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 |
|---|---|---|---|---|---|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
841
shares
|
$767,488
0.21% of portfolio
|
Q2 2025
Added 18.79%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
838
shares
|
$764,750
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
834
shares
|
$761,100
0.03% of portfolio
|
Q2 2023
Added 9.74%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
832
shares
|
$759,274
0.11% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 16, 2026 Q4 2025 |
831
shares
|
$758,362
0.44% of portfolio
|
Q4 2025
Reduced 7.46%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
830
shares
|
$757,449
0.17% of portfolio
|
Q3 2025
Reduced 27.83%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
829
shares
|
$756,537
0.05% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
828
shares
|
$755,624
0.09% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
827
shares
|
$754,711
0.24% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
826
shares
|
$753,799
0.21% of portfolio
|
Q4 2025
Reduced 46.64%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
826
shares
|
$753,799
0.6% of portfolio
|
Q2 2025
Added 13.77%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
823
shares
|
$751,061
0.3% of portfolio
|
Q3 2025
Reduced 33.9%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
823
shares
|
$751,061
0.19% of portfolio
|
Q4 2025
Reduced 10.15%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
821
shares
|
$749,236
0.36% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
821
shares
|
$749,236
0.03% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
821
shares
|
$749,236
0.11% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
M. Kraus & CO
|
Oct 14, 2025 Q3 2025 |
820
shares
|
$748,323
0.23% of portfolio
|
Q2 2023
Reduced 1.2%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
820
shares
|
$748,323
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
820
shares
|
$748,323
0.21% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
819
shares
|
$747,411
0.12% of portfolio
|
Q3 2025
Added 46.25%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
818
shares
|
$746,498
0.13% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
818
shares
|
$746,498
0.16% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
818
shares
|
$746,498
0.21% of portfolio
|
Q4 2025
Reduced 11.85%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 16, 2026 Q4 2025 |
818
shares
|
$746,498
0.18% of portfolio
|
Q4 2025
Reduced 10.89%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
818
shares
|
$746,498
0.24% of portfolio
|
Q3 2025
Reduced 1.92%
|
|