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 |
|---|---|---|---|---|---|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,022
shares
|
$9.22 Million
0.18% of portfolio
|
Q3 2024
Reduced 72.34%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
9,012
shares
|
$9.21 Million
2.29% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
9,004
shares
|
$9.2 Million
0.23% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
8,974
shares
|
$9.17 Million
3.23% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
8,967
shares
|
$9.16 Million
2.2% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
8,962
shares
|
$9.16 Million
2.95% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2024 Q3 2024 |
8,955
shares
|
$9.15 Million
3.35% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,926
shares
|
$9.12 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
8,924
shares
|
$9.12 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
8,917
shares
|
$9.11 Million
1.22% of portfolio
|
Q4 2024
Reduced 18.5%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
8,907
shares
|
$9.1 Million
3.94% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
8,894
shares
|
$9.09 Million
2.97% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
8,874
shares
|
$9.07 Million
0.5% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
8,871
shares
|
$9.06 Million
2.66% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
8,866
shares
|
$9.06 Million
0.44% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
8,858
shares
|
$9.05 Million
0.72% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
8,844
shares
|
$9.04 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
8,836
shares
|
$9.03 Million
0.71% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
8,793
shares
|
$8.99 Million
0.67% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,777
shares
|
$8.97 Million
0.33% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
8,775
shares
|
$8.97 Million
1.65% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
8,768
shares
|
$8.96 Million
1.22% of portfolio
|
Q4 2024
Added 17.09%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
8,767
shares
|
$8.96 Million
0.5% of portfolio
|
Q3 2024
Added 39.62%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
8,752
shares
|
$8.94 Million
0.15% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
8,741
shares
|
$8.93 Million
2.73% of portfolio
|
Q4 2024
Reduced 5.66%
|