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 |
|---|---|---|---|---|---|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
321
shares
|
$292,941
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
321
shares
|
$292,941
0.04% of portfolio
|
Q2 2025
Reduced 37.18%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
320
shares
|
$292,028
0.11% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
319
shares
|
$291,116
0.14% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
319
shares
|
$291,116
0.09% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
318
shares
|
$290,203
0.19% of portfolio
|
Q3 2025
Reduced 64.15%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
318
shares
|
$290,203
0.14% of portfolio
|
Q1 2025
Reduced 55.71%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Oct 28, 2025 Q3 2025 |
318
shares
|
$290,203
0.22% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Reliant Investment Management, LLC
|
Oct 24, 2025 Q3 2025 |
317
shares
|
$289,291
0.12% of portfolio
|
Q3 2025
Added 14.44%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
317
shares
|
$289,291
0.13% of portfolio
|
Q3 2024
Reduced 33.4%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
317
shares
|
$289,291
0.2% of portfolio
|
Q2 2025
Added 41.52%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
316
shares
|
$288,378
0.24% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Oct 17, 2025 Q3 2025 |
316
shares
|
$288,378
0.22% of portfolio
|
Q2 2024
Reduced 15.96%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 13, 2026 Q4 2025 |
315
shares
|
$287,465
0.6% of portfolio
|
Q4 2025
New holding
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Nov 04, 2025 Q3 2025 |
315
shares
|
$287,465
0.07% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
315
shares
|
$287,465
0.05% of portfolio
|
Q3 2025
Reduced 87.66%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
315
shares
|
$287,465
0.27% of portfolio
|
Q2 2025
Added 23.53%
|
|
|
Clarus Group, Inc.
|
Jan 16, 2026 Q4 2025 |
314
shares
|
$286,553
0.11% of portfolio
|
Q4 2025
Added 2.28%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
314
shares
|
$286,553
0.12% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
313
shares
|
$285,640
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
313
shares
|
$285,640
0.05% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
313
shares
|
$285,640
0.12% of portfolio
|
Q4 2025
Added 36.68%
|
|
|
Villere St Denis J & CO LLC
|
Nov 04, 2025 Q3 2025 |
312
shares
|
$284,728
0.03% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
311
shares
|
$283,815
0.06% of portfolio
|
Q4 2023
Reduced 12.39%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
311
shares
|
$283,815
0.05% of portfolio
|
Q3 2025
Added 6.51%
|
|