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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
1,044
shares
|
$952,743
0.33% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
1,044
shares
|
$952,743
0.07% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,043
shares
|
$951,831
0.12% of portfolio
|
Q3 2025
Reduced 69.4%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
1,042
shares
|
$950,918
0.24% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
1,042
shares
|
$950,918
0.15% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
1,042
shares
|
$950,918
0.22% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2026 Q4 2025 |
1,041
shares
|
$950,006
0.55% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
1,039
shares
|
$948,181
0.05% of portfolio
|
Q3 2025
Added 16.35%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
1,039
shares
|
$948,181
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jan 16, 2026 Q4 2025 |
1,038
shares
|
$947,268
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,037
shares
|
$946,355
0.24% of portfolio
|
Q2 2024
Reduced 14.44%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
1,037
shares
|
$946,355
0.08% of portfolio
|
Q3 2025
Added 5085.0%
|
|
|
Profit Investment Management, LLC
|
Jan 08, 2026 Q4 2025 |
1,035
shares
|
$944,530
3.9% of portfolio
|
Q3 2024
Reduced 20.99%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,034
shares
|
$943,618
0.61% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
1,032
shares
|
$941,792
0.15% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
1,031
shares
|
$940,880
0.39% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
1,031
shares
|
$940,880
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Jan 14, 2026 Q4 2025 |
1,029
shares
|
$939,055
0.49% of portfolio
|
Q4 2025
Added 13.2%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Nov 05, 2025 Q3 2025 |
1,029
shares
|
$939,055
0.22% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
1,027
shares
|
$937,229
0.28% of portfolio
|
Q3 2025
Added 16.18%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,025
shares
|
$935,404
0.39% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
1,025
shares
|
$935,404
0.23% of portfolio
|
Q4 2025
Added 1.08%
|
|
|
Barton Investment Management
|
Oct 21, 2025 Q3 2025 |
1,024
shares
|
$934,492
0.1% of portfolio
|
Q4 2021
Added 36.53%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
1,024
shares
|
$934,492
0.48% of portfolio
|
Q3 2025
Reduced 11.34%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
1,024
shares
|
$934,492
0.43% of portfolio
|
Q3 2025
Reduced 4.21%
|
|