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 |
|---|---|---|---|---|---|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
642
shares
|
$601,515
0.19% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
640
shares
|
$599,641
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
638
shares
|
$597,767
0.16% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
637
shares
|
$596,830
0.06% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
637
shares
|
$596,830
0.25% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
637
shares
|
$596,830
0.08% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
637
shares
|
$596,830
0.09% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
636
shares
|
$595,893
0.08% of portfolio
|
Q3 2024
Reduced 35.63%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
634
shares
|
$594,019
0.16% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
634
shares
|
$594,019
0.04% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
634
shares
|
$594,019
0.13% of portfolio
|
Q3 2024
Reduced 16.91%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
633
shares
|
$593,083
0.49% of portfolio
|
Q3 2024
Added 76.82%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
631
shares
|
$591,209
0.22% of portfolio
|
Q3 2024
Reduced 21.42%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
630
shares
|
$590,272
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
627
shares
|
$587,461
0.13% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
627
shares
|
$587,461
0.03% of portfolio
|
Q3 2024
Reduced 30.1%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
626
shares
|
$586,524
0.29% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
625
shares
|
$585,587
0.53% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
623
shares
|
$583,713
0.15% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
623
shares
|
$583,713
0.06% of portfolio
|
Q1 2023
Reduced 32.65%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
622
shares
|
$582,776
0.09% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
622
shares
|
$582,776
0.26% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
622
shares
|
$582,776
0.13% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
620
shares
|
$580,902
0.05% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
615
shares
|
$576,218
0.2% of portfolio
|
Q3 2024
Added 6.4%
|