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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
514
shares
|
$536,518
0.19% of portfolio
|
Q2 2022
Reduced 44.13%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Jan 21, 2025 Q4 2024 |
514
shares
|
$536,518
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
512
shares
|
$534,430
0.14% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
512
shares
|
$534,430
0.11% of portfolio
|
Q2 2024
Added 13.27%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
512
shares
|
$534,430
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
511
shares
|
$533,386
0.33% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
510
shares
|
$532,343
0.06% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
509
shares
|
$531,299
0.38% of portfolio
|
Q3 2024
Added 71.38%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
507
shares
|
$529,211
0.03% of portfolio
|
Q4 2024
Reduced 23.41%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
506
shares
|
$528,167
0.1% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
506
shares
|
$528,167
0.1% of portfolio
|
Q4 2024
Reduced 16.5%
|
|
|
Campbell Newman Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
505
shares
|
$527,124
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
505
shares
|
$527,124
0.18% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
505
shares
|
$527,124
0.2% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
504
shares
|
$526,080
0.12% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
504
shares
|
$526,080
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
503
shares
|
$525,036
0.05% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
503
shares
|
$525,036
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
502
shares
|
$523,992
0.13% of portfolio
|
Q4 2021
Reduced 8.37%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
501
shares
|
$522,948
0.16% of portfolio
|
Q1 2024
Added 26.84%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
501
shares
|
$522,948
0.13% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
500
shares
|
$521,905
0.33% of portfolio
|
Q3 2021
New holding
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
500
shares
|
$521,905
0.3% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
500
shares
|
$521,905
0.82% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Poplar Forest Capital LLC
|
Feb 05, 2025 Q4 2024 |
500
shares
|
$521,905
0.08% of portfolio
|
Q2 2022
New holding
|