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 |
|---|---|---|---|---|---|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
347
shares
|
$362,202
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
347
shares
|
$362,202
0.18% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
347
shares
|
$362,202
0.14% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
346
shares
|
$361,158
0.08% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
346
shares
|
$361,158
0.16% of portfolio
|
Q4 2024
Reduced 13.72%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
345
shares
|
$360,114
0.17% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
344
shares
|
$359,070
0.03% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
344
shares
|
$359,070
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
343
shares
|
$358,026
0.09% of portfolio
|
Q1 2024
Added 1.78%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
342
shares
|
$356,983
0.14% of portfolio
|
Q1 2024
Reduced 30.77%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Jan 30, 2025 Q4 2024 |
341
shares
|
$355,939
0.23% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
341
shares
|
$355,939
0.22% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
340
shares
|
$354,895
0.28% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
340
shares
|
$354,895
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Beddow Capital Management Inc
|
Nov 07, 2024 Q3 2024 |
340
shares
|
$354,895
0.12% of portfolio
|
Q1 2024
Added 4.62%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
340
shares
|
$354,895
0.3% of portfolio
|
Q3 2024
Reduced 70.38%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
340
shares
|
$354,895
0.04% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Jan 29, 2025 Q4 2024 |
340
shares
|
$354,895
0.39% of portfolio
|
Q1 2024
Reduced 6.85%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
340
shares
|
$354,895
0.31% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
339
shares
|
$353,851
0.11% of portfolio
|
Q1 2024
Added 1.5%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
338
shares
|
$352,807
0.03% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
338
shares
|
$352,807
0.2% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
338
shares
|
$352,807
0.05% of portfolio
|
Q4 2024
Added 27.55%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
337
shares
|
$351,763
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
337
shares
|
$351,763
0.06% of portfolio
|
Q3 2023
Added 9.06%
|