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 |
|---|---|---|---|---|---|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
790
shares
|
$720,946
0.41% of portfolio
|
Q3 2025
Reduced 26.99%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
790
shares
|
$720,946
0.54% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
789
shares
|
$720,033
0.43% of portfolio
|
Q3 2025
Reduced 16.42%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
789
shares
|
$720,033
0.66% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
787
shares
|
$718,208
0.6% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
786
shares
|
$717,295
0.08% of portfolio
|
Q3 2025
Added 44.49%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
784
shares
|
$715,470
0.29% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
784
shares
|
$715,470
0.38% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
784
shares
|
$715,470
0.27% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
784
shares
|
$715,470
0.06% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
783
shares
|
$714,557
0.17% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
782
shares
|
$713,645
0.26% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
781
shares
|
$712,732
0.12% of portfolio
|
Q3 2025
Added 12.54%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
780
shares
|
$711,820
0.1% of portfolio
|
Q4 2025
Added 5.12%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
780
shares
|
$711,820
0.11% of portfolio
|
Q4 2025
Reduced 0.38%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
779
shares
|
$710,907
0.39% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
779
shares
|
$710,907
0.35% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 15, 2026 Q4 2025 |
777
shares
|
$709,082
0.42% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
776
shares
|
$708,169
0.13% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
776
shares
|
$708,169
0.02% of portfolio
|
Q3 2025
Added 58.69%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
775
shares
|
$707,257
0.19% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
775
shares
|
$707,257
0.06% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
773
shares
|
$705,432
0.17% of portfolio
|
Q4 2025
Added 7.36%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
773
shares
|
$705,432
0.11% of portfolio
|
Q3 2025
Added 41.32%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
772
shares
|
$704,519
0.09% of portfolio
|
Q3 2025
Added 3.76%
|
|