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 4,075 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 $303 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
2,179
shares
|
$2.29 Million
0.83% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
2,176
shares
|
$2.29 Million
1.4% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
2,171
shares
|
$2.28 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
2,171
shares
|
$2.28 Million
1.49% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,166
shares
|
$2.28 Million
0.21% of portfolio
|
Q4 2024
Reduced 16.14%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
2,166
shares
|
$2.28 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Shikiar Asset Management Inc
|
Jan 15, 2025 Q4 2024 |
2,160
shares
|
$2.27 Million
0.52% of portfolio
|
Q2 2024
Reduced 12.2%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,158
shares
|
$2.27 Million
0.53% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
2,153
shares
|
$2.26 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,147
shares
|
$2.26 Million
0.78% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
2,144
shares
|
$2.25 Million
0.37% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
2,143
shares
|
$2.25 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
2,142
shares
|
$2.25 Million
1.84% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
2,139
shares
|
$2.25 Million
0.26% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
2,136
shares
|
$2.24 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
2,134
shares
|
$2.24 Million
1.66% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
2,132
shares
|
$2.24 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,132
shares
|
$2.24 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
2,129
shares
|
$2.24 Million
0.41% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
2,124
shares
|
$2.23 Million
0.56% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Mizuho Markets Americas LLC
|
Nov 06, 2024 Q3 2024 |
2,123
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 30.44%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
2,122
shares
|
$2.23 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,122
shares
|
$2.23 Million
0.45% of portfolio
|
Q3 2024
Added 42.23%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,120
shares
|
$2.23 Million
0.21% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
2,118
shares
|
$2.23 Million
7.8% of portfolio
|
Q3 2022
New holding
|