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 |
|---|---|---|---|---|---|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Nov 07, 2024 Q3 2024 |
232
shares
|
$217,370
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
231
shares
|
$216,433
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
231
shares
|
$216,433
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
231
shares
|
$216,433
0.1% of portfolio
|
Q3 2024
Reduced 42.39%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
230
shares
|
$215,496
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
229
shares
|
$214,559
0.06% of portfolio
|
Q2 2024
Reduced 35.67%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
229
shares
|
$214,559
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
229
shares
|
$214,559
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
228
shares
|
$213,622
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
227
shares
|
$212,685
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
226
shares
|
$211,748
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
226
shares
|
$211,748
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
226
shares
|
$211,748
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
225
shares
|
$210,811
0.07% of portfolio
|
Q3 2024
Reduced 34.59%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
224
shares
|
$209,874
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
220
shares
|
$206,126
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
218
shares
|
$204,252
0.06% of portfolio
|
Q1 2022
Reduced 96.33%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
212
shares
|
$198,631
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Nkcfo LLC
|
Oct 17, 2024 Q3 2024 |
210
shares
|
$196,757
0.09% of portfolio
|
Q1 2024
Reduced 37.31%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
210
shares
|
$196,757
0.1% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
206
shares
|
$193,009
0.14% of portfolio
|
Q3 2024
Reduced 13.81%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
205
shares
|
$192,072
0.07% of portfolio
|
Q2 2024
Reduced 25.45%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
201
shares
|
$188,324
0.06% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$187,388
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
200
shares
|
$187,388
0.16% of portfolio
|
Q1 2024
Reduced 44.44%
|