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 |
|---|---|---|---|---|---|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
406
shares
|
$423,786
0.35% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
406
shares
|
$423,786
0.82% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
406
shares
|
$423,786
0.06% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
405
shares
|
$422,743
0.11% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
405
shares
|
$422,743
0.04% of portfolio
|
Q3 2024
Reduced 74.1%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
404
shares
|
$421,699
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
404
shares
|
$421,699
0.3% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
403
shares
|
$420,655
0.03% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
402
shares
|
$419,611
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
402
shares
|
$419,611
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
401
shares
|
$418,567
0.07% of portfolio
|
Q1 2024
Added 16.57%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
401
shares
|
$418,567
0.13% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
401
shares
|
$418,567
0.18% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
401
shares
|
$418,567
0.09% of portfolio
|
Q3 2023
Reduced 2.2%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
401
shares
|
$418,567
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
400
shares
|
$417,524
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
400
shares
|
$417,524
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
400
shares
|
$417,524
0.16% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
400
shares
|
$417,524
0.3% of portfolio
|
Q3 2024
Reduced 21.41%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
399
shares
|
$416,480
0.05% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
399
shares
|
$416,480
0.08% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
399
shares
|
$416,480
0.05% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
398
shares
|
$415,436
0.07% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
397
shares
|
$414,392
0.1% of portfolio
|
Q2 2024
Reduced 29.36%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
395
shares
|
$412,304
0.31% of portfolio
|
Q3 2024
Added 0.25%
|