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 |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,654
shares
|
$4.85 Million
0.21% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
4,652
shares
|
$4.85 Million
0.31% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
4,634
shares
|
$4.83 Million
1.47% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
4,633
shares
|
$4.83 Million
0.8% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
4,628
shares
|
$4.83 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
4,623
shares
|
$4.82 Million
0.98% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
4,621
shares
|
$4.82 Million
1.05% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
4,616
shares
|
$4.81 Million
0.72% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
4,610
shares
|
$4.81 Million
0.29% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
4,607
shares
|
$4.8 Million
1.87% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,607
shares
|
$4.8 Million
0.29% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,601
shares
|
$4.8 Million
0.38% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Helios Capital Management Pte. LTD
|
Jan 27, 2025 Q4 2024 |
4,600
shares
|
$4.8 Million
2.5% of portfolio
|
Q4 2021
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
4,591
shares
|
$4.79 Million
0.28% of portfolio
|
Q4 2024
Added 278.17%
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
4,588
shares
|
$4.78 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
4,582
shares
|
$4.78 Million
0.31% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Feb 04, 2025 Q4 2024 |
4,575
shares
|
$4.77 Million
3.34% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
4,544
shares
|
$4.74 Million
0.28% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,540
shares
|
$4.73 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
4,538
shares
|
$4.73 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
4,500
shares
|
$4.69 Million
3.4% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Telligent Fund, LP
Hong Kong, K3 |
Jan 27, 2025 Q4 2024 |
4,500
shares
|
$4.69 Million
3.93% of portfolio
|
Q4 2024
New holding
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
4,488
shares
|
$4.68 Million
1.03% of portfolio
|
Q2 2024
Added 216.5%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
4,486
shares
|
$4.68 Million
1.6% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
4,468
shares
|
$4.66 Million
0.27% of portfolio
|
Q2 2023
Added 1.8%
|