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 |
|---|---|---|---|---|---|
|
Tlw Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
13,275
shares
|
$13.6 Million
7.24% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
13,223
shares
|
$13.5 Million
2.37% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
13,216
shares
|
$13.5 Million
0.58% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
13,196
shares
|
$13.5 Million
2.4% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
13,195
shares
|
$13.5 Million
0.35% of portfolio
|
Q3 2024
Reduced 23.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,190
shares
|
$13.5 Million
0.26% of portfolio
|
Q2 2020
Added 10.61%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
13,183
shares
|
$13.5 Million
1.05% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Gouws Capital LLC
|
Nov 06, 2024 Q3 2024 |
13,162
shares
|
$13.4 Million
7.89% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
13,149
shares
|
$13.4 Million
3.37% of portfolio
|
Q4 2024
Added 266.37%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
13,138
shares
|
$13.4 Million
1.93% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
13,136
shares
|
$13.4 Million
0.61% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
13,114
shares
|
$13.4 Million
0.08% of portfolio
|
Q3 2024
Added 248.22%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
13,102
shares
|
$13.4 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
13,050
shares
|
$13.3 Million
1.16% of portfolio
|
Q4 2024
Added 13.87%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
13,021
shares
|
$13.3 Million
0.99% of portfolio
|
Q2 2024
Added 205.23%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
13,009
shares
|
$13.3 Million
0.52% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
Jan 31, 2025 Q4 2024 |
13,000
shares
|
$13.3 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
12,999
shares
|
$13.3 Million
0.92% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
12,990
shares
|
$13.3 Million
0.22% of portfolio
|
Q3 2024
Added 13.3%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,979
shares
|
$13.3 Million
0.25% of portfolio
|
Q4 2024
Added 101.26%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,890
shares
|
$13.2 Million
0.12% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
12,883
shares
|
$13.2 Million
0.77% of portfolio
|
Q4 2024
Reduced 22.0%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
12,853
shares
|
$13.1 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
12,851
shares
|
$13.1 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
12,849
shares
|
$13.1 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.57%
|