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 |
|---|---|---|---|---|---|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 06, 2025 Q3 2025 |
287
shares
|
$261,913
0.13% of portfolio
|
Q3 2025
Reduced 11.69%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
286
shares
|
$261,000
0.1% of portfolio
|
Q3 2025
Reduced 39.79%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 16, 2026 Q4 2025 |
286
shares
|
$261,000
0.12% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
286
shares
|
$261,000
0.0% of portfolio
|
Q3 2025
Reduced 99.5%
|
|
|
Hall Laurie J Trustee
|
Oct 14, 2025 Q3 2025 |
285
shares
|
$260,088
0.09% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
284
shares
|
$259,175
0.14% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
284
shares
|
$259,175
0.09% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
283
shares
|
$258,262
0.03% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
283
shares
|
$258,262
0.19% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
281
shares
|
$256,437
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
James Hambro & Partners
|
Jan 15, 2026 Q4 2025 |
280
shares
|
$255,525
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
280
shares
|
$255,525
0.16% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Nixon Capital, LLC
Austin, TX |
Oct 24, 2025 Q3 2025 |
280
shares
|
$255,525
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
280
shares
|
$255,525
0.15% of portfolio
|
Q3 2025
Added 20.69%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 28, 2025 Q3 2025 |
280
shares
|
$255,525
0.1% of portfolio
|
Q3 2025
Added 35.27%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
279
shares
|
$254,612
0.03% of portfolio
|
Q3 2025
Added 18.72%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
279
shares
|
$254,612
0.06% of portfolio
|
Q1 2025
Reduced 19.0%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
278
shares
|
$253,700
0.02% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
277
shares
|
$252,787
0.21% of portfolio
|
Q3 2025
Reduced 37.33%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
277
shares
|
$252,787
0.08% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
277
shares
|
$252,787
0.17% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
276
shares
|
$251,874
0.12% of portfolio
|
Q3 2025
Reduced 46.82%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
276
shares
|
$251,874
0.06% of portfolio
|
Q3 2025
Reduced 19.3%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
276
shares
|
$251,874
0.19% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
276
shares
|
$251,874
0.13% of portfolio
|
Q3 2025
Reduced 4.17%
|
|