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 |
|---|---|---|---|---|---|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
610
shares
|
$556,679
0.15% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
610
shares
|
$556,679
0.02% of portfolio
|
Q3 2025
Added 12.96%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
608
shares
|
$554,854
0.23% of portfolio
|
Q3 2025
Added 69.83%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
608
shares
|
$554,854
0.35% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
607
shares
|
$553,942
0.05% of portfolio
|
Q4 2025
Added 105.07%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
607
shares
|
$553,942
0.12% of portfolio
|
Q3 2025
Added 73.43%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 12, 2025 Q3 2025 |
606
shares
|
$553,029
0.07% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
606
shares
|
$553,029
0.07% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
603
shares
|
$550,291
0.54% of portfolio
|
Q4 2025
Added 57.44%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
603
shares
|
$550,291
0.2% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
602
shares
|
$549,379
0.2% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
601
shares
|
$548,466
0.08% of portfolio
|
Q3 2022
Reduced 12.65%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
601
shares
|
$548,466
0.25% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Lattice Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
600
shares
|
$547,554
0.57% of portfolio
|
Q2 2024
New holding
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
600
shares
|
$547,554
0.18% of portfolio
|
Q3 2022
Reduced 14.29%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
600
shares
|
$547,554
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
599
shares
|
$546,641
0.04% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
598
shares
|
$545,728
0.13% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
598
shares
|
$545,728
0.16% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 05, 2025 Q3 2025 |
597
shares
|
$544,816
0.55% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
596
shares
|
$543,903
0.17% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
594
shares
|
$542,078
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
594
shares
|
$542,078
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
593
shares
|
$541,165
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
592
shares
|
$540,253
0.14% of portfolio
|
Q3 2025
Reduced 34.22%
|
|