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 295 Million shares, which have been reported (via 13F filing form) to have a value of $269 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
231
shares
|
$210,808
0.14% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
230
shares
|
$209,895
0.03% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
230
shares
|
$209,895
0.05% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
230
shares
|
$209,895
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2025 Q3 2025 |
230
shares
|
$209,895
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
230
shares
|
$209,895
0.15% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
229
shares
|
$208,983
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
229
shares
|
$208,983
0.1% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
229
shares
|
$208,983
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
229
shares
|
$208,983
0.11% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
229
shares
|
$208,983
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
228
shares
|
$208,070
0.15% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
228
shares
|
$208,070
0.08% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
227
shares
|
$207,157
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
227
shares
|
$207,157
0.06% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
227
shares
|
$207,157
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Wiser Wealth Management, Inc
|
Oct 06, 2025 Q3 2025 |
226
shares
|
$206,245
0.05% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Hms Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
226
shares
|
$206,245
0.08% of portfolio
|
Q2 2025
Reduced 18.12%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
226
shares
|
$206,245
0.07% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
226
shares
|
$206,245
0.04% of portfolio
|
Q3 2025
Added 26.97%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
226
shares
|
$206,245
0.1% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
226
shares
|
$206,245
0.14% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Wilkinson Global Asset Management LLC
|
Nov 04, 2025 Q3 2025 |
225
shares
|
$205,332
0.01% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
225
shares
|
$205,332
0.07% of portfolio
|
Q3 2024
Reduced 34.59%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Nov 07, 2025 Q3 2025 |
225
shares
|
$205,332
0.12% of portfolio
|
Q3 2025
Added 0.45%
|
|