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 4,527 institutions that hold shares in the stock, with a total of 297 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 |
|---|---|---|---|---|---|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
256
shares
|
$233,623
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Oct 15, 2025 Q3 2025 |
256
shares
|
$233,623
0.19% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
255
shares
|
$232,710
0.1% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
254
shares
|
$231,797
0.2% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
254
shares
|
$231,797
0.07% of portfolio
|
Q3 2025
Added 24.51%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 27, 2025 Q3 2025 |
254
shares
|
$231,797
0.54% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
253
shares
|
$230,885
0.18% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
253
shares
|
$230,885
0.03% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
253
shares
|
$230,885
0.06% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
251
shares
|
$229,060
0.05% of portfolio
|
Q3 2025
Reduced 34.29%
|
|
|
F&V Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
250
shares
|
$228,147
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Perkins Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
250
shares
|
$228,147
0.23% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
250
shares
|
$228,147
0.1% of portfolio
|
Q4 2024
Added 85.19%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 03, 2025 Q3 2025 |
250
shares
|
$228,147
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Nov 13, 2025 Q3 2025 |
250
shares
|
$228,147
0.11% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
250
shares
|
$228,147
0.4% of portfolio
|
Q3 2025
Reduced 12.59%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
250
shares
|
$228,147
0.1% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
250
shares
|
$228,147
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Trecaso Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
249
shares
|
$227,234
0.11% of portfolio
|
Q3 2025
Reduced 28.45%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
249
shares
|
$227,234
0.07% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
249
shares
|
$227,234
0.16% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
249
shares
|
$227,234
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
248
shares
|
$226,322
0.07% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
247
shares
|
$225,409
0.13% of portfolio
|
Q1 2025
Reduced 16.84%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
246
shares
|
$224,497
0.06% of portfolio
|
Q3 2025
Reduced 1.6%
|
|