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 |
|---|---|---|---|---|---|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 16, 2026 Q4 2025 |
563
shares
|
$513,788
0.05% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
562
shares
|
$512,875
0.14% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
562
shares
|
$512,875
0.19% of portfolio
|
Q1 2025
Reduced 15.87%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
562
shares
|
$512,875
0.15% of portfolio
|
Q3 2025
Reduced 17.35%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
561
shares
|
$511,962
0.1% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
560
shares
|
$511,050
0.71% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
560
shares
|
$511,050
0.05% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
560
shares
|
$511,050
0.22% of portfolio
|
Q3 2025
Added 84.21%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
559
shares
|
$510,137
0.03% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
558
shares
|
$509,225
0.01% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
557
shares
|
$508,312
0.05% of portfolio
|
Q3 2025
Added 23.5%
|
|
|
Abner Herrman & Brock LLC
|
Jan 06, 2026 Q4 2025 |
556
shares
|
$507,400
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
556
shares
|
$507,400
0.9% of portfolio
|
Q2 2022
Reduced 76.4%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
555
shares
|
$506,487
0.03% of portfolio
|
Q3 2025
Reduced 23.97%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
555
shares
|
$506,487
0.22% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
555
shares
|
$506,487
0.04% of portfolio
|
Q3 2025
Added 56.34%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
555
shares
|
$506,487
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Jan 15, 2026 Q4 2025 |
554
shares
|
$505,574
0.37% of portfolio
|
Q4 2025
Reduced 9.77%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
553
shares
|
$504,662
0.03% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
551
shares
|
$502,837
0.04% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
550
shares
|
$501,924
0.12% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
550
shares
|
$501,924
0.09% of portfolio
|
Q3 2024
Reduced 12.97%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
550
shares
|
$501,924
0.29% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
550
shares
|
$501,924
0.61% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
549
shares
|
$501,011
0.11% of portfolio
|
Q1 2023
Reduced 8.5%
|
|