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 |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
364
shares
|
$332,182
0.07% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Omnia Family Wealth, LLC
|
Jan 16, 2026 Q4 2025 |
364
shares
|
$332,182
0.1% of portfolio
|
Q4 2025
Reduced 28.35%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
364
shares
|
$332,182
0.04% of portfolio
|
Q2 2025
Added 20.93%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
364
shares
|
$332,182
0.11% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
364
shares
|
$332,182
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
363
shares
|
$331,270
0.05% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
363
shares
|
$331,270
0.07% of portfolio
|
Q3 2025
Added 27.37%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
362
shares
|
$330,357
0.15% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
362
shares
|
$330,357
0.13% of portfolio
|
Q3 2025
Added 34.57%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
362
shares
|
$330,357
0.04% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
362
shares
|
$330,357
0.16% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
361
shares
|
$329,444
0.03% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
361
shares
|
$329,444
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
361
shares
|
$329,444
0.07% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
361
shares
|
$329,444
0.15% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
360
shares
|
$328,532
0.32% of portfolio
|
Q3 2023
Reduced 11.55%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
359
shares
|
$327,619
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
358
shares
|
$326,707
0.24% of portfolio
|
Q2 2024
Added 3.77%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Jan 08, 2026 Q4 2025 |
358
shares
|
$326,707
0.07% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
358
shares
|
$326,707
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
357
shares
|
$325,794
0.21% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
356
shares
|
$324,882
0.19% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
355
shares
|
$323,969
0.18% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
354
shares
|
$323,056
0.03% of portfolio
|
Q3 2025
Reduced 21.51%
|
|
|
Vanguard Capital Wealth Advisors
|
Jan 16, 2026 Q4 2025 |
354
shares
|
$323,056
0.27% of portfolio
|
Q4 2025
Added 39.37%
|
|