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 |
|---|---|---|---|---|---|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
622
shares
|
$649,249
0.28% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
622
shares
|
$649,249
0.13% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
622
shares
|
$649,249
0.12% of portfolio
|
Q4 2024
Reduced 18.59%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
620
shares
|
$647,162
0.09% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
620
shares
|
$647,162
0.05% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
619
shares
|
$646,118
0.13% of portfolio
|
Q4 2024
Added 31.98%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
616
shares
|
$642,986
0.27% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
615
shares
|
$641,943
0.12% of portfolio
|
Q4 2024
Reduced 42.95%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
615
shares
|
$641,943
0.2% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
613
shares
|
$639,855
0.1% of portfolio
|
Q2 2024
Added 19.49%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
612
shares
|
$638,811
0.06% of portfolio
|
Q4 2024
Reduced 48.31%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
612
shares
|
$638,811
0.12% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
611
shares
|
$637,767
0.12% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
610
shares
|
$636,724
0.06% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
608
shares
|
$634,636
0.15% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
608
shares
|
$634,636
0.03% of portfolio
|
Q3 2024
Reduced 19.79%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Feb 04, 2025 Q4 2024 |
606
shares
|
$632,548
0.41% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
604
shares
|
$630,461
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
602
shares
|
$628,373
0.22% of portfolio
|
Q3 2023
Reduced 1.95%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
601
shares
|
$627,329
0.08% of portfolio
|
Q3 2022
Reduced 12.65%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
601
shares
|
$627,329
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Lattice Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
600
shares
|
$626,286
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
600
shares
|
$626,286
0.18% of portfolio
|
Q3 2022
Reduced 14.29%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
600
shares
|
$626,286
0.51% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
600
shares
|
$626,286
0.17% of portfolio
|
Q4 2024
Added 4.71%
|