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 |
|---|---|---|---|---|---|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
4,851
shares
|
$5.06 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
4,834
shares
|
$5.04 Million
1.58% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
4,831
shares
|
$5.04 Million
0.93% of portfolio
|
Q3 2024
Added 18.41%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
4,829
shares
|
$5.04 Million
0.32% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
4,824
shares
|
$5.03 Million
1.75% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,822
shares
|
$5.03 Million
0.56% of portfolio
|
Q4 2022
Added 1.26%
|
|
|
Highview Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
4,813
shares
|
$5.02 Million
1.73% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
4,800
shares
|
$5.01 Million
1.15% of portfolio
|
Q4 2024
Added 54.84%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
4,792
shares
|
$5 Million
0.39% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
4,786
shares
|
$4.99 Million
0.46% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
4,786
shares
|
$4.99 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
4,775
shares
|
$4.98 Million
1.21% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
4,775
shares
|
$4.98 Million
2.42% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
4,753
shares
|
$4.96 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Geneva Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
4,751
shares
|
$4.95 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
4,749
shares
|
$4.95 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
4,742
shares
|
$4.95 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Martin Capital Advisors, LLP
|
Jan 28, 2025 Q4 2024 |
4,726
shares
|
$4.93 Million
2.79% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
4,702
shares
|
$4.9 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
4,701
shares
|
$4.9 Million
0.8% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
4,693
shares
|
$4.89 Million
0.73% of portfolio
|
Q3 2024
Added 106.1%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
4,679
shares
|
$4.88 Million
1.2% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,679
shares
|
$4.88 Million
3.48% of portfolio
|
Q4 2024
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
4,665
shares
|
$4.87 Million
0.63% of portfolio
|
Q3 2024
Added 28.62%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,654
shares
|
$4.85 Million
0.21% of portfolio
|
Q3 2022
Added 0.06%
|