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 |
|---|---|---|---|---|---|
|
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%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
1,509
shares
|
$1.59 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,509
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 87.59%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,505
shares
|
$1.58 Million
0.51% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Wallace Hart LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
1,503
shares
|
$1.58 Million
1.0% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
1,501
shares
|
$1.58 Million
2.9% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,499
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,499
shares
|
$1.58 Million
0.09% of portfolio
|
Q3 2024
Added 66.37%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
1,498
shares
|
$1.57 Million
0.21% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
1,496
shares
|
$1.57 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
1,495
shares
|
$1.57 Million
0.1% of portfolio
|
Q4 2024
Reduced 45.93%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,493
shares
|
$1.57 Million
0.17% of portfolio
|
Q4 2024
Added 46.95%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
1,491
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
Added 144.83%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
1,491
shares
|
$1.57 Million
0.2% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
1,490
shares
|
$1.57 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
1,487
shares
|
$1.56 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
1,487
shares
|
$1.56 Million
0.17% of portfolio
|
Q2 2024
Added 8.38%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
1,483
shares
|
$1.56 Million
0.6% of portfolio
|
Q3 2024
Reduced 42.92%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,481
shares
|
$1.56 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
1,479
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
Added 51.85%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
1,478
shares
|
$1.55 Million
1.04% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
1,477
shares
|
$1.55 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,475
shares
|
$1.55 Million
0.18% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
1,474
shares
|
$1.55 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
1,472
shares
|
$1.55 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.54%
|