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 3,936 institutions that hold shares in the stock, with a total of 285 Million shares, which have been reported (via 13F filing form) to have a value of $267 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
968
shares
|
$906,957
0.34% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
966
shares
|
$905,084
0.81% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
964
shares
|
$903,210
0.09% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
963
shares
|
$902,273
0.17% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
962
shares
|
$901,336
0.05% of portfolio
|
Q3 2024
Added 47.09%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
962
shares
|
$901,336
0.14% of portfolio
|
Q3 2024
Added 36.45%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
961
shares
|
$900,399
0.16% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
960
shares
|
$899,462
0.01% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
960
shares
|
$899,462
0.17% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
957
shares
|
$896,651
0.06% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
956
shares
|
$895,714
0.13% of portfolio
|
Q3 2024
Added 73.82%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
956
shares
|
$895,714
0.37% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
953
shares
|
$892,903
0.3% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
953
shares
|
$892,903
0.19% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 12, 2024 Q3 2024 |
949
shares
|
$889,156
0.04% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
948
shares
|
$888,219
0.33% of portfolio
|
Q3 2024
Reduced 29.57%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
947
shares
|
$887,282
0.35% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Nov 14, 2024 Q3 2024 |
945
shares
|
$885,408
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
945
shares
|
$885,408
0.49% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
943
shares
|
$883,534
0.25% of portfolio
|
Q3 2024
Added 18.47%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
942
shares
|
$882,597
0.52% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
942
shares
|
$882,597
0.41% of portfolio
|
Q3 2024
Reduced 22.91%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
940
shares
|
$880,723
0.21% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
939
shares
|
$879,786
0.14% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
938
shares
|
$878,849
0.5% of portfolio
|
Q3 2024
Added 87.23%
|