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 |
|---|---|---|---|---|---|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
41
shares
|
$38,414
0.01% of portfolio
|
Q1 2024
Added 28.13%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
40
shares
|
$37,477
0.03% of portfolio
|
Q2 2017
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
39
shares
|
$36,540
0.02% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
38
shares
|
$35,603
0.03% of portfolio
|
Q2 2024
Added 26.67%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
36
shares
|
$33,729
0.02% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
36
shares
|
$33,729
0.03% of portfolio
|
Q3 2024
Reduced 86.86%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
35
shares
|
$32,792
0.02% of portfolio
|
Q1 2024
Added 12.9%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
34
shares
|
$31,855
0.02% of portfolio
|
Q3 2024
Reduced 29.17%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
31
shares
|
$29,045
0.0% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
31
shares
|
$29,045
0.02% of portfolio
|
Q3 2024
Added 138.46%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
30
shares
|
$28,108
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
30
shares
|
$28,108
0.02% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
30
shares
|
$28,108
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
29
shares
|
$27,171
0.01% of portfolio
|
Q2 2024
Reduced 88.11%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
28
shares
|
$26,234
0.0% of portfolio
|
Q3 2024
Reduced 51.72%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
27
shares
|
$25,297
0.01% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
27
shares
|
$25,297
0.01% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
27
shares
|
$25,297
0.02% of portfolio
|
Q3 2024
Added 58.82%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
26
shares
|
$24,360
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
26
shares
|
$24,360
0.01% of portfolio
|
Q2 2024
Added 23.81%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
25
shares
|
$23,423
0.01% of portfolio
|
Q2 2024
Reduced 21.88%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
24
shares
|
$22,486
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
21
shares
|
$19,675
0.01% of portfolio
|
Q3 2024
Reduced 68.18%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
20
shares
|
$18,738
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
19
shares
|
$17,801
0.01% of portfolio
|
Q2 2024
Added 46.15%
|