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 |
|---|---|---|---|---|---|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
507
shares
|
$462,683
0.27% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
506
shares
|
$461,770
0.07% of portfolio
|
Q3 2025
Reduced 80.22%
|
|
|
Campbell Newman Asset Management Inc
|
Oct 23, 2025 Q3 2025 |
505
shares
|
$460,857
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
505
shares
|
$460,857
0.05% of portfolio
|
Q2 2025
Added 16.63%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
504
shares
|
$459,945
0.38% of portfolio
|
Q3 2025
Reduced 57.11%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
503
shares
|
$459,032
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
503
shares
|
$459,032
0.13% of portfolio
|
Q4 2025
Added 8.87%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
502
shares
|
$458,120
0.13% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
502
shares
|
$458,120
0.2% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
501
shares
|
$457,207
0.28% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
501
shares
|
$457,207
0.36% of portfolio
|
Q3 2025
Added 33.96%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
501
shares
|
$457,207
0.19% of portfolio
|
Q4 2025
Reduced 7.9%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
500
shares
|
$456,295
0.29% of portfolio
|
Q3 2021
New holding
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
500
shares
|
$456,295
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Avenir Corp
Washington, DC |
Nov 14, 2025 Q3 2025 |
500
shares
|
$456,295
0.05% of portfolio
|
Q4 2022
Reduced 9.09%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
500
shares
|
$456,295
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
499
shares
|
$455,382
0.18% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
499
shares
|
$455,382
0.18% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
498
shares
|
$454,469
0.06% of portfolio
|
Q4 2025
Reduced 0.99%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
498
shares
|
$454,469
0.11% of portfolio
|
Q3 2023
Added 2.05%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
498
shares
|
$454,469
0.21% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Kidder Stephen W
|
Nov 07, 2025 Q3 2025 |
497
shares
|
$453,557
0.13% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
497
shares
|
$453,557
0.3% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
496
shares
|
$452,644
0.23% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
495
shares
|
$451,732
0.1% of portfolio
|
Q4 2025
Added 0.2%
|
|