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 4,293 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 $269 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
28,897
shares
|
$26.1 Million
2.38% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
28,748
shares
|
$26 Million
1.04% of portfolio
|
Q4 2024
Added 149.03%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Feb 07, 2025 Q4 2024 |
28,700
shares
|
$25.9 Million
0.44% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
28,646
shares
|
$25.9 Million
1.07% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
28,526
shares
|
$25.8 Million
3.23% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
28,514
shares
|
$25.8 Million
2.65% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
28,470
shares
|
$25.7 Million
6.92% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
28,443
shares
|
$25.7 Million
0.51% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
28,423
shares
|
$25.7 Million
1.19% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
28,253
shares
|
$25.5 Million
0.57% of portfolio
|
Q3 2022
Reduced 4.26%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
27,916
shares
|
$25.2 Million
0.9% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
27,434
shares
|
$24.8 Million
2.82% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
27,388
shares
|
$24.8 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
27,361
shares
|
$24.7 Million
1.98% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
27,263
shares
|
$24.6 Million
0.2% of portfolio
|
Q2 2022
Added 21.17%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
27,237
shares
|
$24.6 Million
0.6% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Jupiter Asset Management LTD
|
Feb 10, 2025 Q4 2024 |
27,237
shares
|
$24.6 Million
0.25% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
27,179
shares
|
$24.6 Million
2.26% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
27,160
shares
|
$24.6 Million
2.87% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
27,089
shares
|
$24.5 Million
0.06% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
27,021
shares
|
$24.4 Million
0.25% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
26,979
shares
|
$24.4 Million
0.82% of portfolio
|
Q4 2024
Added 100.59%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
26,970
shares
|
$24.4 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
26,903
shares
|
$24.3 Million
2.21% of portfolio
|
Q4 2022
Reduced 2.69%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
26,714
shares
|
$24.2 Million
1.08% of portfolio
|
Q4 2024
Reduced 6.46%
|