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 |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
199
shares
|
$186,451
0.11% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
192
shares
|
$179,892
0.0% of portfolio
|
Q3 2024
Reduced 90.27%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
189
shares
|
$177,081
0.14% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
188
shares
|
$176,144
0.84% of portfolio
|
Q2 2024
Reduced 3.59%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
183
shares
|
$171,460
0.07% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
183
shares
|
$171,460
0.05% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
182
shares
|
$170,523
0.05% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
182
shares
|
$170,523
0.06% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
180
shares
|
$168,649
0.03% of portfolio
|
Q2 2020
Reduced 90.38%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
179
shares
|
$167,712
0.09% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
174
shares
|
$163,027
0.03% of portfolio
|
Q1 2024
Reduced 50.85%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
173
shares
|
$162,090
0.14% of portfolio
|
Q2 2024
Added 73.0%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
173
shares
|
$162,090
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Natixis Investment Managers International
Paris, I0 |
Nov 13, 2024 Q3 2024 |
170
shares
|
$159,279
0.01% of portfolio
|
Q3 2024
Reduced 30.89%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
170
shares
|
$159,279
0.03% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
165
shares
|
$154,595
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
164
shares
|
$153,658
0.03% of portfolio
|
Q2 2024
Added 64.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
163
shares
|
$152,721
0.11% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
160
shares
|
$149,910
0.08% of portfolio
|
Q2 2023
Reduced 8.57%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
158
shares
|
$148,036
0.05% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
157
shares
|
$147,099
0.05% of portfolio
|
Q2 2023
Reduced 60.95%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
157
shares
|
$147,099
0.04% of portfolio
|
Q3 2024
Added 16.3%
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
150
shares
|
$140,541
0.34% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
150
shares
|
$140,541
0.06% of portfolio
|
Q2 2023
Reduced 3.23%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
150
shares
|
$140,541
0.33% of portfolio
|
Q3 2024
Reduced 19.79%
|