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 |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,497
shares
|
$2.62 Million
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
2,491
shares
|
$2.62 Million
0.4% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
2,491
shares
|
$2.62 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
2,480
shares
|
$2.61 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
2,480
shares
|
$2.61 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
2,479
shares
|
$2.61 Million
1.28% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,479
shares
|
$2.61 Million
0.46% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
2,477
shares
|
$2.6 Million
0.23% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
2,475
shares
|
$2.6 Million
0.12% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
2,474
shares
|
$2.6 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
2,474
shares
|
$2.6 Million
1.11% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
2,469
shares
|
$2.59 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
2,465
shares
|
$2.59 Million
0.39% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
2,461
shares
|
$2.59 Million
0.22% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
2,458
shares
|
$2.58 Million
0.26% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
2,449
shares
|
$2.57 Million
0.48% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,448
shares
|
$2.57 Million
0.05% of portfolio
|
Q1 2023
Reduced 6.67%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
2,442
shares
|
$2.57 Million
0.4% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
2,437
shares
|
$2.56 Million
0.21% of portfolio
|
Q3 2024
Added 176.93%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
2,429
shares
|
$2.55 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
2,424
shares
|
$2.55 Million
0.73% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
2,423
shares
|
$2.55 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,415
shares
|
$2.54 Million
0.67% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
2,410
shares
|
$2.53 Million
0.27% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
2,410
shares
|
$2.53 Million
1.11% of portfolio
|
Q3 2024
Added 14.6%
|