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 |
|---|---|---|---|---|---|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
304
shares
|
$277,427
0.02% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
304
shares
|
$277,427
0.03% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
304
shares
|
$277,427
0.19% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
303
shares
|
$276,514
0.22% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
303
shares
|
$276,514
0.14% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
302
shares
|
$275,602
0.12% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
302
shares
|
$275,602
0.16% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
301
shares
|
$274,689
0.12% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
301
shares
|
$274,689
0.23% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
300
shares
|
$273,777
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
300
shares
|
$273,777
0.03% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
300
shares
|
$273,777
0.21% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
300
shares
|
$273,777
0.06% of portfolio
|
Q3 2025
Reduced 37.63%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
300
shares
|
$273,777
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
299
shares
|
$272,864
0.12% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
299
shares
|
$272,864
0.12% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
298
shares
|
$271,951
0.09% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
298
shares
|
$271,951
0.19% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
298
shares
|
$271,951
0.13% of portfolio
|
Q3 2025
Reduced 46.69%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
298
shares
|
$271,951
0.11% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
297
shares
|
$271,039
0.04% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
297
shares
|
$271,039
0.1% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
297
shares
|
$271,039
0.04% of portfolio
|
Q3 2025
Added 15.12%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
297
shares
|
$271,039
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
297
shares
|
$271,039
0.04% of portfolio
|
Q1 2025
Reduced 22.25%
|
|