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 |
|---|---|---|---|---|---|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
1,305
shares
|
$1.19 Million
0.18% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
1,303
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
1,302
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2025
Reduced 5.17%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,296
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2025
Added 27.94%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
1,295
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,294
shares
|
$1.18 Million
0.06% of portfolio
|
Q1 2023
Reduced 0.46%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
1,294
shares
|
$1.18 Million
0.12% of portfolio
|
Q4 2025
Reduced 8.81%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
1,290
shares
|
$1.18 Million
0.22% of portfolio
|
Q3 2025
Added 57.89%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
1,289
shares
|
$1.18 Million
0.23% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
1,289
shares
|
$1.18 Million
0.66% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
1,287
shares
|
$1.17 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
1,286
shares
|
$1.17 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Montgomery Investment Management Inc
|
Jan 16, 2026 Q4 2025 |
1,285
shares
|
$1.17 Million
0.42% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,283
shares
|
$1.17 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 20, 2025 Q3 2025 |
1,281
shares
|
$1.17 Million
0.23% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
1,280
shares
|
$1.17 Million
0.45% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
1,278
shares
|
$1.17 Million
0.53% of portfolio
|
Q2 2025
Added 22.88%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,277
shares
|
$1.17 Million
0.13% of portfolio
|
Q3 2023
Added 1.67%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
1,274
shares
|
$1.16 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,272
shares
|
$1.16 Million
0.3% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
1,272
shares
|
$1.16 Million
0.23% of portfolio
|
Q4 2022
Reduced 99.78%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
1,271
shares
|
$1.16 Million
0.33% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,268
shares
|
$1.16 Million
0.75% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
1,267
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2025
Added 371.0%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
1,267
shares
|
$1.16 Million
0.3% of portfolio
|
Q3 2025
Added 0.16%
|
|