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 |
|---|---|---|---|---|---|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
291
shares
|
$272,649
0.16% of portfolio
|
Q3 2024
Reduced 26.7%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
291
shares
|
$272,649
0.08% of portfolio
|
Q4 2024
Added 25.97%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
291
shares
|
$272,649
0.15% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
290
shares
|
$271,712
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
289
shares
|
$270,775
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Single Point Partners, LLC
|
Oct 03, 2024 Q3 2024 |
288
shares
|
$269,838
0.41% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
286
shares
|
$267,964
0.0% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
286
shares
|
$267,964
0.03% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
285
shares
|
$267,027
0.17% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
285
shares
|
$267,027
0.08% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
285
shares
|
$267,027
0.21% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
284
shares
|
$266,090
0.07% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
284
shares
|
$266,090
0.1% of portfolio
|
Q3 2024
Added 34.6%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
283
shares
|
$265,154
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
283
shares
|
$265,154
0.09% of portfolio
|
Q3 2024
Reduced 42.24%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
283
shares
|
$265,154
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Nexus Investment Management Ulc
|
Oct 15, 2024 Q3 2024 |
282
shares
|
$264,217
0.02% of portfolio
|
Q2 2024
Reduced 76.18%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
282
shares
|
$264,217
0.03% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
282
shares
|
$264,217
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
281
shares
|
$263,280
0.02% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
281
shares
|
$263,280
0.08% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
280
shares
|
$262,343
0.02% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
280
shares
|
$262,343
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
279
shares
|
$261,406
0.16% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
279
shares
|
$261,406
0.12% of portfolio
|
Q3 2024
Added 4.49%
|