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 |
|---|---|---|---|---|---|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
311
shares
|
$283,815
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
310
shares
|
$282,902
0.06% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
310
shares
|
$282,902
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 16, 2026 Q4 2025 |
310
shares
|
$282,902
0.13% of portfolio
|
Q4 2025
Reduced 13.89%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
310
shares
|
$282,902
0.06% of portfolio
|
Q4 2025
Added 17.87%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
309
shares
|
$281,990
0.03% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
309
shares
|
$281,990
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
309
shares
|
$281,990
0.15% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
309
shares
|
$281,990
0.08% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
309
shares
|
$281,990
0.09% of portfolio
|
Q4 2025
Added 4.39%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
309
shares
|
$281,990
0.05% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
308
shares
|
$281,077
0.09% of portfolio
|
Q3 2025
Reduced 79.12%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
308
shares
|
$281,077
0.12% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
308
shares
|
$281,077
0.12% of portfolio
|
Q4 2025
Reduced 16.3%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
308
shares
|
$281,077
0.11% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
307
shares
|
$280,165
0.41% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
307
shares
|
$280,165
0.29% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
307
shares
|
$280,165
0.18% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
306
shares
|
$279,252
0.07% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
305
shares
|
$278,339
0.11% of portfolio
|
Q4 2025
Reduced 34.27%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
305
shares
|
$278,339
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
305
shares
|
$278,339
0.1% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
305
shares
|
$278,339
0.03% of portfolio
|
Q3 2025
Reduced 25.61%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
305
shares
|
$278,339
0.12% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
305
shares
|
$278,339
0.08% of portfolio
|
Q3 2025
Added 3.74%
|
|