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 |
|---|---|---|---|---|---|
|
Stf Management LP
Frisco, TX |
Nov 12, 2024 Q3 2024 |
6,457
shares
|
$6.73 Million
2.6% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
6,450
shares
|
$6.73 Million
4.88% of portfolio
|
Q3 2023
Reduced 1.53%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
6,444
shares
|
$6.72 Million
0.29% of portfolio
|
Q4 2022
Added 14.19%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
6,431
shares
|
$6.71 Million
2.33% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
6,429
shares
|
$6.7 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
6,429
shares
|
$6.7 Million
2.01% of portfolio
|
Q3 2024
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
6,413
shares
|
$6.69 Million
0.73% of portfolio
|
Q4 2024
Added 220.49%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
6,402
shares
|
$6.68 Million
1.29% of portfolio
|
Q4 2024
Added 37.91%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,400
shares
|
$6.67 Million
0.14% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
6,400
shares
|
$6.67 Million
0.21% of portfolio
|
Q4 2024
Reduced 37.86%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
6,397
shares
|
$6.67 Million
1.31% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,373
shares
|
$6.65 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
6,359
shares
|
$6.63 Million
0.44% of portfolio
|
Q4 2024
Reduced 22.23%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
6,355
shares
|
$6.63 Million
1.16% of portfolio
|
Q4 2024
Reduced 12.3%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
6,330
shares
|
$6.6 Million
2.07% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,325
shares
|
$6.6 Million
0.12% of portfolio
|
Q3 2024
Added 117.13%
|
|
|
Symmetry Investments LP
|
Nov 14, 2024 Q3 2024 |
6,319
shares
|
$6.59 Million
0.79% of portfolio
|
Q3 2024
Reduced 13.66%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
6,305
shares
|
$6.58 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
6,301
shares
|
$6.57 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
6,288
shares
|
$6.56 Million
2.45% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
6,276
shares
|
$6.55 Million
1.79% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
6,270
shares
|
$6.54 Million
1.18% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
6,266
shares
|
$6.53 Million
0.19% of portfolio
|
Q3 2022
Added 3.33%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
6,262
shares
|
$6.53 Million
0.27% of portfolio
|
Q4 2023
Reduced 5.08%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,256
shares
|
$6.52 Million
0.07% of portfolio
|
Q3 2024
Added 3.44%
|