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 |
|---|---|---|---|---|---|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
11,074
shares
|
$11.3 Million
2.29% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
11,074
shares
|
$11.3 Million
1.59% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
11,051
shares
|
$11.3 Million
0.33% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
11,042
shares
|
$11.3 Million
2.45% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
10,989
shares
|
$11.2 Million
0.48% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,961
shares
|
$11.2 Million
0.05% of portfolio
|
Q3 2022
Added 112.83%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
10,941
shares
|
$11.2 Million
0.3% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Carderock Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
10,898
shares
|
$11.1 Million
2.61% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
10,869
shares
|
$11.1 Million
0.09% of portfolio
|
Q3 2024
Added 23.88%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
10,822
shares
|
$11.1 Million
0.99% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
10,802
shares
|
$11 Million
1.4% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,797
shares
|
$11 Million
0.39% of portfolio
|
Q2 2022
Added 15.55%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
10,780
shares
|
$11 Million
1.78% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
10,760
shares
|
$11 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
10,685
shares
|
$10.9 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
10,685
shares
|
$10.9 Million
0.73% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
10,666
shares
|
$10.9 Million
0.83% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
10,627
shares
|
$10.9 Million
0.61% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,559
shares
|
$10.8 Million
0.27% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
10,533
shares
|
$10.8 Million
9.53% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
10,480
shares
|
$10.7 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
10,470
shares
|
$10.7 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,432
shares
|
$10.7 Million
0.21% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
10,430
shares
|
$10.7 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
10,420
shares
|
$10.6 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.38%
|