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 |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
884
shares
|
$828,254
0.16% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
884
shares
|
$828,254
0.4% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
883
shares
|
$827,318
0.62% of portfolio
|
Q4 2022
Added 7.16%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
883
shares
|
$827,318
0.01% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
878
shares
|
$822,633
0.26% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
877
shares
|
$821,696
0.17% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
876
shares
|
$820,759
0.2% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
875
shares
|
$819,822
0.53% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
874
shares
|
$818,885
0.38% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
874
shares
|
$818,885
0.41% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Oct 31, 2024 Q3 2024 |
872
shares
|
$817,011
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
870
shares
|
$815,137
0.19% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Harvey Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
870
shares
|
$815,137
0.19% of portfolio
|
Q3 2023
Reduced 3.33%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
868
shares
|
$813,263
0.55% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Retireful, LLC
|
Nov 08, 2024 Q3 2024 |
867
shares
|
$812,326
0.57% of portfolio
|
Q3 2024
Reduced 81.78%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
867
shares
|
$812,326
0.3% of portfolio
|
Q2 2023
New holding
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
866
shares
|
$811,390
0.11% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
866
shares
|
$811,390
0.43% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
864
shares
|
$809,516
0.21% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
864
shares
|
$809,516
0.42% of portfolio
|
Q3 2024
Added 56.52%
|
|
|
Monarch Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
862
shares
|
$807,642
0.21% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
First Long Island Investors, LLC
|
Nov 06, 2024 Q3 2024 |
862
shares
|
$807,642
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
861
shares
|
$806,705
0.23% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
861
shares
|
$806,705
0.14% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
860
shares
|
$805,768
0.51% of portfolio
|
Q2 2024
Reduced 37.91%
|