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 |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
542
shares
|
$565,745
0.32% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
541
shares
|
$564,701
0.04% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
541
shares
|
$564,701
0.13% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
540
shares
|
$563,657
0.15% of portfolio
|
Q3 2024
Reduced 48.08%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
538
shares
|
$561,569
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
536
shares
|
$559,482
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
535
shares
|
$558,438
0.24% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
533
shares
|
$556,350
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
532
shares
|
$555,306
0.3% of portfolio
|
Q4 2021
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
531
shares
|
$554,263
0.08% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
531
shares
|
$554,263
0.24% of portfolio
|
Q4 2024
Reduced 42.47%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
529
shares
|
$552,175
0.03% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
529
shares
|
$552,175
0.14% of portfolio
|
Q4 2024
Added 29.34%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
528
shares
|
$551,131
0.09% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
528
shares
|
$551,131
0.25% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
527
shares
|
$550,087
0.32% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
527
shares
|
$550,087
0.04% of portfolio
|
Q4 2024
Added 33.42%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
527
shares
|
$550,087
0.16% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Tuttle Capital Management, LLC
|
Jan 13, 2025 Q4 2024 |
527
shares
|
$550,087
5.02% of portfolio
|
Q4 2024
Added 34.78%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
526
shares
|
$549,044
0.06% of portfolio
|
Q4 2024
Reduced 23.77%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
526
shares
|
$549,044
0.05% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
526
shares
|
$549,044
0.1% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Coerente Capital Management
|
Jan 24, 2025 Q4 2024 |
525
shares
|
$548,000
0.09% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
525
shares
|
$548,000
0.13% of portfolio
|
Q2 2024
Reduced 72.57%
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
525
shares
|
$548,000
0.12% of portfolio
|
Q4 2024
Added 1.94%
|