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 |
|---|---|---|---|---|---|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
1,774
shares
|
$1.86 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
1,768
shares
|
$1.86 Million
1.35% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
1,767
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,766
shares
|
$1.86 Million
0.26% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,762
shares
|
$1.85 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
1,761
shares
|
$1.85 Million
0.89% of portfolio
|
Q4 2024
Added 139.92%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
1,759
shares
|
$1.85 Million
0.54% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
1,759
shares
|
$1.85 Million
1.74% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
1,758
shares
|
$1.85 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
1,756
shares
|
$1.85 Million
0.84% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
1,755
shares
|
$1.84 Million
0.3% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
1,750
shares
|
$1.84 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
1,745
shares
|
$1.83 Million
0.41% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
1,741
shares
|
$1.83 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
1,741
shares
|
$1.83 Million
0.2% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
1,737
shares
|
$1.83 Million
0.47% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
1,736
shares
|
$1.82 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
1,735
shares
|
$1.82 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
1,734
shares
|
$1.82 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
1,732
shares
|
$1.82 Million
0.47% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
1,732
shares
|
$1.82 Million
0.54% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
1,732
shares
|
$1.82 Million
0.53% of portfolio
|
Q2 2024
New holding
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
1,730
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2019
Reduced 1.82%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,730
shares
|
$1.82 Million
0.49% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
1,727
shares
|
$1.82 Million
0.57% of portfolio
|
Q3 2024
Added 40.75%
|