755
shares
|
$788,076
0.24% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
754
shares
|
$787,032
0.04% of portfolio
|
Q3 2024
Added 14.07%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
753
shares
|
$785,988
0.39% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
751
shares
|
$783,901
0.27% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
751
shares
|
$783,901
0.36% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
750
shares
|
$782,857
0.09% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
750
shares
|
$782,857
0.44% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
750
shares
|
$782,857
0.02% of portfolio
|
Q3 2024
New holding
|