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 |
|---|---|---|---|---|---|
|
Brown Shipley& CO LTD
London, X0 |
Oct 20, 2025 Q3 2025 |
25
shares
|
$22,814
0.01% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
25
shares
|
$22,814
0.01% of portfolio
|
Q3 2025
Reduced 41.86%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
25
shares
|
$22,814
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
24
shares
|
$21,902
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
24
shares
|
$21,902
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
23
shares
|
$20,989
0.02% of portfolio
|
Q2 2025
Added 64.29%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
22
shares
|
$20,076
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
21
shares
|
$19,164
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
21
shares
|
$19,164
0.01% of portfolio
|
Q1 2025
Reduced 27.59%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
21
shares
|
$19,164
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
20
shares
|
$18,251
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
20
shares
|
$18,251
0.01% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
19
shares
|
$17,339
0.01% of portfolio
|
Q2 2024
Added 46.15%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
19
shares
|
$17,339
0.0% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
18
shares
|
$16,426
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Xy Capital LTD
Central, K3 |
Nov 13, 2025 Q3 2025 |
17
shares
|
$15,514
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
17
shares
|
$15,514
0.01% of portfolio
|
Q3 2024
Reduced 60.47%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
16
shares
|
$14,601
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
16
shares
|
$14,601
0.01% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
15
shares
|
$13,688
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$13,688
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13
shares
|
$11,863
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13
shares
|
$11,863
0.01% of portfolio
|
Q3 2025
Reduced 89.6%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
13
shares
|
$11,863
0.0% of portfolio
|
Q4 2022
Added 44.44%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13
shares
|
$11,863
0.03% of portfolio
|
Q3 2025
New holding
|
|