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 4,320 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $304 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
300
shares
|
$298,350
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
298
shares
|
$296,361
0.11% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Verde Capital Management
|
Apr 08, 2025 Q1 2025 |
298
shares
|
$296,361
0.08% of portfolio
|
Q1 2025
Reduced 74.57%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
298
shares
|
$296,361
0.16% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
298
shares
|
$296,361
0.05% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
298
shares
|
$296,361
0.03% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
297
shares
|
$295,366
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
297
shares
|
$295,366
0.16% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
297
shares
|
$295,366
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
297
shares
|
$295,366
0.2% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
296
shares
|
$294,372
0.09% of portfolio
|
Q4 2024
Reduced 72.18%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
296
shares
|
$294,372
0.0% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
296
shares
|
$294,372
0.16% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
296
shares
|
$294,372
0.14% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
295
shares
|
$293,377
0.07% of portfolio
|
Q1 2025
Added 25.53%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
294
shares
|
$292,383
0.05% of portfolio
|
Q4 2024
Reduced 73.13%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
294
shares
|
$292,383
0.16% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
294
shares
|
$292,383
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
294
shares
|
$292,383
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
293
shares
|
$291,388
0.07% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
293
shares
|
$291,388
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
292
shares
|
$290,394
0.07% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
292
shares
|
$290,394
0.13% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2025 Q4 2024 |
292
shares
|
$290,394
0.26% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
292
shares
|
$290,394
0.16% of portfolio
|
Q4 2024
Reduced 0.68%
|