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 4,037 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 $289 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
198
shares
|
$199,154
0.11% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
195
shares
|
$196,136
0.15% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
192
shares
|
$193,119
0.0% of portfolio
|
Q3 2024
Reduced 90.27%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
188
shares
|
$189,096
0.03% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
183
shares
|
$184,066
0.07% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
183
shares
|
$184,066
0.05% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
182
shares
|
$183,061
0.05% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
182
shares
|
$183,061
0.06% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
180
shares
|
$181,049
0.03% of portfolio
|
Q2 2020
Reduced 90.38%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
179
shares
|
$180,043
0.09% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
174
shares
|
$175,014
0.04% of portfolio
|
Q1 2024
Reduced 50.85%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
173
shares
|
$174,008
0.14% of portfolio
|
Q2 2024
Added 73.0%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
173
shares
|
$174,008
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Natixis Investment Managers International
Paris, I0 |
Nov 13, 2024 Q3 2024 |
170
shares
|
$170,991
0.01% of portfolio
|
Q3 2024
Reduced 30.89%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
170
shares
|
$170,991
0.03% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
169
shares
|
$169,985
0.09% of portfolio
|
Q4 2024
Reduced 19.52%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
166
shares
|
$166,967
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
164
shares
|
$164,956
0.03% of portfolio
|
Q2 2024
Added 64.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
163
shares
|
$163,950
0.11% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
161
shares
|
$161,938
0.04% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
160
shares
|
$160,932
0.08% of portfolio
|
Q2 2023
Reduced 8.57%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
157
shares
|
$157,915
0.06% of portfolio
|
Q2 2023
Reduced 60.95%
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
150
shares
|
$150,874
0.34% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
150
shares
|
$150,874
0.06% of portfolio
|
Q2 2023
Reduced 3.23%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
150
shares
|
$150,874
0.33% of portfolio
|
Q3 2024
Reduced 19.79%
|