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 |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
278
shares
|
$260,469
0.06% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
278
shares
|
$260,469
0.16% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
278
shares
|
$260,469
0.04% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
277
shares
|
$259,532
0.03% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
277
shares
|
$259,532
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Oct 15, 2024 Q3 2024 |
277
shares
|
$259,532
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
275
shares
|
$257,658
0.22% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
275
shares
|
$257,658
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Nov 14, 2024 Q3 2024 |
275
shares
|
$257,658
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
275
shares
|
$257,658
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
273
shares
|
$255,784
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
273
shares
|
$255,784
0.05% of portfolio
|
Q1 2024
Added 4.6%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
271
shares
|
$253,910
0.14% of portfolio
|
Q2 2024
Reduced 25.96%
|
|
|
Sather Financial Group Inc
|
Nov 06, 2024 Q3 2024 |
270
shares
|
$252,973
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
270
shares
|
$252,973
0.14% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
269
shares
|
$252,036
0.12% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
269
shares
|
$252,036
0.14% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
269
shares
|
$252,036
0.02% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
268
shares
|
$251,099
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
268
shares
|
$251,099
0.05% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
268
shares
|
$251,099
0.13% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
268
shares
|
$251,099
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
267
shares
|
$250,162
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
266
shares
|
$249,226
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
265
shares
|
$248,289
0.04% of portfolio
|
Q3 2024
New holding
|