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 |
|---|---|---|---|---|---|
|
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
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
64
shares
|
$58,405
0.03% of portfolio
|
Q3 2025
Added 16.36%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
64
shares
|
$58,405
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
62
shares
|
$56,580
0.04% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
61
shares
|
$55,667
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
60
shares
|
$54,755
0.04% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
60
shares
|
$54,755
0.03% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
59
shares
|
$53,842
0.02% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
58
shares
|
$52,930
0.03% of portfolio
|
Q3 2025
Reduced 49.12%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
54
shares
|
$49,279
0.01% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
54
shares
|
$49,279
0.03% of portfolio
|
Q4 2025
Reduced 8.47%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
53
shares
|
$48,367
0.01% of portfolio
|
Q2 2025
Reduced 49.04%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
50
shares
|
$45,629
0.01% of portfolio
|
Q3 2022
Reduced 50.5%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
50
shares
|
$45,629
0.02% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
50
shares
|
$45,629
0.01% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
48
shares
|
$43,804
0.02% of portfolio
|
Q3 2025
Reduced 52.48%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
48
shares
|
$43,804
0.03% of portfolio
|
Q3 2025
Reduced 58.97%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
46
shares
|
$41,979
0.01% of portfolio
|
Q3 2025
Added 2200.0%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
46
shares
|
$41,979
0.01% of portfolio
|
Q4 2025
Added 411.11%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
45
shares
|
$41,066
0.01% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
45
shares
|
$41,066
0.01% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
45
shares
|
$41,066
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Oct 06, 2025 Q3 2025 |
45
shares
|
$41,066
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
44
shares
|
$40,153
0.01% of portfolio
|
Q3 2025
Added 4.76%
|
|