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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
8,282
shares
|
$8.64 Million
0.53% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Nov 12, 2024 Q3 2024 |
8,255
shares
|
$8.61 Million
0.16% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
8,236
shares
|
$8.59 Million
0.31% of portfolio
|
Q4 2024
Reduced 54.54%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
8,227
shares
|
$8.58 Million
0.19% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
8,202
shares
|
$8.55 Million
0.76% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
8,201
shares
|
$8.55 Million
1.96% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
8,176
shares
|
$8.53 Million
2.86% of portfolio
|
Q4 2022
Reduced 16.2%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
8,166
shares
|
$8.52 Million
2.52% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
8,131
shares
|
$8.48 Million
0.47% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,127
shares
|
$8.48 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
8,125
shares
|
$8.47 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Chronos Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
8,111
shares
|
$8.46 Million
3.85% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
8,111
shares
|
$8.46 Million
0.86% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
William Allan, LLC
|
Jan 28, 2025 Q4 2024 |
8,102
shares
|
$8.45 Million
4.75% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,095
shares
|
$8.44 Million
2.42% of portfolio
|
Q4 2024
Added 30.52%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
8,091
shares
|
$8.44 Million
3.57% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
8,090
shares
|
$8.44 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,079
shares
|
$8.43 Million
0.32% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
8,060
shares
|
$8.41 Million
0.7% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Thematics Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
8,052
shares
|
$8.4 Million
0.29% of portfolio
|
Q3 2024
Reduced 26.23%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
8,007
shares
|
$8.35 Million
1.38% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
7,996
shares
|
$8.34 Million
0.67% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
7,967
shares
|
$8.31 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
7,943
shares
|
$8.28 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
7,935
shares
|
$8.28 Million
1.13% of portfolio
|
Q3 2024
Added 4.0%
|