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 |
|---|---|---|---|---|---|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
566
shares
|
$530,308
0.16% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
565
shares
|
$529,371
0.33% of portfolio
|
Q3 2024
Added 37.8%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
564
shares
|
$528,434
0.29% of portfolio
|
Q2 2024
Reduced 81.25%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
563
shares
|
$527,497
0.17% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
562
shares
|
$526,560
0.05% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
562
shares
|
$526,560
0.27% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
561
shares
|
$525,623
1.06% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
561
shares
|
$525,623
0.19% of portfolio
|
Q4 2023
Added 31.07%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
561
shares
|
$525,623
0.22% of portfolio
|
Q3 2023
Added 21.96%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
560
shares
|
$524,686
0.18% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
560
shares
|
$524,686
0.29% of portfolio
|
Q3 2024
Reduced 25.63%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
559
shares
|
$523,749
0.07% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
558
shares
|
$522,812
0.09% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
558
shares
|
$522,812
0.46% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
558
shares
|
$522,812
0.45% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
558
shares
|
$522,812
0.01% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
558
shares
|
$522,812
0.26% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
556
shares
|
$520,938
0.9% of portfolio
|
Q2 2022
Reduced 76.4%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
556
shares
|
$520,938
0.23% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
556
shares
|
$520,938
0.1% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
554
shares
|
$519,064
0.33% of portfolio
|
Q3 2024
Added 35.78%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
553
shares
|
$518,127
0.21% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
552
shares
|
$517,190
0.29% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
551
shares
|
$516,253
0.04% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
551
shares
|
$516,253
0.12% of portfolio
|
Q3 2024
Added 0.36%
|