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 |
|---|---|---|---|---|---|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
7,009
shares
|
$6.57 Million
3.09% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Kp Management LLC
Edina, MN |
Oct 24, 2024 Q3 2024 |
7,000
shares
|
$6.56 Million
2.0% of portfolio
|
Q4 2023
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
6,995
shares
|
$6.55 Million
0.7% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,982
shares
|
$6.54 Million
1.23% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
6,961
shares
|
$6.52 Million
1.01% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
6,945
shares
|
$6.51 Million
0.25% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,937
shares
|
$6.5 Million
0.27% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
6,927
shares
|
$6.49 Million
1.35% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
6,907
shares
|
$6.47 Million
0.25% of portfolio
|
Q3 2024
Added 43.0%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
6,891
shares
|
$6.46 Million
3.53% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
6,881
shares
|
$6.45 Million
1.41% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
6,875
shares
|
$6.44 Million
3.15% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
6,869
shares
|
$6.44 Million
3.36% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
6,862
shares
|
$6.43 Million
0.23% of portfolio
|
Q3 2024
Added 30.68%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
6,848
shares
|
$6.42 Million
1.87% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,835
shares
|
$6.4 Million
0.86% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
6,831
shares
|
$6.4 Million
1.23% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
6,831
shares
|
$6.4 Million
1.24% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
6,814
shares
|
$6.38 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
6,802
shares
|
$6.37 Million
0.75% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Nov 14, 2024 Q3 2024 |
6,800
shares
|
$6.37 Million
2.35% of portfolio
|
Q4 2022
Added 1.49%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
6,759
shares
|
$6.33 Million
0.08% of portfolio
|
Q3 2024
Added 47.51%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
6,751
shares
|
$6.33 Million
1.97% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
6,709
shares
|
$6.29 Million
0.29% of portfolio
|
Q3 2022
Added 73.45%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
6,703
shares
|
$6.28 Million
0.92% of portfolio
|
Q3 2024
Reduced 10.66%
|