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 |
|---|---|---|---|---|---|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Oct 30, 2025 Q3 2025 |
435
shares
|
$396,976
0.22% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
435
shares
|
$396,976
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
432
shares
|
$394,238
0.27% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
432
shares
|
$394,238
0.36% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
431
shares
|
$393,326
0.21% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
431
shares
|
$393,326
0.17% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
431
shares
|
$393,326
0.31% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
430
shares
|
$392,413
0.14% of portfolio
|
Q3 2025
Added 101.88%
|
|
|
Moulton Wealth Management, Inc
|
Jan 13, 2026 Q4 2025 |
429
shares
|
$391,501
0.27% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
428
shares
|
$390,588
0.06% of portfolio
|
Q4 2025
Reduced 8.35%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
428
shares
|
$390,588
0.16% of portfolio
|
Q4 2025
Reduced 9.51%
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
428
shares
|
$390,588
0.07% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
428
shares
|
$390,588
0.26% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
427
shares
|
$389,675
0.05% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
427
shares
|
$389,675
0.22% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Pfg Private Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
426
shares
|
$388,763
0.19% of portfolio
|
Q4 2025
Added 9.79%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
424
shares
|
$386,938
0.03% of portfolio
|
Q4 2025
Added 27.71%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
423
shares
|
$386,025
0.0% of portfolio
|
Q2 2025
Added 39.6%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
423
shares
|
$386,025
0.11% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
423
shares
|
$386,025
0.38% of portfolio
|
Q2 2023
Added 0.24%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
423
shares
|
$386,025
0.35% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
423
shares
|
$386,025
0.25% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
422
shares
|
$385,112
0.1% of portfolio
|
Q3 2025
Reduced 68.17%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
420
shares
|
$383,287
0.11% of portfolio
|
Q1 2025
Reduced 25.13%
|
|
|
George Kaiser Family Foundation
|
Nov 12, 2025 Q3 2025 |
420
shares
|
$383,287
0.05% of portfolio
|
Q2 2025
Added 44.33%
|
|