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 |
|---|---|---|---|---|---|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
353
shares
|
$322,144
0.15% of portfolio
|
Q4 2025
Added 3.52%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Nov 07, 2025 Q3 2025 |
353
shares
|
$322,144
0.11% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
353
shares
|
$322,144
0.24% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
351
shares
|
$320,319
0.03% of portfolio
|
Q3 2025
Reduced 25.32%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
351
shares
|
$320,319
0.14% of portfolio
|
Q4 2025
Reduced 18.18%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
350
shares
|
$319,406
0.04% of portfolio
|
Q1 2023
Added 56.95%
|
|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
350
shares
|
$319,406
0.33% of portfolio
|
Q3 2025
Added 37.25%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
350
shares
|
$319,406
0.06% of portfolio
|
Q3 2025
Added 31.58%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Nov 12, 2025 Q3 2025 |
350
shares
|
$319,406
0.14% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
350
shares
|
$319,406
0.11% of portfolio
|
Q3 2025
Reduced 14.0%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
350
shares
|
$319,406
0.27% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
350
shares
|
$319,406
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
349
shares
|
$318,493
0.13% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
348
shares
|
$317,581
0.04% of portfolio
|
Q3 2025
Reduced 71.55%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
348
shares
|
$317,581
0.18% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
347
shares
|
$316,668
0.1% of portfolio
|
Q3 2025
Reduced 15.37%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
347
shares
|
$316,668
0.8% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
346
shares
|
$315,756
0.02% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Coerente Capital Management
|
Oct 23, 2025 Q3 2025 |
345
shares
|
$314,843
0.06% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
345
shares
|
$314,843
0.06% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
343
shares
|
$313,018
0.09% of portfolio
|
Q1 2024
Added 1.78%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
343
shares
|
$313,018
0.08% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
343
shares
|
$313,018
0.11% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
343
shares
|
$313,018
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
342
shares
|
$312,105
0.03% of portfolio
|
Q3 2025
Reduced 30.2%
|
|