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 4,528 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 |
|---|---|---|---|---|---|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
41
shares
|
$37,416
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
41
shares
|
$37,416
0.03% of portfolio
|
Q1 2024
Reduced 85.11%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
40
shares
|
$36,503
0.03% of portfolio
|
Q2 2017
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
40
shares
|
$36,503
0.02% of portfolio
|
Q2 2025
Reduced 32.2%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
39
shares
|
$35,591
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
39
shares
|
$35,591
0.0% of portfolio
|
Q2 2025
Reduced 95.0%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
39
shares
|
$35,591
0.12% of portfolio
|
Q3 2025
Reduced 96.26%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
38
shares
|
$34,678
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
37
shares
|
$33,765
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
33
shares
|
$30,115
0.02% of portfolio
|
Q3 2025
Added 120.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
32
shares
|
$29,202
0.01% of portfolio
|
Q3 2025
Reduced 25.58%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
32
shares
|
$29,202
0.01% of portfolio
|
Q3 2025
Reduced 21.95%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
31
shares
|
$28,290
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
31
shares
|
$28,290
0.04% of portfolio
|
Q3 2025
Reduced 88.97%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
31
shares
|
$28,290
0.0% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
30
shares
|
$27,377
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
30
shares
|
$27,377
0.01% of portfolio
|
Q1 2025
Reduced 92.68%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
28
shares
|
$25,552
0.01% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
28
shares
|
$25,552
0.02% of portfolio
|
Q3 2025
Added 47.37%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
27
shares
|
$24,639
0.02% of portfolio
|
Q3 2024
Added 58.82%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
27
shares
|
$24,639
0.02% of portfolio
|
Q3 2025
Added 42.11%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
26
shares
|
$23,727
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
26
shares
|
$23,727
0.01% of portfolio
|
Q2 2024
Added 23.81%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
26
shares
|
$23,727
0.02% of portfolio
|
Q3 2025
Reduced 48.0%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
25
shares
|
$22,814
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|