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 |
---|---|---|---|---|---|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
9,610
shares
|
$9.82 Million
0.2% of portfolio
|
Q3 2024
Added 44.03%
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
9,602
shares
|
$9.81 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
Sitrin Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
9,582
shares
|
$9.79 Million
4.7% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
9,569
shares
|
$9.78 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
9,498
shares
|
$9.71 Million
1.52% of portfolio
|
Q4 2024
Added 3.4%
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
9,484
shares
|
$9.69 Million
2.29% of portfolio
|
Q4 2023
Reduced 25.69%
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
9,443
shares
|
$9.65 Million
2.03% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
9,419
shares
|
$9.62 Million
1.34% of portfolio
|
Q4 2024
Added 3.06%
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
9,415
shares
|
$9.62 Million
4.11% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
9,399
shares
|
$9.6 Million
2.0% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
Ayrshire Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
9,385
shares
|
$9.59 Million
4.45% of portfolio
|
Q4 2024
Added 0.73%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
9,381
shares
|
$9.59 Million
0.45% of portfolio
|
Q3 2024
Added 28.31%
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
9,378
shares
|
$9.58 Million
0.72% of portfolio
|
Q3 2024
Added 3.46%
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
9,370
shares
|
$9.57 Million
0.32% of portfolio
|
Q4 2024
Added 42.55%
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
9,348
shares
|
$9.55 Million
1.11% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
9,266
shares
|
$9.47 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
9,262
shares
|
$9.46 Million
0.19% of portfolio
|
Q4 2024
Added 15.79%
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
9,200
shares
|
$9.4 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
9,180
shares
|
$9.38 Million
3.14% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
Longbow Finance Sa
Lutry, V8 |
Feb 04, 2025 Q4 2024 |
9,173
shares
|
$9.37 Million
0.92% of portfolio
|
Q4 2024
Added 4.97%
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
9,145
shares
|
$9.34 Million
0.55% of portfolio
|
Q3 2024
Added 181.21%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,093
shares
|
$9.29 Million
0.67% of portfolio
|
Q2 2023
Added 610.95%
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
9,080
shares
|
$9.28 Million
2.4% of portfolio
|
Q3 2024
Added 124.09%
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
9,037
shares
|
$9.23 Million
3.3% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
9,022
shares
|
$9.22 Million
0.94% of portfolio
|
Q3 2024
Added 3.72%
|