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 |
|---|---|---|---|---|---|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
238
shares
|
$222,991
0.12% of portfolio
|
Q3 2024
Reduced 31.01%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
238
shares
|
$222,991
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
238
shares
|
$222,991
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
238
shares
|
$222,991
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
238
shares
|
$222,991
0.1% of portfolio
|
Q2 2024
Added 28.65%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
238
shares
|
$222,991
0.08% of portfolio
|
Q2 2024
Added 1883.33%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
238
shares
|
$222,991
0.14% of portfolio
|
Q3 2024
Reduced 79.25%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
237
shares
|
$222,054
0.08% of portfolio
|
Q3 2024
Reduced 96.55%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
237
shares
|
$222,054
0.04% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
237
shares
|
$222,054
0.04% of portfolio
|
Q3 2024
Reduced 35.07%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
237
shares
|
$222,054
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
236
shares
|
$221,117
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
236
shares
|
$221,117
0.2% of portfolio
|
Q3 2024
Reduced 66.81%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
236
shares
|
$221,117
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
236
shares
|
$221,117
0.02% of portfolio
|
Q3 2024
Reduced 92.42%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
236
shares
|
$221,117
0.12% of portfolio
|
Q3 2024
Reduced 92.77%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 06, 2024 Q3 2024 |
236
shares
|
$221,117
0.14% of portfolio
|
Q2 2024
Reduced 18.06%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
235
shares
|
$220,180
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
235
shares
|
$220,180
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
235
shares
|
$220,180
0.13% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
235
shares
|
$220,180
0.05% of portfolio
|
Q4 2022
Added 190.12%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
234
shares
|
$219,243
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
234
shares
|
$219,243
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
233
shares
|
$218,307
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
232
shares
|
$217,370
0.06% of portfolio
|
Q3 2024
New holding
|