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 |
|---|---|---|---|---|---|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
553
shares
|
$577,226
0.36% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
553
shares
|
$577,226
0.08% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
553
shares
|
$577,226
0.21% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
553
shares
|
$577,226
0.41% of portfolio
|
Q4 2024
Reduced 36.0%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
552
shares
|
$576,183
0.29% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
552
shares
|
$576,183
0.18% of portfolio
|
Q4 2024
Added 9.96%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
550
shares
|
$574,095
0.05% of portfolio
|
Q4 2024
Reduced 10.13%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
550
shares
|
$574,095
0.12% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
550
shares
|
$574,095
0.09% of portfolio
|
Q3 2024
Reduced 12.97%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
549
shares
|
$573,051
0.11% of portfolio
|
Q1 2023
Reduced 8.5%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
548
shares
|
$572,007
0.19% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
547
shares
|
$570,964
0.23% of portfolio
|
Q4 2024
Added 26.04%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
547
shares
|
$570,964
0.02% of portfolio
|
Q3 2024
Added 89.93%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
547
shares
|
$570,964
0.36% of portfolio
|
Q3 2022
Reduced 0.91%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
547
shares
|
$570,964
0.04% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
547
shares
|
$570,964
0.2% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
545
shares
|
$568,876
0.14% of portfolio
|
Q3 2024
Added 29.76%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
545
shares
|
$568,876
0.2% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
545
shares
|
$568,876
0.24% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
544
shares
|
$567,832
0.21% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
544
shares
|
$567,832
0.33% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
544
shares
|
$567,832
0.15% of portfolio
|
Q4 2024
Added 51.11%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
543
shares
|
$566,788
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
543
shares
|
$566,788
0.18% of portfolio
|
Q3 2024
Added 27.46%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
542
shares
|
$565,745
0.13% of portfolio
|
Q3 2024
Reduced 0.55%
|