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 |
|---|---|---|---|---|---|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
297
shares
|
$303,492
0.14% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
296
shares
|
$302,470
0.16% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
296
shares
|
$302,470
0.11% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
294
shares
|
$300,426
0.05% of portfolio
|
Q4 2024
Reduced 73.13%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
294
shares
|
$300,426
0.16% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
294
shares
|
$300,426
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
294
shares
|
$300,426
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
294
shares
|
$300,426
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
293
shares
|
$299,404
0.05% of portfolio
|
Q1 2024
Reduced 3.62%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
292
shares
|
$298,383
0.07% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
292
shares
|
$298,383
0.13% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2025 Q4 2024 |
292
shares
|
$298,383
0.26% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
292
shares
|
$298,383
0.16% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
291
shares
|
$297,361
0.19% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
291
shares
|
$297,361
0.16% of portfolio
|
Q3 2024
Reduced 26.7%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
291
shares
|
$297,361
0.08% of portfolio
|
Q4 2024
Added 25.97%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
291
shares
|
$297,361
0.14% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
291
shares
|
$297,361
0.09% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
290
shares
|
$296,339
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
290
shares
|
$296,339
0.1% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
288
shares
|
$294,295
0.06% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
286
shares
|
$292,251
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
286
shares
|
$292,251
0.0% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
286
shares
|
$292,251
0.13% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
285
shares
|
$291,230
0.17% of portfolio
|
Q3 2024
Reduced 16.42%
|