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 |
|---|---|---|---|---|---|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 08, 2026 Q4 2025 |
386
shares
|
$352,259
0.13% of portfolio
|
Q4 2025
Added 27.39%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
386
shares
|
$352,259
0.23% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
385
shares
|
$351,347
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
385
shares
|
$351,347
0.08% of portfolio
|
Q4 2025
Added 23.4%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2025 Q3 2025 |
384
shares
|
$350,434
0.07% of portfolio
|
Q4 2023
Reduced 75.53%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
384
shares
|
$350,434
0.18% of portfolio
|
Q3 2025
Added 11.63%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
383
shares
|
$349,521
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
381
shares
|
$347,696
0.13% of portfolio
|
Q3 2025
Reduced 31.84%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
380
shares
|
$346,784
0.22% of portfolio
|
Q3 2025
Added 90.0%
|
|
|
Capco Asset Management, LLC
|
Nov 12, 2025 Q3 2025 |
380
shares
|
$346,784
0.09% of portfolio
|
Q3 2022
Reduced 18.28%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
380
shares
|
$346,784
0.06% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
379
shares
|
$345,871
0.07% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
379
shares
|
$345,871
0.06% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
379
shares
|
$345,871
0.11% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
379
shares
|
$345,871
0.15% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
378
shares
|
$344,959
0.09% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
378
shares
|
$344,959
0.04% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
377
shares
|
$344,046
0.17% of portfolio
|
Q4 2025
Added 3.86%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
377
shares
|
$344,046
0.05% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Oct 28, 2025 Q3 2025 |
377
shares
|
$344,046
2.93% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
377
shares
|
$344,046
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 13, 2026 Q4 2025 |
377
shares
|
$344,046
0.18% of portfolio
|
Q4 2025
Reduced 5.28%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
376
shares
|
$343,133
0.14% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
376
shares
|
$343,133
0.1% of portfolio
|
Q2 2023
Reduced 57.47%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
376
shares
|
$343,133
0.02% of portfolio
|
Q3 2025
Reduced 3.09%
|
|