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 |
|---|---|---|---|---|---|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
748
shares
|
$780,769
0.07% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
747
shares
|
$779,726
0.05% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
746
shares
|
$778,682
0.32% of portfolio
|
Q4 2024
Added 89.82%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
745
shares
|
$777,638
0.05% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
742
shares
|
$774,507
0.33% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
742
shares
|
$774,507
0.35% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
742
shares
|
$774,507
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
741
shares
|
$773,463
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
740
shares
|
$772,419
0.23% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
739
shares
|
$771,375
0.07% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
733
shares
|
$765,112
0.24% of portfolio
|
Q4 2024
Added 16.16%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
731
shares
|
$763,025
0.23% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
731
shares
|
$763,025
1.29% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
731
shares
|
$763,025
0.13% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
731
shares
|
$763,025
0.11% of portfolio
|
Q3 2024
Reduced 92.05%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
730
shares
|
$761,981
0.24% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Anson Funds Management LP
Dallas, TX |
Nov 15, 2024 Q3 2024 |
728
shares
|
$759,893
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
727
shares
|
$758,849
0.11% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
726
shares
|
$757,806
0.44% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
725
shares
|
$756,762
0.14% of portfolio
|
Q2 2024
Reduced 21.62%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
725
shares
|
$756,762
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
723
shares
|
$754,674
0.16% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
723
shares
|
$754,674
0.16% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
722
shares
|
$753,630
0.05% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
721
shares
|
$752,587
0.46% of portfolio
|
Q3 2024
Reduced 17.22%
|