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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
273
shares
|
$278,967
0.05% of portfolio
|
Q1 2024
Added 4.6%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
273
shares
|
$278,967
0.17% of portfolio
|
Q4 2024
Added 15.68%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
270
shares
|
$275,902
0.02% of portfolio
|
Q4 2024
Reduced 48.28%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
270
shares
|
$275,902
0.14% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
269
shares
|
$274,880
0.12% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
269
shares
|
$274,880
0.06% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
268
shares
|
$273,858
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
268
shares
|
$273,858
0.04% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
268
shares
|
$273,858
0.14% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
268
shares
|
$273,858
0.05% of portfolio
|
Q4 2024
Reduced 24.08%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
268
shares
|
$273,858
0.13% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
268
shares
|
$273,858
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
267
shares
|
$272,836
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jan 22, 2025 Q4 2024 |
266
shares
|
$271,814
0.2% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
266
shares
|
$271,814
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
265
shares
|
$270,792
0.09% of portfolio
|
Q4 2024
Reduced 19.94%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
265
shares
|
$270,792
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
264
shares
|
$269,771
0.09% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
263
shares
|
$268,749
0.03% of portfolio
|
Q2 2024
Added 22.9%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
263
shares
|
$268,749
0.04% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
260
shares
|
$265,683
0.09% of portfolio
|
Q3 2024
Reduced 24.42%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
259
shares
|
$264,661
0.03% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
259
shares
|
$264,661
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
259
shares
|
$264,661
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
259
shares
|
$264,661
0.09% of portfolio
|
Q4 2024
Added 13.1%
|