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 |
|---|---|---|---|---|---|
|
Fjell Capital, LLC
Fargo, ND |
Feb 04, 2025 Q4 2024 |
1,893
shares
|
$1.99 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
1,892
shares
|
$1.99 Million
1.04% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
1,889
shares
|
$1.99 Million
0.24% of portfolio
|
Q3 2024
Reduced 19.48%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
1,880
shares
|
$1.98 Million
1.1% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
1,879
shares
|
$1.97 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
1,865
shares
|
$1.96 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
1,865
shares
|
$1.96 Million
1.21% of portfolio
|
Q4 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
1,864
shares
|
$1.96 Million
0.26% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
1,864
shares
|
$1.96 Million
1.24% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
1,864
shares
|
$1.96 Million
1.14% of portfolio
|
Q4 2024
Added 25.44%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,862
shares
|
$1.96 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
1,859
shares
|
$1.95 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
1,859
shares
|
$1.95 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
1,858
shares
|
$1.95 Million
0.36% of portfolio
|
Q2 2024
Reduced 13.22%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
1,857
shares
|
$1.95 Million
0.36% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
1,843
shares
|
$1.94 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
1,842
shares
|
$1.94 Million
1.31% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,838
shares
|
$1.93 Million
0.38% of portfolio
|
Q3 2024
Added 9.34%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,838
shares
|
$1.93 Million
0.32% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
1,837
shares
|
$1.93 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
1,837
shares
|
$1.93 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
1,836
shares
|
$1.93 Million
1.41% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,832
shares
|
$1.93 Million
0.24% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
1,830
shares
|
$1.92 Million
0.78% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
1,830
shares
|
$1.92 Million
0.76% of portfolio
|
Q3 2024
Added 0.44%
|