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 |
|---|---|---|---|---|---|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
687
shares
|
$717,097
0.18% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
685
shares
|
$715,009
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
684
shares
|
$713,966
0.21% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
682
shares
|
$711,878
0.19% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
682
shares
|
$711,878
0.26% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
681
shares
|
$710,834
0.42% of portfolio
|
Q2 2024
Added 2.25%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
680
shares
|
$709,790
0.13% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
680
shares
|
$709,790
0.26% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
678
shares
|
$707,703
0.26% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
678
shares
|
$707,703
0.29% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
677
shares
|
$706,659
0.22% of portfolio
|
Q2 2024
Reduced 4.51%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
675
shares
|
$704,571
0.02% of portfolio
|
Q3 2024
Reduced 22.5%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
674
shares
|
$703,527
0.16% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
674
shares
|
$703,527
0.26% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
674
shares
|
$703,527
0.34% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
673
shares
|
$702,484
0.18% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
673
shares
|
$702,484
0.13% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
672
shares
|
$701,440
0.29% of portfolio
|
Q4 2024
Reduced 14.07%
|
|
|
Winslow Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
671
shares
|
$700,396
0.12% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
671
shares
|
$700,396
0.21% of portfolio
|
Q4 2023
Reduced 25.11%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
671
shares
|
$700,396
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
670
shares
|
$699,352
0.2% of portfolio
|
Q3 2024
Added 86.11%
|
|
|
Retirement Solution Inc.
|
Feb 07, 2025 Q4 2024 |
669
shares
|
$698,308
0.42% of portfolio
|
Q4 2024
Reduced 71.11%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
669
shares
|
$698,308
0.11% of portfolio
|
Q4 2024
Added 204.09%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
668
shares
|
$697,265
0.26% of portfolio
|
Q1 2024
Added 0.3%
|