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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
775
shares
|
$726,128
0.24% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
773
shares
|
$724,254
0.17% of portfolio
|
Q3 2024
Added 102.36%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
772
shares
|
$723,317
0.13% of portfolio
|
Q3 2024
Added 48.75%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
771
shares
|
$722,380
0.53% of portfolio
|
Q2 2024
New holding
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
770
shares
|
$721,443
0.23% of portfolio
|
Q3 2024
Added 18.28%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
768
shares
|
$719,569
0.05% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
766
shares
|
$717,696
0.04% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
766
shares
|
$717,696
0.14% of portfolio
|
Q1 2023
Added 1.46%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
765
shares
|
$716,759
0.07% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
764
shares
|
$715,822
0.07% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
764
shares
|
$715,822
0.15% of portfolio
|
Q3 2024
Added 23.42%
|
|
|
Seizert Capital Partners, LLC
|
Nov 06, 2024 Q3 2024 |
763
shares
|
$714,885
0.03% of portfolio
|
Q4 2023
Reduced 6.15%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
762
shares
|
$713,948
0.11% of portfolio
|
Q3 2024
Reduced 16.45%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
762
shares
|
$713,948
0.2% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
760
shares
|
$712,074
0.09% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
759
shares
|
$711,137
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
759
shares
|
$711,137
0.22% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
758
shares
|
$710,200
0.05% of portfolio
|
Q2 2024
Added 3.69%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
757
shares
|
$709,263
0.15% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
756
shares
|
$708,326
0.19% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
756
shares
|
$708,326
0.15% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
755
shares
|
$707,389
0.26% of portfolio
|
Q1 2024
Reduced 11.7%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
755
shares
|
$707,389
0.23% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
754
shares
|
$706,452
0.04% of portfolio
|
Q3 2024
Added 14.07%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
753
shares
|
$705,515
0.39% of portfolio
|
Q3 2024
Added 3.01%
|