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 |
|---|---|---|---|---|---|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
495
shares
|
$451,732
0.24% of portfolio
|
Q3 2022
Added 17.86%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
494
shares
|
$450,819
0.05% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
494
shares
|
$450,819
0.21% of portfolio
|
Q4 2025
Reduced 8.69%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
494
shares
|
$450,819
0.26% of portfolio
|
Q4 2025
Reduced 20.19%
|
|
|
Schaeffer Financial LLC
|
Nov 03, 2025 Q3 2025 |
493
shares
|
$449,906
0.41% of portfolio
|
Q4 2023
Reduced 50.05%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2025 Q3 2025 |
493
shares
|
$449,906
0.01% of portfolio
|
Q2 2025
Reduced 39.43%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 16, 2026 Q4 2025 |
492
shares
|
$448,994
0.19% of portfolio
|
Q4 2025
Added 55.21%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
492
shares
|
$448,994
0.24% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
491
shares
|
$448,081
0.09% of portfolio
|
Q4 2025
Added 24.62%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
491
shares
|
$448,081
0.05% of portfolio
|
Q3 2025
Added 11.34%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
491
shares
|
$448,081
0.19% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
490
shares
|
$447,169
0.03% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
490
shares
|
$447,169
0.11% of portfolio
|
Q3 2025
Added 31.37%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
490
shares
|
$447,169
0.3% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
489
shares
|
$446,256
0.19% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
488
shares
|
$445,343
0.05% of portfolio
|
Q2 2022
Reduced 9.29%
|
|
|
Geneva Partners, LLC
|
Nov 12, 2025 Q3 2025 |
488
shares
|
$445,343
0.18% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
487
shares
|
$444,431
0.21% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
487
shares
|
$444,431
0.09% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Bourgeon Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
487
shares
|
$444,431
0.08% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
487
shares
|
$444,431
0.09% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
487
shares
|
$444,431
0.12% of portfolio
|
Q1 2025
Added 25.84%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
486
shares
|
$443,518
0.13% of portfolio
|
Q4 2022
Added 0.21%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
486
shares
|
$443,518
0.04% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
486
shares
|
$443,518
0.2% of portfolio
|
Q3 2025
New holding
|
|