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 |
|---|---|---|---|---|---|
|
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%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 13, 2025 Q3 2025 |
246
shares
|
$224,497
0.16% of portfolio
|
Q3 2025
Reduced 22.64%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
245
shares
|
$223,584
0.13% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
245
shares
|
$223,584
0.14% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
244
shares
|
$222,671
0.05% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
244
shares
|
$222,671
0.26% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
243
shares
|
$221,759
0.05% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
243
shares
|
$221,759
0.04% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 05, 2025 Q3 2025 |
243
shares
|
$221,759
0.12% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
243
shares
|
$221,759
0.09% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
242
shares
|
$220,846
0.05% of portfolio
|
Q4 2024
Reduced 55.1%
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
242
shares
|
$220,846
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2025 Q3 2025 |
242
shares
|
$220,846
0.08% of portfolio
|
Q2 2024
Reduced 19.33%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
242
shares
|
$220,846
0.17% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
240
shares
|
$219,021
0.03% of portfolio
|
Q3 2025
Reduced 18.09%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
240
shares
|
$219,021
0.02% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 17, 2025 Q3 2025 |
240
shares
|
$219,021
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
240
shares
|
$219,021
0.09% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
240
shares
|
$219,021
0.16% of portfolio
|
Q4 2024
New holding
|
|