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 |
|---|---|---|---|---|---|
|
Avenir Corp
Washington, DC |
Nov 14, 2024 Q3 2024 |
500
shares
|
$468,470
0.05% of portfolio
|
Q4 2022
Reduced 9.09%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Oct 22, 2024 Q3 2024 |
500
shares
|
$468,470
0.13% of portfolio
|
Q3 2024
Reduced 31.51%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
500
shares
|
$468,470
0.34% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Oct 30, 2024 Q3 2024 |
499
shares
|
$467,533
0.37% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
498
shares
|
$466,596
0.11% of portfolio
|
Q3 2023
Added 2.05%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
496
shares
|
$464,722
0.05% of portfolio
|
Q3 2024
Reduced 36.0%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
496
shares
|
$464,722
0.2% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
496
shares
|
$464,722
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
495
shares
|
$463,785
0.24% of portfolio
|
Q3 2022
Added 17.86%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
493
shares
|
$461,911
0.31% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Schaeffer Financial LLC
|
Oct 30, 2024 Q3 2024 |
493
shares
|
$461,911
0.44% of portfolio
|
Q4 2023
Reduced 50.05%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
491
shares
|
$460,037
0.12% of portfolio
|
Q3 2024
Added 22.14%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
491
shares
|
$460,037
0.26% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
491
shares
|
$460,037
0.13% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
490
shares
|
$459,100
0.05% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
488
shares
|
$457,226
0.24% of portfolio
|
Q1 2024
Added 2.31%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
488
shares
|
$457,226
0.05% of portfolio
|
Q2 2022
Reduced 9.29%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
487
shares
|
$456,289
0.26% of portfolio
|
Q3 2024
Reduced 75.69%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
487
shares
|
$456,289
0.14% of portfolio
|
Q3 2024
Added 69.1%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
486
shares
|
$455,352
0.13% of portfolio
|
Q4 2022
Added 0.21%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
484
shares
|
$453,478
0.18% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
484
shares
|
$453,478
0.16% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
483
shares
|
$452,542
0.15% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
482
shares
|
$451,605
0.2% of portfolio
|
Q3 2024
Added 25.85%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
481
shares
|
$450,668
0.24% of portfolio
|
Q3 2024
Reduced 23.04%
|