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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
7,595
shares
|
$7.12 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
7,569
shares
|
$7.09 Million
2.27% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
7,549
shares
|
$7.07 Million
1.27% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
7,532
shares
|
$7.06 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Stony Point Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,515
shares
|
$7.04 Million
1.63% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7,511
shares
|
$7.04 Million
0.67% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
7,492
shares
|
$7.02 Million
0.88% of portfolio
|
Q3 2024
Added 48.21%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
7,491
shares
|
$7.02 Million
0.41% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
7,488
shares
|
$7.02 Million
1.1% of portfolio
|
Q3 2024
Added 33.43%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
7,481
shares
|
$7.01 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
7,476
shares
|
$7 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
7,467
shares
|
$7 Million
0.93% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
7,460
shares
|
$6.99 Million
0.18% of portfolio
|
Q3 2024
Added 1760.35%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
7,456
shares
|
$6.99 Million
0.42% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
7,447
shares
|
$6.98 Million
1.1% of portfolio
|
Q3 2024
Reduced 25.43%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
7,433
shares
|
$6.96 Million
0.34% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
7,415
shares
|
$6.95 Million
0.22% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
7,412
shares
|
$6.94 Million
0.26% of portfolio
|
Q3 2024
Added 264.23%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
7,393
shares
|
$6.93 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
7,391
shares
|
$6.92 Million
0.33% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
7,390
shares
|
$6.92 Million
0.4% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
7,384
shares
|
$6.92 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
7,381
shares
|
$6.92 Million
1.13% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
7,370
shares
|
$6.91 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
7,363
shares
|
$6.9 Million
0.19% of portfolio
|
Q3 2024
Added 3.94%
|