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 |
|---|---|---|---|---|---|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
359
shares
|
$374,727
0.12% of portfolio
|
Q4 2024
Added 18.09%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
359
shares
|
$374,727
0.07% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
359
shares
|
$374,727
0.18% of portfolio
|
Q3 2024
Added 23.79%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
358
shares
|
$373,683
0.24% of portfolio
|
Q2 2024
Added 3.77%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
357
shares
|
$372,640
0.13% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
357
shares
|
$372,640
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
355
shares
|
$370,552
0.05% of portfolio
|
Q4 2023
Reduced 20.05%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
353
shares
|
$368,464
0.04% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
352
shares
|
$367,421
0.05% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
352
shares
|
$367,421
0.03% of portfolio
|
Q4 2024
Reduced 53.99%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
352
shares
|
$367,421
0.03% of portfolio
|
Q3 2024
Added 16.56%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
351
shares
|
$366,377
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jan 31, 2025 Q4 2024 |
351
shares
|
$366,377
0.1% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
351
shares
|
$366,377
0.21% of portfolio
|
Q1 2024
Added 3.24%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
351
shares
|
$366,377
0.03% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
351
shares
|
$366,377
0.09% of portfolio
|
Q4 2024
Reduced 29.94%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
351
shares
|
$366,377
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
350
shares
|
$365,333
0.17% of portfolio
|
Q3 2024
Reduced 43.27%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
350
shares
|
$365,333
0.04% of portfolio
|
Q1 2023
Added 56.95%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
350
shares
|
$365,333
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
349
shares
|
$364,289
0.16% of portfolio
|
Q2 2024
Added 3.56%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
349
shares
|
$364,289
0.0% of portfolio
|
Q4 2024
Added 198.29%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
347
shares
|
$362,202
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
347
shares
|
$362,202
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
347
shares
|
$362,202
0.8% of portfolio
|
Q3 2024
Added 9.12%
|