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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,725
shares
|
$1.81 Million
0.3% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,722
shares
|
$1.81 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
1,720
shares
|
$1.81 Million
0.49% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,719
shares
|
$1.81 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
1,715
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2023
Added 13.2%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
1,715
shares
|
$1.8 Million
0.37% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
1,713
shares
|
$1.8 Million
1.36% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 07, 2024 Q3 2024 |
1,708
shares
|
$1.8 Million
0.24% of portfolio
|
Q4 2020
Added 42.33%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,708
shares
|
$1.8 Million
0.34% of portfolio
|
Q3 2024
Reduced 70.21%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
1,707
shares
|
$1.79 Million
0.75% of portfolio
|
Q3 2024
Added 131.93%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
1,704
shares
|
$1.79 Million
0.24% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Meyer Handelman CO
|
Jan 14, 2025 Q4 2024 |
1,703
shares
|
$1.79 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
1,699
shares
|
$1.79 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,697
shares
|
$1.78 Million
0.31% of portfolio
|
Q4 2024
Added 42.72%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,695
shares
|
$1.78 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.22%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,695
shares
|
$1.78 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.22%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
1,694
shares
|
$1.78 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
1,688
shares
|
$1.77 Million
0.74% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
1,687
shares
|
$1.77 Million
0.21% of portfolio
|
Q4 2024
Added 201.79%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
1,687
shares
|
$1.77 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,686
shares
|
$1.77 Million
0.26% of portfolio
|
Q3 2024
Added 43.12%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,685
shares
|
$1.77 Million
0.26% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
1,684
shares
|
$1.77 Million
0.49% of portfolio
|
Q4 2024
Added 48.63%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,682
shares
|
$1.77 Million
1.0% of portfolio
|
Q3 2023
Added 13.65%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
1,681
shares
|
$1.77 Million
0.34% of portfolio
|
Q4 2024
Added 5.99%
|