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 |
|---|---|---|---|---|---|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
7,049
shares
|
$7.35 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
7,017
shares
|
$7.32 Million
0.07% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
7,009
shares
|
$7.31 Million
3.09% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Kp Management LLC
Edina, MN |
Oct 24, 2024 Q3 2024 |
7,000
shares
|
$7.3 Million
2.0% of portfolio
|
Q4 2023
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,982
shares
|
$7.28 Million
1.23% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,937
shares
|
$7.23 Million
0.27% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
6,930
shares
|
$7.23 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
6,927
shares
|
$7.22 Million
1.35% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
6,914
shares
|
$7.21 Million
3.48% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
6,907
shares
|
$7.2 Million
0.25% of portfolio
|
Q3 2024
Added 43.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
6,893
shares
|
$7.19 Million
0.08% of portfolio
|
Q4 2024
Reduced 30.6%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
6,875
shares
|
$7.17 Million
3.15% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
6,869
shares
|
$7.16 Million
3.36% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
6,862
shares
|
$7.16 Million
0.23% of portfolio
|
Q3 2024
Added 30.68%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
6,848
shares
|
$7.14 Million
1.87% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,835
shares
|
$7.13 Million
0.86% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
6,831
shares
|
$7.12 Million
1.29% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
6,831
shares
|
$7.12 Million
1.24% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
6,814
shares
|
$7.11 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
6,802
shares
|
$7.09 Million
0.75% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Nov 14, 2024 Q3 2024 |
6,800
shares
|
$7.09 Million
2.35% of portfolio
|
Q4 2022
Added 1.49%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
6,771
shares
|
$7.06 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
6,709
shares
|
$7 Million
0.29% of portfolio
|
Q3 2022
Added 73.45%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
6,704
shares
|
$6.99 Million
2.02% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,694
shares
|
$6.98 Million
2.32% of portfolio
|
Q3 2024
Added 2.2%
|