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 4,524 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $271 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
1,400
shares
|
$1.28 Million
0.92% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,400
shares
|
$1.28 Million
2.37% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
1,399
shares
|
$1.28 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
1,399
shares
|
$1.28 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,399
shares
|
$1.28 Million
0.18% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
1,398
shares
|
$1.28 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,397
shares
|
$1.27 Million
0.62% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,397
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
1,396
shares
|
$1.27 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
1,392
shares
|
$1.27 Million
0.44% of portfolio
|
Q3 2025
Added 22.75%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
1,391
shares
|
$1.27 Million
0.99% of portfolio
|
Q3 2025
Added 21.91%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
1,390
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2025
Reduced 17.9%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
1,390
shares
|
$1.27 Million
1.01% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,388
shares
|
$1.27 Million
0.29% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Sentry LLC
Memphis, TN |
Jan 16, 2026 Q4 2025 |
1,388
shares
|
$1.27 Million
0.33% of portfolio
|
Q4 2025
Reduced 2.8%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
1,387
shares
|
$1.27 Million
0.88% of portfolio
|
Q4 2024
Reduced 15.06%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,387
shares
|
$1.27 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
1,386
shares
|
$1.26 Million
1.17% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
1,385
shares
|
$1.26 Million
0.56% of portfolio
|
Q3 2025
Added 13.9%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
1,384
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
1,382
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
1,381
shares
|
$1.26 Million
0.19% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
1,381
shares
|
$1.26 Million
0.31% of portfolio
|
Q4 2025
Reduced 8.97%
|
|
|
Five Oceans Advisors
|
Jan 16, 2026 Q4 2025 |
1,379
shares
|
$1.26 Million
0.57% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
1,378
shares
|
$1.26 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.7%
|
|