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 |
|---|---|---|---|---|---|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
533
shares
|
$499,389
0.03% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
532
shares
|
$498,452
0.3% of portfolio
|
Q4 2021
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
531
shares
|
$497,515
0.08% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
529
shares
|
$495,641
0.03% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
527
shares
|
$493,767
0.09% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
526
shares
|
$492,830
0.05% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
526
shares
|
$492,830
0.1% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Coerente Capital Management
|
Oct 23, 2024 Q3 2024 |
525
shares
|
$491,893
0.09% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
525
shares
|
$491,893
0.13% of portfolio
|
Q2 2024
Reduced 72.57%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
525
shares
|
$491,893
0.0% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Elite Life Management LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
525
shares
|
$491,893
1.52% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
524
shares
|
$490,956
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
523
shares
|
$490,019
0.19% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
522
shares
|
$489,082
0.06% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
522
shares
|
$489,082
0.03% of portfolio
|
Q3 2024
Reduced 39.37%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
521
shares
|
$488,145
0.05% of portfolio
|
Q2 2024
Added 7.64%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
520
shares
|
$487,208
0.07% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
519
shares
|
$486,271
0.2% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
519
shares
|
$486,271
0.36% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
519
shares
|
$486,271
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
518
shares
|
$485,334
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
518
shares
|
$485,334
0.37% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
517
shares
|
$484,397
0.03% of portfolio
|
Q4 2023
Added 0.19%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
517
shares
|
$484,397
0.37% of portfolio
|
Q3 2024
Reduced 20.83%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
517
shares
|
$484,397
0.03% of portfolio
|
Q3 2024
Added 1.57%
|