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 |
|---|---|---|---|---|---|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
7,360
shares
|
$7.82 Million
1.53% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
7,351
shares
|
$7.81 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
7,317
shares
|
$7.77 Million
2.22% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
7,315
shares
|
$7.77 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
7,298
shares
|
$7.75 Million
1.19% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
7,297
shares
|
$7.75 Million
4.14% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,295
shares
|
$7.75 Million
1.54% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
7,288
shares
|
$7.74 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
7,266
shares
|
$7.72 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,258
shares
|
$7.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.49%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
7,233
shares
|
$7.68 Million
0.87% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
7,229
shares
|
$7.68 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
7,209
shares
|
$7.66 Million
1.89% of portfolio
|
Q4 2024
Added 30.74%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
7,205
shares
|
$7.65 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
7,200
shares
|
$7.65 Million
0.82% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
7,185
shares
|
$7.63 Million
2.56% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,172
shares
|
$7.62 Million
0.43% of portfolio
|
Q3 2024
Reduced 27.64%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
7,155
shares
|
$7.6 Million
0.88% of portfolio
|
Q4 2024
Reduced 14.09%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
7,145
shares
|
$7.59 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
7,141
shares
|
$7.58 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Marketfield Asset Management LLC
|
May 15, 2024 Q1 2024 |
7,125
shares
|
$7.57 Million
4.1% of portfolio
|
Q2 2023
Added 12.06%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
7,099
shares
|
$7.54 Million
0.71% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
7,087
shares
|
$7.53 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
7,078
shares
|
$7.52 Million
2.87% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
7,074
shares
|
$7.51 Million
0.08% of portfolio
|
Q4 2024
Added 13.08%
|