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 |
|---|---|---|---|---|---|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,694
shares
|
$6.27 Million
2.32% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,675
shares
|
$6.25 Million
0.64% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Carroll Investors, Inc
|
Nov 14, 2024 Q3 2024 |
6,659
shares
|
$6.24 Million
3.87% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
6,644
shares
|
$6.23 Million
1.29% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,639
shares
|
$6.22 Million
0.14% of portfolio
|
Q3 2024
Added 54.36%
|
|
|
Elite Wealth Management, Inc.
|
Nov 13, 2024 Q3 2024 |
6,622
shares
|
$6.2 Million
1.4% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
6,601
shares
|
$6.18 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,598
shares
|
$6.18 Million
0.38% of portfolio
|
Q3 2024
Added 54.38%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,594
shares
|
$6.18 Million
0.71% of portfolio
|
Q3 2022
Reduced 6.9%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
6,592
shares
|
$6.18 Million
1.39% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
6,588
shares
|
$6.17 Million
1.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
6,587
shares
|
$6.17 Million
0.52% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,584
shares
|
$6.17 Million
1.31% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
6,584
shares
|
$6.17 Million
3.78% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
6,578
shares
|
$6.16 Million
0.51% of portfolio
|
Q3 2023
Reduced 30.9%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
6,575
shares
|
$6.16 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
6,574
shares
|
$6.16 Million
1.23% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,573
shares
|
$6.16 Million
0.15% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
6,540
shares
|
$6.13 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
6,516
shares
|
$6.11 Million
2.58% of portfolio
|
Q2 2022
Added 0.57%
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 12, 2024 Q3 2024 |
6,508
shares
|
$6.1 Million
0.99% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
6,503
shares
|
$6.09 Million
0.46% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,494
shares
|
$6.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 68.27%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
6,479
shares
|
$6.07 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Ghe, LLC
|
Nov 05, 2024 Q3 2024 |
6,475
shares
|
$6.07 Million
2.14% of portfolio
|
Q3 2024
Added 0.36%
|