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 |
|---|---|---|---|---|---|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,075
shares
|
$1.13 Million
0.55% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
1,074
shares
|
$1.13 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,070
shares
|
$1.12 Million
0.23% of portfolio
|
Q3 2023
Added 3.88%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,066
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
1,066
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 20.98%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
1,065
shares
|
$1.12 Million
0.57% of portfolio
|
Q3 2024
Added 66.41%
|
|
|
Conestoga Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,065
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.16%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
1,065
shares
|
$1.12 Million
0.23% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
1,060
shares
|
$1.11 Million
0.43% of portfolio
|
Q4 2024
Reduced 15.94%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
1,060
shares
|
$1.11 Million
0.58% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
1,059
shares
|
$1.11 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
1,056
shares
|
$1.11 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
1,056
shares
|
$1.11 Million
0.24% of portfolio
|
Q2 2024
Added 21.94%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
1,056
shares
|
$1.11 Million
0.29% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
1,050
shares
|
$1.1 Million
0.29% of portfolio
|
Q3 2023
Reduced 4.11%
|
|
|
Rwq Financial Management Services, Inc.
|
Oct 29, 2024 Q3 2024 |
1,050
shares
|
$1.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 90.43%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,047
shares
|
$1.1 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
1,047
shares
|
$1.1 Million
0.39% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
1,045
shares
|
$1.1 Million
0.52% of portfolio
|
Q4 2024
Reduced 11.37%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
1,044
shares
|
$1.1 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,043
shares
|
$1.1 Million
0.18% of portfolio
|
Q1 2024
Added 79.83%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
1,042
shares
|
$1.1 Million
0.47% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
1,042
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
1,040
shares
|
$1.09 Million
0.69% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,037
shares
|
$1.09 Million
0.24% of portfolio
|
Q2 2024
Reduced 14.44%
|