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 |
|---|---|---|---|---|---|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
3,023
shares
|
$3.15 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
3,019
shares
|
$3.15 Million
1.45% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
3,016
shares
|
$3.15 Million
1.44% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
3,012
shares
|
$3.14 Million
0.9% of portfolio
|
Q4 2024
Reduced 15.65%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
3,004
shares
|
$3.13 Million
2.84% of portfolio
|
Q4 2023
Reduced 0.73%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
3,002
shares
|
$3.13 Million
0.34% of portfolio
|
Q3 2024
Reduced 51.42%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
3,000
shares
|
$3.13 Million
0.89% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
3,000
shares
|
$3.13 Million
0.82% of portfolio
|
Q1 2022
Reduced 36.84%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jan 31, 2025 Q4 2024 |
3,000
shares
|
$3.13 Million
0.36% of portfolio
|
Q3 2022
Reduced 48.77%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
2,999
shares
|
$3.13 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,999
shares
|
$3.13 Million
0.92% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,995
shares
|
$3.12 Million
0.32% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
2,983
shares
|
$3.11 Million
1.28% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
2,982
shares
|
$3.11 Million
0.8% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,981
shares
|
$3.11 Million
0.85% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
2,976
shares
|
$3.1 Million
0.95% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
2,969
shares
|
$3.1 Million
0.11% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
2,965
shares
|
$3.09 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
2,961
shares
|
$3.09 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
2,961
shares
|
$3.09 Million
1.14% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
2,956
shares
|
$3.08 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
2,951
shares
|
$3.08 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
2,950
shares
|
$3.08 Million
0.11% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,923
shares
|
$3.05 Million
0.34% of portfolio
|
Q3 2024
Added 36.78%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,914
shares
|
$3.04 Million
0.29% of portfolio
|
Q3 2024
Added 11.31%
|