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 |
|---|---|---|---|---|---|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
637
shares
|
$581,319
0.1% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
636
shares
|
$580,407
0.43% of portfolio
|
Q4 2025
Added 2.91%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
636
shares
|
$580,407
0.06% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
635
shares
|
$579,494
0.33% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
634
shares
|
$578,582
0.37% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
634
shares
|
$578,582
0.41% of portfolio
|
Q2 2025
Added 12.41%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
633
shares
|
$577,669
0.15% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Harvey Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
633
shares
|
$577,669
0.13% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
633
shares
|
$577,669
0.2% of portfolio
|
Q4 2025
Reduced 1.09%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
633
shares
|
$577,669
0.31% of portfolio
|
Q3 2025
Added 37.91%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
632
shares
|
$576,756
0.16% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
632
shares
|
$576,756
0.08% of portfolio
|
Q3 2025
Added 26.15%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
632
shares
|
$576,756
0.15% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
632
shares
|
$576,756
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
631
shares
|
$575,844
0.29% of portfolio
|
Q3 2025
Added 73.35%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
630
shares
|
$574,931
0.05% of portfolio
|
Q4 2025
Reduced 4.55%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
630
shares
|
$574,931
0.19% of portfolio
|
Q3 2025
Reduced 70.72%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
630
shares
|
$574,931
0.35% of portfolio
|
Q1 2025
Reduced 31.22%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
630
shares
|
$574,931
0.17% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
629
shares
|
$574,019
0.03% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Torray LLC
|
Oct 22, 2025 Q3 2025 |
628
shares
|
$573,106
0.08% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
628
shares
|
$573,106
0.03% of portfolio
|
Q3 2025
Added 50.6%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
628
shares
|
$573,106
0.09% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
625
shares
|
$570,368
0.34% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
625
shares
|
$570,368
0.27% of portfolio
|
Q3 2025
Added 5.04%
|
|