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 |
|---|---|---|---|---|---|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
11,689
shares
|
$11 Million
1.39% of portfolio
|
Q3 2024
Reduced 23.45%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
11,653
shares
|
$10.9 Million
1.69% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
11,652
shares
|
$10.9 Million
1.2% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Mc Broom & Associates, LLC
|
Oct 18, 2024 Q3 2024 |
11,584
shares
|
$10.9 Million
6.28% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,566
shares
|
$10.8 Million
0.45% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,544
shares
|
$10.8 Million
0.43% of portfolio
|
Q3 2024
Added 36.74%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
11,531
shares
|
$10.8 Million
0.54% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
11,508
shares
|
$10.8 Million
0.81% of portfolio
|
Q3 2024
Added 152.81%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
11,485
shares
|
$10.8 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
11,483
shares
|
$10.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 37.28%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
11,470
shares
|
$10.7 Million
2.2% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
11,460
shares
|
$10.7 Million
1.14% of portfolio
|
Q3 2024
Added 41.76%
|
|
|
Baugh & Associates, LLC
|
Oct 31, 2024 Q3 2024 |
11,436
shares
|
$10.7 Million
5.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
11,374
shares
|
$10.7 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Empirical Capital Management, LLC
Hendersonville, TN |
Nov 14, 2024 Q3 2024 |
11,350
shares
|
$10.6 Million
7.03% of portfolio
|
Q3 2024
Reduced 37.29%
|
|
|
Carderock Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
11,335
shares
|
$10.6 Million
2.46% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Denali Advisors LLC
|
Nov 13, 2024 Q3 2024 |
11,328
shares
|
$10.6 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
11,327
shares
|
$10.6 Million
2.94% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
11,289
shares
|
$10.6 Million
1.26% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
11,283
shares
|
$10.6 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
11,217
shares
|
$10.5 Million
2.3% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
11,202
shares
|
$10.5 Million
0.51% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
11,161
shares
|
$10.5 Million
0.87% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
11,116
shares
|
$10.4 Million
2.17% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,110
shares
|
$10.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.96%
|