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 |
|---|---|---|---|---|---|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
549
shares
|
$501,011
0.4% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
548
shares
|
$500,099
0.3% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
548
shares
|
$500,099
0.27% of portfolio
|
Q4 2025
Reduced 10.75%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Jan 07, 2026 Q4 2025 |
548
shares
|
$500,099
0.48% of portfolio
|
Q4 2025
Reduced 6.0%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
548
shares
|
$500,099
0.35% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Winslow Asset Management Inc
|
Nov 06, 2025 Q3 2025 |
546
shares
|
$498,274
0.09% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
546
shares
|
$498,274
0.14% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
546
shares
|
$498,274
0.03% of portfolio
|
Q3 2025
Added 12.58%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
545
shares
|
$497,361
0.15% of portfolio
|
Q2 2025
Reduced 32.72%
|
|
|
Elite Life Management LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
544
shares
|
$496,448
1.06% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
544
shares
|
$496,448
0.22% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
543
shares
|
$495,536
0.19% of portfolio
|
Q3 2025
Reduced 50.55%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
543
shares
|
$495,536
0.13% of portfolio
|
Q3 2025
Reduced 42.11%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
542
shares
|
$494,623
0.12% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
541
shares
|
$493,711
0.12% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
541
shares
|
$493,711
0.22% of portfolio
|
Q3 2025
Reduced 81.98%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
541
shares
|
$493,711
0.21% of portfolio
|
Q3 2025
Added 23.23%
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
540
shares
|
$492,798
0.45% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Miramar Capital, LLC
|
Nov 12, 2025 Q3 2025 |
540
shares
|
$492,798
0.11% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Nov 12, 2025 Q3 2025 |
540
shares
|
$492,798
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
539
shares
|
$491,886
0.13% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
538
shares
|
$490,973
0.24% of portfolio
|
Q4 2025
Added 112.65%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
538
shares
|
$490,973
0.08% of portfolio
|
Q4 2025
Added 48.21%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
537
shares
|
$490,060
0.14% of portfolio
|
Q3 2025
Added 26.95%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
537
shares
|
$490,060
0.36% of portfolio
|
Q2 2025
Reduced 50.0%
|
|