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 |
|---|---|---|---|---|---|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
751
shares
|
$685,355
0.46% of portfolio
|
Q3 2025
Reduced 55.88%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
750
shares
|
$684,442
0.15% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Emerald Advisers, LLC
|
Oct 30, 2025 Q3 2025 |
750
shares
|
$684,442
0.02% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
750
shares
|
$684,442
0.39% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Enzi Wealth
Austin, TX |
Jan 15, 2026 Q4 2025 |
749
shares
|
$683,529
0.33% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
746
shares
|
$680,792
0.16% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
745
shares
|
$679,879
0.04% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
744
shares
|
$678,966
0.22% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
742
shares
|
$677,141
0.35% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
742
shares
|
$677,141
0.12% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
742
shares
|
$677,141
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
741
shares
|
$676,229
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
739
shares
|
$674,404
0.05% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
737
shares
|
$672,578
0.1% of portfolio
|
Q4 2025
Reduced 52.17%
|
|
|
Scott Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
734
shares
|
$669,841
0.15% of portfolio
|
Q4 2025
Reduced 40.47%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
734
shares
|
$669,841
0.33% of portfolio
|
Q3 2025
Reduced 12.51%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
733
shares
|
$668,928
0.04% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
733
shares
|
$668,928
0.16% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Riverstone Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
732
shares
|
$668,015
0.33% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
731
shares
|
$667,103
0.23% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
730
shares
|
$666,190
0.12% of portfolio
|
Q4 2025
Added 0.97%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
730
shares
|
$666,190
0.45% of portfolio
|
Q3 2025
Added 36.45%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
725
shares
|
$661,627
0.21% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
723
shares
|
$659,802
0.15% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
721
shares
|
$657,977
0.15% of portfolio
|
Q4 2025
Reduced 2.3%
|
|