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 4,286 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $275 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
234
shares
|
$216,936
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
234
shares
|
$216,936
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
233
shares
|
$216,009
0.16% of portfolio
|
Q4 2024
Reduced 16.19%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
233
shares
|
$216,009
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
232
shares
|
$215,082
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
232
shares
|
$215,082
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
231
shares
|
$214,155
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
231
shares
|
$214,155
0.12% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
230
shares
|
$213,228
0.13% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
230
shares
|
$213,228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
229
shares
|
$212,301
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
229
shares
|
$212,301
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
229
shares
|
$212,301
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
229
shares
|
$212,301
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
228
shares
|
$211,374
0.08% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
228
shares
|
$211,374
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
227
shares
|
$210,447
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
227
shares
|
$210,447
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
227
shares
|
$210,447
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
226
shares
|
$209,520
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
226
shares
|
$209,520
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
226
shares
|
$209,520
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
226
shares
|
$209,520
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
226
shares
|
$209,520
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
225
shares
|
$208,593
0.07% of portfolio
|
Q3 2024
Reduced 34.59%
|