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 |
|---|---|---|---|---|---|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
599
shares
|
$625,242
0.2% of portfolio
|
Q4 2024
Reduced 16.57%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
598
shares
|
$624,198
0.1% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
598
shares
|
$624,198
0.13% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
Nov 14, 2024 Q3 2024 |
597
shares
|
$623,154
0.03% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
596
shares
|
$622,110
0.08% of portfolio
|
Q3 2024
Reduced 89.23%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
596
shares
|
$622,110
0.36% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
596
shares
|
$622,110
0.48% of portfolio
|
Q4 2024
Added 143.27%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
596
shares
|
$622,110
0.09% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
595
shares
|
$621,066
0.1% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
591
shares
|
$616,891
0.13% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
590
shares
|
$615,847
0.59% of portfolio
|
Q2 2024
Added 7.47%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
590
shares
|
$615,847
0.21% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
588
shares
|
$613,760
0.12% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
588
shares
|
$613,760
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
587
shares
|
$612,716
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
587
shares
|
$612,716
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
585
shares
|
$610,628
0.14% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
582
shares
|
$607,497
0.26% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
581
shares
|
$606,453
0.45% of portfolio
|
Q3 2022
Reduced 11.43%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
581
shares
|
$606,453
0.04% of portfolio
|
Q4 2024
Added 93.67%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
581
shares
|
$606,453
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
579
shares
|
$604,365
0.23% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
578
shares
|
$603,322
0.12% of portfolio
|
Q4 2024
Added 54.13%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
578
shares
|
$603,322
0.16% of portfolio
|
Q4 2024
Added 35.05%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
578
shares
|
$603,322
0.28% of portfolio
|
Q2 2024
Added 21.68%
|