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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
1,266
shares
|
$1.16 Million
0.92% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
1,259
shares
|
$1.15 Million
0.37% of portfolio
|
Q1 2023
Reduced 50.8%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
1,257
shares
|
$1.15 Million
0.37% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
1,256
shares
|
$1.15 Million
0.23% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Keating Investment Counselors Inc
|
Oct 27, 2025 Q3 2025 |
1,250
shares
|
$1.14 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
1,249
shares
|
$1.14 Million
0.21% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
1,249
shares
|
$1.14 Million
0.38% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,248
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2023
Reduced 25.18%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
1,247
shares
|
$1.14 Million
0.31% of portfolio
|
Q3 2025
Reduced 17.42%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
1,247
shares
|
$1.14 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
1,245
shares
|
$1.14 Million
0.26% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,245
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2022
Added 13.18%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
1,242
shares
|
$1.13 Million
0.35% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
1,240
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
1,240
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2025
Reduced 62.32%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
1,238
shares
|
$1.13 Million
0.1% of portfolio
|
Q4 2025
Reduced 2.37%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
1,235
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2025
Added 20.02%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
1,234
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Added 20.74%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
1,233
shares
|
$1.13 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
1,233
shares
|
$1.13 Million
0.34% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,232
shares
|
$1.12 Million
0.6% of portfolio
|
Q3 2025
Reduced 9.74%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
1,230
shares
|
$1.12 Million
0.39% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,229
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,228
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
1,228
shares
|
$1.12 Million
0.35% of portfolio
|
Q3 2025
Added 2.16%
|
|