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 |
|---|---|---|---|---|---|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
1,324
shares
|
$1.39 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,323
shares
|
$1.39 Million
0.33% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
1,321
shares
|
$1.39 Million
0.18% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
1,318
shares
|
$1.39 Million
0.13% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
1,314
shares
|
$1.38 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
1,314
shares
|
$1.38 Million
1.22% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
1,312
shares
|
$1.38 Million
0.84% of portfolio
|
Q4 2024
Added 28.88%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,309
shares
|
$1.38 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
1,308
shares
|
$1.37 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,305
shares
|
$1.37 Million
0.11% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
1,302
shares
|
$1.37 Million
0.9% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
1,301
shares
|
$1.37 Million
0.68% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
1,300
shares
|
$1.37 Million
0.38% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,300
shares
|
$1.37 Million
0.44% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
1,300
shares
|
$1.37 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
1,300
shares
|
$1.37 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,299
shares
|
$1.37 Million
0.4% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
1,299
shares
|
$1.37 Million
0.24% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,298
shares
|
$1.36 Million
0.83% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
1,295
shares
|
$1.36 Million
0.15% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,294
shares
|
$1.36 Million
0.06% of portfolio
|
Q1 2023
Reduced 0.46%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,292
shares
|
$1.36 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
1,290
shares
|
$1.36 Million
0.49% of portfolio
|
Q3 2023
Added 7.5%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,290
shares
|
$1.36 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
1,290
shares
|
$1.36 Million
0.86% of portfolio
|
Q3 2024
Added 8.4%
|