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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,675
shares
|
$6.96 Million
0.64% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Carroll Investors, Inc
|
Nov 14, 2024 Q3 2024 |
6,659
shares
|
$6.94 Million
3.87% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
6,644
shares
|
$6.93 Million
1.29% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Ghe, LLC
|
Feb 04, 2025 Q4 2024 |
6,640
shares
|
$6.92 Million
2.31% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,639
shares
|
$6.92 Million
0.14% of portfolio
|
Q3 2024
Added 54.36%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,628
shares
|
$6.91 Million
2.08% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,623
shares
|
$6.91 Million
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
6,619
shares
|
$6.9 Million
0.18% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
6,601
shares
|
$6.88 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,598
shares
|
$6.88 Million
0.38% of portfolio
|
Q3 2024
Added 54.38%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,594
shares
|
$6.88 Million
0.71% of portfolio
|
Q3 2022
Reduced 6.9%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
6,588
shares
|
$6.87 Million
1.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,584
shares
|
$6.87 Million
1.31% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
6,584
shares
|
$6.87 Million
3.78% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
6,578
shares
|
$6.86 Million
0.51% of portfolio
|
Q3 2023
Reduced 30.9%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
6,574
shares
|
$6.86 Million
1.23% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
6,540
shares
|
$6.82 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
6,534
shares
|
$6.81 Million
1.58% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
6,516
shares
|
$6.8 Million
2.58% of portfolio
|
Q2 2022
Added 0.57%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
6,510
shares
|
$6.79 Million
1.26% of portfolio
|
Q4 2024
Added 14.94%
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 12, 2024 Q3 2024 |
6,508
shares
|
$6.79 Million
0.99% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
6,503
shares
|
$6.78 Million
0.46% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,494
shares
|
$6.77 Million
0.03% of portfolio
|
Q3 2024
Reduced 68.27%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
6,490
shares
|
$6.77 Million
0.3% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
6,479
shares
|
$6.76 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.14%
|