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 |
|---|---|---|---|---|---|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
428
shares
|
$401,010
0.22% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
427
shares
|
$400,073
0.05% of portfolio
|
Q2 2024
Reduced 3.83%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
427
shares
|
$400,073
0.3% of portfolio
|
Q2 2023
Added 2.4%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
426
shares
|
$399,136
0.32% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Martin Capital Partners, LLC
|
Oct 15, 2024 Q3 2024 |
425
shares
|
$398,199
0.19% of portfolio
|
Q2 2024
Reduced 12.37%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
425
shares
|
$398,199
0.32% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
425
shares
|
$398,199
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
425
shares
|
$398,199
0.14% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
424
shares
|
$397,262
0.17% of portfolio
|
Q3 2024
Added 26.19%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
424
shares
|
$397,262
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
423
shares
|
$396,325
0.38% of portfolio
|
Q2 2023
Added 0.24%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
423
shares
|
$396,325
0.24% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
422
shares
|
$395,388
0.08% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
420
shares
|
$393,514
0.23% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
420
shares
|
$393,514
0.23% of portfolio
|
Q3 2024
Added 17.32%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
420
shares
|
$393,514
0.02% of portfolio
|
Q3 2024
Reduced 27.84%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
420
shares
|
$393,514
0.27% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
419
shares
|
$392,577
0.24% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
419
shares
|
$392,577
0.12% of portfolio
|
Q3 2023
Added 6.62%
|
|
|
Reliant Investment Management, LLC
|
Oct 08, 2024 Q3 2024 |
418
shares
|
$391,640
0.19% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
418
shares
|
$391,640
0.33% of portfolio
|
Q2 2024
Added 5.03%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
418
shares
|
$391,640
0.02% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
418
shares
|
$391,640
0.13% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
418
shares
|
$391,640
0.09% of portfolio
|
Q3 2024
Added 18.08%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
417
shares
|
$390,703
0.09% of portfolio
|
Q3 2024
Reduced 0.71%
|