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 |
|---|---|---|---|---|---|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
625
shares
|
$570,368
0.21% of portfolio
|
Q3 2025
Reduced 16.22%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
624
shares
|
$569,456
0.12% of portfolio
|
Q2 2025
Reduced 23.72%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
624
shares
|
$569,456
0.09% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
624
shares
|
$569,456
0.28% of portfolio
|
Q2 2025
Added 48.57%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
624
shares
|
$569,456
0.1% of portfolio
|
Q3 2025
Reduced 19.9%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
622
shares
|
$567,630
0.23% of portfolio
|
Q4 2025
Reduced 72.13%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
622
shares
|
$567,630
0.04% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
622
shares
|
$567,630
0.04% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
621
shares
|
$566,718
0.2% of portfolio
|
Q3 2025
Reduced 43.29%
|
|
|
Wallace Hart LLC
Lexington, KY |
Nov 04, 2025 Q3 2025 |
621
shares
|
$566,718
0.42% of portfolio
|
Q2 2025
Reduced 74.22%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
619
shares
|
$564,893
0.1% of portfolio
|
Q3 2025
Reduced 27.09%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
618
shares
|
$563,980
0.18% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
618
shares
|
$563,980
0.13% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
618
shares
|
$563,980
0.39% of portfolio
|
Q4 2025
Added 8.99%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
616
shares
|
$562,155
0.26% of portfolio
|
Q3 2025
Reduced 16.87%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
615
shares
|
$561,242
0.39% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
615
shares
|
$561,242
0.12% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
615
shares
|
$561,242
0.17% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
614
shares
|
$560,330
0.18% of portfolio
|
Q3 2025
Added 19.46%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
614
shares
|
$560,330
0.24% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
613
shares
|
$559,417
0.12% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
613
shares
|
$559,417
0.19% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
613
shares
|
$559,417
0.12% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
612
shares
|
$558,505
0.14% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
South Street Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
611
shares
|
$557,592
0.08% of portfolio
|
Q3 2025
New holding
|
|