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 |
|---|---|---|---|---|---|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
2,116
shares
|
$2.22 Million
0.36% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
2,115
shares
|
$2.22 Million
0.38% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
2,110
shares
|
$2.22 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
2,110
shares
|
$2.22 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,103
shares
|
$2.21 Million
0.56% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,097
shares
|
$2.2 Million
0.2% of portfolio
|
Q3 2024
Added 42.36%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,094
shares
|
$2.2 Million
0.2% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,091
shares
|
$2.2 Million
0.29% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
2,090
shares
|
$2.2 Million
0.7% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,084
shares
|
$2.19 Million
0.22% of portfolio
|
Q4 2024
Added 64.22%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,080
shares
|
$2.19 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,076
shares
|
$2.18 Million
0.72% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
2,072
shares
|
$2.18 Million
0.15% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
2,068
shares
|
$2.17 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,062
shares
|
$2.17 Million
0.21% of portfolio
|
Q3 2024
Added 146.06%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
2,055
shares
|
$2.16 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
2,050
shares
|
$2.15 Million
0.81% of portfolio
|
Q3 2024
Reduced 48.36%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
2,048
shares
|
$2.15 Million
0.85% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
2,048
shares
|
$2.15 Million
0.36% of portfolio
|
Q3 2024
Added 112.23%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
2,043
shares
|
$2.15 Million
0.92% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
2,040
shares
|
$2.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 96.58%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
2,038
shares
|
$2.14 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
2,037
shares
|
$2.14 Million
0.61% of portfolio
|
Q4 2024
Added 46.44%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
2,033
shares
|
$2.14 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,032
shares
|
$2.14 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.59%
|