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 4,528 institutions that hold shares in the stock, with a total of 297 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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
916
shares
|
$835,932
0.23% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Jb Capital LLC
|
Jan 20, 2026 Q4 2025 |
916
shares
|
$835,932
0.04% of portfolio
|
Q4 2025
Added 8.79%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
915
shares
|
$835,019
0.12% of portfolio
|
Q3 2023
Added 50.25%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
915
shares
|
$835,019
0.61% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
914
shares
|
$834,107
0.11% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
914
shares
|
$834,107
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
912
shares
|
$832,282
0.05% of portfolio
|
Q2 2022
Added 28.09%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
910
shares
|
$830,456
0.18% of portfolio
|
Q3 2025
Reduced 11.22%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
910
shares
|
$830,456
0.97% of portfolio
|
Q3 2025
Reduced 50.03%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
907
shares
|
$827,719
0.25% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
907
shares
|
$827,719
0.22% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
907
shares
|
$827,719
0.14% of portfolio
|
Q4 2025
Reduced 14.6%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
907
shares
|
$827,719
0.15% of portfolio
|
Q3 2025
Reduced 18.07%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
906
shares
|
$826,806
0.48% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
900
shares
|
$821,331
0.09% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
895
shares
|
$816,768
0.09% of portfolio
|
Q4 2025
Reduced 23.7%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 14, 2025 Q3 2025 |
894
shares
|
$815,855
2.1% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Finward Bancorp
Munster, IN |
Jan 21, 2026 Q4 2025 |
890
shares
|
$812,205
0.6% of portfolio
|
Q4 2025
Reduced 32.88%
|
|
|
Tuttle Capital Management, LLC
|
Jan 08, 2026 Q4 2025 |
889
shares
|
$811,292
2.22% of portfolio
|
Q4 2025
Added 33.48%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
888
shares
|
$810,379
0.28% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
887
shares
|
$809,467
0.07% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
887
shares
|
$809,467
0.04% of portfolio
|
Q3 2025
Added 16.71%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
887
shares
|
$809,467
0.13% of portfolio
|
Q3 2025
Added 26.35%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
886
shares
|
$808,554
0.12% of portfolio
|
Q4 2025
Added 2.07%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
886
shares
|
$808,554
0.44% of portfolio
|
Q3 2025
Added 9.93%
|
|