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 |
|---|---|---|---|---|---|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
1,102
shares
|
$1.01 Million
0.99% of portfolio
|
Q3 2025
New holding
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
1,101
shares
|
$1 Million
0.5% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Lane Generational LLC
|
Nov 04, 2025 Q3 2025 |
1,100
shares
|
$1 Million
1.34% of portfolio
|
Q1 2022
Reduced 89.92%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,100
shares
|
$1 Million
0.28% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
1,099
shares
|
$1 Million
0.3% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
1,099
shares
|
$1 Million
0.68% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
1,099
shares
|
$1 Million
0.44% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
1,098
shares
|
$1 Million
0.27% of portfolio
|
Q3 2025
Reduced 53.59%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
1,098
shares
|
$1 Million
0.65% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
1,097
shares
|
$1 Million
0.17% of portfolio
|
Q3 2025
Reduced 46.28%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,094
shares
|
$998,373
0.17% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
1,092
shares
|
$996,548
0.3% of portfolio
|
Q4 2025
Reduced 2.76%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
1,092
shares
|
$996,548
0.59% of portfolio
|
Q2 2025
Added 46.97%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
1,090
shares
|
$994,723
0.64% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
1,090
shares
|
$994,723
0.92% of portfolio
|
Q4 2025
Reduced 7.31%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,088
shares
|
$992,897
0.16% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,087
shares
|
$991,985
0.17% of portfolio
|
Q2 2023
Added 3.03%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,087
shares
|
$991,985
0.49% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
1,086
shares
|
$991,072
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
1,084
shares
|
$989,247
0.15% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
1,084
shares
|
$989,247
0.84% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 16, 2026 Q4 2025 |
1,081
shares
|
$986,509
0.28% of portfolio
|
Q4 2025
Reduced 1.19%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
1,081
shares
|
$986,509
0.13% of portfolio
|
Q4 2024
Added 43.66%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
1,078
shares
|
$983,772
0.73% of portfolio
|
Q4 2023
Reduced 1.55%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
1,077
shares
|
$982,859
0.66% of portfolio
|
Q3 2025
Reduced 8.5%
|
|