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 4,063 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $301 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
7,532
shares
|
$7.85 Million
0.44% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
7,532
shares
|
$7.85 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
7,523
shares
|
$7.85 Million
0.63% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Stony Point Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,515
shares
|
$7.84 Million
1.63% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
7,512
shares
|
$7.83 Million
1.26% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7,511
shares
|
$7.83 Million
0.67% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
7,503
shares
|
$7.82 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
7,492
shares
|
$7.81 Million
5.23% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
7,481
shares
|
$7.8 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
7,476
shares
|
$7.8 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,471
shares
|
$7.79 Million
0.41% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
7,467
shares
|
$7.79 Million
0.93% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
7,460
shares
|
$7.78 Million
0.18% of portfolio
|
Q3 2024
Added 1760.35%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
7,433
shares
|
$7.75 Million
0.34% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
7,427
shares
|
$7.75 Million
0.54% of portfolio
|
Q4 2024
Added 117.29%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
7,415
shares
|
$7.73 Million
0.22% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
7,401
shares
|
$7.72 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
7,395
shares
|
$7.71 Million
1.37% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
7,393
shares
|
$7.71 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
7,389
shares
|
$7.71 Million
0.35% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
7,377
shares
|
$7.69 Million
0.47% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
7,370
shares
|
$7.69 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
7,360
shares
|
$7.68 Million
1.53% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
7,353
shares
|
$7.67 Million
2.12% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
7,351
shares
|
$7.67 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.02%
|