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 |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
752
shares
|
$704,578
0.04% of portfolio
|
Q3 2024
Added 17.5%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
751
shares
|
$703,641
0.27% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
750
shares
|
$702,705
0.38% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
750
shares
|
$702,705
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
749
shares
|
$701,768
0.41% of portfolio
|
Q3 2024
Added 32.57%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
748
shares
|
$700,831
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
748
shares
|
$700,831
0.22% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
745
shares
|
$698,020
0.12% of portfolio
|
Q3 2024
Added 34.48%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
744
shares
|
$697,083
0.19% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
742
shares
|
$695,209
0.33% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
742
shares
|
$695,209
0.35% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
742
shares
|
$695,209
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
741
shares
|
$694,272
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
740
shares
|
$693,335
0.23% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
739
shares
|
$692,398
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
739
shares
|
$692,398
0.48% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
739
shares
|
$692,398
0.07% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
738
shares
|
$691,461
0.06% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
737
shares
|
$690,524
0.33% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
735
shares
|
$688,650
0.03% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
734
shares
|
$687,713
0.33% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
733
shares
|
$686,777
0.3% of portfolio
|
Q3 2024
Reduced 17.18%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
733
shares
|
$686,777
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 15, 2024 Q3 2024 |
732
shares
|
$685,840
0.62% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
731
shares
|
$684,903
0.23% of portfolio
|
Q3 2024
Reduced 1.22%
|