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 |
|---|---|---|---|---|---|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
581
shares
|
$530,214
0.2% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
580
shares
|
$529,302
0.18% of portfolio
|
Q3 2025
Reduced 29.53%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
580
shares
|
$529,302
0.49% of portfolio
|
Q4 2024
Reduced 12.78%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
579
shares
|
$528,389
0.44% of portfolio
|
Q3 2025
Reduced 11.6%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
578
shares
|
$527,477
0.19% of portfolio
|
Q3 2025
Added 22.46%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
578
shares
|
$527,477
0.22% of portfolio
|
Q3 2025
Added 84.08%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
578
shares
|
$527,477
0.31% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
577
shares
|
$526,564
0.13% of portfolio
|
Q3 2025
Reduced 25.74%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
577
shares
|
$526,564
0.17% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
577
shares
|
$526,564
0.19% of portfolio
|
Q1 2025
Added 34.5%
|
|
|
Elevatus Welath Management
Victor, NY |
Jan 14, 2026 Q4 2025 |
576
shares
|
$525,651
0.14% of portfolio
|
Q4 2025
Added 1.41%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
574
shares
|
$523,826
0.07% of portfolio
|
Q3 2025
Reduced 92.04%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
573
shares
|
$522,914
0.08% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Blue Spruce Investments, LP
Chicago, IL |
Nov 14, 2025 Q3 2025 |
573
shares
|
$522,914
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
572
shares
|
$522,001
0.09% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
572
shares
|
$522,001
0.05% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
570
shares
|
$520,176
0.54% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
569
shares
|
$519,263
0.13% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
569
shares
|
$519,263
0.4% of portfolio
|
Q3 2025
Added 15.18%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
567
shares
|
$517,438
0.3% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
566
shares
|
$516,525
0.14% of portfolio
|
Q4 2025
Added 66.47%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Dec 12, 2025 Q3 2025 |
565
shares
|
$515,613
0.84% of portfolio
|
Q3 2025
Added 90.88%
|
|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
565
shares
|
$515,613
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
564
shares
|
$514,700
0.07% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
564
shares
|
$514,700
0.29% of portfolio
|
Q2 2024
Reduced 81.25%
|
|