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 |
|---|---|---|---|---|---|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
30,447
shares
|
$27.8 Million
0.18% of portfolio
|
Q3 2025
Added 21.97%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
30,428
shares
|
$27.8 Million
1.45% of portfolio
|
Q3 2023
Added 0.95%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
30,143
shares
|
$27.5 Million
0.22% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
30,135
shares
|
$27.5 Million
0.8% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
29,937
shares
|
$27.3 Million
0.42% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
29,828
shares
|
$27.2 Million
1.93% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
29,700
shares
|
$27.1 Million
0.92% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
29,555
shares
|
$27 Million
0.3% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 29, 2025 Q3 2025 |
29,428
shares
|
$26.9 Million
0.37% of portfolio
|
Q3 2025
Added 14.72%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
29,361
shares
|
$26.8 Million
1.27% of portfolio
|
Q3 2023
Reduced 3.32%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
29,200
shares
|
$26.6 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
29,122
shares
|
$26.6 Million
0.25% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 17, 2025 Q3 2025 |
29,003
shares
|
$26.5 Million
0.61% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
28,933
shares
|
$26.4 Million
2.03% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Oct 29, 2025 Q3 2025 |
28,826
shares
|
$26.3 Million
0.7% of portfolio
|
Q3 2025
Added 18.85%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
28,627
shares
|
$26.1 Million
2.6% of portfolio
|
Q3 2025
Reduced 96.36%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
28,615
shares
|
$26.1 Million
4.68% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
28,471
shares
|
$26 Million
0.89% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
28,345
shares
|
$25.9 Million
0.52% of portfolio
|
Q4 2025
Added 7.61%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
28,253
shares
|
$25.8 Million
0.57% of portfolio
|
Q3 2022
Reduced 4.26%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
28,244
shares
|
$25.8 Million
2.83% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
28,190
shares
|
$25.7 Million
0.43% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
28,162
shares
|
$25.7 Million
0.02% of portfolio
|
Q3 2025
Added 331.47%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
28,160
shares
|
$25.7 Million
0.07% of portfolio
|
Q3 2025
Added 53.17%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
28,000
shares
|
$25.6 Million
2.17% of portfolio
|
Q3 2025
Reduced 0.91%
|
|