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 4,529 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 |
|---|---|---|---|---|---|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
12
shares
|
$10,951
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
11
shares
|
$10,038
0.0% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
11
shares
|
$10,038
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
11
shares
|
$10,038
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
11
shares
|
$10,038
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
11
shares
|
$10,038
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
10
shares
|
$9,125
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
10
shares
|
$9,125
0.32% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
10
shares
|
$9,125
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
10
shares
|
$9,125
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
9
shares
|
$8,213
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8
shares
|
$7,300
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
8
shares
|
$7,300
0.0% of portfolio
|
Q3 2025
Added 166.67%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
8
shares
|
$7,300
0.01% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
7
shares
|
$6,388
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
4
shares
|
$3,650
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Nov 24, 2025 Q3 2025 |
4
shares
|
$3,650
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
3
shares
|
$2,737
0.0% of portfolio
|
Q4 2022
Added 50.0%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
3
shares
|
$2,737
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
3
shares
|
$2,737
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cohalo Advisory LLC
Snoqualmie, WA |
Nov 07, 2025 Q3 2025 |
3
shares
|
$2,737
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
3
shares
|
$2,737
0.0% of portfolio
|
Q3 2025
Reduced 62.5%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
3
shares
|
$2,737
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2
shares
|
$1,825
0.05% of portfolio
|
Q3 2024
Reduced 99.89%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2
shares
|
$1,825
0.0% of portfolio
|
Q4 2024
New holding
|
|