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 4,037 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $289 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
25,796
shares
|
$25.9 Million
1.52% of portfolio
|
Q4 2023
Reduced 53.45%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
25,748
shares
|
$25.9 Million
3.79% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Absher Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
25,572
shares
|
$25.7 Million
3.14% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
25,520
shares
|
$25.7 Million
0.49% of portfolio
|
Q3 2024
Reduced 26.16%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
25,477
shares
|
$25.6 Million
1.67% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,377
shares
|
$25.5 Million
0.53% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
25,290
shares
|
$25.4 Million
1.2% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
25,277
shares
|
$25.4 Million
2.64% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,255
shares
|
$25.4 Million
0.58% of portfolio
|
Q3 2023
Added 1.25%
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
25,238
shares
|
$25.4 Million
4.62% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,231
shares
|
$25.4 Million
0.68% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
25,231
shares
|
$25.4 Million
0.27% of portfolio
|
Q3 2024
Added 30.2%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
25,217
shares
|
$25.4 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
25,208
shares
|
$25.4 Million
0.51% of portfolio
|
Q3 2024
Reduced 81.06%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
25,207
shares
|
$25.4 Million
1.95% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
25,179
shares
|
$25.3 Million
2.16% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
25,000
shares
|
$25.1 Million
0.55% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
24,911
shares
|
$25.1 Million
0.35% of portfolio
|
Q1 2023
Added 717.29%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
24,909
shares
|
$25.1 Million
0.42% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
24,881
shares
|
$25 Million
0.23% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
24,872
shares
|
$25 Million
0.45% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
24,857
shares
|
$25 Million
1.52% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
24,777
shares
|
$24.9 Million
2.68% of portfolio
|
Q3 2024
Reduced 10.97%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
24,777
shares
|
$24.9 Million
0.33% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Braun Stacey Associates Inc
|
Jan 31, 2025 Q4 2024 |
24,712
shares
|
$24.9 Million
0.91% of portfolio
|
Q4 2024
Reduced 7.29%
|