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 |
|---|---|---|---|---|---|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
669
shares
|
$610,522
0.1% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Selective Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
668
shares
|
$609,610
0.18% of portfolio
|
Q4 2025
Reduced 17.53%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
668
shares
|
$609,610
0.08% of portfolio
|
Q3 2025
Added 14.19%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
667
shares
|
$608,697
0.23% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
665
shares
|
$606,872
0.14% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
663
shares
|
$605,047
0.07% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
663
shares
|
$605,047
0.07% of portfolio
|
Q4 2022
Added 13.14%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
663
shares
|
$605,047
0.35% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
662
shares
|
$604,134
0.04% of portfolio
|
Q4 2023
Added 1.07%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
660
shares
|
$602,309
0.29% of portfolio
|
Q4 2022
Added 1.07%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
657
shares
|
$599,571
0.39% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
656
shares
|
$598,659
0.14% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
656
shares
|
$598,659
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
655
shares
|
$597,746
0.29% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
655
shares
|
$597,746
0.04% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
655
shares
|
$597,746
0.28% of portfolio
|
Q3 2025
Added 84.51%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
655
shares
|
$597,746
0.07% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
654
shares
|
$596,833
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
653
shares
|
$595,921
0.12% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
653
shares
|
$595,921
0.3% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
652
shares
|
$595,008
0.29% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
651
shares
|
$594,096
1.03% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
651
shares
|
$594,096
0.07% of portfolio
|
Q3 2025
Added 29.68%
|
|
|
Pictet North America Advisors Sa
|
Jan 16, 2026 Q4 2025 |
651
shares
|
$594,096
0.05% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
651
shares
|
$594,096
0.51% of portfolio
|
Q3 2025
Reduced 19.73%
|
|