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 |
|---|---|---|---|---|---|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
2,604
shares
|
$2.74 Million
0.45% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
2,599
shares
|
$2.73 Million
1.4% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
2,596
shares
|
$2.73 Million
0.14% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,593
shares
|
$2.73 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
2,593
shares
|
$2.73 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,588
shares
|
$2.72 Million
0.06% of portfolio
|
Q3 2021
Reduced 2.22%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,579
shares
|
$2.71 Million
0.48% of portfolio
|
Q2 2022
Reduced 9.32%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,571
shares
|
$2.7 Million
0.63% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Nov 13, 2024 Q3 2024 |
2,571
shares
|
$2.7 Million
2.04% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
2,567
shares
|
$2.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
2,563
shares
|
$2.69 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,562
shares
|
$2.69 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,562
shares
|
$2.69 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
2,555
shares
|
$2.69 Million
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
2,547
shares
|
$2.68 Million
0.88% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
2,543
shares
|
$2.67 Million
1.28% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
2,534
shares
|
$2.66 Million
0.87% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
|
Eastover Investment Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,531
shares
|
$2.66 Million
1.09% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
2,519
shares
|
$2.65 Million
0.28% of portfolio
|
Q4 2022
Reduced 16.86%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
2,517
shares
|
$2.65 Million
0.44% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,517
shares
|
$2.65 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,500
shares
|
$2.63 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
2,500
shares
|
$2.63 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
2,498
shares
|
$2.63 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,497
shares
|
$2.62 Million
0.24% of portfolio
|
Q4 2022
Reduced 7.17%
|