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 4,530 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 |
|---|---|---|---|---|---|
|
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 |
Nov 06, 2025 Q3 2025 |
264
shares
|
$240,923
0.07% 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%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
263
shares
|
$240,011
0.1% of portfolio
|
Q3 2025
Reduced 28.14%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
263
shares
|
$240,011
0.12% of portfolio
|
Q3 2025
Reduced 11.74%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
263
shares
|
$240,011
0.03% of portfolio
|
Q2 2024
Added 22.9%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 12, 2026 Q4 2025 |
263
shares
|
$240,011
0.03% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
263
shares
|
$240,011
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
262
shares
|
$239,098
0.02% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
262
shares
|
$239,098
0.07% of portfolio
|
Q4 2025
Reduced 14.66%
|
|
|
Better Wealth, LLC
|
Jan 15, 2026 Q4 2025 |
261
shares
|
$238,185
0.06% of portfolio
|
Q4 2025
Reduced 8.1%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
261
shares
|
$238,185
0.03% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
261
shares
|
$238,185
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
261
shares
|
$238,185
0.03% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
260
shares
|
$237,273
0.04% of portfolio
|
Q3 2025
Reduced 22.85%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
260
shares
|
$237,273
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
260
shares
|
$237,273
0.11% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
259
shares
|
$236,360
0.09% of portfolio
|
Q4 2025
Reduced 10.07%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 28, 2025 Q3 2025 |
259
shares
|
$236,360
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
259
shares
|
$236,360
0.07% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
259
shares
|
$236,360
0.03% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
258
shares
|
$235,448
0.01% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
258
shares
|
$235,448
0.07% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
258
shares
|
$235,448
0.07% of portfolio
|
Q4 2024
Added 41.76%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
258
shares
|
$235,448
0.12% of portfolio
|
Q3 2025
Reduced 80.5%
|
|