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 3,980 institutions that hold shares in the stock, with a total of 285 Million shares, which have been reported (via 13F filing form) to have a value of $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
39,493
shares
|
$37.1 Million
6.08% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
39,346
shares
|
$37 Million
1.02% of portfolio
|
Q1 2024
Reduced 21.35%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
39,324
shares
|
$37 Million
5.2% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
39,287
shares
|
$36.9 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Tom Gayner
Markel Corp
|
Nov 01, 2024 Q3 2024 |
39,150
shares
|
$36.8 Million
0.34% of portfolio
|
Q2 2019
Added 0.38%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
39,066
shares
|
$36.7 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
38,893
shares
|
$36.5 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Capital International LTD
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
38,684
shares
|
$36.4 Million
1.54% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
38,573
shares
|
$36.2 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
38,336
shares
|
$36 Million
0.3% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Jan 08, 2025 Q4 2024 |
38,260
shares
|
$36 Million
7.09% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
37,940
shares
|
$35.7 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
37,787
shares
|
$35.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 18.42%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
37,741
shares
|
$35.5 Million
2.01% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
United American Securities Inc. (D
New York, NY |
Nov 13, 2024 Q3 2024 |
37,657
shares
|
$35.4 Million
8.09% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
37,287
shares
|
$35 Million
1.75% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
37,093
shares
|
$34.9 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
36,926
shares
|
$34.7 Million
2.38% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
36,712
shares
|
$34.5 Million
2.12% of portfolio
|
Q4 2024
Reduced 11.71%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
36,695
shares
|
$34.5 Million
1.96% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
36,494
shares
|
$34.3 Million
0.66% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
36,271
shares
|
$34.1 Million
0.95% of portfolio
|
Q3 2024
Reduced 94.17%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
36,226
shares
|
$34 Million
7.2% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
36,192
shares
|
$34 Million
2.19% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
36,188
shares
|
$34 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.89%
|