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 4,265 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 |
|---|---|---|---|---|---|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
20
shares
|
$20,696
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
19
shares
|
$19,661
0.01% of portfolio
|
Q2 2024
Added 46.15%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
19
shares
|
$19,661
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
17
shares
|
$17,592
0.01% of portfolio
|
Q3 2024
Reduced 60.47%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
15
shares
|
$15,522
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$15,522
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
15
shares
|
$15,522
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
15
shares
|
$15,522
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
14
shares
|
$14,487
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13
shares
|
$13,452
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
13
shares
|
$13,452
0.0% of portfolio
|
Q4 2022
Added 44.44%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
12
shares
|
$12,417
0.0% of portfolio
|
Q2 2024
Added 71.43%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
11
shares
|
$11,383
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
11
shares
|
$11,383
0.44% of portfolio
|
Q4 2024
Reduced 26.67%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
11
shares
|
$11,383
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
11
shares
|
$11,383
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
10
shares
|
$10,348
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
10
shares
|
$10,348
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
8
shares
|
$8,278
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
8
shares
|
$8,278
0.0% of portfolio
|
Q3 2024
Reduced 96.46%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
8
shares
|
$8,278
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
7
shares
|
$7,243
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5
shares
|
$5,174
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
5
shares
|
$5,174
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
4
shares
|
$4,139
0.0% of portfolio
|
Q4 2024
New holding
|