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 |
|---|---|---|---|---|---|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
3,428
shares
|
$3.57 Million
0.91% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
3,426
shares
|
$3.57 Million
3.37% of portfolio
|
Q1 2024
Reduced 15.18%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
3,426
shares
|
$3.57 Million
0.45% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
3,423
shares
|
$3.57 Million
1.61% of portfolio
|
Q3 2024
Added 25.75%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
3,421
shares
|
$3.57 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,420
shares
|
$3.57 Million
0.14% of portfolio
|
Q3 2024
Reduced 58.75%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
3,415
shares
|
$3.56 Million
0.45% of portfolio
|
Q4 2024
Added 48.03%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
3,410
shares
|
$3.56 Million
0.25% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,402
shares
|
$3.55 Million
0.43% of portfolio
|
Q2 2024
Added 5.98%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,399
shares
|
$3.54 Million
0.38% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
3,385
shares
|
$3.53 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,385
shares
|
$3.53 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
3,376
shares
|
$3.52 Million
2.48% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
3,373
shares
|
$3.52 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
3,362
shares
|
$3.51 Million
0.12% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
3,354
shares
|
$3.5 Million
1.72% of portfolio
|
Q4 2024
Reduced 27.01%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Jan 31, 2025 Q4 2024 |
3,353
shares
|
$3.5 Million
2.0% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 13, 2024 Q3 2024 |
3,348
shares
|
$3.49 Million
1.87% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
3,347
shares
|
$3.49 Million
0.37% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
3,345
shares
|
$3.49 Million
0.28% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
3,335
shares
|
$3.48 Million
0.71% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
3,335
shares
|
$3.48 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
3,329
shares
|
$3.47 Million
0.64% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
3,328
shares
|
$3.47 Million
0.92% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,325
shares
|
$3.47 Million
1.02% of portfolio
|
Q2 2022
Reduced 14.85%
|