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 |
|---|---|---|---|---|---|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
135
shares
|
$123,199
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
132
shares
|
$120,461
0.01% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
131
shares
|
$119,549
0.07% of portfolio
|
Q3 2025
Added 18.02%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
131
shares
|
$119,549
0.06% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
130
shares
|
$118,636
0.05% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
123
shares
|
$112,248
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
122
shares
|
$111,335
0.02% of portfolio
|
Q2 2025
Added 23.23%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
122
shares
|
$111,335
0.01% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
119
shares
|
$108,598
0.03% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
119
shares
|
$108,598
0.09% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
118
shares
|
$107,685
0.06% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
117
shares
|
$106,773
0.03% of portfolio
|
Q2 2020
Added 588.24%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
116
shares
|
$105,860
0.04% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
115
shares
|
$104,947
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
113
shares
|
$103,122
0.08% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
113
shares
|
$103,122
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
113
shares
|
$103,122
0.07% of portfolio
|
Q3 2025
Reduced 34.68%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
112
shares
|
$102,210
0.1% of portfolio
|
Q3 2025
Reduced 26.8%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
105
shares
|
$95,821
0.03% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
103
shares
|
$93,996
0.03% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
101
shares
|
$92,171
0.04% of portfolio
|
Q2 2025
Added 38.36%
|
|
|
Nexus Investment Management Ulc
|
Oct 24, 2025 Q3 2025 |
100
shares
|
$91,259
0.01% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$91,259
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
100
shares
|
$91,259
0.07% of portfolio
|
Q2 2025
Reduced 42.2%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
100
shares
|
$91,259
0.03% of portfolio
|
Q1 2022
Reduced 95.22%
|
|