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 |
|---|---|---|---|---|---|
|
Lynch Asset Management, Inc.
|
Jan 24, 2025 Q4 2024 |
2,400
shares
|
$2.52 Million
0.89% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Caldwell Investment Management Ltd.
|
Jan 14, 2025 Q4 2024 |
2,400
shares
|
$2.52 Million
1.58% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
2,392
shares
|
$2.51 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,391
shares
|
$2.51 Million
0.26% of portfolio
|
Q3 2023
Reduced 24.67%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
2,386
shares
|
$2.51 Million
0.82% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,381
shares
|
$2.5 Million
0.89% of portfolio
|
Q1 2024
Reduced 13.64%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,380
shares
|
$2.5 Million
0.38% of portfolio
|
Q3 2024
Reduced 49.04%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
2,378
shares
|
$2.5 Million
0.68% of portfolio
|
Q4 2024
Added 83.2%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
2,377
shares
|
$2.5 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
2,377
shares
|
$2.5 Million
0.18% of portfolio
|
Q4 2024
Reduced 71.25%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
2,370
shares
|
$2.49 Million
0.16% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
2,370
shares
|
$2.49 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
2,368
shares
|
$2.49 Million
0.32% of portfolio
|
Q3 2024
Added 19.29%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
2,356
shares
|
$2.48 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
2,347
shares
|
$2.47 Million
0.3% of portfolio
|
Q3 2022
Reduced 15.21%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
2,335
shares
|
$2.45 Million
0.33% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
2,334
shares
|
$2.45 Million
1.33% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,332
shares
|
$2.45 Million
1.3% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
2,329
shares
|
$2.45 Million
0.98% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
2,316
shares
|
$2.43 Million
1.2% of portfolio
|
Q3 2024
Added 406.78%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
2,316
shares
|
$2.43 Million
0.29% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,301
shares
|
$2.42 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
2,300
shares
|
$2.42 Million
0.56% of portfolio
|
Q4 2023
Reduced 45.24%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
2,300
shares
|
$2.42 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
2,300
shares
|
$2.42 Million
2.01% of portfolio
|
Q2 2022
Added 169.01%
|