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 |
|---|---|---|---|---|---|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
446
shares
|
$407,015
0.24% of portfolio
|
Q1 2025
Added 22.87%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
445
shares
|
$406,102
0.2% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
445
shares
|
$406,102
0.37% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
444
shares
|
$405,189
0.21% of portfolio
|
Q4 2025
Reduced 3.27%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
443
shares
|
$404,277
0.16% of portfolio
|
Q2 2023
Reduced 31.32%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
443
shares
|
$404,277
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
443
shares
|
$404,277
0.12% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
440
shares
|
$401,539
0.07% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
440
shares
|
$401,539
0.11% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
440
shares
|
$401,539
0.13% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
440
shares
|
$401,539
0.1% of portfolio
|
Q3 2025
Added 37.07%
|
|
|
Auctus Advisors LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
440
shares
|
$401,539
0.35% of portfolio
|
Q4 2025
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
439
shares
|
$400,627
0.09% of portfolio
|
Q1 2025
Reduced 17.01%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
439
shares
|
$400,627
0.19% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
438
shares
|
$399,714
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
438
shares
|
$399,714
0.06% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Nov 07, 2025 Q3 2025 |
438
shares
|
$399,714
0.39% of portfolio
|
Q1 2025
Reduced 14.79%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
438
shares
|
$399,714
0.22% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
437
shares
|
$398,801
0.11% of portfolio
|
Q4 2025
Reduced 2.02%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
437
shares
|
$398,801
0.09% of portfolio
|
Q3 2025
Added 25.21%
|
|
|
Hourglass Capital, LLC
|
Jan 14, 2026 Q4 2025 |
436
shares
|
$397,889
0.09% of portfolio
|
Q4 2025
Added 19.13%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
436
shares
|
$397,889
0.1% of portfolio
|
Q3 2025
Added 28.99%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
436
shares
|
$397,889
0.43% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
436
shares
|
$397,889
0.27% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
435
shares
|
$396,976
0.08% of portfolio
|
Q2 2025
Reduced 1.58%
|
|