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 |
|---|---|---|---|---|---|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,672
shares
|
$2.79 Million
0.66% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,669
shares
|
$2.78 Million
2.19% of portfolio
|
Q2 2022
Added 101.74%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
2,667
shares
|
$2.78 Million
0.88% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,666
shares
|
$2.78 Million
0.2% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
2,666
shares
|
$2.78 Million
0.36% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,666
shares
|
$2.78 Million
0.06% of portfolio
|
Q3 2024
Added 35.88%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
2,660
shares
|
$2.77 Million
1.1% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
2,659
shares
|
$2.77 Million
1.39% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
2,657
shares
|
$2.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 46.38%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,656
shares
|
$2.77 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
2,652
shares
|
$2.77 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
2,652
shares
|
$2.77 Million
0.56% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,650
shares
|
$2.76 Million
1.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,650
shares
|
$2.76 Million
1.15% of portfolio
|
Q2 2023
Reduced 2.21%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,650
shares
|
$2.76 Million
0.14% of portfolio
|
Q3 2024
Added 165.0%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
2,638
shares
|
$2.75 Million
1.29% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
2,636
shares
|
$2.75 Million
0.37% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,631
shares
|
$2.74 Million
1.22% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
2,631
shares
|
$2.74 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,629
shares
|
$2.74 Million
0.17% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
2,627
shares
|
$2.74 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
2,623
shares
|
$2.74 Million
0.5% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,618
shares
|
$2.73 Million
0.26% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
2,614
shares
|
$2.73 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
2,608
shares
|
$2.72 Million
0.21% of portfolio
|
Q3 2024
Added 1.56%
|