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 |
|---|---|---|---|---|---|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
1,076
shares
|
$981,946
0.17% of portfolio
|
Q1 2025
Added 438.0%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,072
shares
|
$978,296
0.16% of portfolio
|
Q3 2025
Added 22.1%
|
|
|
Armstrong Henry H Associates Inc
|
Jan 06, 2026 Q4 2025 |
1,071
shares
|
$977,383
0.09% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,070
shares
|
$976,471
0.23% of portfolio
|
Q3 2023
Added 3.88%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
1,067
shares
|
$973,733
0.49% of portfolio
|
Q3 2025
Added 31.24%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 10, 2025 Q3 2025 |
1,066
shares
|
$972,820
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
1,066
shares
|
$972,820
0.25% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
1,065
shares
|
$971,908
0.35% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
1,065
shares
|
$971,908
0.58% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
1,065
shares
|
$971,908
0.08% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
1,064
shares
|
$970,995
0.58% of portfolio
|
Q3 2025
Added 30.07%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
1,063
shares
|
$970,083
0.1% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
1,061
shares
|
$968,257
0.25% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
1,060
shares
|
$967,345
0.35% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
1,059
shares
|
$966,432
0.35% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
1,059
shares
|
$966,432
0.61% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Conestoga Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,055
shares
|
$962,782
0.02% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
1,054
shares
|
$961,869
0.52% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
1,052
shares
|
$960,044
0.69% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
1,050
shares
|
$958,219
0.29% of portfolio
|
Q3 2023
Reduced 4.11%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
1,050
shares
|
$958,219
0.9% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Oct 28, 2025 Q3 2025 |
1,049
shares
|
$957,306
0.02% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Oct 31, 2025 Q3 2025 |
1,047
shares
|
$955,481
0.66% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
1,046
shares
|
$954,569
0.07% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
1,046
shares
|
$954,569
0.08% of portfolio
|
Q4 2025
Added 0.87%
|
|