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 |
|---|---|---|---|---|---|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
860
shares
|
$805,768
0.33% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
859
shares
|
$804,831
0.39% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
859
shares
|
$804,831
0.16% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
858
shares
|
$803,894
0.08% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
858
shares
|
$803,894
0.29% of portfolio
|
Q1 2023
Added 6.19%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
855
shares
|
$801,083
0.33% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
854
shares
|
$800,146
0.36% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
851
shares
|
$797,335
0.06% of portfolio
|
Q2 2024
Reduced 22.14%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
850
shares
|
$796,399
0.42% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
850
shares
|
$796,399
1.01% of portfolio
|
Q4 2022
Added 1033.33%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
849
shares
|
$795,462
0.04% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
848
shares
|
$794,525
0.08% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
848
shares
|
$794,525
0.26% of portfolio
|
Q2 2023
Added 30.86%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
848
shares
|
$794,525
0.22% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
847
shares
|
$793,588
0.11% of portfolio
|
Q3 2024
Added 17.31%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
845
shares
|
$791,714
0.05% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
844
shares
|
$790,777
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
842
shares
|
$788,903
0.39% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
841
shares
|
$787,966
0.21% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
840
shares
|
$787,029
0.28% of portfolio
|
Q4 2017
New holding
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
838
shares
|
$785,155
0.45% of portfolio
|
Q2 2024
Reduced 9.7%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
838
shares
|
$785,155
0.18% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
838
shares
|
$785,155
0.61% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
837
shares
|
$784,218
0.21% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
836
shares
|
$783,281
0.38% of portfolio
|
Q3 2024
Added 3.21%
|