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 |
|---|---|---|---|---|---|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
667
shares
|
$696,221
0.05% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
665
shares
|
$694,133
0.18% of portfolio
|
Q3 2024
Reduced 42.12%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
665
shares
|
$694,133
0.48% of portfolio
|
Q3 2024
Reduced 90.05%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
664
shares
|
$693,089
0.97% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
663
shares
|
$692,046
0.22% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
663
shares
|
$692,046
0.07% of portfolio
|
Q4 2022
Added 13.14%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
663
shares
|
$692,046
0.17% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
663
shares
|
$692,046
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
662
shares
|
$691,002
0.04% of portfolio
|
Q4 2023
Added 1.07%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
662
shares
|
$691,002
0.38% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
660
shares
|
$688,914
0.29% of portfolio
|
Q4 2022
Added 1.07%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
659
shares
|
$687,870
0.2% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
652
shares
|
$680,564
0.37% of portfolio
|
Q4 2024
Added 41.13%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
652
shares
|
$680,564
0.02% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
651
shares
|
$679,520
0.37% of portfolio
|
Q3 2024
Added 48.97%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
651
shares
|
$679,520
0.3% of portfolio
|
Q1 2023
Reduced 12.62%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
650
shares
|
$678,476
0.3% of portfolio
|
Q3 2023
Reduced 81.88%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
649
shares
|
$677,432
0.22% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
649
shares
|
$677,432
0.61% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
648
shares
|
$676,388
0.09% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
646
shares
|
$674,301
0.09% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
645
shares
|
$673,257
0.17% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
645
shares
|
$673,257
0.12% of portfolio
|
Q4 2023
Added 35.22%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
645
shares
|
$673,257
0.4% of portfolio
|
Q4 2023
Added 8.53%
|
|
|
Torray LLC
|
Feb 06, 2025 Q4 2024 |
643
shares
|
$671,169
0.09% of portfolio
|
Q3 2024
Reduced 2.28%
|