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 4,090 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $301 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
42
shares
|
$43,840
0.01% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
41
shares
|
$42,796
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
41
shares
|
$42,796
0.02% of portfolio
|
Q1 2024
Added 28.13%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
40
shares
|
$41,752
0.01% of portfolio
|
Q4 2024
Reduced 48.72%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
40
shares
|
$41,752
0.03% of portfolio
|
Q2 2017
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
39
shares
|
$40,708
0.02% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
38
shares
|
$39,664
0.03% of portfolio
|
Q2 2024
Added 26.67%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
38
shares
|
$39,664
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
36
shares
|
$37,577
0.02% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
36
shares
|
$37,577
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
35
shares
|
$36,533
0.0% of portfolio
|
Q4 2024
Added 250.0%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
35
shares
|
$36,533
0.02% of portfolio
|
Q1 2024
Added 12.9%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
34
shares
|
$35,489
0.02% of portfolio
|
Q3 2024
Reduced 29.17%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
34
shares
|
$35,489
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
32
shares
|
$33,401
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
31
shares
|
$32,358
0.02% of portfolio
|
Q3 2024
Added 138.46%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
30
shares
|
$31,314
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
30
shares
|
$31,314
0.02% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
30
shares
|
$31,314
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
29
shares
|
$30,270
0.01% of portfolio
|
Q2 2024
Reduced 88.11%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
29
shares
|
$30,270
0.01% of portfolio
|
Q4 2024
Added 38.1%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
28
shares
|
$29,226
0.02% of portfolio
|
Q3 2024
Reduced 51.72%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
27
shares
|
$28,182
0.01% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
27
shares
|
$28,182
0.02% of portfolio
|
Q3 2024
Added 58.82%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
26
shares
|
$27,139
0.0% of portfolio
|
Q3 2022
New holding
|