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 |
|---|---|---|---|---|---|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
704
shares
|
$642,463
0.22% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
703
shares
|
$641,550
0.22% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
703
shares
|
$641,550
0.14% of portfolio
|
Q4 2025
Reduced 8.1%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
702
shares
|
$640,638
0.1% of portfolio
|
Q4 2025
Added 133.22%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
702
shares
|
$640,638
0.2% of portfolio
|
Q3 2025
Reduced 67.69%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
700
shares
|
$638,813
0.15% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
699
shares
|
$637,900
0.41% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
698
shares
|
$636,987
0.4% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
697
shares
|
$636,075
0.08% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
695
shares
|
$634,250
0.13% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
695
shares
|
$634,250
0.1% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
695
shares
|
$634,250
0.34% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
695
shares
|
$634,250
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
694
shares
|
$633,337
0.09% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
693
shares
|
$632,424
0.23% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
693
shares
|
$632,424
0.09% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
693
shares
|
$632,424
0.05% of portfolio
|
Q1 2023
Reduced 2.12%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
692
shares
|
$631,512
0.06% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
690
shares
|
$629,687
0.08% of portfolio
|
Q4 2025
Added 117.67%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
689
shares
|
$628,774
0.12% of portfolio
|
Q4 2025
Reduced 1.01%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
689
shares
|
$628,774
0.38% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
688
shares
|
$627,861
0.09% of portfolio
|
Q3 2025
Reduced 28.7%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Jan 13, 2026 Q4 2025 |
687
shares
|
$626,949
0.06% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
687
shares
|
$626,949
0.15% of portfolio
|
Q2 2024
Reduced 16.22%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
687
shares
|
$626,949
0.39% of portfolio
|
Q3 2025
Added 2.08%
|
|