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 |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
4,324
shares
|
$4.51 Million
0.2% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
4,323
shares
|
$4.51 Million
0.87% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
4,315
shares
|
$4.5 Million
0.66% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
4,312
shares
|
$4.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
4,312
shares
|
$4.5 Million
0.43% of portfolio
|
Q1 2024
Added 493.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,311
shares
|
$4.5 Million
0.49% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
4,302
shares
|
$4.49 Million
0.74% of portfolio
|
Q3 2024
Added 41.61%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
4,296
shares
|
$4.48 Million
0.41% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,296
shares
|
$4.48 Million
2.86% of portfolio
|
Q3 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,294
shares
|
$4.48 Million
0.11% of portfolio
|
Q2 2023
Added 0.94%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
4,283
shares
|
$4.47 Million
0.63% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
4,283
shares
|
$4.47 Million
1.79% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
4,283
shares
|
$4.47 Million
1.15% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
4,280
shares
|
$4.46 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,267
shares
|
$4.45 Million
2.58% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
4,265
shares
|
$4.45 Million
0.98% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jan 15, 2025 Q4 2024 |
4,265
shares
|
$4.45 Million
1.88% of portfolio
|
Q4 2024
Reduced 45.44%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
4,263
shares
|
$4.45 Million
2.36% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
4,262
shares
|
$4.44 Million
1.8% of portfolio
|
Q3 2023
Reduced 0.19%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
4,255
shares
|
$4.44 Million
2.48% of portfolio
|
Q4 2021
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
4,242
shares
|
$4.42 Million
1.04% of portfolio
|
Q4 2024
Added 18.52%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
4,240
shares
|
$4.42 Million
1.69% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
4,237
shares
|
$4.42 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
4,235
shares
|
$4.42 Million
0.36% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,205
shares
|
$4.39 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.29%
|