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 |
|---|---|---|---|---|---|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
378
shares
|
$354,163
0.11% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
378
shares
|
$354,163
0.24% of portfolio
|
Q1 2024
Reduced 8.03%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
377
shares
|
$353,226
0.19% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 31, 2024 Q3 2024 |
377
shares
|
$353,226
0.21% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
376
shares
|
$352,289
0.1% of portfolio
|
Q2 2023
Reduced 57.47%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
376
shares
|
$352,289
0.2% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
375
shares
|
$351,352
0.07% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
373
shares
|
$349,478
0.07% of portfolio
|
Q2 2023
Reduced 73.09%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
373
shares
|
$349,478
0.05% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
371
shares
|
$347,604
0.02% of portfolio
|
Q4 2024
Added 47.22%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
371
shares
|
$347,604
0.15% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
370
shares
|
$346,667
0.08% of portfolio
|
Q3 2024
Reduced 83.13%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
370
shares
|
$346,667
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
370
shares
|
$346,667
0.07% of portfolio
|
Q3 2024
Reduced 16.85%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
370
shares
|
$346,667
0.1% of portfolio
|
Q3 2022
Reduced 4.64%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
370
shares
|
$346,667
0.07% of portfolio
|
Q2 2024
Added 6.94%
|
|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
369
shares
|
$345,730
0.11% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
369
shares
|
$345,730
0.36% of portfolio
|
Q3 2023
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
369
shares
|
$345,730
0.15% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
369
shares
|
$345,730
0.1% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
369
shares
|
$345,730
0.19% of portfolio
|
Q3 2024
Added 38.2%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
368
shares
|
$344,793
0.09% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
367
shares
|
$343,856
0.07% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
367
shares
|
$343,856
0.19% of portfolio
|
Q3 2024
Added 48.58%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
367
shares
|
$343,856
0.24% of portfolio
|
Q3 2024
Reduced 16.4%
|