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 |
|---|---|---|---|---|---|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
341
shares
|
$311,193
0.19% of portfolio
|
Q3 2025
Added 17.18%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
341
shares
|
$311,193
0.08% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
341
shares
|
$311,193
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
341
shares
|
$311,193
0.09% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
340
shares
|
$310,280
0.19% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
339
shares
|
$309,368
0.11% of portfolio
|
Q1 2024
Added 1.5%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
339
shares
|
$309,368
0.07% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
339
shares
|
$309,368
0.07% of portfolio
|
Q3 2025
Reduced 33.4%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 16, 2026 Q4 2025 |
339
shares
|
$309,368
0.1% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
338
shares
|
$308,455
0.2% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
338
shares
|
$308,455
0.13% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
337
shares
|
$307,542
0.06% of portfolio
|
Q3 2023
Added 9.06%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
337
shares
|
$307,542
0.13% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
337
shares
|
$307,542
0.16% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
337
shares
|
$307,542
0.03% of portfolio
|
Q3 2025
Reduced 16.17%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
335
shares
|
$305,717
0.15% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
335
shares
|
$305,717
0.1% of portfolio
|
Q4 2025
Added 3.72%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
335
shares
|
$305,717
0.26% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
334
shares
|
$304,805
0.07% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
334
shares
|
$304,805
0.17% of portfolio
|
Q4 2024
Added 28.96%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
334
shares
|
$304,805
0.16% of portfolio
|
Q3 2025
Reduced 25.61%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
333
shares
|
$303,892
0.04% of portfolio
|
Q2 2025
Added 32.13%
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 10, 2025 Q3 2025 |
333
shares
|
$303,892
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
333
shares
|
$303,892
0.03% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
333
shares
|
$303,892
0.02% of portfolio
|
Q3 2025
Added 18.93%
|
|