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 4,267 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $307 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
40
shares
|
$41,401
0.03% of portfolio
|
Q2 2017
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
39
shares
|
$40,366
0.02% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
38
shares
|
$39,331
0.03% of portfolio
|
Q2 2024
Added 26.67%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
38
shares
|
$39,331
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
36
shares
|
$37,261
0.02% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
36
shares
|
$37,261
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
35
shares
|
$36,226
0.0% of portfolio
|
Q4 2024
Added 250.0%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Feb 18, 2025 Q4 2024 |
35
shares
|
$36,226
0.02% of portfolio
|
Q1 2024
Added 12.9%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
34
shares
|
$35,191
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
32
shares
|
$33,120
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
30
shares
|
$31,050
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
30
shares
|
$31,050
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
30
shares
|
$31,050
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
29
shares
|
$30,015
0.01% of portfolio
|
Q2 2024
Reduced 88.11%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
29
shares
|
$30,015
0.01% of portfolio
|
Q4 2024
Added 38.1%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
28
shares
|
$28,980
0.02% of portfolio
|
Q3 2024
Reduced 51.72%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
27
shares
|
$27,945
0.02% of portfolio
|
Q3 2024
Added 58.82%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
27
shares
|
$27,945
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
26
shares
|
$26,910
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
26
shares
|
$26,910
0.01% of portfolio
|
Q2 2024
Added 23.81%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
25
shares
|
$25,875
0.01% of portfolio
|
Q2 2024
Reduced 21.88%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
25
shares
|
$25,875
0.02% of portfolio
|
Q4 2024
Reduced 26.47%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
24
shares
|
$24,840
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
23
shares
|
$23,805
0.06% of portfolio
|
Q4 2024
Reduced 98.72%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
21
shares
|
$21,735
0.01% of portfolio
|
Q4 2024
New holding
|