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 |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
480
shares
|
$449,731
0.05% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
480
shares
|
$449,731
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
478
shares
|
$447,857
0.12% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
477
shares
|
$446,920
0.06% of portfolio
|
Q3 2022
Added 2.58%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
477
shares
|
$446,920
0.05% of portfolio
|
Q3 2024
Added 18.07%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
477
shares
|
$446,920
0.24% of portfolio
|
Q3 2024
Reduced 29.75%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Oct 30, 2024 Q3 2024 |
477
shares
|
$446,920
0.1% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
477
shares
|
$446,920
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
476
shares
|
$445,983
0.39% of portfolio
|
Q2 2024
Added 3.25%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
473
shares
|
$443,172
0.06% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
472
shares
|
$442,235
1.04% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
471
shares
|
$441,298
0.05% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
471
shares
|
$441,298
0.06% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
470
shares
|
$440,361
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
470
shares
|
$440,361
0.29% of portfolio
|
Q3 2024
Added 37.43%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
469
shares
|
$439,424
0.1% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
469
shares
|
$439,424
0.14% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
468
shares
|
$438,487
0.12% of portfolio
|
Q3 2024
Added 95.0%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
466
shares
|
$436,614
0.25% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 06, 2025 Q3 2024 |
466
shares
|
$436,614
0.29% of portfolio
|
Q3 2024
Added 12.02%
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
466
shares
|
$436,614
0.08% of portfolio
|
Q3 2024
Reduced 24.23%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
465
shares
|
$435,677
0.22% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
463
shares
|
$433,803
0.04% of portfolio
|
Q1 2024
Reduced 17.62%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
463
shares
|
$433,803
0.17% of portfolio
|
Q2 2024
Added 19.33%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
462
shares
|
$432,866
0.25% of portfolio
|
Q3 2024
Added 1.99%
|