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 |
|---|---|---|---|---|---|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
1,384
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
1,382
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jan 30, 2025 Q4 2024 |
1,382
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
1,379
shares
|
$1.45 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,377
shares
|
$1.45 Million
0.49% of portfolio
|
Q4 2023
Added 11.14%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
1,377
shares
|
$1.45 Million
0.14% of portfolio
|
Q3 2024
Reduced 74.32%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,375
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
1,371
shares
|
$1.44 Million
0.28% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
1,370
shares
|
$1.44 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
1,370
shares
|
$1.44 Million
1.0% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
1,369
shares
|
$1.44 Million
0.45% of portfolio
|
Q3 2024
Added 31.63%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
1,368
shares
|
$1.44 Million
0.83% of portfolio
|
Q4 2024
Reduced 32.38%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
1,367
shares
|
$1.44 Million
0.19% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
1,362
shares
|
$1.43 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
1,361
shares
|
$1.43 Million
0.85% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
1,361
shares
|
$1.43 Million
0.17% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
1,356
shares
|
$1.43 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
1,354
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
1,353
shares
|
$1.42 Million
0.32% of portfolio
|
Q4 2024
Added 33.83%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
1,352
shares
|
$1.42 Million
0.45% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,348
shares
|
$1.42 Million
0.35% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
1,348
shares
|
$1.42 Million
0.35% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,348
shares
|
$1.42 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Marshall & Sullivan Inc
|
Jan 13, 2025 Q4 2024 |
1,346
shares
|
$1.41 Million
0.65% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
1,346
shares
|
$1.41 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.4%
|