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 |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
3,944
shares
|
$4.11 Million
1.65% of portfolio
|
Q3 2024
New holding
|
|
|
Cairn Investment Group, Inc.
|
Jan 23, 2025 Q4 2024 |
3,941
shares
|
$4.11 Million
2.12% of portfolio
|
Q2 2024
Reduced 34.58%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
3,930
shares
|
$4.1 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,898
shares
|
$4.07 Million
0.12% of portfolio
|
Q4 2022
Added 52.86%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,895
shares
|
$4.06 Million
0.38% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
3,893
shares
|
$4.06 Million
0.75% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
3,892
shares
|
$4.06 Million
0.27% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,891
shares
|
$4.06 Million
1.22% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,888
shares
|
$4.05 Million
1.71% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
3,883
shares
|
$4.05 Million
1.23% of portfolio
|
Q3 2023
Added 26.98%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
3,881
shares
|
$4.05 Million
1.08% of portfolio
|
Q1 2023
Reduced 22.13%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
3,876
shares
|
$4.04 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
3,861
shares
|
$4.03 Million
1.16% of portfolio
|
Q4 2023
Added 4.46%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
3,859
shares
|
$4.02 Million
3.88% of portfolio
|
Q3 2023
Added 0.18%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,857
shares
|
$4.02 Million
0.45% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
3,852
shares
|
$4.02 Million
0.74% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
3,833
shares
|
$4 Million
1.4% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,823
shares
|
$3.99 Million
0.09% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
3,799
shares
|
$3.96 Million
0.16% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,799
shares
|
$3.96 Million
0.31% of portfolio
|
Q1 2023
Reduced 0.55%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
3,795
shares
|
$3.96 Million
1.85% of portfolio
|
Q3 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
3,794
shares
|
$3.96 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
3,789
shares
|
$3.95 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
3,781
shares
|
$3.94 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
3,780
shares
|
$3.94 Million
0.49% of portfolio
|
Q4 2024
Added 4.54%
|