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 |
|---|---|---|---|---|---|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
150
shares
|
$140,541
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
150
shares
|
$140,541
0.2% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
148
shares
|
$138,667
0.05% of portfolio
|
Q2 2024
Reduced 11.9%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
145
shares
|
$135,856
0.06% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
143
shares
|
$133,982
0.02% of portfolio
|
Q3 2023
Reduced 43.7%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
142
shares
|
$133,045
0.04% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
141
shares
|
$132,108
0.02% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
141
shares
|
$132,108
0.01% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
139
shares
|
$130,234
0.05% of portfolio
|
Q2 2022
Added 33.65%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
139
shares
|
$130,234
0.04% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
139
shares
|
$130,234
0.08% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
138
shares
|
$129,297
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
138
shares
|
$129,297
0.03% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
137
shares
|
$128,360
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
135
shares
|
$126,486
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
135
shares
|
$126,486
0.04% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
132
shares
|
$123,676
0.02% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
131
shares
|
$122,739
0.08% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
130
shares
|
$121,802
0.06% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
130
shares
|
$121,802
0.05% of portfolio
|
Q3 2024
Added 176.6%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
129
shares
|
$120,865
0.05% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
122
shares
|
$114,306
0.02% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
121
shares
|
$113,369
0.04% of portfolio
|
Q1 2024
Reduced 21.43%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 28, 2024 Q3 2024 |
120
shares
|
$112,432
0.02% of portfolio
|
Q3 2024
Reduced 53.49%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
119
shares
|
$111,495
0.03% of portfolio
|
Q3 2024
Reduced 11.85%
|