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 |
|---|---|---|---|---|---|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
721
shares
|
$657,977
0.19% of portfolio
|
Q3 2025
Reduced 28.4%
|
|
|
Karani Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
721
shares
|
$657,977
0.54% of portfolio
|
Q3 2025
Added 94.86%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
721
shares
|
$657,977
0.42% of portfolio
|
Q3 2024
Reduced 17.22%
|
|
|
Ninepoint Partners LP
|
Nov 12, 2025 Q3 2025 |
720
shares
|
$657,064
0.1% of portfolio
|
Q3 2025
Reduced 20.7%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
720
shares
|
$657,064
0.19% of portfolio
|
Q4 2025
Reduced 5.39%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
719
shares
|
$656,152
0.13% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
718
shares
|
$655,239
0.15% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
718
shares
|
$655,239
0.27% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
718
shares
|
$655,239
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
718
shares
|
$655,239
0.01% of portfolio
|
Q3 2025
Reduced 87.91%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
717
shares
|
$654,327
0.16% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
716
shares
|
$653,414
0.43% of portfolio
|
Q4 2024
Reduced 16.74%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
716
shares
|
$653,414
0.4% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Nov 04, 2025 Q3 2025 |
716
shares
|
$653,414
0.36% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
715
shares
|
$652,501
0.17% of portfolio
|
Q4 2025
Reduced 0.14%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
715
shares
|
$652,501
0.21% of portfolio
|
Q3 2025
Added 35.93%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
714
shares
|
$651,589
0.48% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
712
shares
|
$649,764
0.03% of portfolio
|
Q2 2025
Reduced 64.13%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
712
shares
|
$649,764
0.22% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
711
shares
|
$648,851
0.19% of portfolio
|
Q4 2025
Reduced 2.34%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
711
shares
|
$648,851
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
710
shares
|
$647,938
0.11% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
709
shares
|
$647,026
0.05% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
705
shares
|
$643,375
0.2% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
705
shares
|
$643,375
0.19% of portfolio
|
Q1 2025
Added 5.07%
|
|