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 |
|---|---|---|---|---|---|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Oct 25, 2024 Q3 2024 |
316
shares
|
$296,073
0.2% of portfolio
|
Q2 2024
Reduced 15.96%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
314
shares
|
$294,199
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
314
shares
|
$294,199
0.08% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
313
shares
|
$293,262
0.04% of portfolio
|
Q3 2024
Reduced 30.13%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
313
shares
|
$293,262
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Oct 31, 2024 Q3 2024 |
313
shares
|
$293,262
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
312
shares
|
$292,325
0.02% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
|
Alpha Omega Group, Inc.
|
Nov 12, 2024 Q3 2024 |
312
shares
|
$292,325
0.39% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
311
shares
|
$291,388
0.06% of portfolio
|
Q4 2023
Reduced 12.39%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
311
shares
|
$291,388
0.04% of portfolio
|
Q1 2024
Reduced 7.44%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
309
shares
|
$289,514
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
307
shares
|
$287,640
0.29% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
307
shares
|
$287,640
0.06% of portfolio
|
Q2 2024
Reduced 19.21%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
306
shares
|
$286,703
0.05% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
306
shares
|
$286,703
0.18% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
305
shares
|
$285,766
0.15% of portfolio
|
Q3 2024
Reduced 25.79%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
304
shares
|
$284,829
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
304
shares
|
$284,829
0.11% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 29, 2024 Q3 2024 |
304
shares
|
$284,829
0.02% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
304
shares
|
$284,829
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
303
shares
|
$283,892
0.15% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
303
shares
|
$283,892
0.04% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
303
shares
|
$283,892
0.09% of portfolio
|
Q3 2024
Reduced 43.05%
|
|
|
Capital Investment Services Of America, Inc.
|
Oct 30, 2024 Q3 2024 |
302
shares
|
$282,955
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
302
shares
|
$282,955
0.11% of portfolio
|
Q2 2024
New holding
|