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 |
|---|---|---|---|---|---|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 31, 2025 Q3 2025 |
456
shares
|
$416,141
0.11% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Jan 12, 2026 Q4 2025 |
456
shares
|
$416,141
0.25% of portfolio
|
Q4 2025
Added 1.11%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jan 15, 2026 Q4 2025 |
456
shares
|
$416,141
0.26% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
455
shares
|
$415,228
0.12% of portfolio
|
Q4 2025
Added 1.34%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
455
shares
|
$415,228
0.07% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
455
shares
|
$415,228
0.14% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
455
shares
|
$415,228
0.05% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
455
shares
|
$415,228
0.22% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
453
shares
|
$413,403
0.04% of portfolio
|
Q1 2023
Added 0.44%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
452
shares
|
$412,490
0.24% of portfolio
|
Q3 2025
Reduced 21.8%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
452
shares
|
$412,490
0.3% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jan 15, 2026 Q4 2025 |
452
shares
|
$412,490
0.04% of portfolio
|
Q4 2025
Reduced 1.09%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
451
shares
|
$411,578
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
451
shares
|
$411,578
0.07% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
451
shares
|
$411,578
0.26% of portfolio
|
Q2 2025
Reduced 33.48%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
449
shares
|
$409,752
0.23% of portfolio
|
Q3 2025
Reduced 18.36%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
449
shares
|
$409,752
0.22% of portfolio
|
Q2 2025
Added 22.34%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
449
shares
|
$409,752
0.09% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
448
shares
|
$408,840
0.03% of portfolio
|
Q3 2025
Added 96.49%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
447
shares
|
$407,927
0.01% of portfolio
|
Q3 2023
Added 3.23%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
447
shares
|
$407,927
0.13% of portfolio
|
Q3 2025
Reduced 23.06%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
446
shares
|
$407,015
0.02% of portfolio
|
Q3 2025
Reduced 39.15%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
446
shares
|
$407,015
0.03% of portfolio
|
Q2 2024
Reduced 43.33%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
446
shares
|
$407,015
0.56% of portfolio
|
Q2 2022
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
446
shares
|
$407,015
0.12% of portfolio
|
Q3 2025
Reduced 1.55%
|
|