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 |
|---|---|---|---|---|---|
|
Marshall & Sullivan Inc
|
Jan 13, 2025 Q4 2024 |
1,346
shares
|
$1.41 Million
0.65% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
1,346
shares
|
$1.41 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
1,346
shares
|
$1.41 Million
0.49% of portfolio
|
Q3 2023
Reduced 95.08%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,345
shares
|
$1.41 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,345
shares
|
$1.41 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,345
shares
|
$1.41 Million
1.32% of portfolio
|
Q3 2023
Reduced 5.28%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
1,344
shares
|
$1.41 Million
0.66% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,343
shares
|
$1.41 Million
0.16% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
1,342
shares
|
$1.41 Million
0.12% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
1,341
shares
|
$1.41 Million
0.14% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
1,341
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
1,338
shares
|
$1.41 Million
0.14% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,335
shares
|
$1.4 Million
0.23% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
1,333
shares
|
$1.4 Million
0.36% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,333
shares
|
$1.4 Million
0.43% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
1,330
shares
|
$1.4 Million
0.4% of portfolio
|
Q4 2024
Added 59.28%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
1,330
shares
|
$1.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 29.33%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
1,330
shares
|
$1.4 Million
0.31% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
1,329
shares
|
$1.4 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,327
shares
|
$1.39 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
1,326
shares
|
$1.39 Million
0.45% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
1,326
shares
|
$1.39 Million
1.06% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
1,325
shares
|
$1.39 Million
0.1% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
1,325
shares
|
$1.39 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
1,325
shares
|
$1.39 Million
0.22% of portfolio
|
Q4 2024
Reduced 12.43%
|