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 |
|---|---|---|---|---|---|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
550
shares
|
$515,317
0.12% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
550
shares
|
$515,317
0.09% of portfolio
|
Q3 2024
Reduced 12.97%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
550
shares
|
$515,317
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
549
shares
|
$514,380
0.11% of portfolio
|
Q1 2023
Reduced 8.5%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
548
shares
|
$513,443
0.19% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
547
shares
|
$512,506
0.02% of portfolio
|
Q3 2024
Added 89.93%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
547
shares
|
$512,506
0.36% of portfolio
|
Q3 2022
Reduced 0.91%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
547
shares
|
$512,506
0.04% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
545
shares
|
$510,632
0.14% of portfolio
|
Q3 2024
Added 29.76%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
545
shares
|
$510,632
0.2% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
545
shares
|
$510,632
0.34% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
545
shares
|
$510,632
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
544
shares
|
$509,695
0.05% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
544
shares
|
$509,695
0.23% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
543
shares
|
$508,758
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
543
shares
|
$508,758
0.18% of portfolio
|
Q3 2024
Added 27.46%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
542
shares
|
$507,821
0.13% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
542
shares
|
$507,821
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
540
shares
|
$505,947
0.15% of portfolio
|
Q3 2024
Reduced 48.08%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
539
shares
|
$505,010
0.12% of portfolio
|
Q3 2024
Added 61.86%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
539
shares
|
$505,010
0.25% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
538
shares
|
$504,073
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
537
shares
|
$503,136
0.32% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
537
shares
|
$503,136
0.36% of portfolio
|
Q3 2024
Added 124.69%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
534
shares
|
$500,325
0.14% of portfolio
|
Q3 2024
New holding
|