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 |
---|---|---|---|---|---|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
301
shares
|
$282,018
0.03% of portfolio
|
Q3 2024
Added 2.38%
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
301
shares
|
$282,018
0.13% of portfolio
|
Q3 2024
Added 6.74%
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
300
shares
|
$281,082
0.14% of portfolio
|
Q3 2024
Added 2.04%
|
|
Grace & White Inc
|
Oct 21, 2024 Q3 2024 |
300
shares
|
$281,082
0.06% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
300
shares
|
$281,082
0.07% of portfolio
|
Q2 2024
New holding
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
300
shares
|
$281,082
0.14% of portfolio
|
Q2 2024
Added 0.33%
|
|
Perkins Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
300
shares
|
$281,082
0.26% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
300
shares
|
$281,082
0.02% of portfolio
|
Q2 2024
New holding
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
299
shares
|
$280,145
0.11% of portfolio
|
Q3 2024
Reduced 80.83%
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
298
shares
|
$279,208
0.12% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 10, 2024 Q3 2024 |
298
shares
|
$279,208
0.21% of portfolio
|
Q3 2024
Added 3.47%
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
297
shares
|
$278,271
0.16% of portfolio
|
Q3 2024
Added 3.48%
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
297
shares
|
$278,271
0.14% of portfolio
|
Q1 2024
New holding
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
297
shares
|
$278,271
0.13% of portfolio
|
Q3 2024
New holding
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
297
shares
|
$278,271
0.14% of portfolio
|
Q3 2024
Added 4.95%
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
296
shares
|
$277,334
0.11% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
296
shares
|
$277,334
0.1% of portfolio
|
Q3 2024
New holding
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
294
shares
|
$275,460
0.03% of portfolio
|
Q3 2024
New holding
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
294
shares
|
$275,460
0.18% of portfolio
|
Q1 2024
New holding
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
294
shares
|
$275,460
0.16% of portfolio
|
Q3 2024
New holding
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
293
shares
|
$274,523
0.07% of portfolio
|
Q3 2024
Added 14.45%
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
293
shares
|
$274,523
0.05% of portfolio
|
Q1 2024
Reduced 3.62%
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
293
shares
|
$274,523
0.04% of portfolio
|
Q3 2024
Added 1.03%
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
291
shares
|
$272,649
0.19% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
291
shares
|
$272,649
0.02% of portfolio
|
Q4 2022
Reduced 3.32%
|