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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,377
shares
|
$1.26 Million
0.49% of portfolio
|
Q4 2023
Added 11.14%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
1,376
shares
|
$1.26 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
1,374
shares
|
$1.25 Million
0.31% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,373
shares
|
$1.25 Million
0.18% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
1,373
shares
|
$1.25 Million
0.2% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,372
shares
|
$1.25 Million
0.2% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
1,370
shares
|
$1.25 Million
0.16% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
1,366
shares
|
$1.25 Million
0.28% of portfolio
|
Q3 2025
Added 127.29%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
1,364
shares
|
$1.24 Million
0.51% of portfolio
|
Q3 2025
Reduced 12.11%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
1,360
shares
|
$1.24 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
1,357
shares
|
$1.24 Million
0.16% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Fulcrum Capital LLC
|
Jan 15, 2026 Q4 2025 |
1,353
shares
|
$1.23 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
1,350
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2025
Reduced 7.15%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
1,349
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
1,349
shares
|
$1.23 Million
1.08% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,348
shares
|
$1.23 Million
0.08% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
1,346
shares
|
$1.23 Million
0.3% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
1,346
shares
|
$1.23 Million
0.47% of portfolio
|
Q4 2025
Reduced 11.33%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
1,345
shares
|
$1.23 Million
0.13% of portfolio
|
Q4 2025
Added 1.89%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,345
shares
|
$1.23 Million
1.32% of portfolio
|
Q3 2023
Reduced 5.28%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
1,345
shares
|
$1.23 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
1,343
shares
|
$1.23 Million
0.46% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,342
shares
|
$1.22 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
1,342
shares
|
$1.22 Million
0.39% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
1,340
shares
|
$1.22 Million
1.06% of portfolio
|
Q1 2025
Added 3.08%
|
|