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 |
|---|---|---|---|---|---|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2025 Q3 2025 |
398
shares
|
$363,210
0.96% of portfolio
|
Q3 2025
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
398
shares
|
$363,210
0.18% of portfolio
|
Q3 2025
Added 20.97%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
398
shares
|
$363,210
0.19% of portfolio
|
Q3 2025
Reduced 80.72%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
397
shares
|
$362,298
0.06% of portfolio
|
Q4 2025
Reduced 15.17%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
397
shares
|
$362,298
0.09% of portfolio
|
Q3 2025
Added 35.03%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
396
shares
|
$361,385
0.21% of portfolio
|
Q3 2025
Added 30.69%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
395
shares
|
$360,473
0.03% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Rba Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
394
shares
|
$359,560
0.13% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Nov 14, 2025 Q3 2025 |
394
shares
|
$359,560
0.17% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Martin Capital Partners, LLC
|
Jan 06, 2026 Q4 2025 |
393
shares
|
$358,647
0.13% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
392
shares
|
$357,735
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
390
shares
|
$355,910
0.08% of portfolio
|
Q3 2025
Added 34.48%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
389
shares
|
$354,997
0.1% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
389
shares
|
$354,997
0.07% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
388
shares
|
$354,084
0.11% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
388
shares
|
$354,084
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
388
shares
|
$354,084
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
388
shares
|
$354,084
0.16% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
388
shares
|
$354,084
0.15% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
387
shares
|
$353,172
0.1% of portfolio
|
Q4 2025
Reduced 2.52%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
387
shares
|
$353,172
0.23% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
387
shares
|
$353,172
0.26% of portfolio
|
Q4 2025
Added 5.45%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Oct 15, 2025 Q3 2025 |
387
shares
|
$353,172
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Lake Advisory, LLC
|
Jan 08, 2026 Q4 2025 |
386
shares
|
$352,259
0.14% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
386
shares
|
$352,259
0.1% of portfolio
|
Q3 2025
Reduced 14.6%
|
|