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 |
|---|---|---|---|---|---|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
613
shares
|
$574,344
0.09% of portfolio
|
Q2 2024
Added 19.49%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
612
shares
|
$573,407
0.06% of portfolio
|
Q4 2024
Reduced 48.31%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
612
shares
|
$573,407
0.05% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
612
shares
|
$573,407
0.12% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
611
shares
|
$572,470
0.12% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
610
shares
|
$571,533
0.06% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
608
shares
|
$569,659
0.03% of portfolio
|
Q3 2024
Reduced 19.79%
|
|
|
Requisite Capital Management, LLC
|
Oct 10, 2024 Q3 2024 |
606
shares
|
$567,785
0.12% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 07, 2024 Q3 2024 |
606
shares
|
$567,785
2.05% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
606
shares
|
$567,785
0.25% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
606
shares
|
$567,785
0.13% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
605
shares
|
$566,848
0.3% of portfolio
|
Q3 2024
Reduced 34.74%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
602
shares
|
$564,037
0.22% of portfolio
|
Q3 2023
Reduced 1.95%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
601
shares
|
$563,100
0.08% of portfolio
|
Q3 2022
Reduced 12.65%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
601
shares
|
$563,100
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Lattice Capital Management, LLC
|
Nov 13, 2024 Q3 2024 |
600
shares
|
$562,164
0.49% of portfolio
|
Q2 2024
New holding
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
600
shares
|
$562,164
0.18% of portfolio
|
Q3 2022
Reduced 14.29%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
600
shares
|
$562,164
0.15% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
600
shares
|
$562,164
0.51% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
598
shares
|
$560,290
0.1% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
Nov 14, 2024 Q3 2024 |
597
shares
|
$559,353
0.03% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
596
shares
|
$558,416
0.08% of portfolio
|
Q3 2024
Reduced 89.23%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
595
shares
|
$557,479
0.1% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
595
shares
|
$557,479
0.22% of portfolio
|
Q3 2024
Added 16.9%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
592
shares
|
$554,668
0.09% of portfolio
|
Q3 2024
Added 6.28%
|