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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
4,462
shares
|
$4.65 Million
0.24% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
4,456
shares
|
$4.65 Million
1.23% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,452
shares
|
$4.64 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
4,445
shares
|
$4.64 Million
3.26% of portfolio
|
Q4 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
4,437
shares
|
$4.63 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 29, 2025 Q4 2024 |
4,434
shares
|
$4.62 Million
3.99% of portfolio
|
Q4 2024
New holding
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
4,431
shares
|
$4.62 Million
0.51% of portfolio
|
Q2 2024
Added 22.5%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
4,426
shares
|
$4.62 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 05, 2024 Q3 2024 |
4,412
shares
|
$4.6 Million
0.05% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
4,407
shares
|
$4.6 Million
1.52% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
4,406
shares
|
$4.59 Million
1.18% of portfolio
|
Q4 2024
Added 14.47%
|
|
|
Wisconsin Capital Management LLC
|
Oct 30, 2024 Q3 2024 |
4,405
shares
|
$4.59 Million
2.08% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
4,400
shares
|
$4.59 Million
0.21% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Skye Global Management LP
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
4,400
shares
|
$4.59 Million
0.1% of portfolio
|
Q3 2024
Reduced 51.22%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
4,392
shares
|
$4.58 Million
1.71% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
4,379
shares
|
$4.57 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
4,378
shares
|
$4.57 Million
3.76% of portfolio
|
Q2 2022
Reduced 3.29%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,377
shares
|
$4.56 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
4,377
shares
|
$4.56 Million
0.38% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
4,375
shares
|
$4.56 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
4,363
shares
|
$4.55 Million
3.14% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
4,358
shares
|
$4.54 Million
0.44% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Feb 05, 2025 Q4 2024 |
4,338
shares
|
$4.52 Million
3.27% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Nov 14, 2024 Q3 2024 |
4,330
shares
|
$4.52 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,329
shares
|
$4.51 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.12%
|