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 4,527 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $271 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
37,027
shares
|
$33.8 Million
1.89% of portfolio
|
Q4 2025
Reduced 3.79%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
36,580
shares
|
$33.4 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
36,570
shares
|
$33.4 Million
1.94% of portfolio
|
Q3 2025
Reduced 23.05%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
35,914
shares
|
$32.8 Million
1.12% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
35,898
shares
|
$32.8 Million
1.58% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
35,853
shares
|
$32.7 Million
0.35% of portfolio
|
Q3 2025
Added 26.2%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
35,814
shares
|
$32.7 Million
1.09% of portfolio
|
Q4 2025
Added 4.21%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
35,543
shares
|
$32.4 Million
0.84% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
35,524
shares
|
$32.4 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
35,468
shares
|
$32.4 Million
0.65% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
35,390
shares
|
$32.3 Million
0.31% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
35,326
shares
|
$32.2 Million
0.64% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
35,194
shares
|
$32.1 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
35,081
shares
|
$32 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 14, 2026 Q4 2025 |
34,827
shares
|
$31.8 Million
3.48% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
34,817
shares
|
$31.8 Million
6.08% of portfolio
|
Q4 2025
Reduced 0.13%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
34,682
shares
|
$31.7 Million
2.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
34,618
shares
|
$31.6 Million
1.21% of portfolio
|
Q4 2025
Reduced 3.41%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
34,280
shares
|
$31.3 Million
3.15% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
33,989
shares
|
$31 Million
0.61% of portfolio
|
Q3 2025
Added 18.54%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
33,976
shares
|
$31 Million
4.58% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
33,563
shares
|
$30.6 Million
1.58% of portfolio
|
Q3 2025
Reduced 16.4%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
33,543
shares
|
$30.6 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
33,508
shares
|
$30.6 Million
0.68% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
33,445
shares
|
$30.5 Million
3.36% of portfolio
|
Q3 2025
Added 0.01%
|
|