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 |
|---|---|---|---|---|---|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 12, 2024 Q3 2024 |
367
shares
|
$343,856
0.17% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
365
shares
|
$341,983
0.02% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
365
shares
|
$341,983
0.08% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
364
shares
|
$341,046
0.08% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
363
shares
|
$340,109
0.23% of portfolio
|
Q2 2024
Reduced 15.19%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
363
shares
|
$340,109
0.14% of portfolio
|
Q3 2024
Reduced 57.24%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
362
shares
|
$339,172
0.03% of portfolio
|
Q3 2024
Reduced 67.76%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
362
shares
|
$339,172
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 04, 2024 Q3 2024 |
361
shares
|
$338,235
0.24% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
361
shares
|
$338,235
0.25% of portfolio
|
Q1 2024
Added 11.42%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
360
shares
|
$337,298
0.07% of portfolio
|
Q2 2024
Added 7.46%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
360
shares
|
$337,298
0.32% of portfolio
|
Q3 2023
Reduced 11.55%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
360
shares
|
$337,298
0.02% of portfolio
|
Q3 2024
Reduced 98.86%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
360
shares
|
$337,298
0.12% of portfolio
|
Q2 2024
Added 18.03%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
359
shares
|
$336,361
0.07% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
359
shares
|
$336,361
0.18% of portfolio
|
Q3 2024
Added 23.79%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
358
shares
|
$335,424
0.24% of portfolio
|
Q2 2024
Added 3.77%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
358
shares
|
$335,424
0.04% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
358
shares
|
$335,424
0.17% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Silver Lake Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
357
shares
|
$334,487
0.07% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
357
shares
|
$334,487
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
356
shares
|
$333,550
0.19% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
355
shares
|
$332,613
0.05% of portfolio
|
Q4 2023
Reduced 20.05%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
353
shares
|
$330,739
0.1% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
353
shares
|
$330,739
0.3% of portfolio
|
Q3 2024
Reduced 1.12%
|