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 |
|---|---|---|---|---|---|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
911
shares
|
$853,552
0.21% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
911
shares
|
$853,552
0.17% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
910
shares
|
$852,615
0.27% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
909
shares
|
$851,678
0.1% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
907
shares
|
$849,804
0.13% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
905
shares
|
$847,930
0.23% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
905
shares
|
$847,930
0.54% of portfolio
|
Q1 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
904
shares
|
$846,993
0.08% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
901
shares
|
$844,182
0.25% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
901
shares
|
$844,182
0.44% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
900
shares
|
$843,246
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
896
shares
|
$839,498
0.08% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
895
shares
|
$838,561
0.22% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
894
shares
|
$837,624
0.13% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
894
shares
|
$837,624
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
893
shares
|
$836,687
0.14% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
891
shares
|
$834,813
0.6% of portfolio
|
Q3 2024
Reduced 48.14%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
888
shares
|
$832,002
0.28% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
887
shares
|
$831,065
0.2% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
887
shares
|
$831,065
0.31% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
886
shares
|
$830,128
0.23% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
886
shares
|
$830,128
0.47% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Osher Van De Voorde Investment Management
|
Oct 08, 2024 Q3 2024 |
885
shares
|
$829,191
0.17% of portfolio
|
Q2 2023
Added 3.87%
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
885
shares
|
$829,191
0.06% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
New Capital Management LP
|
Oct 07, 2024 Q3 2024 |
884
shares
|
$828,254
0.24% of portfolio
|
Q1 2024
Reduced 91.94%
|