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 |
|---|---|---|---|---|---|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
1,227
shares
|
$1.12 Million
0.7% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Tevis Investment Management
|
Dec 02, 2025 Q3 2025 |
1,227
shares
|
$1.12 Million
0.7% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
1,226
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
1,226
shares
|
$1.12 Million
0.22% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
1,217
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 43.24%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
1,217
shares
|
$1.11 Million
0.38% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Shikiar Asset Management Inc
|
Oct 14, 2025 Q3 2025 |
1,215
shares
|
$1.11 Million
0.28% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
1,215
shares
|
$1.11 Million
0.51% of portfolio
|
Q4 2025
Added 358.49%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,215
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 13.13%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
1,214
shares
|
$1.11 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
1,213
shares
|
$1.11 Million
0.18% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
1,213
shares
|
$1.11 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,212
shares
|
$1.11 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
1,211
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
1,211
shares
|
$1.11 Million
0.18% of portfolio
|
Q4 2025
Reduced 2.1%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
1,210
shares
|
$1.1 Million
0.24% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
1,209
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,209
shares
|
$1.1 Million
0.74% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
1,207
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
1,207
shares
|
$1.1 Million
0.69% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
1,206
shares
|
$1.1 Million
0.15% of portfolio
|
Q3 2025
Added 16.18%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
1,204
shares
|
$1.1 Million
0.23% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
1,203
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
1,201
shares
|
$1.1 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
1,200
shares
|
$1.1 Million
0.17% of portfolio
|
Q3 2025
Added 4.99%
|
|