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 |
|---|---|---|---|---|---|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
850
shares
|
$887,238
0.42% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
850
shares
|
$887,238
0.14% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
850
shares
|
$887,238
1.01% of portfolio
|
Q4 2022
Added 1033.33%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
850
shares
|
$887,238
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
849
shares
|
$886,194
0.2% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
848
shares
|
$885,150
0.08% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
848
shares
|
$885,150
0.26% of portfolio
|
Q2 2023
Added 30.86%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
845
shares
|
$882,019
0.05% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
845
shares
|
$882,019
0.31% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
844
shares
|
$880,975
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
842
shares
|
$878,888
0.37% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
840
shares
|
$876,800
0.06% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
838
shares
|
$874,712
0.49% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
838
shares
|
$874,712
0.6% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
837
shares
|
$873,668
0.21% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
837
shares
|
$873,668
0.11% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
836
shares
|
$872,625
0.3% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
835
shares
|
$871,581
0.11% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
835
shares
|
$871,581
0.28% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
835
shares
|
$871,581
0.72% of portfolio
|
Q4 2024
Added 42.01%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
834
shares
|
$870,537
0.03% of portfolio
|
Q2 2023
Added 9.74%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
833
shares
|
$869,493
0.02% of portfolio
|
Q1 2023
Added 3.87%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
832
shares
|
$868,449
0.06% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
832
shares
|
$868,449
0.28% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
831
shares
|
$867,406
0.3% of portfolio
|
Q4 2024
Added 2.21%
|