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 |
|---|---|---|---|---|---|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
12,841
shares
|
$13.1 Million
1.39% of portfolio
|
Q4 2024
Reduced 54.39%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
12,831
shares
|
$13.1 Million
1.31% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
12,797
shares
|
$13.1 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
12,794
shares
|
$13.1 Million
2.45% of portfolio
|
Q4 2024
Reduced 13.44%
|
|
|
Thornburg Investment Management Inc
|
Nov 08, 2024 Q3 2024 |
12,764
shares
|
$13 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
12,763
shares
|
$13 Million
0.18% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
12,735
shares
|
$13 Million
1.27% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,729
shares
|
$13 Million
2.64% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Wilsey Asset Management Inc
|
Jan 28, 2025 Q4 2024 |
12,720
shares
|
$13 Million
2.19% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
12,712
shares
|
$13 Million
2.19% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
12,620
shares
|
$12.9 Million
1.07% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
12,580
shares
|
$12.9 Million
4.49% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
12,547
shares
|
$12.8 Million
0.36% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
12,516
shares
|
$12.8 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
12,508
shares
|
$12.8 Million
0.31% of portfolio
|
Q4 2024
Added 42.18%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,501
shares
|
$12.8 Million
3.01% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
12,473
shares
|
$12.7 Million
2.74% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
12,419
shares
|
$12.7 Million
0.21% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
12,365
shares
|
$12.6 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
12,345
shares
|
$12.6 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
12,320
shares
|
$12.6 Million
2.11% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
12,293
shares
|
$12.6 Million
1.41% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
12,242
shares
|
$12.5 Million
1.44% of portfolio
|
Q3 2024
Reduced 34.97%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
12,220
shares
|
$12.5 Million
1.86% of portfolio
|
Q2 2024
Reduced 12.95%
|
|
|
Alapocas Investment Partners, Inc.
Beverly, MA |
Nov 12, 2024 Q3 2024 |
12,185
shares
|
$12.5 Million
6.34% of portfolio
|
Q3 2024
Reduced 1.07%
|