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 4,037 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $289 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
236
shares
|
$237,375
0.22% of portfolio
|
Q3 2024
Reduced 66.81%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
236
shares
|
$237,375
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
236
shares
|
$237,375
0.02% of portfolio
|
Q3 2024
Reduced 92.42%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
236
shares
|
$237,375
0.01% of portfolio
|
Q4 2024
Reduced 86.85%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
235
shares
|
$236,370
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
235
shares
|
$236,370
0.13% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
235
shares
|
$236,370
0.05% of portfolio
|
Q4 2022
Added 190.12%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
234
shares
|
$235,364
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
234
shares
|
$235,364
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
234
shares
|
$235,364
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
234
shares
|
$235,364
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
233
shares
|
$234,358
0.16% of portfolio
|
Q4 2024
Reduced 16.19%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
233
shares
|
$234,358
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
233
shares
|
$234,358
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
232
shares
|
$233,352
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
231
shares
|
$232,346
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
231
shares
|
$232,346
0.1% of portfolio
|
Q3 2024
Reduced 42.39%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
231
shares
|
$232,346
0.12% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
230
shares
|
$231,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
229
shares
|
$230,335
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
229
shares
|
$230,335
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
229
shares
|
$230,335
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
228
shares
|
$229,329
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
228
shares
|
$229,329
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
227
shares
|
$228,323
0.2% of portfolio
|
Q4 2024
New holding
|