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 |
|---|---|---|---|---|---|
|
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
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 09, 2025 Q3 2025 |
239
shares
|
$218,109
0.89% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
239
shares
|
$218,109
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
238
shares
|
$217,196
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
238
shares
|
$217,196
0.05% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
238
shares
|
$217,196
0.1% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
238
shares
|
$217,196
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
238
shares
|
$217,196
0.06% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
238
shares
|
$217,196
0.08% of portfolio
|
Q2 2024
Added 1883.33%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
237
shares
|
$216,283
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
237
shares
|
$216,283
0.1% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
237
shares
|
$216,283
0.1% of portfolio
|
Q3 2025
Reduced 54.16%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
236
shares
|
$215,371
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
236
shares
|
$215,371
0.03% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
235
shares
|
$214,458
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Surience Private Wealth LLC
|
Oct 09, 2025 Q3 2025 |
235
shares
|
$214,458
0.21% of portfolio
|
Q3 2025
Reduced 80.42%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
235
shares
|
$214,458
0.07% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
235
shares
|
$214,458
0.09% of portfolio
|
Q1 2025
Added 35.84%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
235
shares
|
$214,458
0.11% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
234
shares
|
$213,546
0.04% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
234
shares
|
$213,546
0.26% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
234
shares
|
$213,546
0.21% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
233
shares
|
$212,633
0.14% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
232
shares
|
$211,720
0.04% of portfolio
|
Q3 2025
Reduced 0.43%
|
|