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 |
|---|---|---|---|---|---|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
686
shares
|
$626,036
0.2% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
686
shares
|
$626,036
0.06% of portfolio
|
Q3 2025
Reduced 17.94%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
685
shares
|
$625,124
0.13% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
685
shares
|
$625,124
0.17% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
685
shares
|
$625,124
0.11% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 15, 2026 Q4 2025 |
685
shares
|
$625,124
0.4% of portfolio
|
Q4 2025
Reduced 6.8%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
682
shares
|
$622,386
0.19% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
682
shares
|
$622,386
0.39% of portfolio
|
Q3 2025
Added 26.3%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
681
shares
|
$621,473
0.23% of portfolio
|
Q2 2025
Reduced 37.0%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
681
shares
|
$621,473
0.41% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
680
shares
|
$620,561
0.13% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
680
shares
|
$620,561
0.3% of portfolio
|
Q3 2025
Reduced 66.72%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
680
shares
|
$620,561
0.16% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
678
shares
|
$618,736
0.01% of portfolio
|
Q4 2025
Added 66.58%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Nov 12, 2025 Q3 2025 |
675
shares
|
$615,998
0.56% of portfolio
|
Q3 2025
Reduced 25.33%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
675
shares
|
$615,998
0.36% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
674
shares
|
$615,085
0.2% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
672
shares
|
$613,260
0.34% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2026 Q4 2025 |
672
shares
|
$613,260
0.26% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
672
shares
|
$613,260
0.46% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jan 15, 2026 Q4 2025 |
672
shares
|
$613,260
0.39% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
671
shares
|
$612,347
0.14% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
671
shares
|
$612,347
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
671
shares
|
$612,347
0.48% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
670
shares
|
$611,435
0.09% of portfolio
|
Q3 2025
Reduced 2.9%
|
|