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 |
|---|---|---|---|---|---|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
525
shares
|
$548,000
0.0% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Elite Life Management LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
525
shares
|
$548,000
1.52% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
524
shares
|
$546,956
0.21% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
524
shares
|
$546,956
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
523
shares
|
$545,912
0.1% of portfolio
|
Q4 2024
Added 21.06%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
522
shares
|
$544,868
0.06% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
522
shares
|
$544,868
0.07% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
522
shares
|
$544,868
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
521
shares
|
$543,825
0.07% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
521
shares
|
$543,825
0.05% of portfolio
|
Q2 2024
Added 7.64%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
520
shares
|
$542,781
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
520
shares
|
$542,781
0.21% of portfolio
|
Q4 2024
Added 13.54%
|
|
|
Gunderson Capital Management Inc.
|
Jan 13, 2025 Q4 2024 |
519
shares
|
$541,737
0.26% of portfolio
|
Q4 2024
Added 19.31%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
519
shares
|
$541,737
0.2% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
519
shares
|
$541,737
0.36% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
519
shares
|
$541,737
0.18% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
518
shares
|
$540,693
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
518
shares
|
$540,693
0.37% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
517
shares
|
$539,649
0.03% of portfolio
|
Q4 2023
Added 0.19%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
517
shares
|
$539,649
0.36% of portfolio
|
Q3 2024
Reduced 20.83%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
517
shares
|
$539,649
0.03% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
517
shares
|
$539,649
0.13% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
516
shares
|
$538,605
0.23% of portfolio
|
Q4 2024
Added 454.84%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
516
shares
|
$538,605
0.33% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
515
shares
|
$537,562
0.02% of portfolio
|
Q3 2024
New holding
|