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 |
|---|---|---|---|---|---|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 18, 2024 Q3 2024 |
340
shares
|
$318,559
0.46% of portfolio
|
Q1 2024
Reduced 6.85%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
339
shares
|
$317,622
0.11% of portfolio
|
Q1 2024
Added 1.5%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
339
shares
|
$317,622
0.11% of portfolio
|
Q3 2024
Added 31.4%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
339
shares
|
$317,622
0.14% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
338
shares
|
$316,685
0.2% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
338
shares
|
$316,685
0.15% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
337
shares
|
$315,748
0.06% of portfolio
|
Q3 2023
Added 9.06%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
337
shares
|
$315,748
0.13% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Goal Fusion Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
336
shares
|
$314,811
0.16% of portfolio
|
Q2 2024
Reduced 13.4%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
336
shares
|
$314,811
0.19% of portfolio
|
Q3 2024
Added 41.18%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
335
shares
|
$313,874
0.04% of portfolio
|
Q1 2024
Reduced 23.69%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
335
shares
|
$313,874
0.19% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
333
shares
|
$312,001
0.2% of portfolio
|
Q4 2024
Added 326.92%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
333
shares
|
$312,001
0.09% of portfolio
|
Q3 2024
Added 113.46%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
333
shares
|
$312,001
0.06% of portfolio
|
Q3 2024
Added 37.04%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
332
shares
|
$311,064
0.08% of portfolio
|
Q3 2024
Reduced 26.87%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
332
shares
|
$311,064
0.12% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
331
shares
|
$310,127
0.11% of portfolio
|
Q2 2024
Reduced 16.41%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
331
shares
|
$310,127
0.03% of portfolio
|
Q3 2024
Reduced 44.65%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
331
shares
|
$310,127
0.11% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
331
shares
|
$310,127
0.19% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
330
shares
|
$309,190
0.1% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
329
shares
|
$308,253
0.19% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
329
shares
|
$308,253
0.1% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
329
shares
|
$308,253
0.07% of portfolio
|
Q3 2024
Added 5.79%
|