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 |
|---|---|---|---|---|---|
|
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
|
Oct 22, 2025 Q3 2025 |
170
shares
|
$155,140
0.12% 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%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
166
shares
|
$151,489
0.04% of portfolio
|
Q3 2025
Added 17.73%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
162
shares
|
$147,839
0.04% of portfolio
|
Q3 2025
Reduced 47.23%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
162
shares
|
$147,839
0.04% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
159
shares
|
$145,101
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
157
shares
|
$143,276
0.05% of portfolio
|
Q2 2023
Reduced 60.95%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
155
shares
|
$141,451
0.04% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
155
shares
|
$141,451
0.07% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
152
shares
|
$138,713
0.07% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
150
shares
|
$136,888
0.05% of portfolio
|
Q2 2023
Reduced 3.23%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
150
shares
|
$136,888
0.02% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
149
shares
|
$135,975
0.04% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
147
shares
|
$134,150
0.03% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
146
shares
|
$133,238
0.05% of portfolio
|
Q2 2025
Reduced 43.63%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
145
shares
|
$132,325
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
144
shares
|
$131,412
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
143
shares
|
$130,500
0.02% of portfolio
|
Q3 2023
Reduced 43.7%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
142
shares
|
$129,587
0.03% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
139
shares
|
$126,850
0.05% of portfolio
|
Q2 2022
Added 33.65%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
139
shares
|
$126,850
0.08% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
139
shares
|
$126,850
0.04% of portfolio
|
Q2 2025
Added 3.73%
|
|