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 3,980 institutions that hold shares in the stock, with a total of 285 Million shares, which have been reported (via 13F filing form) to have a value of $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
224
shares
|
$210,488
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
224
shares
|
$210,488
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
224
shares
|
$210,488
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
220
shares
|
$206,729
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
218
shares
|
$204,850
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
218
shares
|
$204,850
0.06% of portfolio
|
Q1 2022
Reduced 96.33%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
214
shares
|
$201,091
0.94% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
212
shares
|
$199,212
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Nkcfo LLC
|
Oct 17, 2024 Q3 2024 |
210
shares
|
$197,332
0.09% of portfolio
|
Q1 2024
Reduced 37.31%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
206
shares
|
$193,574
0.14% of portfolio
|
Q3 2024
Reduced 13.81%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
205
shares
|
$192,634
0.07% of portfolio
|
Q2 2024
Reduced 25.45%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
201
shares
|
$188,875
0.06% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$187,936
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
200
shares
|
$187,936
0.16% of portfolio
|
Q1 2024
Reduced 44.44%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
198
shares
|
$186,056
0.11% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
192
shares
|
$180,418
0.0% of portfolio
|
Q3 2024
Reduced 90.27%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
189
shares
|
$177,599
0.14% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
183
shares
|
$171,961
0.07% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
183
shares
|
$171,961
0.05% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
182
shares
|
$171,021
0.05% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
182
shares
|
$171,021
0.06% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
180
shares
|
$169,142
0.03% of portfolio
|
Q2 2020
Reduced 90.38%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
179
shares
|
$168,202
0.09% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
174
shares
|
$163,504
0.03% of portfolio
|
Q1 2024
Reduced 50.85%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
173
shares
|
$162,564
0.14% of portfolio
|
Q2 2024
Added 73.0%
|