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 |
|---|---|---|---|---|---|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
590
shares
|
$552,794
0.59% of portfolio
|
Q2 2024
Added 7.47%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
589
shares
|
$551,857
0.13% of portfolio
|
Q3 2024
Reduced 23.31%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
589
shares
|
$551,857
0.44% of portfolio
|
Q3 2024
Added 16.87%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
588
shares
|
$550,920
0.12% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
587
shares
|
$549,983
0.3% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
587
shares
|
$549,983
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
587
shares
|
$549,983
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
586
shares
|
$549,046
0.19% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
585
shares
|
$548,109
0.09% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
584
shares
|
$547,172
0.21% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
582
shares
|
$545,299
0.26% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
581
shares
|
$544,362
0.45% of portfolio
|
Q3 2022
Reduced 11.43%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
581
shares
|
$544,362
0.19% of portfolio
|
Q2 2024
Added 106.76%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
578
shares
|
$541,551
0.18% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
578
shares
|
$541,551
0.28% of portfolio
|
Q2 2024
Added 21.68%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
575
shares
|
$538,740
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
574
shares
|
$537,803
0.19% of portfolio
|
Q4 2022
Reduced 11.69%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
573
shares
|
$536,866
0.16% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
572
shares
|
$535,929
0.2% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
571
shares
|
$534,992
0.27% of portfolio
|
Q2 2024
Added 7.01%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
570
shares
|
$534,055
0.26% of portfolio
|
Q3 2024
Added 14.0%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
570
shares
|
$534,055
0.04% of portfolio
|
Q3 2024
Added 95.21%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
568
shares
|
$532,181
0.46% of portfolio
|
Q3 2024
Added 28.51%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
568
shares
|
$532,181
0.24% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
566
shares
|
$530,308
0.08% of portfolio
|
Q3 2024
Added 20.17%
|