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 |
|---|---|---|---|---|---|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
6,053
shares
|
$6.31 Million
2.43% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
6,022
shares
|
$6.28 Million
0.38% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,019
shares
|
$6.28 Million
0.32% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
6,018
shares
|
$6.28 Million
2.13% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
6,015
shares
|
$6.27 Million
0.76% of portfolio
|
Q3 2023
Added 2.1%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
6,007
shares
|
$6.26 Million
3.82% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
6,000
shares
|
$6.26 Million
2.52% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,989
shares
|
$6.25 Million
0.99% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
5,977
shares
|
$6.23 Million
2.43% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
5,963
shares
|
$6.22 Million
2.14% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
5,962
shares
|
$6.22 Million
2.45% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,952
shares
|
$6.21 Million
1.76% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
5,951
shares
|
$6.21 Million
0.42% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
5,938
shares
|
$6.19 Million
1.06% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Wd Rutherford LLC
|
Jan 30, 2025 Q4 2024 |
5,904
shares
|
$6.16 Million
2.59% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
5,900
shares
|
$6.15 Million
2.73% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
5,887
shares
|
$6.14 Million
1.64% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
5,884
shares
|
$6.14 Million
0.42% of portfolio
|
Q4 2023
Reduced 18.45%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
5,880
shares
|
$6.13 Million
0.55% of portfolio
|
Q4 2024
Added 17.84%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
5,869
shares
|
$6.12 Million
0.48% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Karani Asset Management LLC
New York, NY |
Nov 14, 2023 Q3 2023 |
5,860
shares
|
$6.11 Million
4.79% of portfolio
|
Q3 2023
Reduced 16.96%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
5,836
shares
|
$6.09 Million
0.3% of portfolio
|
Q4 2024
Reduced 21.04%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
5,830
shares
|
$6.08 Million
2.21% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,824
shares
|
$6.07 Million
1.36% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,810
shares
|
$6.06 Million
0.49% of portfolio
|
Q4 2024
Added 405.22%
|