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 4,047 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 $293 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
17,240
shares
|
$17.6 Million
1.46% of portfolio
|
Q4 2023
Added 1.74%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
17,191
shares
|
$17.6 Million
0.41% of portfolio
|
Q3 2024
Reduced 68.13%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
17,154
shares
|
$17.5 Million
2.24% of portfolio
|
Q1 2023
Reduced 1.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
17,111
shares
|
$17.5 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
17,033
shares
|
$17.4 Million
1.65% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
17,032
shares
|
$17.4 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
17,023
shares
|
$17.4 Million
4.33% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
16,942
shares
|
$17.3 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
16,936
shares
|
$17.3 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
16,792
shares
|
$17.2 Million
0.14% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
16,724
shares
|
$17.1 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
16,648
shares
|
$17 Million
1.21% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
16,642
shares
|
$17 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
16,589
shares
|
$17 Million
6.3% of portfolio
|
Q3 2023
Added 5.49%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
16,544
shares
|
$16.9 Million
1.09% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
16,530
shares
|
$16.9 Million
0.38% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
16,522
shares
|
$16.9 Million
0.99% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
16,462
shares
|
$16.8 Million
2.92% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
16,445
shares
|
$16.8 Million
0.31% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
16,384
shares
|
$16.7 Million
2.73% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
16,339
shares
|
$16.7 Million
1.32% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
16,322
shares
|
$16.7 Million
1.55% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2024 Q3 2024 |
16,292
shares
|
$16.6 Million
7.19% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
16,276
shares
|
$16.6 Million
0.28% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
16,184
shares
|
$16.5 Million
3.34% of portfolio
|
Q4 2024
Reduced 0.72%
|