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 |
|---|---|---|---|---|---|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
442
shares
|
$414,127
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
441
shares
|
$413,190
0.11% of portfolio
|
Q3 2024
Added 20.49%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
441
shares
|
$413,190
0.13% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
440
shares
|
$412,253
0.16% of portfolio
|
Q4 2022
Reduced 49.54%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
440
shares
|
$412,253
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
440
shares
|
$412,253
0.18% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
439
shares
|
$411,316
0.23% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
439
shares
|
$411,316
0.23% of portfolio
|
Q2 2023
Reduced 18.55%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
438
shares
|
$410,379
0.06% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
438
shares
|
$410,379
0.15% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
436
shares
|
$408,505
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Gunderson Capital Management Inc.
|
Oct 08, 2024 Q3 2024 |
435
shares
|
$407,568
0.16% of portfolio
|
Q3 2024
Added 46.96%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
435
shares
|
$407,568
0.09% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
434
shares
|
$406,631
0.19% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
433
shares
|
$405,695
0.19% of portfolio
|
Q1 2024
Reduced 6.07%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
433
shares
|
$405,695
0.02% of portfolio
|
Q3 2024
Reduced 39.69%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
432
shares
|
$404,758
0.09% of portfolio
|
Q3 2024
Added 39.35%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
432
shares
|
$404,758
0.04% of portfolio
|
Q3 2024
Added 13.09%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
432
shares
|
$404,758
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
431
shares
|
$403,821
0.27% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Dock Street Asset Management Inc
|
Oct 21, 2024 Q3 2024 |
430
shares
|
$402,884
0.05% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
429
shares
|
$401,947
0.01% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
429
shares
|
$401,947
0.17% of portfolio
|
Q3 2024
Added 30.4%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
428
shares
|
$401,010
0.22% of portfolio
|
Q1 2023
Added 0.23%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
428
shares
|
$401,010
0.12% of portfolio
|
Q3 2024
Added 0.23%
|