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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
3,676
shares
|
$3.83 Million
0.14% of portfolio
|
Q4 2024
Added 21.2%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
3,671
shares
|
$3.83 Million
1.39% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
3,670
shares
|
$3.83 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
3,669
shares
|
$3.83 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
3,668
shares
|
$3.83 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
3,651
shares
|
$3.81 Million
0.51% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
3,651
shares
|
$3.81 Million
0.22% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
3,650
shares
|
$3.81 Million
1.52% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
3,649
shares
|
$3.81 Million
1.42% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
3,647
shares
|
$3.8 Million
1.45% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,636
shares
|
$3.79 Million
1.41% of portfolio
|
Q2 2022
Added 10.48%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
3,632
shares
|
$3.79 Million
2.46% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
3,629
shares
|
$3.78 Million
0.27% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 14, 2025 Q4 2024 |
3,628
shares
|
$3.78 Million
1.95% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,623
shares
|
$3.78 Million
1.16% of portfolio
|
Q2 2022
Reduced 0.55%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
3,620
shares
|
$3.78 Million
0.19% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,609
shares
|
$3.76 Million
0.25% of portfolio
|
Q3 2024
Added 71.78%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
3,591
shares
|
$3.74 Million
1.4% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
3,586
shares
|
$3.74 Million
1.13% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,584
shares
|
$3.74 Million
0.18% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,582
shares
|
$3.74 Million
0.12% of portfolio
|
Q3 2024
Reduced 19.56%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
3,579
shares
|
$3.73 Million
1.01% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
3,577
shares
|
$3.73 Million
0.76% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
3,560
shares
|
$3.71 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
3,560
shares
|
$3.71 Million
2.7% of portfolio
|
Q3 2024
Added 3.16%
|