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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
17,235
shares
|
$16.1 Million
0.47% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
17,212
shares
|
$16.1 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
17,191
shares
|
$16.1 Million
0.41% of portfolio
|
Q3 2024
Reduced 68.13%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
17,189
shares
|
$16.1 Million
2.45% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
17,154
shares
|
$16.1 Million
2.24% of portfolio
|
Q1 2023
Reduced 1.11%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
17,032
shares
|
$16 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
17,023
shares
|
$15.9 Million
4.33% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
16,942
shares
|
$15.9 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
16,915
shares
|
$15.8 Million
0.25% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
16,873
shares
|
$15.8 Million
3.07% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
16,738
shares
|
$15.7 Million
0.13% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
16,724
shares
|
$15.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
16,700
shares
|
$15.6 Million
1.01% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
16,642
shares
|
$15.6 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
16,589
shares
|
$15.5 Million
6.3% of portfolio
|
Q3 2023
Added 5.49%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
16,578
shares
|
$15.5 Million
1.56% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
16,544
shares
|
$15.5 Million
1.09% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
16,530
shares
|
$15.5 Million
0.38% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
16,522
shares
|
$15.5 Million
0.99% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
16,517
shares
|
$15.5 Million
0.81% of portfolio
|
Q3 2024
Reduced 15.94%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
16,486
shares
|
$15.4 Million
3.49% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
16,480
shares
|
$15.4 Million
2.66% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
16,453
shares
|
$15.4 Million
0.2% of portfolio
|
Q3 2024
Added 403.77%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
16,339
shares
|
$15.3 Million
1.32% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
16,301
shares
|
$15.3 Million
3.22% of portfolio
|
Q3 2024
Added 0.69%
|