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 |
|---|---|---|---|---|---|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
687
shares
|
$643,677
0.15% of portfolio
|
Q2 2024
Reduced 16.22%
|
|
|
Echo45 Advisors LLC
|
Oct 25, 2024 Q3 2024 |
686
shares
|
$642,740
0.42% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
683
shares
|
$639,930
0.23% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
682
shares
|
$638,993
0.05% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Winslow Asset Management Inc
|
Nov 04, 2024 Q3 2024 |
681
shares
|
$638,056
0.11% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
681
shares
|
$638,056
0.42% of portfolio
|
Q2 2024
Added 2.25%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
680
shares
|
$637,119
0.13% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
679
shares
|
$636,182
0.21% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
679
shares
|
$636,182
1.22% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
678
shares
|
$635,245
0.26% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
678
shares
|
$635,245
0.29% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
677
shares
|
$634,308
0.22% of portfolio
|
Q2 2024
Reduced 4.51%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
677
shares
|
$634,308
0.34% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
675
shares
|
$632,434
0.02% of portfolio
|
Q3 2024
Reduced 22.5%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
674
shares
|
$631,497
0.14% of portfolio
|
Q2 2024
Reduced 36.36%
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
674
shares
|
$631,497
0.25% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
674
shares
|
$631,497
0.34% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
673
shares
|
$630,560
0.13% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
672
shares
|
$629,623
0.37% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
671
shares
|
$628,686
0.21% of portfolio
|
Q4 2023
Reduced 25.11%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
671
shares
|
$628,686
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
670
shares
|
$627,749
0.2% of portfolio
|
Q3 2024
Added 86.11%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
668
shares
|
$625,875
0.26% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
667
shares
|
$624,938
0.19% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
667
shares
|
$624,938
0.05% of portfolio
|
Q3 2024
Added 2.14%
|