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 |
|---|---|---|---|---|---|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
817
shares
|
$745,586
0.21% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
815
shares
|
$743,760
0.11% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
814
shares
|
$742,848
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
813
shares
|
$741,935
0.48% of portfolio
|
Q3 2025
Added 146.36%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
813
shares
|
$741,935
0.4% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
Nov 05, 2025 Q3 2025 |
813
shares
|
$741,935
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
812
shares
|
$741,023
0.06% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
812
shares
|
$741,023
0.2% of portfolio
|
Q4 2025
Reduced 91.12%
|
|
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
Jan 15, 2026 Q4 2025 |
811
shares
|
$740,110
0.4% of portfolio
|
Q4 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
808
shares
|
$737,372
0.06% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
808
shares
|
$737,372
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
807
shares
|
$736,460
0.19% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
800
shares
|
$730,072
0.05% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
798
shares
|
$728,246
1.17% of portfolio
|
Q2 2025
Reduced 20.04%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
798
shares
|
$728,246
0.3% of portfolio
|
Q3 2025
Reduced 43.76%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
797
shares
|
$727,334
0.06% of portfolio
|
Q4 2025
Added 3.1%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
796
shares
|
$726,421
0.09% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
795
shares
|
$725,509
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
793
shares
|
$723,683
0.3% of portfolio
|
Q3 2025
Added 18.54%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 14, 2025 Q3 2025 |
793
shares
|
$723,683
0.46% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
792
shares
|
$722,771
0.42% of portfolio
|
Q4 2025
Added 1.54%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
792
shares
|
$722,771
0.25% of portfolio
|
Q3 2025
Added 16.3%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
792
shares
|
$722,771
0.03% of portfolio
|
Q1 2025
Reduced 39.73%
|
|
|
Center Star Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
791
shares
|
$721,858
1.41% of portfolio
|
Q3 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
790
shares
|
$720,946
0.3% of portfolio
|
Q3 2025
Added 1.8%
|
|