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 4,047 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $293 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
321
shares
|
$328,017
0.06% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
New Jersey Better Educational Savings Trust
|
Jan 31, 2025 Q4 2024 |
319
shares
|
$325,973
0.56% of portfolio
|
Q2 2024
Reduced 70.35%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
319
shares
|
$325,973
0.05% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
319
shares
|
$325,973
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
318
shares
|
$324,951
0.01% of portfolio
|
Q3 2024
Reduced 36.14%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
318
shares
|
$324,951
0.1% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
317
shares
|
$323,929
0.19% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
317
shares
|
$323,929
0.12% of portfolio
|
Q3 2024
Reduced 33.4%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
317
shares
|
$323,929
0.15% of portfolio
|
Q3 2024
Added 19.62%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
317
shares
|
$323,929
0.29% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
317
shares
|
$323,929
0.12% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
317
shares
|
$323,929
0.22% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
316
shares
|
$322,907
0.04% of portfolio
|
Q3 2024
Added 19.25%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Jan 17, 2025 Q4 2024 |
316
shares
|
$322,907
0.2% of portfolio
|
Q2 2024
Reduced 15.96%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
314
shares
|
$320,864
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
314
shares
|
$320,864
0.08% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
314
shares
|
$320,864
0.06% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
313
shares
|
$319,842
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
312
shares
|
$318,820
0.03% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
|
Alpha Omega Group, Inc.
|
Nov 12, 2024 Q3 2024 |
312
shares
|
$318,820
0.39% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
311
shares
|
$317,798
0.06% of portfolio
|
Q4 2023
Reduced 12.39%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
310
shares
|
$316,776
0.22% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
310
shares
|
$316,776
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
309
shares
|
$315,754
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Quilter PLC
|
Jan 29, 2025 Q4 2024 |
309
shares
|
$315,754
0.01% of portfolio
|
Q4 2024
New holding
|