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 |
|---|---|---|---|---|---|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
461
shares
|
$481,196
0.13% of portfolio
|
Q3 2024
Reduced 44.72%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
461
shares
|
$481,196
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
460
shares
|
$480,152
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
458
shares
|
$478,064
0.17% of portfolio
|
Q1 2024
Added 7.01%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
458
shares
|
$478,064
0.38% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
458
shares
|
$478,064
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
456
shares
|
$475,977
0.25% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
454
shares
|
$473,889
0.17% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
454
shares
|
$473,889
0.19% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Feb 05, 2025 Q4 2024 |
454
shares
|
$473,889
0.33% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
453
shares
|
$472,845
0.04% of portfolio
|
Q1 2023
Added 0.44%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
453
shares
|
$472,845
0.16% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
452
shares
|
$471,802
0.05% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
451
shares
|
$470,758
0.22% of portfolio
|
Q1 2023
Reduced 3.43%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
451
shares
|
$470,758
0.05% of portfolio
|
Q4 2024
Added 57.69%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
450
shares
|
$469,714
0.16% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
450
shares
|
$469,714
0.04% of portfolio
|
Q4 2024
Added 16.88%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
450
shares
|
$469,714
0.16% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
449
shares
|
$468,670
0.13% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
447
shares
|
$466,583
0.01% of portfolio
|
Q3 2023
Added 3.23%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
446
shares
|
$465,539
0.03% of portfolio
|
Q2 2024
Reduced 43.33%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
446
shares
|
$465,539
0.56% of portfolio
|
Q2 2022
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
446
shares
|
$465,539
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
445
shares
|
$464,495
0.08% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
444
shares
|
$463,451
0.14% of portfolio
|
Q3 2024
Reduced 3.9%
|