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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
12,184
shares
|
$12.5 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,155
shares
|
$12.4 Million
2.19% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
12,153
shares
|
$12.4 Million
4.7% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
12,112
shares
|
$12.4 Million
3.75% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,107
shares
|
$12.4 Million
0.78% of portfolio
|
Q3 2024
Reduced 30.4%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
12,089
shares
|
$12.4 Million
1.45% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
12,084
shares
|
$12.3 Million
0.12% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
12,076
shares
|
$12.3 Million
1.61% of portfolio
|
Q1 2023
Reduced 0.26%
|
|
|
Defender Capital, Llc.
|
Jan 23, 2025 Q4 2024 |
12,070
shares
|
$12.3 Million
4.34% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
12,061
shares
|
$12.3 Million
2.13% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
12,056
shares
|
$12.3 Million
10.65% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
12,018
shares
|
$12.3 Million
1.66% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
12,008
shares
|
$12.3 Million
0.34% of portfolio
|
Q3 2024
Reduced 76.44%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
11,991
shares
|
$12.3 Million
3.3% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
11,945
shares
|
$12.2 Million
0.33% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
11,913
shares
|
$12.2 Million
0.71% of portfolio
|
Q4 2024
Added 15.4%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
11,787
shares
|
$12 Million
6.81% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
11,763
shares
|
$12 Million
0.8% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
11,758
shares
|
$12 Million
0.11% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
11,755
shares
|
$12 Million
1.02% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jan 22, 2025 Q4 2024 |
11,700
shares
|
$12 Million
3.28% of portfolio
|
Q4 2024
Added 2240.0%
|
|
|
Addenda Capital Inc.
|
Jan 16, 2025 Q4 2024 |
11,697
shares
|
$12 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
11,657
shares
|
$11.9 Million
1.5% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Mc Broom & Associates, LLC
|
Jan 29, 2025 Q4 2024 |
11,655
shares
|
$11.9 Million
6.29% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
11,652
shares
|
$11.9 Million
1.28% of portfolio
|
Q3 2024
Added 0.33%
|