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 |
|---|---|---|---|---|---|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 08, 2026 Q4 2025 |
966
shares
|
$881,561
0.73% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
965
shares
|
$880,649
0.54% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 20, 2025 Q3 2025 |
963
shares
|
$878,824
0.36% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
963
shares
|
$878,824
0.25% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
961
shares
|
$876,998
0.16% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
960
shares
|
$876,086
0.01% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
960
shares
|
$876,086
0.24% of portfolio
|
Q4 2025
Reduced 10.11%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
959
shares
|
$875,173
0.04% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
959
shares
|
$875,173
0.21% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
958
shares
|
$874,261
0.45% of portfolio
|
Q4 2025
Added 14.05%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
957
shares
|
$873,348
0.26% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
956
shares
|
$872,436
0.28% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
955
shares
|
$871,523
0.24% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
954
shares
|
$870,610
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
953
shares
|
$869,698
0.07% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
953
shares
|
$869,698
0.38% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
953
shares
|
$869,698
0.11% of portfolio
|
Q4 2025
Reduced 2.56%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
949
shares
|
$866,047
0.26% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
948
shares
|
$865,135
0.11% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
946
shares
|
$863,310
0.13% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
946
shares
|
$863,310
0.18% of portfolio
|
Q3 2025
Reduced 78.92%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
942
shares
|
$859,659
0.2% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
942
shares
|
$859,659
0.76% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
941
shares
|
$858,747
0.05% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
940
shares
|
$857,834
0.44% of portfolio
|
Q3 2025
Added 6.21%
|
|