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 |
|---|---|---|---|---|---|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
19,707
shares
|
$17.8 Million
2.76% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
19,659
shares
|
$17.8 Million
3.52% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
19,627
shares
|
$17.7 Million
8.07% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jan 31, 2025 Q4 2024 |
19,604
shares
|
$17.7 Million
5.04% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
19,595
shares
|
$17.7 Million
2.43% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Feb 13, 2025 Q4 2024 |
19,575
shares
|
$17.7 Million
0.19% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
19,516
shares
|
$17.6 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
19,495
shares
|
$17.6 Million
10.05% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Feb 14, 2025 Q4 2024 |
19,434
shares
|
$17.6 Million
3.5% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
19,395
shares
|
$17.5 Million
4.64% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Jan 28, 2025 Q4 2024 |
19,289
shares
|
$17.4 Million
7.4% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
19,224
shares
|
$17.4 Million
1.09% of portfolio
|
Q2 2022
Reduced 3.42%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
19,173
shares
|
$17.3 Million
1.0% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Sienna Gestion
Paris, I0 |
Feb 10, 2025 Q4 2024 |
19,149
shares
|
$17.3 Million
1.22% of portfolio
|
Q3 2024
Added 22.34%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
19,086
shares
|
$17.3 Million
0.04% of portfolio
|
Q4 2023
Added 0.44%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Feb 06, 2025 Q4 2024 |
19,083
shares
|
$17.3 Million
2.89% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Feb 14, 2025 Q4 2024 |
19,072
shares
|
$17.2 Million
1.66% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
19,059
shares
|
$17.2 Million
1.22% of portfolio
|
Q4 2024
Reduced 18.25%
|
|
|
Oak Ridge Investments LLC
|
Jan 15, 2025 Q4 2024 |
18,987
shares
|
$17.2 Million
1.4% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,912
shares
|
$17.1 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
18,860
shares
|
$17.1 Million
0.18% of portfolio
|
Q4 2024
Added 73.52%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
18,842
shares
|
$17 Million
0.31% of portfolio
|
Q4 2024
Added 18.28%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
18,767
shares
|
$17 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
18,707
shares
|
$16.9 Million
0.1% of portfolio
|
Q2 2023
Reduced 11.37%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
18,699
shares
|
$16.9 Million
1.08% of portfolio
|
Q4 2024
Added 0.81%
|