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, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
332
shares
|
$302,979
0.02% of portfolio
|
Q3 2025
Reduced 15.31%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 15, 2026 Q4 2025 |
332
shares
|
$302,979
0.15% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jan 16, 2026 Q4 2025 |
331
shares
|
$302,067
0.17% of portfolio
|
Q4 2025
Added 5.75%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
331
shares
|
$302,067
0.2% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
330
shares
|
$301,154
0.09% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
330
shares
|
$301,154
0.11% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
329
shares
|
$300,242
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
329
shares
|
$300,242
0.26% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
328
shares
|
$299,329
0.04% of portfolio
|
Q3 2025
Reduced 12.53%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
328
shares
|
$299,329
0.25% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
328
shares
|
$299,329
0.11% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
327
shares
|
$298,416
0.03% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
327
shares
|
$298,416
0.15% of portfolio
|
Q2 2025
Added 21.11%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
327
shares
|
$298,416
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
326
shares
|
$297,504
0.12% of portfolio
|
Q2 2024
Reduced 70.26%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
326
shares
|
$297,504
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
326
shares
|
$297,504
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
325
shares
|
$296,591
0.16% of portfolio
|
Q3 2025
Reduced 23.53%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
325
shares
|
$296,591
0.15% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
325
shares
|
$296,591
0.1% of portfolio
|
Q1 2024
Added 1.25%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
325
shares
|
$296,591
0.17% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
324
shares
|
$295,679
0.05% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jan 13, 2026 Q4 2025 |
323
shares
|
$294,766
0.25% of portfolio
|
Q4 2025
Added 1.89%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
323
shares
|
$294,766
0.22% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
322
shares
|
$293,853
0.07% of portfolio
|
Q3 2025
Added 1.9%
|
|