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 |
|---|---|---|---|---|---|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
45,098
shares
|
$42.3 Million
1.83% of portfolio
|
Q3 2022
Added 61.51%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
44,818
shares
|
$42 Million
1.2% of portfolio
|
Q3 2024
Added 22.12%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
44,715
shares
|
$41.9 Million
0.3% of portfolio
|
Q3 2024
Added 335.78%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
44,581
shares
|
$41.8 Million
0.04% of portfolio
|
Q3 2024
Added 65.78%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
44,480
shares
|
$41.7 Million
3.33% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
43,832
shares
|
$41.1 Million
0.56% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
43,026
shares
|
$40.3 Million
1.18% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
42,787
shares
|
$40.1 Million
1.23% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
42,756
shares
|
$40.1 Million
0.66% of portfolio
|
Q3 2024
Added 10.33%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
42,669
shares
|
$40 Million
0.5% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
42,300
shares
|
$39.6 Million
1.55% of portfolio
|
Q3 2024
Reduced 25.85%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
42,134
shares
|
$39.5 Million
0.81% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
41,946
shares
|
$39.3 Million
0.86% of portfolio
|
Q3 2024
Added 48.49%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
41,625
shares
|
$39 Million
3.1% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
41,608
shares
|
$39 Million
0.53% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
41,583
shares
|
$39 Million
2.28% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
41,072
shares
|
$38.5 Million
3.16% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
41,007
shares
|
$38.4 Million
2.54% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
General American Investors CO Inc
|
Oct 31, 2024 Q3 2024 |
41,000
shares
|
$38.4 Million
2.59% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
41,000
shares
|
$38.4 Million
0.55% of portfolio
|
Q3 2024
Added 23.87%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
40,802
shares
|
$38.2 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
40,628
shares
|
$38.1 Million
8.93% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
40,085
shares
|
$37.6 Million
1.73% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
40,074
shares
|
$37.5 Million
1.23% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
40,020
shares
|
$37.5 Million
1.51% of portfolio
|
Q3 2024
Reduced 6.06%
|