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 |
|---|---|---|---|---|---|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
640
shares
|
$668,038
0.22% of portfolio
|
Q4 2024
Reduced 23.81%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
640
shares
|
$668,038
0.2% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
640
shares
|
$668,038
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
638
shares
|
$665,950
0.24% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
637
shares
|
$664,906
0.06% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
637
shares
|
$664,906
0.25% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
637
shares
|
$664,906
0.08% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
637
shares
|
$664,906
0.09% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
636
shares
|
$663,863
0.08% of portfolio
|
Q3 2024
Reduced 35.63%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
634
shares
|
$661,775
0.04% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
634
shares
|
$661,775
0.1% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
633
shares
|
$660,731
0.49% of portfolio
|
Q3 2024
Added 76.82%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
631
shares
|
$658,644
0.15% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
631
shares
|
$658,644
0.18% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
631
shares
|
$658,644
0.13% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
630
shares
|
$657,600
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
629
shares
|
$656,556
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
627
shares
|
$654,468
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
627
shares
|
$654,468
0.13% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
627
shares
|
$654,468
0.03% of portfolio
|
Q3 2024
Reduced 30.1%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
626
shares
|
$653,425
0.29% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
625
shares
|
$652,381
0.53% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
623
shares
|
$650,293
0.06% of portfolio
|
Q1 2023
Reduced 32.65%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
622
shares
|
$649,249
0.09% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
622
shares
|
$649,249
0.32% of portfolio
|
Q4 2024
Added 2.81%
|