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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
14,224
shares
|
$14.5 Million
0.31% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
14,176
shares
|
$14.5 Million
1.67% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
14,160
shares
|
$14.5 Million
2.3% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
14,142
shares
|
$14.5 Million
0.13% of portfolio
|
Q4 2022
Reduced 3.3%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
14,101
shares
|
$14.4 Million
0.56% of portfolio
|
Q4 2024
Added 15.63%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
14,077
shares
|
$14.4 Million
2.15% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
14,073
shares
|
$14.4 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
14,050
shares
|
$14.4 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 31, 2025 Q4 2024 |
14,026
shares
|
$14.3 Million
2.46% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Unio Capital LLC
|
Nov 14, 2024 Q3 2024 |
14,019
shares
|
$14.3 Million
5.18% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
14,009
shares
|
$14.3 Million
0.1% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
14,001
shares
|
$14.3 Million
0.55% of portfolio
|
Q3 2024
Added 12.98%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
13,910
shares
|
$14.2 Million
0.8% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
13,857
shares
|
$14.2 Million
2.05% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
13,761
shares
|
$14.1 Million
1.92% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
13,729
shares
|
$14 Million
2.63% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
13,689
shares
|
$14 Million
1.81% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
13,670
shares
|
$14 Million
2.95% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
13,641
shares
|
$13.9 Million
1.34% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
13,626
shares
|
$13.9 Million
1.28% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
13,550
shares
|
$13.8 Million
3.46% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
13,432
shares
|
$13.7 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
13,391
shares
|
$13.7 Million
2.91% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
13,386
shares
|
$13.7 Million
0.45% of portfolio
|
Q4 2024
Added 55.13%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
13,379
shares
|
$13.7 Million
2.88% of portfolio
|
Q3 2024
Reduced 0.25%
|