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 |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
10,409
shares
|
$10.6 Million
0.33% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
10,396
shares
|
$10.6 Million
0.66% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
10,376
shares
|
$10.6 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
10,362
shares
|
$10.6 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
10,359
shares
|
$10.6 Million
2.79% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
10,359
shares
|
$10.6 Million
2.84% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
10,359
shares
|
$10.6 Million
0.55% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
10,340
shares
|
$10.6 Million
0.24% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
10,323
shares
|
$10.5 Million
1.03% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
10,311
shares
|
$10.5 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
10,302
shares
|
$10.5 Million
2.86% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
10,297
shares
|
$10.5 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
10,266
shares
|
$10.5 Million
2.65% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
10,230
shares
|
$10.5 Million
0.09% of portfolio
|
Q1 2024
Added 2.81%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
10,224
shares
|
$10.4 Million
2.42% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
10,200
shares
|
$10.4 Million
6.25% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
10,198
shares
|
$10.4 Million
1.38% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
10,156
shares
|
$10.4 Million
0.26% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 16, 2025 Q4 2024 |
10,125
shares
|
$10.3 Million
3.88% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,119
shares
|
$10.3 Million
2.21% of portfolio
|
Q4 2024
Added 62.4%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
10,099
shares
|
$10.3 Million
0.47% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
10,097
shares
|
$10.3 Million
0.6% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Mount Vernon Associates Inc
|
Jan 14, 2025 Q4 2024 |
10,093
shares
|
$10.3 Million
7.21% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
10,082
shares
|
$10.3 Million
1.02% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,070
shares
|
$10.3 Million
0.33% of portfolio
|
Q4 2024
Reduced 4.54%
|