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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,976
shares
|
$2.08 Million
0.16% of portfolio
|
Q2 2024
Added 8.81%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
1,975
shares
|
$2.08 Million
1.28% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
1,963
shares
|
$2.06 Million
0.07% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
1,958
shares
|
$2.06 Million
0.17% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
1,955
shares
|
$2.05 Million
1.0% of portfolio
|
Q3 2022
Reduced 89.91%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
1,953
shares
|
$2.05 Million
0.24% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
1,950
shares
|
$2.05 Million
0.63% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
1,946
shares
|
$2.05 Million
0.86% of portfolio
|
Q4 2023
Reduced 2.11%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
1,946
shares
|
$2.05 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
1,944
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2024
Added 20.52%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
1,940
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
1,938
shares
|
$2.04 Million
0.18% of portfolio
|
Q4 2024
Added 28.01%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,937
shares
|
$2.04 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,933
shares
|
$2.03 Million
1.36% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,922
shares
|
$2.02 Million
0.62% of portfolio
|
Q2 2023
Reduced 0.83%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
1,918
shares
|
$2.02 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,917
shares
|
$2.01 Million
0.28% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,911
shares
|
$2.01 Million
0.28% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
1,910
shares
|
$2.01 Million
1.36% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
1,910
shares
|
$2.01 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
1,909
shares
|
$2.01 Million
0.08% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,905
shares
|
$2 Million
0.08% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
1,905
shares
|
$2 Million
1.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,903
shares
|
$2 Million
0.77% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
1,898
shares
|
$1.99 Million
0.82% of portfolio
|
Q4 2024
Added 0.05%
|