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 |
|---|---|---|---|---|---|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
443
shares
|
$462,407
0.16% of portfolio
|
Q2 2023
Reduced 31.32%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
443
shares
|
$462,407
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
443
shares
|
$462,407
0.07% of portfolio
|
Q2 2024
Reduced 7.32%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
443
shares
|
$462,407
0.12% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
443
shares
|
$462,407
0.14% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
442
shares
|
$461,364
0.31% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
442
shares
|
$461,364
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
441
shares
|
$460,320
0.11% of portfolio
|
Q3 2024
Added 20.49%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
440
shares
|
$459,276
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
439
shares
|
$458,232
0.23% of portfolio
|
Q2 2023
Reduced 18.55%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
438
shares
|
$457,188
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
438
shares
|
$457,188
0.11% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
438
shares
|
$457,188
0.22% of portfolio
|
Q4 2024
Added 43.61%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
438
shares
|
$457,188
0.06% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
438
shares
|
$457,188
0.15% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
435
shares
|
$454,057
0.17% of portfolio
|
Q4 2024
Added 45.97%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
435
shares
|
$454,057
0.09% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
435
shares
|
$454,057
0.38% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
434
shares
|
$453,013
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
434
shares
|
$453,013
0.13% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
433
shares
|
$451,969
0.19% of portfolio
|
Q1 2024
Reduced 6.07%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
433
shares
|
$451,969
0.02% of portfolio
|
Q3 2024
Reduced 39.69%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
432
shares
|
$450,925
0.2% of portfolio
|
Q4 2024
Added 67.44%
|
|
|
Dock Street Asset Management Inc
|
Jan 28, 2025 Q4 2024 |
430
shares
|
$448,838
0.05% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
430
shares
|
$448,838
0.29% of portfolio
|
Q4 2024
Added 4.88%
|