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 |
|---|---|---|---|---|---|
|
Chiron Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
375
shares
|
$342,221
0.3% of portfolio
|
Q3 2025
Reduced 18.12%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
375
shares
|
$342,221
0.07% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
375
shares
|
$342,221
0.29% of portfolio
|
Q3 2025
Reduced 36.76%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
374
shares
|
$341,308
0.16% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
374
shares
|
$341,308
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Ferguson Shapiro LLC
|
Nov 10, 2025 Q3 2025 |
374
shares
|
$341,308
0.17% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
374
shares
|
$341,308
0.28% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
374
shares
|
$341,308
0.09% of portfolio
|
Q3 2025
Added 27.21%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
373
shares
|
$340,396
0.15% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
372
shares
|
$339,483
0.21% of portfolio
|
Q4 2025
Reduced 1.59%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
370
shares
|
$337,658
0.12% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
370
shares
|
$337,658
0.04% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
370
shares
|
$337,658
0.1% of portfolio
|
Q3 2022
Reduced 4.64%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
369
shares
|
$336,745
0.14% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
369
shares
|
$336,745
0.2% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
369
shares
|
$336,745
0.1% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jan 13, 2026 Q4 2025 |
369
shares
|
$336,745
0.21% of portfolio
|
Q4 2025
Reduced 74.32%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
368
shares
|
$335,833
0.19% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
367
shares
|
$334,920
0.13% of portfolio
|
Q3 2025
Added 33.94%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
367
shares
|
$334,920
0.05% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
367
shares
|
$334,920
0.15% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
366
shares
|
$334,007
0.09% of portfolio
|
Q4 2025
Added 7.65%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
366
shares
|
$334,007
0.29% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
365
shares
|
$333,095
0.05% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
365
shares
|
$333,095
0.04% of portfolio
|
Q3 2025
Added 6.1%
|
|