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 |
|---|---|---|---|---|---|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Oct 29, 2025 Q3 2025 |
885
shares
|
$807,642
0.61% of portfolio
|
Q1 2025
Reduced 37.68%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
884
shares
|
$806,729
0.25% of portfolio
|
Q1 2024
Reduced 91.94%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
884
shares
|
$806,729
0.11% of portfolio
|
Q4 2025
Reduced 0.11%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
883
shares
|
$805,816
0.62% of portfolio
|
Q4 2022
Added 7.16%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
882
shares
|
$804,904
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tamar Securities, LLC
|
Nov 13, 2025 Q3 2025 |
881
shares
|
$803,991
0.09% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
880
shares
|
$803,079
0.09% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
879
shares
|
$802,166
0.17% of portfolio
|
Q4 2025
Added 0.69%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Oct 27, 2025 Q3 2025 |
879
shares
|
$802,166
0.57% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
879
shares
|
$802,166
0.15% of portfolio
|
Q4 2025
Reduced 6.89%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
877
shares
|
$800,341
0.13% of portfolio
|
Q3 2025
Reduced 25.36%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
876
shares
|
$799,428
0.09% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
875
shares
|
$798,516
0.15% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
875
shares
|
$798,516
0.23% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
874
shares
|
$797,603
0.26% of portfolio
|
Q3 2025
Reduced 34.68%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
874
shares
|
$797,603
0.47% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
873
shares
|
$796,691
0.46% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
871
shares
|
$794,865
0.06% of portfolio
|
Q4 2025
Added 8.2%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
870
shares
|
$793,953
0.18% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
869
shares
|
$793,040
0.93% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
867
shares
|
$791,215
0.34% of portfolio
|
Q3 2025
Reduced 13.73%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
867
shares
|
$791,215
0.3% of portfolio
|
Q2 2023
New holding
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
865
shares
|
$789,390
0.32% of portfolio
|
Q3 2025
Added 61.08%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
865
shares
|
$789,390
0.31% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
865
shares
|
$789,390
0.6% of portfolio
|
Q4 2024
New holding
|
|