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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
56,011
shares
|
$52.6 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
55,867
shares
|
$52.5 Million
0.43% of portfolio
|
Q3 2024
Reduced 48.28%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
55,572
shares
|
$52.2 Million
2.21% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
55,180
shares
|
$51.9 Million
0.8% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
55,145
shares
|
$51.8 Million
1.97% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
55,125
shares
|
$51.8 Million
0.55% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
55,087
shares
|
$51.8 Million
1.31% of portfolio
|
Q3 2024
Added 15.41%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
55,041
shares
|
$51.7 Million
11.46% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
54,977
shares
|
$51.7 Million
0.72% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
54,764
shares
|
$51.5 Million
0.21% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 16, 2024 Q3 2024 |
54,736
shares
|
$51.4 Million
5.64% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Candriam S.C.A.
|
Nov 13, 2024 Q3 2024 |
54,686
shares
|
$51.4 Million
0.28% of portfolio
|
Q3 2024
Reduced 31.26%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
54,244
shares
|
$51 Million
1.82% of portfolio
|
Q4 2024
Added 36.62%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
53,797
shares
|
$50.6 Million
0.63% of portfolio
|
Q3 2024
Added 20.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
53,500
shares
|
$50.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 17.46%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
53,264
shares
|
$50.1 Million
1.72% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
53,153
shares
|
$49.9 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
53,049
shares
|
$49.8 Million
0.15% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
52,604
shares
|
$49.4 Million
1.88% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
52,399
shares
|
$49.2 Million
3.68% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
52,313
shares
|
$49.2 Million
0.25% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
52,270
shares
|
$49.1 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
52,255
shares
|
$49.1 Million
1.76% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
52,009
shares
|
$48.9 Million
0.52% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
51,706
shares
|
$48.6 Million
0.97% of portfolio
|
Q3 2024
Reduced 18.86%
|