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 |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
10,065
shares
|
$10.3 Million
0.93% of portfolio
|
Q4 2022
Reduced 7.23%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
10,007
shares
|
$10.2 Million
0.73% of portfolio
|
Q4 2024
Added 27.72%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
9,986
shares
|
$10.2 Million
0.28% of portfolio
|
Q4 2024
Added 30.86%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,986
shares
|
$10.2 Million
1.13% of portfolio
|
Q2 2024
Added 1467.66%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
9,978
shares
|
$10.2 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
9,969
shares
|
$10.2 Million
0.6% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,959
shares
|
$10.2 Million
0.18% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
9,930
shares
|
$10.1 Million
1.22% of portfolio
|
Q2 2022
Reduced 2.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
9,896
shares
|
$10.1 Million
0.42% of portfolio
|
Q3 2024
Added 73.25%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,887
shares
|
$10.1 Million
1.52% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
9,855
shares
|
$10.1 Million
2.25% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
9,854
shares
|
$10.1 Million
0.43% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
9,802
shares
|
$10 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
9,800
shares
|
$10 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
9,790
shares
|
$10 Million
0.72% of portfolio
|
Q3 2022
Added 2.17%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,749
shares
|
$9.96 Million
0.34% of portfolio
|
Q2 2022
Added 5.79%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,740
shares
|
$9.95 Million
0.15% of portfolio
|
Q3 2024
Reduced 39.65%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
9,720
shares
|
$9.93 Million
1.79% of portfolio
|
Q4 2024
Reduced 27.07%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
9,699
shares
|
$9.91 Million
2.37% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
9,687
shares
|
$9.9 Million
0.74% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
9,680
shares
|
$9.89 Million
0.67% of portfolio
|
Q3 2022
Reduced 14.14%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
9,677
shares
|
$9.89 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
9,645
shares
|
$9.86 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
9,628
shares
|
$9.84 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9,617
shares
|
$9.83 Million
0.27% of portfolio
|
Q3 2024
Added 5.26%
|