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 3,980 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 $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
138
shares
|
$129,675
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
138
shares
|
$129,675
0.03% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
137
shares
|
$128,736
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
135
shares
|
$126,856
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
132
shares
|
$124,037
0.02% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
131
shares
|
$123,098
0.08% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
130
shares
|
$122,158
0.06% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
130
shares
|
$122,158
0.05% of portfolio
|
Q3 2024
Added 176.6%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
129
shares
|
$121,218
0.05% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
126
shares
|
$118,399
0.09% of portfolio
|
Q4 2024
Added 32.63%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
123
shares
|
$115,580
0.07% of portfolio
|
Q4 2024
Reduced 50.8%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
122
shares
|
$114,640
0.02% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
121
shares
|
$113,701
0.04% of portfolio
|
Q1 2024
Reduced 21.43%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jan 21, 2025 Q4 2024 |
120
shares
|
$112,761
0.02% of portfolio
|
Q3 2024
Reduced 53.49%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
119
shares
|
$111,821
0.03% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
117
shares
|
$109,942
0.03% of portfolio
|
Q2 2020
Added 588.24%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
117
shares
|
$109,942
0.0% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
115
shares
|
$108,063
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
114
shares
|
$107,123
0.06% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
112
shares
|
$105,244
0.02% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
110
shares
|
$103,364
0.02% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
107
shares
|
$100,545
0.03% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
100
shares
|
$93,968
0.08% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$93,968
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
100
shares
|
$93,968
0.04% of portfolio
|
Q3 2023
New holding
|