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 |
|---|---|---|---|---|---|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
249
shares
|
$233,298
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
248
shares
|
$232,361
0.09% of portfolio
|
Q3 2024
Reduced 22.74%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
248
shares
|
$232,361
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
248
shares
|
$232,361
0.08% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
247
shares
|
$231,424
0.16% of portfolio
|
Q4 2024
Reduced 81.37%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
247
shares
|
$231,424
0.0% of portfolio
|
Q4 2023
Added 23.08%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
246
shares
|
$230,487
0.15% of portfolio
|
Q3 2024
Reduced 89.72%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
245
shares
|
$229,550
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
245
shares
|
$229,550
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
245
shares
|
$229,550
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
244
shares
|
$228,613
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
244
shares
|
$228,613
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
243
shares
|
$227,676
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
242
shares
|
$226,739
0.08% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
242
shares
|
$226,739
0.08% of portfolio
|
Q2 2024
Reduced 19.33%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
242
shares
|
$226,739
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Kidder Stephen W
|
Nov 12, 2024 Q3 2024 |
241
shares
|
$225,802
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
241
shares
|
$225,802
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
241
shares
|
$225,802
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Wedge Capital Management L L P
|
Oct 11, 2024 Q3 2024 |
240
shares
|
$224,865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
240
shares
|
$224,865
0.06% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 13, 2024 Q3 2024 |
240
shares
|
$224,865
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
240
shares
|
$224,865
0.11% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
239
shares
|
$223,928
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
239
shares
|
$223,928
0.08% of portfolio
|
Q3 2024
Reduced 2.05%
|