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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
18,244
shares
|
$17.1 Million
0.61% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Fishman Jay A LTD
Troy, MI |
Oct 30, 2024 Q3 2024 |
18,208
shares
|
$17.1 Million
1.6% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
18,198
shares
|
$17.1 Million
0.27% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
18,116
shares
|
$17 Million
0.72% of portfolio
|
Q3 2024
Added 121.2%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
18,111
shares
|
$17 Million
1.57% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Wendell David Associates Inc
|
Oct 21, 2024 Q3 2024 |
18,055
shares
|
$16.9 Million
1.53% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Oak Ridge Investments LLC
|
Oct 28, 2024 Q3 2024 |
17,873
shares
|
$16.7 Million
1.38% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
17,862
shares
|
$16.7 Million
1.71% of portfolio
|
Q3 2024
Added 27.77%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,850
shares
|
$16.7 Million
0.16% of portfolio
|
Q3 2024
Added 29.12%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
17,741
shares
|
$16.6 Million
0.97% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
17,737
shares
|
$16.6 Million
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
17,705
shares
|
$16.6 Million
0.75% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
17,700
shares
|
$16.6 Million
1.21% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
17,662
shares
|
$16.5 Million
0.85% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
17,653
shares
|
$16.5 Million
0.61% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
17,634
shares
|
$16.5 Million
1.01% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
17,554
shares
|
$16.4 Million
1.88% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
17,521
shares
|
$16.4 Million
1.06% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
17,479
shares
|
$16.4 Million
2.86% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
17,466
shares
|
$16.4 Million
0.53% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
17,460
shares
|
$16.4 Million
0.9% of portfolio
|
Q3 2024
Added 16.14%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
17,423
shares
|
$16.3 Million
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
17,313
shares
|
$16.2 Million
3.77% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
17,285
shares
|
$16.2 Million
1.94% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
17,240
shares
|
$16.2 Million
1.46% of portfolio
|
Q4 2023
Added 1.74%
|