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 |
|---|---|---|---|---|---|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
84
shares
|
$78,702
0.05% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
84
shares
|
$78,702
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
81
shares
|
$75,892
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
80
shares
|
$74,955
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
78
shares
|
$73,081
0.03% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
75
shares
|
$70,270
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
73
shares
|
$68,396
0.03% of portfolio
|
Q3 2024
Added 329.41%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
65
shares
|
$60,901
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
62
shares
|
$58,090
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
61
shares
|
$57,153
0.0% of portfolio
|
Q3 2024
Added 1120.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
59
shares
|
$55,279
0.03% of portfolio
|
Q2 2024
Reduced 48.25%
|
|
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
55
shares
|
$51,531
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
54
shares
|
$50,594
0.04% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
50
shares
|
$46,847
0.01% of portfolio
|
Q3 2022
Reduced 50.5%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
50
shares
|
$46,847
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
50
shares
|
$46,847
0.02% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
47
shares
|
$44,036
0.01% of portfolio
|
Q3 2024
Reduced 20.34%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
45
shares
|
$42,162
0.01% of portfolio
|
Q4 2023
Added 200.0%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
45
shares
|
$42,162
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
45
shares
|
$42,162
0.03% of portfolio
|
Q3 2024
Added 40.63%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
45
shares
|
$42,162
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
43
shares
|
$40,288
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
43
shares
|
$40,288
0.03% of portfolio
|
Q3 2024
Reduced 81.7%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
42
shares
|
$39,351
0.01% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
41
shares
|
$38,414
0.01% of portfolio
|
Q2 2023
New holding
|