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 |
|---|---|---|---|---|---|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
16,173
shares
|
$16.5 Million
2.71% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
16,131
shares
|
$16.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Nov 12, 2024 Q3 2024 |
16,086
shares
|
$16.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 23.95%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
16,085
shares
|
$16.4 Million
0.69% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
15,817
shares
|
$16.2 Million
0.18% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,697
shares
|
$16 Million
0.34% of portfolio
|
Q4 2023
Added 7.09%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
15,694
shares
|
$16 Million
5.94% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
15,674
shares
|
$16 Million
3.56% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
15,668
shares
|
$16 Million
0.41% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Gam Holding Ag
|
Jan 31, 2025 Q4 2024 |
15,658
shares
|
$16 Million
1.18% of portfolio
|
Q4 2024
Added 16.49%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
15,652
shares
|
$16 Million
0.08% of portfolio
|
Q3 2024
Added 15.98%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
15,632
shares
|
$16 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
15,563
shares
|
$15.9 Million
0.21% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Regency Capital Management Inc.\De
|
Jan 21, 2025 Q4 2024 |
15,546
shares
|
$15.9 Million
8.34% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
15,539
shares
|
$15.9 Million
2.81% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
15,512
shares
|
$15.9 Million
1.17% of portfolio
|
Q3 2024
Added 16.13%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
15,473
shares
|
$15.8 Million
1.36% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
15,469
shares
|
$15.8 Million
3.75% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
15,413
shares
|
$15.7 Million
5.64% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
15,331
shares
|
$15.7 Million
1.45% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,269
shares
|
$15.6 Million
0.74% of portfolio
|
Q4 2024
Added 752.54%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
15,264
shares
|
$15.6 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,163
shares
|
$15.5 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
15,149
shares
|
$15.5 Million
1.88% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
15,129
shares
|
$15.5 Million
3.42% of portfolio
|
Q4 2024
Added 5.28%
|