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 |
|---|---|---|---|---|---|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
939
shares
|
$856,922
0.38% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
937
shares
|
$855,096
0.12% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
936
shares
|
$854,184
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
934
shares
|
$852,359
0.33% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
934
shares
|
$852,359
0.24% of portfolio
|
Q3 2025
Added 48.73%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
934
shares
|
$852,359
0.11% of portfolio
|
Q4 2025
Added 10.27%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 15, 2026 Q4 2025 |
932
shares
|
$850,533
0.13% of portfolio
|
Q4 2025
Reduced 1.58%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
931
shares
|
$849,621
0.53% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
930
shares
|
$848,708
0.1% of portfolio
|
Q4 2025
Reduced 1.69%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
929
shares
|
$847,796
0.17% of portfolio
|
Q4 2025
Reduced 19.64%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
929
shares
|
$847,796
1.09% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Mcrae Capital Management Inc
|
Nov 07, 2025 Q3 2025 |
928
shares
|
$846,883
0.18% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
928
shares
|
$846,883
0.26% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
928
shares
|
$846,883
0.55% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
926
shares
|
$845,058
0.12% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
925
shares
|
$844,145
0.44% of portfolio
|
Q3 2025
Added 57.58%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
925
shares
|
$844,145
0.09% of portfolio
|
Q3 2025
Reduced 83.81%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
924
shares
|
$843,233
0.09% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
921
shares
|
$840,495
0.2% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 18, 2025 Q3 2025 |
920
shares
|
$839,582
0.09% of portfolio
|
Q2 2024
Added 84.0%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
919
shares
|
$838,670
0.16% of portfolio
|
Q4 2025
Reduced 3.57%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 24, 2025 Q3 2025 |
917
shares
|
$836,845
0.18% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
917
shares
|
$836,845
0.73% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
916
shares
|
$835,932
0.23% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
915
shares
|
$835,019
0.12% of portfolio
|
Q3 2023
Added 50.25%
|
|