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 |
|---|---|---|---|---|---|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
405
shares
|
$379,460
0.13% of portfolio
|
Q3 2024
Reduced 11.57%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
405
shares
|
$379,460
0.04% of portfolio
|
Q3 2024
Reduced 74.1%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
402
shares
|
$376,649
0.03% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
402
shares
|
$376,649
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
401
shares
|
$375,712
0.07% of portfolio
|
Q1 2024
Added 16.57%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
401
shares
|
$375,712
0.18% of portfolio
|
Q2 2023
Reduced 19.96%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
401
shares
|
$375,712
0.09% of portfolio
|
Q3 2023
Reduced 2.2%
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
400
shares
|
$374,776
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
400
shares
|
$374,776
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
400
shares
|
$374,776
0.1% of portfolio
|
Q3 2024
Added 12.68%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Oct 18, 2024 Q3 2024 |
400
shares
|
$374,776
0.18% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
400
shares
|
$374,776
0.18% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
400
shares
|
$374,776
0.28% of portfolio
|
Q3 2024
Reduced 21.41%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
400
shares
|
$374,776
0.12% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
399
shares
|
$373,839
0.08% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
399
shares
|
$373,839
0.05% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
398
shares
|
$372,902
0.07% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
398
shares
|
$372,902
0.21% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
397
shares
|
$371,965
0.1% of portfolio
|
Q2 2024
Reduced 29.36%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
395
shares
|
$370,091
0.03% of portfolio
|
Q2 2024
Added 29.08%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
395
shares
|
$370,091
0.31% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
394
shares
|
$369,154
0.09% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
393
shares
|
$368,217
0.15% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
393
shares
|
$368,217
0.16% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
393
shares
|
$368,217
0.0% of portfolio
|
Q3 2024
Reduced 69.91%
|