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 |
|---|---|---|---|---|---|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
309
shares
|
$315,754
0.17% of portfolio
|
Q4 2024
Reduced 17.82%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
307
shares
|
$313,711
0.29% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
307
shares
|
$313,711
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
307
shares
|
$313,711
0.05% of portfolio
|
Q2 2024
Reduced 19.21%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
306
shares
|
$312,689
0.1% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
304
shares
|
$310,645
0.11% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 29, 2024 Q3 2024 |
304
shares
|
$310,645
0.02% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
304
shares
|
$310,645
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
304
shares
|
$310,645
0.16% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
303
shares
|
$309,623
0.09% of portfolio
|
Q3 2024
Reduced 43.05%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
301
shares
|
$307,579
0.03% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
301
shares
|
$307,579
0.13% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
301
shares
|
$307,579
0.06% of portfolio
|
Q4 2024
Added 24.38%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
300
shares
|
$306,558
0.14% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
300
shares
|
$306,558
0.06% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
300
shares
|
$306,558
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
300
shares
|
$306,558
0.14% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Perkins Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
300
shares
|
$306,558
0.26% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
300
shares
|
$306,558
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
300
shares
|
$306,558
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
299
shares
|
$305,536
0.11% of portfolio
|
Q3 2024
Reduced 80.83%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
298
shares
|
$304,514
0.02% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
297
shares
|
$303,492
0.16% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
297
shares
|
$303,492
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
297
shares
|
$303,492
0.2% of portfolio
|
Q4 2024
Reduced 0.34%
|