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 4,047 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $293 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
285
shares
|
$291,230
0.08% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
285
shares
|
$291,230
0.21% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
284
shares
|
$290,208
0.07% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
283
shares
|
$289,186
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
283
shares
|
$289,186
0.09% of portfolio
|
Q3 2024
Reduced 42.24%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
283
shares
|
$289,186
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
282
shares
|
$288,164
0.03% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
282
shares
|
$288,164
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
282
shares
|
$288,164
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
281
shares
|
$287,142
0.02% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
281
shares
|
$287,142
0.08% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
281
shares
|
$287,142
0.04% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jan 24, 2025 Q4 2024 |
281
shares
|
$287,142
0.12% of portfolio
|
Q4 2024
Reduced 94.81%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
281
shares
|
$287,142
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
280
shares
|
$286,120
0.02% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
279
shares
|
$285,098
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
278
shares
|
$284,077
0.05% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
278
shares
|
$284,077
0.02% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
277
shares
|
$283,055
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
275
shares
|
$281,011
0.22% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
275
shares
|
$281,011
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Nov 14, 2024 Q3 2024 |
275
shares
|
$281,011
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
275
shares
|
$281,011
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
274
shares
|
$279,989
0.25% of portfolio
|
Q4 2024
Added 661.11%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
273
shares
|
$278,967
0.08% of portfolio
|
Q3 2024
New holding
|