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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
36,271
shares
|
$34 Million
0.95% of portfolio
|
Q3 2024
Reduced 94.17%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
36,188
shares
|
$33.9 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
36,051
shares
|
$33.8 Million
3.83% of portfolio
|
Q3 2024
Reduced 50.64%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
35,877
shares
|
$33.6 Million
3.69% of portfolio
|
Q3 2024
Added 27.84%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
35,827
shares
|
$33.6 Million
0.29% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
35,636
shares
|
$33.4 Million
2.54% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
35,521
shares
|
$33.3 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
35,480
shares
|
$33.2 Million
0.83% of portfolio
|
Q3 2024
Added 1149.3%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
35,458
shares
|
$33.2 Million
0.39% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
35,337
shares
|
$33.1 Million
5.18% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
35,319
shares
|
$33.1 Million
1.85% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
35,005
shares
|
$32.8 Million
0.8% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
35,000
shares
|
$32.8 Million
7.63% of portfolio
|
Q3 2024
New holding
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,000
shares
|
$32.8 Million
0.33% of portfolio
|
Q3 2024
Reduced 51.39%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
34,852
shares
|
$32.7 Million
0.08% of portfolio
|
Q3 2024
Added 24.22%
|
|
|
Front Street Capital Management, Inc.
|
Nov 13, 2024 Q3 2024 |
34,725
shares
|
$32.5 Million
4.98% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
34,598
shares
|
$32.4 Million
2.6% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
34,316
shares
|
$32.2 Million
1.17% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
34,091
shares
|
$31.9 Million
0.6% of portfolio
|
Q3 2024
Added 101.52%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
33,750
shares
|
$31.6 Million
3.47% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
33,749
shares
|
$31.6 Million
1.01% of portfolio
|
Q3 2024
Added 15.22%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2024 Q3 2024 |
33,608
shares
|
$31.5 Million
3.36% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
33,515
shares
|
$31.4 Million
1.31% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
33,411
shares
|
$31.3 Million
1.88% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
33,371
shares
|
$31.3 Million
1.18% of portfolio
|
Q2 2024
Added 4.32%
|