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 4,090 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $301 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
393
shares
|
$410,217
0.0% of portfolio
|
Q3 2024
Reduced 69.91%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
393
shares
|
$410,217
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
392
shares
|
$409,173
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
392
shares
|
$409,173
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
391
shares
|
$408,129
0.15% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
391
shares
|
$408,129
0.22% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
389
shares
|
$406,042
0.11% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
389
shares
|
$406,042
0.11% of portfolio
|
Q4 2024
Reduced 14.13%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
389
shares
|
$406,042
0.1% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
388
shares
|
$404,998
0.14% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
388
shares
|
$404,998
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
387
shares
|
$403,954
0.16% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
387
shares
|
$403,954
0.14% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
386
shares
|
$402,910
0.03% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
385
shares
|
$401,866
0.1% of portfolio
|
Q4 2024
Reduced 21.59%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
385
shares
|
$401,866
0.2% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
385
shares
|
$401,866
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
384
shares
|
$400,823
0.06% of portfolio
|
Q4 2023
Reduced 75.53%
|
|
|
Silver Lake Advisory, LLC
|
Jan 21, 2025 Q4 2024 |
384
shares
|
$400,823
0.08% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
384
shares
|
$400,823
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
383
shares
|
$399,779
0.12% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Reliant Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
382
shares
|
$398,735
0.16% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
382
shares
|
$398,735
0.05% of portfolio
|
Q2 2024
Added 1.33%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
380
shares
|
$396,647
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Capco Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
380
shares
|
$396,647
0.08% of portfolio
|
Q3 2022
Reduced 18.28%
|