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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
478
shares
|
$498,941
0.12% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
478
shares
|
$498,941
0.29% of portfolio
|
Q4 2024
Reduced 12.29%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
477
shares
|
$497,897
0.06% of portfolio
|
Q3 2022
Added 2.58%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Oct 30, 2024 Q3 2024 |
477
shares
|
$497,897
0.1% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
477
shares
|
$497,897
0.28% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
476
shares
|
$496,853
0.07% of portfolio
|
Q4 2024
Added 42.09%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
475
shares
|
$495,809
0.08% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
473
shares
|
$493,722
0.06% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
473
shares
|
$493,722
0.12% of portfolio
|
Q4 2024
Added 22.86%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
472
shares
|
$492,678
1.04% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
471
shares
|
$491,634
0.04% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
471
shares
|
$491,634
0.33% of portfolio
|
Q4 2024
Added 21.71%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
471
shares
|
$491,634
0.06% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
470
shares
|
$490,590
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
469
shares
|
$489,546
0.03% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
467
shares
|
$487,459
0.29% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
467
shares
|
$487,459
0.06% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
466
shares
|
$486,415
0.07% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
466
shares
|
$486,415
0.27% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
466
shares
|
$486,415
0.28% of portfolio
|
Q3 2024
Added 12.02%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
466
shares
|
$486,415
0.23% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
466
shares
|
$486,415
0.22% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Townsend & Associates, Inc
|
Feb 03, 2025 Q4 2024 |
463
shares
|
$483,284
0.05% of portfolio
|
Q1 2024
Reduced 17.62%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
462
shares
|
$482,240
0.05% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
462
shares
|
$482,240
0.18% of portfolio
|
Q4 2024
Added 5.0%
|