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 |
|---|---|---|---|---|---|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
1,200
shares
|
$1.1 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
1,194
shares
|
$1.09 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
1,193
shares
|
$1.09 Million
0.16% of portfolio
|
Q4 2025
Added 16.39%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
1,192
shares
|
$1.09 Million
0.61% of portfolio
|
Q4 2025
Reduced 8.24%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
1,192
shares
|
$1.09 Million
0.54% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
1,191
shares
|
$1.09 Million
0.42% of portfolio
|
Q4 2025
Reduced 2.38%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
1,190
shares
|
$1.09 Million
0.14% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
1,187
shares
|
$1.08 Million
0.13% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Marshall & Sullivan Inc
|
Oct 15, 2025 Q3 2025 |
1,186
shares
|
$1.08 Million
0.55% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
1,186
shares
|
$1.08 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,185
shares
|
$1.08 Million
0.2% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
1,185
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
1,185
shares
|
$1.08 Million
0.18% of portfolio
|
Q3 2025
Reduced 15.18%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
1,184
shares
|
$1.08 Million
0.06% of portfolio
|
Q1 2025
Added 20.82%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
1,181
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2025
Added 12.69%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
1,181
shares
|
$1.08 Million
0.19% of portfolio
|
Q4 2025
Added 5.45%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
1,181
shares
|
$1.08 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Oct 15, 2025 Q3 2025 |
1,179
shares
|
$1.08 Million
0.97% of portfolio
|
Q3 2025
Added 19.45%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,177
shares
|
$1.07 Million
0.34% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
1,177
shares
|
$1.07 Million
0.31% of portfolio
|
Q3 2025
Added 50.51%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
1,175
shares
|
$1.07 Million
0.29% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
1,174
shares
|
$1.07 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
1,173
shares
|
$1.07 Million
0.09% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
1,173
shares
|
$1.07 Million
0.45% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,172
shares
|
$1.07 Million
0.22% of portfolio
|
Q3 2025
Added 14.68%
|
|