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 |
|---|---|---|---|---|---|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
297
shares
|
$271,039
0.16% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
296
shares
|
$270,126
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
295
shares
|
$269,214
0.08% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
295
shares
|
$269,214
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
295
shares
|
$269,214
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Quilter PLC
|
Oct 31, 2025 Q3 2025 |
294
shares
|
$268,301
0.0% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
294
shares
|
$268,301
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
293
shares
|
$267,388
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
293
shares
|
$267,388
0.21% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
293
shares
|
$267,388
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
292
shares
|
$266,476
0.07% of portfolio
|
Q2 2025
Added 29.2%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
292
shares
|
$266,476
0.11% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
292
shares
|
$266,476
0.16% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
291
shares
|
$265,563
0.07% of portfolio
|
Q3 2025
Reduced 14.66%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
291
shares
|
$265,563
0.02% of portfolio
|
Q4 2025
Added 0.69%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
291
shares
|
$265,563
0.14% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
291
shares
|
$265,563
0.11% of portfolio
|
Q4 2025
Added 0.69%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
290
shares
|
$264,651
0.04% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
290
shares
|
$264,651
0.38% of portfolio
|
Q2 2025
Reduced 14.71%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
289
shares
|
$263,738
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
289
shares
|
$263,738
0.05% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
288
shares
|
$262,825
0.05% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
288
shares
|
$262,825
0.46% of portfolio
|
Q4 2024
Reduced 56.63%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
288
shares
|
$262,825
0.02% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
287
shares
|
$261,913
0.03% of portfolio
|
Q3 2025
Reduced 8.6%
|
|