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 |
|---|---|---|---|---|---|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
461
shares
|
$431,929
0.13% of portfolio
|
Q3 2024
Reduced 44.72%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
458
shares
|
$429,118
0.17% of portfolio
|
Q1 2024
Added 7.01%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
458
shares
|
$429,118
0.18% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
456
shares
|
$427,244
0.14% of portfolio
|
Q2 2024
Added 3.4%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
456
shares
|
$427,244
0.25% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
456
shares
|
$427,244
0.26% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Geneva Partners, LLC
|
Oct 30, 2024 Q3 2024 |
454
shares
|
$425,370
0.18% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
453
shares
|
$424,433
0.07% of portfolio
|
Q3 2024
Added 22.76%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
453
shares
|
$424,433
0.04% of portfolio
|
Q1 2023
Added 0.44%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
452
shares
|
$423,496
0.05% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
452
shares
|
$423,496
0.15% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
452
shares
|
$423,496
0.11% of portfolio
|
Q3 2024
Added 21.51%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
451
shares
|
$422,559
0.22% of portfolio
|
Q1 2023
Reduced 3.43%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
451
shares
|
$422,559
0.13% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
451
shares
|
$422,559
0.06% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
450
shares
|
$421,623
0.16% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
447
shares
|
$418,812
0.01% of portfolio
|
Q3 2023
Added 3.23%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
446
shares
|
$417,875
0.03% of portfolio
|
Q2 2024
Reduced 43.33%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
446
shares
|
$417,875
0.56% of portfolio
|
Q2 2022
New holding
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
445
shares
|
$416,938
0.15% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
444
shares
|
$416,001
0.14% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
443
shares
|
$415,064
0.16% of portfolio
|
Q2 2023
Reduced 31.32%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
443
shares
|
$415,064
0.07% of portfolio
|
Q2 2024
Reduced 7.32%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
443
shares
|
$415,064
0.12% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
442
shares
|
$414,127
0.29% of portfolio
|
Q4 2023
Reduced 2.0%
|