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 |
---|---|---|---|---|---|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
665
shares
|
$623,065
0.13% of portfolio
|
Q3 2024
Added 121.67%
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
665
shares
|
$623,065
0.18% of portfolio
|
Q3 2024
Reduced 42.12%
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
665
shares
|
$623,065
0.48% of portfolio
|
Q3 2024
Reduced 90.05%
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
664
shares
|
$622,128
0.97% of portfolio
|
Q3 2024
Added 1.22%
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
663
shares
|
$621,191
0.07% of portfolio
|
Q4 2022
Added 13.14%
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
662
shares
|
$620,254
0.04% of portfolio
|
Q3 2024
Added 12.01%
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
662
shares
|
$620,254
0.04% of portfolio
|
Q4 2023
Added 1.07%
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
661
shares
|
$619,317
0.48% of portfolio
|
Q2 2024
Added 0.15%
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
660
shares
|
$618,380
0.21% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
660
shares
|
$618,380
0.29% of portfolio
|
Q4 2022
Added 1.07%
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
658
shares
|
$616,506
0.1% of portfolio
|
Q3 2024
Added 2.02%
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
655
shares
|
$613,695
0.17% of portfolio
|
Q2 2024
Added 3.97%
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
653
shares
|
$611,821
0.09% of portfolio
|
Q2 2024
Reduced 10.55%
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
652
shares
|
$610,884
0.02% of portfolio
|
Q3 2024
Added 6.02%
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
651
shares
|
$609,947
0.14% of portfolio
|
Q3 2024
Added 12.05%
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
651
shares
|
$609,947
0.37% of portfolio
|
Q3 2024
Added 48.97%
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
651
shares
|
$609,947
0.1% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
651
shares
|
$609,947
0.3% of portfolio
|
Q1 2023
Reduced 12.62%
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
650
shares
|
$609,011
0.3% of portfolio
|
Q3 2023
Reduced 81.88%
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
650
shares
|
$609,011
0.37% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
649
shares
|
$608,074
0.22% of portfolio
|
Q3 2024
Added 8.71%
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
647
shares
|
$606,200
0.55% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
645
shares
|
$604,326
0.12% of portfolio
|
Q4 2023
Added 35.22%
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
645
shares
|
$604,326
0.4% of portfolio
|
Q4 2023
Added 8.53%
|
|
Torray LLC
|
Nov 05, 2024 Q3 2024 |
643
shares
|
$602,452
0.08% of portfolio
|
Q3 2024
Reduced 2.28%
|