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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
3,130
shares
|
$3.26 Million
1.02% of portfolio
|
Q4 2024
Added 48.34%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
3,126
shares
|
$3.26 Million
0.13% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
3,125
shares
|
$3.26 Million
1.25% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
3,125
shares
|
$3.26 Million
0.23% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
3,125
shares
|
$3.26 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
3,115
shares
|
$3.25 Million
0.1% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
3,104
shares
|
$3.24 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,097
shares
|
$3.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
3,087
shares
|
$3.22 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
3,086
shares
|
$3.22 Million
0.05% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
3,083
shares
|
$3.22 Million
0.09% of portfolio
|
Q4 2024
Reduced 68.22%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Feb 04, 2025 Q4 2024 |
3,081
shares
|
$3.21 Million
2.51% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
3,080
shares
|
$3.21 Million
1.29% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
3,072
shares
|
$3.2 Million
0.09% of portfolio
|
Q3 2024
Added 83.95%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
3,070
shares
|
$3.2 Million
1.95% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
3,060
shares
|
$3.19 Million
0.59% of portfolio
|
Q4 2024
Reduced 10.37%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
3,047
shares
|
$3.18 Million
1.62% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Nov 12, 2024 Q3 2024 |
3,044
shares
|
$3.17 Million
1.49% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
3,042
shares
|
$3.17 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
3,040
shares
|
$3.17 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
3,035
shares
|
$3.17 Million
0.74% of portfolio
|
Q3 2024
Added 163.45%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
3,034
shares
|
$3.16 Million
0.54% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
3,026
shares
|
$3.16 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
3,024
shares
|
$3.15 Million
0.22% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
3,023
shares
|
$3.15 Million
0.38% of portfolio
|
Q3 2024
Reduced 6.47%
|