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 |
|---|---|---|---|---|---|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
19,224
shares
|
$18 Million
1.09% of portfolio
|
Q2 2022
Reduced 3.42%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 12, 2024 Q3 2024 |
19,165
shares
|
$18 Million
4.14% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
19,149
shares
|
$17.9 Million
1.13% of portfolio
|
Q3 2024
Added 22.34%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
19,144
shares
|
$17.9 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
19,086
shares
|
$17.9 Million
0.04% of portfolio
|
Q4 2023
Added 0.44%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
18,987
shares
|
$17.8 Million
0.53% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
18,977
shares
|
$17.8 Million
0.21% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
18,956
shares
|
$17.8 Million
1.63% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,912
shares
|
$17.7 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
18,901
shares
|
$17.7 Million
0.18% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,889
shares
|
$17.7 Million
0.84% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
18,876
shares
|
$17.7 Million
0.51% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
18,707
shares
|
$17.5 Million
0.1% of portfolio
|
Q2 2023
Reduced 11.37%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
18,671
shares
|
$17.5 Million
2.3% of portfolio
|
Q3 2024
Added 258.85%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
18,620
shares
|
$17.4 Million
0.05% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
18,595
shares
|
$17.4 Million
4.23% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
18,548
shares
|
$17.4 Million
1.06% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
18,548
shares
|
$17.4 Million
1.75% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
18,489
shares
|
$17.3 Million
0.4% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
18,462
shares
|
$17.3 Million
3.21% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
18,424
shares
|
$17.3 Million
0.12% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
18,382
shares
|
$17.2 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 25, 2024 Q3 2024 |
18,258
shares
|
$17.1 Million
2.52% of portfolio
|
Q3 2024
Added 5552.63%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Nov 13, 2024 Q3 2024 |
18,258
shares
|
$17.1 Million
2.52% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
18,245
shares
|
$17.1 Million
0.52% of portfolio
|
Q1 2024
Reduced 17.32%
|