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 4,524 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 |
|---|---|---|---|---|---|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
203
shares
|
$185,255
0.0% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
202
shares
|
$184,343
0.1% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$182,518
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
200
shares
|
$182,518
0.05% of portfolio
|
Q4 2025
Reduced 0.5%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
200
shares
|
$182,518
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
199
shares
|
$181,605
0.14% of portfolio
|
Q4 2025
Added 11.17%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
198
shares
|
$180,692
0.17% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
196
shares
|
$178,867
0.09% of portfolio
|
Q4 2025
Added 7.1%
|
|
|
Bey Douglas LLC
Marietta, GA |
Oct 30, 2025 Q3 2025 |
191
shares
|
$174,304
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
191
shares
|
$174,304
0.19% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
188
shares
|
$171,566
0.06% of portfolio
|
Q4 2024
Reduced 13.76%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
186
shares
|
$169,741
0.08% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
183
shares
|
$167,003
0.03% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
182
shares
|
$166,091
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
182
shares
|
$166,091
0.08% of portfolio
|
Q3 2025
Added 1922.22%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
180
shares
|
$164,266
0.03% of portfolio
|
Q2 2020
Reduced 90.38%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
179
shares
|
$163,353
0.12% of portfolio
|
Q4 2025
Reduced 2.19%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
178
shares
|
$162,441
0.05% of portfolio
|
Q3 2025
Added 40.16%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
173
shares
|
$157,878
0.01% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
173
shares
|
$157,878
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
173
shares
|
$157,878
0.11% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
171
shares
|
$156,052
0.03% of portfolio
|
Q3 2025
Added 16.33%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
170
shares
|
$155,140
0.11% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
170
shares
|
$155,140
0.01% of portfolio
|
Q3 2024
Reduced 30.89%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 30, 2025 Q3 2025 |
169
shares
|
$154,227
0.01% of portfolio
|
Q3 2025
Reduced 32.13%
|
|