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 |
|---|---|---|---|---|---|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
7,928
shares
|
$7.43 Million
1.88% of portfolio
|
Q3 2024
Reduced 33.48%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,902
shares
|
$7.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
7,897
shares
|
$7.4 Million
2.6% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
7,835
shares
|
$7.34 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
7,835
shares
|
$7.34 Million
0.68% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Oct 08, 2024 Q3 2024 |
7,817
shares
|
$7.32 Million
3.37% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7,814
shares
|
$7.32 Million
0.93% of portfolio
|
Q4 2022
Added 10.09%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
7,808
shares
|
$7.32 Million
0.6% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
7,800
shares
|
$7.31 Million
0.84% of portfolio
|
Q4 2023
Reduced 7.14%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
7,792
shares
|
$7.3 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
7,765
shares
|
$7.28 Million
0.04% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
7,760
shares
|
$7.27 Million
0.48% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
7,739
shares
|
$7.25 Million
0.49% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
7,731
shares
|
$7.24 Million
1.8% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
7,728
shares
|
$7.24 Million
2.36% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,690
shares
|
$7.21 Million
0.29% of portfolio
|
Q4 2022
Reduced 1.18%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
7,688
shares
|
$7.2 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
7,687
shares
|
$7.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 42.68%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
7,686
shares
|
$7.2 Million
4.48% of portfolio
|
Q3 2022
Reduced 49.47%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
7,669
shares
|
$7.19 Million
0.46% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
7,669
shares
|
$7.19 Million
1.83% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
7,662
shares
|
$7.18 Million
2.44% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
7,662
shares
|
$7.18 Million
0.6% of portfolio
|
Q4 2024
Added 15.03%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
7,637
shares
|
$7.16 Million
1.23% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
7,610
shares
|
$7.13 Million
0.85% of portfolio
|
Q3 2024
Added 32.12%
|