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 |
|---|---|---|---|---|---|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
420
shares
|
$438,400
0.26% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
419
shares
|
$437,356
0.23% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
419
shares
|
$437,356
0.12% of portfolio
|
Q3 2023
Added 6.62%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
418
shares
|
$436,312
0.02% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
417
shares
|
$435,268
0.09% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
417
shares
|
$435,268
0.19% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
416
shares
|
$434,224
0.02% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
416
shares
|
$434,224
0.33% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
416
shares
|
$434,224
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
415
shares
|
$433,181
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
414
shares
|
$432,137
0.2% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
413
shares
|
$431,093
0.22% of portfolio
|
Q4 2023
Reduced 1.67%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
413
shares
|
$431,093
0.09% of portfolio
|
Q2 2024
Reduced 9.63%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
412
shares
|
$430,049
0.16% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
410
shares
|
$427,962
0.28% of portfolio
|
Q3 2024
Reduced 19.61%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
409
shares
|
$426,918
0.07% of portfolio
|
Q4 2024
Added 66.26%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
409
shares
|
$426,918
0.02% of portfolio
|
Q3 2024
Added 182.07%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
409
shares
|
$426,918
0.28% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
409
shares
|
$426,918
0.47% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
408
shares
|
$425,874
0.11% of portfolio
|
Q4 2023
Reduced 9.33%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
408
shares
|
$425,874
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Long Road Investment Counsel, LLC
|
Nov 06, 2024 Q3 2024 |
408
shares
|
$425,874
0.14% of portfolio
|
Q1 2023
Reduced 56.5%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
408
shares
|
$425,874
0.12% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
408
shares
|
$425,874
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jan 23, 2025 Q4 2024 |
407
shares
|
$424,830
0.41% of portfolio
|
Q1 2024
Reduced 20.97%
|