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 |
|---|---|---|---|---|---|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
408
shares
|
$372,336
0.13% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 12, 2026 Q4 2025 |
408
shares
|
$372,336
0.2% of portfolio
|
Q4 2025
Added 13.97%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
408
shares
|
$372,336
0.22% of portfolio
|
Q4 2025
Added 7.94%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
408
shares
|
$372,336
0.3% of portfolio
|
Q3 2025
Added 32.47%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
407
shares
|
$371,424
0.08% of portfolio
|
Q3 2025
Added 208.33%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
406
shares
|
$370,511
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
405
shares
|
$369,598
0.07% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 19, 2025 Q3 2025 |
405
shares
|
$369,598
0.01% of portfolio
|
Q3 2025
Reduced 92.77%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
404
shares
|
$368,686
0.09% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
403
shares
|
$367,773
0.01% of portfolio
|
Q3 2025
Reduced 30.16%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
402
shares
|
$366,861
0.29% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
402
shares
|
$366,861
0.58% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
402
shares
|
$366,861
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
401
shares
|
$365,948
0.18% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
401
shares
|
$365,948
0.07% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
401
shares
|
$365,948
0.09% of portfolio
|
Q3 2023
Reduced 2.2%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
400
shares
|
$365,036
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Grace & White Inc
|
Oct 23, 2025 Q3 2025 |
400
shares
|
$365,036
0.08% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
400
shares
|
$365,036
0.07% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
400
shares
|
$365,036
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
400
shares
|
$365,036
0.06% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Bouchey Financial Group LTD
|
Jan 16, 2026 Q4 2025 |
399
shares
|
$364,123
0.03% of portfolio
|
Q4 2025
Reduced 10.94%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
399
shares
|
$364,123
0.1% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
399
shares
|
$364,123
0.25% of portfolio
|
Q4 2025
Reduced 5.45%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
398
shares
|
$363,210
0.01% of portfolio
|
Q3 2025
Added 40.14%
|
|