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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
6,254
shares
|
$6.52 Million
0.21% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,250
shares
|
$6.52 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
6,249
shares
|
$6.52 Million
0.22% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Elite Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
6,243
shares
|
$6.51 Million
1.41% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
6,228
shares
|
$6.5 Million
1.28% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
6,221
shares
|
$6.49 Million
1.46% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
6,220
shares
|
$6.49 Million
3.17% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
6,216
shares
|
$6.48 Million
0.46% of portfolio
|
Q4 2024
Reduced 18.95%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
6,216
shares
|
$6.48 Million
2.68% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
6,215
shares
|
$6.48 Million
0.47% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
6,208
shares
|
$6.47 Million
2.23% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
6,207
shares
|
$6.47 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
6,193
shares
|
$6.46 Million
0.19% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
6,185
shares
|
$6.45 Million
1.4% of portfolio
|
Q4 2024
Added 29.91%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
6,162
shares
|
$6.43 Million
1.84% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,160
shares
|
$6.42 Million
4.22% of portfolio
|
Q4 2024
Reduced 39.49%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,157
shares
|
$6.42 Million
0.08% of portfolio
|
Q3 2022
Added 155.9%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,153
shares
|
$6.42 Million
0.36% of portfolio
|
Q3 2022
Added 34.29%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
6,121
shares
|
$6.38 Million
2.26% of portfolio
|
Q3 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,107
shares
|
$6.37 Million
0.45% of portfolio
|
Q3 2024
Added 17.06%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
6,090
shares
|
$6.35 Million
2.9% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
6,079
shares
|
$6.34 Million
1.81% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
6,061
shares
|
$6.32 Million
1.17% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,060
shares
|
$6.32 Million
1.78% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
6,057
shares
|
$6.32 Million
0.14% of portfolio
|
Q3 2024
Added 172.84%
|