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 |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
517
shares
|
$484,397
0.13% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
515
shares
|
$482,524
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Miramar Capital, LLC
|
Nov 06, 2024 Q3 2024 |
515
shares
|
$482,524
0.11% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
514
shares
|
$481,587
0.19% of portfolio
|
Q2 2022
Reduced 44.13%
|
|
|
Riverstone Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
513
shares
|
$480,650
0.26% of portfolio
|
Q3 2024
Added 15.8%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
513
shares
|
$480,650
0.34% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
512
shares
|
$479,713
0.11% of portfolio
|
Q2 2024
Added 13.27%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
511
shares
|
$478,776
0.34% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
509
shares
|
$476,902
0.04% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
509
shares
|
$476,902
0.35% of portfolio
|
Q3 2024
Added 71.38%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
507
shares
|
$475,028
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
506
shares
|
$474,091
0.1% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Campbell Newman Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
505
shares
|
$473,154
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
505
shares
|
$473,154
0.18% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
504
shares
|
$472,217
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
502
shares
|
$470,343
0.11% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
502
shares
|
$470,343
0.18% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
502
shares
|
$470,343
0.13% of portfolio
|
Q4 2021
Reduced 8.37%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
501
shares
|
$469,406
0.16% of portfolio
|
Q1 2024
Added 26.84%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
501
shares
|
$469,406
0.29% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
501
shares
|
$469,406
0.13% of portfolio
|
Q1 2024
Added 11.09%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
500
shares
|
$468,470
0.31% of portfolio
|
Q3 2021
New holding
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
500
shares
|
$468,470
0.3% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
500
shares
|
$468,470
0.79% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Poplar Forest Capital LLC
|
Oct 31, 2024 Q3 2024 |
500
shares
|
$468,470
0.06% of portfolio
|
Q2 2022
New holding
|