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 |
|---|---|---|---|---|---|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
1,000
shares
|
$912,590
0.25% of portfolio
|
Q4 2022
Added 9.17%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$912,590
0.31% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
1,000
shares
|
$912,590
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
999
shares
|
$911,677
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
996
shares
|
$908,939
0.06% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
996
shares
|
$908,939
0.05% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
992
shares
|
$905,289
0.33% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
990
shares
|
$903,464
0.75% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
988
shares
|
$901,638
0.29% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 10, 2025 Q3 2025 |
988
shares
|
$901,638
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
986
shares
|
$899,813
0.02% of portfolio
|
Q3 2025
Reduced 95.85%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
986
shares
|
$899,813
0.07% of portfolio
|
Q1 2025
Reduced 23.27%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
981
shares
|
$895,250
0.19% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Limestone Investment Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
977
shares
|
$891,600
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
976
shares
|
$890,687
0.32% of portfolio
|
Q3 2025
Reduced 17.57%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
975
shares
|
$889,775
0.18% of portfolio
|
Q3 2025
Added 50.7%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
974
shares
|
$888,862
0.23% of portfolio
|
Q3 2025
Added 266.17%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
972
shares
|
$887,037
0.17% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
971
shares
|
$886,124
0.26% of portfolio
|
Q3 2025
Reduced 22.07%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
971
shares
|
$886,124
0.37% of portfolio
|
Q3 2025
Reduced 67.43%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
971
shares
|
$886,124
0.57% of portfolio
|
Q4 2025
Added 2.75%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
970
shares
|
$885,212
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
969
shares
|
$884,299
0.26% of portfolio
|
Q4 2025
Reduced 3.39%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
968
shares
|
$883,387
0.48% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
968
shares
|
$883,387
0.11% of portfolio
|
Q3 2025
Added 2.76%
|
|