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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
28,309
shares
|
$26.5 Million
0.73% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
28,253
shares
|
$26.5 Million
0.57% of portfolio
|
Q3 2022
Reduced 4.26%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
28,091
shares
|
$26.3 Million
0.13% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
28,080
shares
|
$26.3 Million
2.77% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
27,918
shares
|
$26.2 Million
0.83% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
27,894
shares
|
$26.1 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
27,877
shares
|
$26.1 Million
3.01% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
27,682
shares
|
$25.9 Million
1.98% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
27,263
shares
|
$25.5 Million
0.2% of portfolio
|
Q2 2022
Added 21.17%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
27,032
shares
|
$25.3 Million
2.2% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
26,930
shares
|
$25.2 Million
0.94% of portfolio
|
Q3 2024
Added 16.76%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
26,903
shares
|
$25.2 Million
2.21% of portfolio
|
Q4 2022
Reduced 2.69%
|
|
|
Ami Asset Management Corp
|
Oct 25, 2024 Q3 2024 |
26,790
shares
|
$25.1 Million
1.32% of portfolio
|
Q3 2024
Reduced 54.27%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
26,790
shares
|
$25.1 Million
0.78% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Braun Stacey Associates Inc
|
Nov 07, 2024 Q3 2024 |
26,655
shares
|
$25 Million
0.93% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
26,554
shares
|
$24.9 Million
0.89% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
26,427
shares
|
$24.8 Million
3.86% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
26,326
shares
|
$24.7 Million
0.61% of portfolio
|
Q3 2024
Added 37.47%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
26,256
shares
|
$24.6 Million
1.52% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
26,196
shares
|
$24.5 Million
2.44% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
26,165
shares
|
$24.5 Million
0.84% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
26,117
shares
|
$24.5 Million
1.62% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Jupiter Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
26,089
shares
|
$24.4 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
26,039
shares
|
$24.4 Million
0.59% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
25,920
shares
|
$24.3 Million
5.34% of portfolio
|
Q3 2024
Reduced 1.4%
|