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 |
|---|---|---|---|---|---|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,559
shares
|
$1.64 Million
0.53% of portfolio
|
Q3 2024
Added 49.19%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
1,559
shares
|
$1.64 Million
0.38% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
1,557
shares
|
$1.64 Million
0.22% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
1,555
shares
|
$1.63 Million
0.52% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
1,544
shares
|
$1.62 Million
0.16% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
1,539
shares
|
$1.62 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
1,538
shares
|
$1.62 Million
0.26% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
1,538
shares
|
$1.62 Million
1.06% of portfolio
|
Q4 2023
Reduced 2.15%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
1,537
shares
|
$1.62 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Jan 23, 2025 Q4 2024 |
1,534
shares
|
$1.61 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,529
shares
|
$1.61 Million
0.18% of portfolio
|
Q4 2024
Added 120.32%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,529
shares
|
$1.61 Million
0.86% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
1,529
shares
|
$1.61 Million
0.91% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,528
shares
|
$1.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
1,527
shares
|
$1.6 Million
0.08% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,526
shares
|
$1.6 Million
0.21% of portfolio
|
Q2 2022
Reduced 48.17%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,525
shares
|
$1.6 Million
1.63% of portfolio
|
Q3 2024
Added 61.89%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
1,525
shares
|
$1.6 Million
1.53% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,525
shares
|
$1.6 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,522
shares
|
$1.6 Million
0.52% of portfolio
|
Q2 2024
Added 144.69%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,519
shares
|
$1.6 Million
0.39% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
1,517
shares
|
$1.59 Million
0.18% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,511
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 11.43%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
1,510
shares
|
$1.59 Million
0.47% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,509
shares
|
$1.59 Million
0.39% of portfolio
|
Q3 2024
Added 0.07%
|