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 |
|---|---|---|---|---|---|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
274
shares
|
$250,049
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 13, 2025 Q3 2025 |
274
shares
|
$250,049
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
274
shares
|
$250,049
0.1% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
274
shares
|
$250,049
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
273
shares
|
$249,137
0.05% of portfolio
|
Q3 2025
Reduced 90.18%
|
|
|
Treasure Coast Financial Planning
|
Nov 03, 2025 Q3 2025 |
272
shares
|
$248,224
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
271
shares
|
$247,311
0.02% of portfolio
|
Q4 2025
Reduced 4.24%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
271
shares
|
$247,311
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
271
shares
|
$247,311
0.14% of portfolio
|
Q4 2025
Added 12.92%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
270
shares
|
$246,399
0.04% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
270
shares
|
$246,399
0.19% of portfolio
|
Q3 2025
Reduced 39.33%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
269
shares
|
$245,486
0.04% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
269
shares
|
$245,486
0.03% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
269
shares
|
$245,486
0.09% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
268
shares
|
$244,574
0.05% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
268
shares
|
$244,574
0.04% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
268
shares
|
$244,574
0.13% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
267
shares
|
$243,661
0.07% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
267
shares
|
$243,661
0.04% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
267
shares
|
$243,661
0.03% of portfolio
|
Q4 2023
Added 15.09%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
266
shares
|
$242,748
0.16% of portfolio
|
Q3 2025
Reduced 42.05%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
265
shares
|
$241,836
0.04% of portfolio
|
Q4 2024
Reduced 16.14%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
265
shares
|
$241,836
0.06% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
264
shares
|
$240,923
0.06% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
263
shares
|
$240,011
0.02% of portfolio
|
Q3 2025
Added 2.73%
|
|