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 |
|---|---|---|---|---|---|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
4,085
shares
|
$4.26 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
4,085
shares
|
$4.26 Million
2.65% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
4,076
shares
|
$4.25 Million
0.37% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jan 27, 2025 Q4 2024 |
4,073
shares
|
$4.25 Million
2.61% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4,068
shares
|
$4.24 Million
0.56% of portfolio
|
Q4 2024
Reduced 16.5%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,057
shares
|
$4.23 Million
0.5% of portfolio
|
Q4 2022
Added 137.95%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,053
shares
|
$4.23 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,045
shares
|
$4.22 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
4,042
shares
|
$4.22 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
4,038
shares
|
$4.21 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
4,035
shares
|
$4.21 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
4,034
shares
|
$4.21 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
4,031
shares
|
$4.2 Million
1.24% of portfolio
|
Q3 2024
Reduced 43.95%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,029
shares
|
$4.2 Million
1.82% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
4,017
shares
|
$4.19 Million
0.16% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
4,012
shares
|
$4.18 Million
1.09% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
4,009
shares
|
$4.18 Million
0.45% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
4,004
shares
|
$4.18 Million
0.22% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
3,986
shares
|
$4.16 Million
1.21% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
3,985
shares
|
$4.16 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,979
shares
|
$4.15 Million
0.55% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
3,962
shares
|
$4.13 Million
0.07% of portfolio
|
Q4 2024
Added 21.24%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
3,960
shares
|
$4.13 Million
3.29% of portfolio
|
Q2 2024
Reduced 15.64%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
3,954
shares
|
$4.12 Million
0.23% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
3,945
shares
|
$4.11 Million
2.41% of portfolio
|
Q3 2024
Added 6.71%
|