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 |
|---|---|---|---|---|---|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
420
shares
|
$383,287
0.08% of portfolio
|
Q3 2025
Added 14.44%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
420
shares
|
$383,287
0.19% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
419
shares
|
$382,375
0.16% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
419
shares
|
$382,375
0.11% of portfolio
|
Q1 2025
Reduced 49.64%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
419
shares
|
$382,375
0.12% of portfolio
|
Q3 2023
Added 6.62%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
415
shares
|
$378,724
0.43% of portfolio
|
Q3 2025
Reduced 27.83%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
415
shares
|
$378,724
0.28% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
414
shares
|
$377,812
0.05% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
413
shares
|
$376,899
0.12% of portfolio
|
Q3 2025
Reduced 15.54%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
413
shares
|
$376,899
0.26% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
413
shares
|
$376,899
0.16% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jan 07, 2026 Q4 2025 |
413
shares
|
$376,899
0.2% of portfolio
|
Q4 2025
Added 9.26%
|
|
|
Goldstream Capital Management LTD
|
Nov 13, 2025 Q3 2025 |
412
shares
|
$375,987
0.09% of portfolio
|
Q4 2024
Reduced 48.31%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
412
shares
|
$375,987
0.02% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
412
shares
|
$375,987
0.29% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
411
shares
|
$375,074
0.12% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
410
shares
|
$374,161
0.1% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
410
shares
|
$374,161
0.03% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jan 15, 2026 Q4 2025 |
410
shares
|
$374,161
0.2% of portfolio
|
Q4 2023
Added 30.49%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
409
shares
|
$373,249
0.13% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
408
shares
|
$372,336
0.11% of portfolio
|
Q4 2023
Reduced 9.33%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
408
shares
|
$372,336
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
408
shares
|
$372,336
0.1% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Long Road Investment Counsel, LLC
|
Nov 14, 2025 Q3 2025 |
408
shares
|
$372,336
0.14% of portfolio
|
Q1 2023
Reduced 56.5%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
408
shares
|
$372,336
0.12% of portfolio
|
Q2 2025
Reduced 26.96%
|
|