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 |
|---|---|---|---|---|---|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Oct 09, 2025 Q3 2025 |
486
shares
|
$443,518
0.3% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
485
shares
|
$442,606
0.46% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Avity Investment Management Inc.
|
Jan 13, 2026 Q4 2025 |
483
shares
|
$440,780
0.03% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
483
shares
|
$440,780
0.1% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
482
shares
|
$439,868
0.11% of portfolio
|
Q4 2025
Added 2.12%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
481
shares
|
$438,955
0.07% of portfolio
|
Q4 2025
Added 3.22%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
481
shares
|
$438,955
0.33% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
481
shares
|
$438,955
0.05% of portfolio
|
Q3 2025
Reduced 25.77%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
480
shares
|
$438,043
0.05% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
480
shares
|
$438,043
0.18% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 13, 2026 Q4 2025 |
478
shares
|
$436,218
0.24% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
478
shares
|
$436,218
0.96% of portfolio
|
Q3 2025
Reduced 91.23%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
478
shares
|
$436,218
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
477
shares
|
$435,305
0.06% of portfolio
|
Q3 2022
Added 2.58%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
477
shares
|
$435,305
0.03% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
Sage Private Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
477
shares
|
$435,305
0.27% of portfolio
|
Q3 2025
Added 18.66%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
477
shares
|
$435,305
0.1% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
475
shares
|
$433,480
0.15% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
475
shares
|
$433,480
0.17% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
474
shares
|
$432,567
0.18% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
474
shares
|
$432,567
0.14% of portfolio
|
Q3 2025
Added 36.6%
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
472
shares
|
$430,742
0.11% of portfolio
|
Q4 2025
Added 1.07%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
472
shares
|
$430,742
0.11% of portfolio
|
Q3 2025
Reduced 70.01%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
472
shares
|
$430,742
1.04% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
472
shares
|
$430,742
0.3% of portfolio
|
Q3 2025
Added 11.58%
|
|