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 |
|---|---|---|---|---|---|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Nov 17, 2025 Q3 2025 |
862
shares
|
$786,652
0.49% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
859
shares
|
$783,914
0.37% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
859
shares
|
$783,914
0.59% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
858
shares
|
$783,002
0.29% of portfolio
|
Q1 2023
Added 6.19%
|
|
|
Touchstone Capital, Inc.
|
Oct 27, 2025 Q3 2025 |
857
shares
|
$782,089
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 05, 2025 Q3 2025 |
855
shares
|
$780,264
0.45% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
855
shares
|
$780,264
0.43% of portfolio
|
Q3 2025
Added 58.63%
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
853
shares
|
$778,439
0.2% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Osher Van De Voorde Investment Management
|
Jan 14, 2026 Q4 2025 |
852
shares
|
$777,526
0.19% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
852
shares
|
$777,526
0.51% of portfolio
|
Q4 2025
Added 3.9%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
850
shares
|
$775,701
0.13% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
850
shares
|
$775,701
1.01% of portfolio
|
Q4 2022
Added 1033.33%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
849
shares
|
$774,788
0.22% of portfolio
|
Q4 2025
Added 8.29%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
848
shares
|
$773,876
0.26% of portfolio
|
Q2 2023
Added 30.86%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
847
shares
|
$772,963
0.13% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Chickasaw Capital Management LLC
|
Jan 09, 2026 Q4 2025 |
846
shares
|
$772,051
0.03% of portfolio
|
Q4 2025
Added 9.16%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
845
shares
|
$771,138
0.05% of portfolio
|
Q4 2025
Added 29.2%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
845
shares
|
$771,138
0.26% of portfolio
|
Q4 2025
Reduced 26.07%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
845
shares
|
$771,138
0.5% of portfolio
|
Q4 2025
Added 1.44%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
845
shares
|
$771,138
0.52% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
844
shares
|
$770,225
0.23% of portfolio
|
Q3 2025
Added 204.69%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
843
shares
|
$769,313
0.1% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
842
shares
|
$768,400
0.04% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
842
shares
|
$768,400
0.15% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Weil Company, Inc.
|
Jan 14, 2026 Q4 2025 |
842
shares
|
$768,400
0.22% of portfolio
|
Q3 2025
Reduced 0.24%
|
|