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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
2,748
shares
|
$2.87 Million
0.07% of portfolio
|
Q3 2024
Reduced 14.07%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
2,744
shares
|
$2.86 Million
0.55% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
2,743
shares
|
$2.86 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
2,741
shares
|
$2.86 Million
0.83% of portfolio
|
Q4 2024
Reduced 20.23%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,737
shares
|
$2.85 Million
0.97% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,721
shares
|
$2.84 Million
0.06% of portfolio
|
Q3 2024
Added 47.88%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,717
shares
|
$2.83 Million
0.13% of portfolio
|
Q3 2023
Reduced 21.15%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
2,711
shares
|
$2.83 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
2,707
shares
|
$2.82 Million
0.55% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
2,705
shares
|
$2.82 Million
0.07% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
2,700
shares
|
$2.82 Million
0.59% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
2,700
shares
|
$2.82 Million
0.02% of portfolio
|
Q3 2024
Added 107.69%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
2,700
shares
|
$2.82 Million
0.21% of portfolio
|
Q4 2024
Reduced 99.82%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
2,700
shares
|
$2.82 Million
1.79% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
2,700
shares
|
$2.82 Million
0.66% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
2,696
shares
|
$2.81 Million
1.86% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
2,696
shares
|
$2.81 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
2,696
shares
|
$2.81 Million
0.52% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
2,687
shares
|
$2.8 Million
0.4% of portfolio
|
Q1 2024
Added 200.56%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
2,684
shares
|
$2.8 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
2,681
shares
|
$2.8 Million
0.37% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
2,680
shares
|
$2.79 Million
1.39% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,679
shares
|
$2.79 Million
0.28% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
2,678
shares
|
$2.79 Million
1.3% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
2,673
shares
|
$2.79 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.84%
|