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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
519
shares
|
$473,634
0.2% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
519
shares
|
$473,634
0.01% of portfolio
|
Q2 2025
Reduced 37.7%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 16, 2026 Q4 2025 |
519
shares
|
$473,634
0.18% of portfolio
|
Q4 2025
Reduced 4.42%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
519
shares
|
$473,634
0.12% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
518
shares
|
$472,721
0.12% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Nov 12, 2025 Q3 2025 |
518
shares
|
$472,721
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
517
shares
|
$471,809
0.03% of portfolio
|
Q4 2023
Added 0.19%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
517
shares
|
$471,809
0.18% of portfolio
|
Q2 2025
Reduced 43.87%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
516
shares
|
$470,896
0.14% of portfolio
|
Q4 2025
Reduced 52.49%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2026 Q4 2025 |
515
shares
|
$469,983
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
515
shares
|
$469,983
0.13% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
514
shares
|
$469,071
0.03% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
514
shares
|
$469,071
0.19% of portfolio
|
Q2 2022
Reduced 44.13%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
512
shares
|
$467,246
0.09% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
511
shares
|
$466,333
0.25% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
510
shares
|
$465,420
0.05% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
510
shares
|
$465,420
0.4% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Nov 13, 2025 Q3 2025 |
510
shares
|
$465,420
0.21% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
509
shares
|
$464,508
0.12% of portfolio
|
Q3 2025
Reduced 18.3%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
509
shares
|
$464,508
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
508
shares
|
$463,595
0.11% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
508
shares
|
$463,595
0.03% of portfolio
|
Q3 2025
Reduced 38.5%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
508
shares
|
$463,595
0.27% of portfolio
|
Q3 2025
Added 16.51%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
507
shares
|
$462,683
0.28% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
507
shares
|
$462,683
0.17% of portfolio
|
Q3 2025
Reduced 2.5%
|
|