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 |
|---|---|---|---|---|---|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
1,172
shares
|
$1.07 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,172
shares
|
$1.07 Million
0.56% of portfolio
|
Q4 2023
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
1,171
shares
|
$1.07 Million
0.51% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
1,170
shares
|
$1.07 Million
0.61% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,168
shares
|
$1.07 Million
0.43% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
1,168
shares
|
$1.07 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
1,166
shares
|
$1.06 Million
0.16% of portfolio
|
Q2 2022
Added 17.66%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
1,164
shares
|
$1.06 Million
0.14% of portfolio
|
Q4 2025
Added 4.3%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
1,164
shares
|
$1.06 Million
0.43% of portfolio
|
Q3 2025
Reduced 17.21%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
1,159
shares
|
$1.06 Million
0.24% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,157
shares
|
$1.06 Million
0.3% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
1,157
shares
|
$1.06 Million
0.44% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
1,156
shares
|
$1.05 Million
0.54% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,152
shares
|
$1.05 Million
0.7% of portfolio
|
Q3 2025
Reduced 18.76%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
1,152
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,151
shares
|
$1.05 Million
0.29% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
1,151
shares
|
$1.05 Million
0.71% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
1,150
shares
|
$1.05 Million
0.24% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,147
shares
|
$1.05 Million
0.14% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
1,147
shares
|
$1.05 Million
0.26% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
1,146
shares
|
$1.05 Million
0.33% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
1,146
shares
|
$1.05 Million
0.89% of portfolio
|
Q4 2025
Reduced 2.05%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
1,144
shares
|
$1.04 Million
4.09% of portfolio
|
Q1 2025
Reduced 93.83%
|
|
|
Notis Mc Conarty Edward
|
Nov 07, 2025 Q3 2025 |
1,143
shares
|
$1.04 Million
0.5% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
1,142
shares
|
$1.04 Million
0.48% of portfolio
|
Q3 2025
Added 57.73%
|
|