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 4,114 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $307 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
8,829
shares
|
$9.38 Million
0.64% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
8,793
shares
|
$9.34 Million
0.67% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,777
shares
|
$9.32 Million
0.33% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
8,775
shares
|
$9.32 Million
1.65% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
8,768
shares
|
$9.31 Million
1.22% of portfolio
|
Q4 2024
Added 17.09%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
8,767
shares
|
$9.31 Million
0.5% of portfolio
|
Q3 2024
Added 39.62%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
8,741
shares
|
$9.28 Million
2.73% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
8,616
shares
|
$9.15 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
8,600
shares
|
$9.13 Million
0.75% of portfolio
|
Q4 2024
Reduced 56.86%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
8,582
shares
|
$9.11 Million
1.04% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
8,581
shares
|
$9.11 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
8,578
shares
|
$9.11 Million
1.14% of portfolio
|
Q2 2024
Reduced 9.18%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
8,560
shares
|
$9.09 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Hudson Value Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,501
shares
|
$9.03 Million
3.06% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
8,488
shares
|
$9.01 Million
0.21% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
8,470
shares
|
$8.99 Million
1.91% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
8,468
shares
|
$8.99 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
8,455
shares
|
$8.98 Million
0.82% of portfolio
|
Q1 2023
Added 0.87%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
8,451
shares
|
$8.97 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
8,418
shares
|
$8.94 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
8,405
shares
|
$8.93 Million
4.96% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
Nov 14, 2024 Q3 2024 |
8,400
shares
|
$8.92 Million
1.85% of portfolio
|
Q1 2023
New holding
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
8,398
shares
|
$8.92 Million
2.84% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Nat West Group PLC
|
Jan 28, 2025 Q4 2024 |
8,369
shares
|
$8.89 Million
2.27% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2024 Q3 2024 |
8,367
shares
|
$8.89 Million
1.56% of portfolio
|
Q3 2024
Added 5.21%
|