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 |
|---|---|---|---|---|---|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
772
shares
|
$704,519
0.27% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
772
shares
|
$704,519
0.23% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 06, 2025 Q3 2025 |
771
shares
|
$703,606
0.51% of portfolio
|
Q2 2024
New holding
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
770
shares
|
$702,694
0.06% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
770
shares
|
$702,694
0.15% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
770
shares
|
$702,694
0.16% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Presidio Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
769
shares
|
$701,781
0.21% of portfolio
|
Q4 2025
Added 16.34%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
769
shares
|
$701,781
0.44% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Anson Funds Management LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
768
shares
|
$700,869
0.12% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
766
shares
|
$699,043
0.14% of portfolio
|
Q1 2023
Added 1.46%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
766
shares
|
$699,043
0.24% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
765
shares
|
$698,131
0.46% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
765
shares
|
$698,131
0.28% of portfolio
|
Q1 2025
Added 46.83%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
763
shares
|
$696,306
0.32% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Seizert Capital Partners, LLC
|
Oct 29, 2025 Q3 2025 |
763
shares
|
$696,306
0.03% of portfolio
|
Q4 2023
Reduced 6.15%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
761
shares
|
$694,480
0.02% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
759
shares
|
$692,655
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Blossom Wealth Management
|
Jan 16, 2026 Q4 2025 |
759
shares
|
$692,655
1.14% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
757
shares
|
$690,830
0.34% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
757
shares
|
$690,830
0.12% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
754
shares
|
$688,092
0.54% of portfolio
|
Q3 2025
Added 45.28%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
753
shares
|
$687,180
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
752
shares
|
$686,267
0.12% of portfolio
|
Q4 2025
Added 7.74%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
752
shares
|
$686,267
0.4% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
751
shares
|
$685,355
0.23% of portfolio
|
Q3 2025
Reduced 47.74%
|
|