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 |
|---|---|---|---|---|---|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
327
shares
|
$306,379
0.07% of portfolio
|
Q3 2024
Added 16.79%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
326
shares
|
$305,442
0.07% of portfolio
|
Q4 2023
Added 0.31%
|
|
|
Murphy Pohlad Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
326
shares
|
$305,442
0.12% of portfolio
|
Q2 2024
Reduced 70.26%
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
326
shares
|
$305,442
0.08% of portfolio
|
Q2 2024
Added 5.16%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
326
shares
|
$305,442
0.22% of portfolio
|
Q2 2024
Reduced 8.43%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
325
shares
|
$304,505
0.12% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
325
shares
|
$304,505
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Grand Jean Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
325
shares
|
$304,505
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
325
shares
|
$304,505
0.12% of portfolio
|
Q1 2024
Added 1.25%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
325
shares
|
$304,505
0.1% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
321
shares
|
$300,757
0.06% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
321
shares
|
$300,757
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
320
shares
|
$299,820
0.09% of portfolio
|
Q3 2024
Added 31.15%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
319
shares
|
$298,883
0.28% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
New Jersey Better Educational Savings Trust
|
Nov 04, 2024 Q3 2024 |
319
shares
|
$298,883
0.53% of portfolio
|
Q2 2024
Reduced 70.35%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
319
shares
|
$298,883
0.05% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
319
shares
|
$298,883
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
318
shares
|
$297,946
0.01% of portfolio
|
Q3 2024
Reduced 36.14%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
317
shares
|
$297,009
0.19% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
317
shares
|
$297,009
0.12% of portfolio
|
Q3 2024
Reduced 33.4%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
317
shares
|
$297,009
0.15% of portfolio
|
Q3 2024
Added 19.62%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
317
shares
|
$297,009
0.29% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
317
shares
|
$297,009
0.12% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
317
shares
|
$297,009
0.22% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
316
shares
|
$296,073
0.04% of portfolio
|
Q3 2024
Added 19.25%
|