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 |
|---|---|---|---|---|---|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
709
shares
|
$664,290
0.52% of portfolio
|
Q2 2024
Added 2.75%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
708
shares
|
$663,353
0.06% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
708
shares
|
$663,353
0.24% of portfolio
|
Q3 2024
Reduced 12.92%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
706
shares
|
$661,479
0.26% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
706
shares
|
$661,479
0.1% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
705
shares
|
$660,542
0.11% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
705
shares
|
$660,542
0.51% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
705
shares
|
$660,542
0.32% of portfolio
|
Q3 2024
Added 92.62%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
702
shares
|
$657,731
0.49% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
700
shares
|
$655,858
0.18% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
700
shares
|
$655,858
0.14% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
700
shares
|
$655,858
0.34% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
698
shares
|
$653,984
0.16% of portfolio
|
Q3 2024
Added 24.2%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
698
shares
|
$653,984
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
697
shares
|
$653,047
0.45% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Q3 Asset Management
|
Nov 14, 2024 Q3 2024 |
697
shares
|
$653,047
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
694
shares
|
$650,236
0.08% of portfolio
|
Q3 2024
Added 40.49%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
693
shares
|
$649,299
0.09% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
693
shares
|
$649,299
0.05% of portfolio
|
Q1 2023
Reduced 2.12%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
690
shares
|
$646,488
0.08% of portfolio
|
Q3 2024
Added 176.0%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
690
shares
|
$646,488
0.25% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
690
shares
|
$646,488
0.08% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
690
shares
|
$646,488
0.53% of portfolio
|
Q2 2024
Added 2.22%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
689
shares
|
$645,551
0.23% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
688
shares
|
$644,614
0.03% of portfolio
|
Q3 2024
New holding
|