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 |
|---|---|---|---|---|---|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
721
shares
|
$752,587
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
720
shares
|
$751,543
0.31% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
720
shares
|
$751,543
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
719
shares
|
$750,499
0.05% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
719
shares
|
$750,499
0.02% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
719
shares
|
$750,499
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
718
shares
|
$749,455
0.07% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
718
shares
|
$749,455
0.42% of portfolio
|
Q3 2022
Added 0.84%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
717
shares
|
$748,411
0.01% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
716
shares
|
$747,367
0.26% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
716
shares
|
$747,367
0.4% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
715
shares
|
$746,324
0.06% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
715
shares
|
$746,324
0.25% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
714
shares
|
$745,280
0.46% of portfolio
|
Q4 2024
Added 21.22%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
714
shares
|
$745,280
0.05% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
713
shares
|
$744,236
0.09% of portfolio
|
Q2 2024
Reduced 7.52%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
713
shares
|
$744,236
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
712
shares
|
$743,192
0.25% of portfolio
|
Q4 2024
Reduced 41.35%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
712
shares
|
$743,192
0.41% of portfolio
|
Q2 2024
Reduced 14.11%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
712
shares
|
$743,192
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
711
shares
|
$742,148
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
711
shares
|
$742,148
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
709
shares
|
$740,061
0.47% of portfolio
|
Q2 2024
Added 2.75%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
708
shares
|
$739,017
0.49% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
708
shares
|
$739,017
0.24% of portfolio
|
Q3 2024
Reduced 12.92%
|