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 |
|---|---|---|---|---|---|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
651
shares
|
$594,096
0.3% of portfolio
|
Q1 2023
Reduced 12.62%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
650
shares
|
$593,183
0.3% of portfolio
|
Q3 2023
Reduced 81.88%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
650
shares
|
$593,183
0.34% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
648
shares
|
$591,358
0.1% of portfolio
|
Q4 2025
Added 7.11%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
648
shares
|
$591,358
0.08% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
647
shares
|
$590,445
0.41% of portfolio
|
Q3 2025
Added 18.28%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
647
shares
|
$590,445
0.09% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
647
shares
|
$590,445
0.2% of portfolio
|
Q4 2025
Reduced 42.13%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
647
shares
|
$590,445
0.49% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
645
shares
|
$588,620
0.26% of portfolio
|
Q3 2025
Added 94.86%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
644
shares
|
$587,707
0.26% of portfolio
|
Q3 2025
Added 18.38%
|
|
|
Dempze Nancy E
|
Nov 07, 2025 Q3 2025 |
643
shares
|
$586,795
0.36% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
643
shares
|
$586,795
0.16% of portfolio
|
Q3 2025
Added 146.36%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
642
shares
|
$585,882
0.2% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
642
shares
|
$585,882
0.59% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
641
shares
|
$584,970
0.14% of portfolio
|
Q3 2025
Reduced 24.94%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
641
shares
|
$584,970
0.28% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
641
shares
|
$584,970
0.34% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
640
shares
|
$584,057
0.38% of portfolio
|
Q4 2025
Reduced 58.68%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
640
shares
|
$584,057
0.42% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
640
shares
|
$584,057
0.18% of portfolio
|
Q3 2025
Reduced 41.71%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
639
shares
|
$583,145
0.1% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Elefante Mark B
Boston, MA |
Nov 07, 2025 Q3 2025 |
638
shares
|
$582,232
0.38% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
637
shares
|
$581,319
0.44% of portfolio
|
Q4 2025
Reduced 10.91%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
637
shares
|
$581,319
0.13% of portfolio
|
Q4 2025
Added 1.27%
|
|