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 |
|---|---|---|---|---|---|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
393
shares
|
$368,217
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
392
shares
|
$367,280
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
391
shares
|
$366,343
0.15% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Tuttle Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
391
shares
|
$366,343
3.36% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
390
shares
|
$365,406
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
389
shares
|
$364,469
0.1% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
388
shares
|
$363,532
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
387
shares
|
$362,595
0.27% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
385
shares
|
$360,721
0.03% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
385
shares
|
$360,721
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
385
shares
|
$360,721
0.12% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
384
shares
|
$359,784
0.06% of portfolio
|
Q4 2023
Reduced 75.53%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
384
shares
|
$359,784
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
383
shares
|
$358,848
0.19% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
383
shares
|
$358,848
0.12% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
382
shares
|
$357,911
0.05% of portfolio
|
Q2 2024
Added 1.33%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
380
shares
|
$356,037
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Capco Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
380
shares
|
$356,037
0.08% of portfolio
|
Q3 2022
Reduced 18.28%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
380
shares
|
$356,037
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
380
shares
|
$356,037
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
380
shares
|
$356,037
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
379
shares
|
$355,100
0.09% of portfolio
|
Q3 2024
Reduced 25.83%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
379
shares
|
$355,100
0.03% of portfolio
|
Q3 2024
Reduced 65.83%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
379
shares
|
$355,100
0.11% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
379
shares
|
$355,100
0.09% of portfolio
|
Q3 2024
Added 0.26%
|