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 |
|---|---|---|---|---|---|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
471
shares
|
$429,829
0.21% of portfolio
|
Q4 2025
Reduced 5.61%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
471
shares
|
$429,829
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
470
shares
|
$428,917
0.34% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
469
shares
|
$428,004
0.29% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
468
shares
|
$427,092
0.06% of portfolio
|
Q4 2025
Reduced 0.85%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
468
shares
|
$427,092
0.03% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
468
shares
|
$427,092
0.16% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
468
shares
|
$427,092
0.5% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
467
shares
|
$426,179
0.24% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Jan 16, 2026 Q4 2025 |
467
shares
|
$426,179
0.28% of portfolio
|
Q4 2025
Reduced 11.89%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
465
shares
|
$424,354
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 14, 2026 Q4 2025 |
465
shares
|
$424,354
0.19% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
464
shares
|
$423,441
0.19% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
463
shares
|
$422,529
0.19% of portfolio
|
Q4 2025
Reduced 8.86%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
462
shares
|
$421,616
0.08% of portfolio
|
Q4 2025
Reduced 1.91%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
462
shares
|
$421,616
0.02% of portfolio
|
Q4 2025
Reduced 4.55%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
461
shares
|
$420,703
0.05% of portfolio
|
Q4 2025
Added 13.83%
|
|
|
Gunderson Capital Management Inc.
|
Jan 15, 2026 Q4 2025 |
460
shares
|
$419,791
0.22% of portfolio
|
Q4 2025
Added 2.68%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
460
shares
|
$419,791
0.17% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
459
shares
|
$418,878
0.08% of portfolio
|
Q4 2025
Added 7.49%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
458
shares
|
$417,966
0.23% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
457
shares
|
$417,053
0.11% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
456
shares
|
$416,141
0.18% of portfolio
|
Q3 2025
Added 32.56%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
456
shares
|
$416,141
0.12% of portfolio
|
Q3 2025
Added 124.63%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
456
shares
|
$416,141
0.17% of portfolio
|
Q2 2025
Reduced 9.16%
|
|