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 |
|---|---|---|---|---|---|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
225
shares
|
$205,332
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
224
shares
|
$204,420
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
224
shares
|
$204,420
0.02% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2025 Q3 2025 |
224
shares
|
$204,420
0.08% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
224
shares
|
$204,420
0.18% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
223
shares
|
$203,507
0.12% of portfolio
|
Q2 2025
Reduced 86.17%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
223
shares
|
$203,507
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
223
shares
|
$203,507
0.08% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
222
shares
|
$202,594
0.22% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
221
shares
|
$201,682
0.03% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
221
shares
|
$201,682
0.0% of portfolio
|
Q3 2025
Reduced 95.46%
|
|
|
Westwood Wealth Management
|
Oct 24, 2025 Q3 2025 |
220
shares
|
$200,769
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
220
shares
|
$200,769
0.02% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
220
shares
|
$200,769
0.18% of portfolio
|
Q3 2025
Reduced 15.71%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
219
shares
|
$199,857
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
219
shares
|
$199,857
0.04% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Edge Wealth Management LLC
|
Oct 14, 2025 Q3 2025 |
218
shares
|
$198,944
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Brookmont Capital Management
Dallas, TX |
Nov 10, 2025 Q3 2025 |
217
shares
|
$198,032
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
217
shares
|
$198,032
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 17, 2025 Q3 2025 |
215
shares
|
$196,206
0.04% of portfolio
|
Q3 2025
Reduced 12.24%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
215
shares
|
$196,206
0.18% of portfolio
|
Q2 2025
Added 34.38%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
212
shares
|
$193,469
0.02% of portfolio
|
Q2 2025
Reduced 68.45%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
212
shares
|
$193,469
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
212
shares
|
$193,469
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
212
shares
|
$193,469
0.01% of portfolio
|
Q3 2025
Reduced 9.79%
|
|