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 |
|---|---|---|---|---|---|
|
Avenir Corp
Washington, DC |
Nov 14, 2024 Q3 2024 |
500
shares
|
$521,905
0.05% of portfolio
|
Q4 2022
Reduced 9.09%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
500
shares
|
$521,905
0.34% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
498
shares
|
$519,817
0.11% of portfolio
|
Q3 2023
Added 2.05%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
497
shares
|
$518,773
0.16% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
496
shares
|
$517,729
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
495
shares
|
$516,685
0.24% of portfolio
|
Q3 2022
Added 17.86%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
494
shares
|
$515,642
0.17% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Schaeffer Financial LLC
|
Feb 03, 2025 Q4 2024 |
493
shares
|
$514,598
0.45% of portfolio
|
Q4 2023
Reduced 50.05%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 23, 2025 Q4 2024 |
493
shares
|
$514,598
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
492
shares
|
$513,554
0.15% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
491
shares
|
$512,510
0.06% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
488
shares
|
$509,379
0.25% of portfolio
|
Q1 2024
Added 2.31%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
488
shares
|
$509,379
0.05% of portfolio
|
Q2 2022
Reduced 9.29%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
488
shares
|
$509,379
0.21% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
487
shares
|
$508,335
0.26% of portfolio
|
Q3 2024
Reduced 75.69%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
487
shares
|
$508,335
0.14% of portfolio
|
Q3 2024
Added 69.1%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
486
shares
|
$507,291
0.15% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
486
shares
|
$507,291
0.13% of portfolio
|
Q4 2022
Added 0.21%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
486
shares
|
$507,291
0.19% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
485
shares
|
$506,247
0.46% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
483
shares
|
$504,160
0.1% of portfolio
|
Q4 2024
Added 15.55%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
481
shares
|
$502,072
0.18% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
480
shares
|
$501,028
0.05% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
480
shares
|
$501,028
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
479
shares
|
$499,984
0.33% of portfolio
|
Q4 2024
Reduced 7.71%
|