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 |
|---|---|---|---|---|---|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
100
shares
|
$91,259
0.05% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
100
shares
|
$91,259
0.05% of portfolio
|
Q4 2025
Added 132.56%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
97
shares
|
$88,521
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
97
shares
|
$88,521
0.07% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
95
shares
|
$86,696
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
95
shares
|
$86,696
0.06% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
93
shares
|
$84,870
0.01% of portfolio
|
Q3 2025
Added 30.99%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
89
shares
|
$81,220
0.03% of portfolio
|
Q4 2022
Reduced 11.0%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
89
shares
|
$81,220
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
87
shares
|
$79,395
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
86
shares
|
$78,482
0.03% of portfolio
|
Q3 2025
Reduced 91.48%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
85
shares
|
$77,570
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
85
shares
|
$77,570
0.03% of portfolio
|
Q2 2025
Reduced 78.75%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
84
shares
|
$76,657
0.03% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
84
shares
|
$76,657
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
81
shares
|
$73,919
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
80
shares
|
$73,007
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
77
shares
|
$70,269
0.02% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
77
shares
|
$70,269
0.03% of portfolio
|
Q4 2025
Added 20.31%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
75
shares
|
$68,444
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
72
shares
|
$65,706
0.04% of portfolio
|
Q3 2025
Reduced 83.45%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
72
shares
|
$65,706
0.03% of portfolio
|
Q3 2025
Reduced 40.98%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
68
shares
|
$62,056
0.08% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
68
shares
|
$62,056
0.03% of portfolio
|
Q2 2025
Added 172.0%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
65
shares
|
$59,318
0.04% of portfolio
|
Q1 2025
New holding
|
|