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 296 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 |
|---|---|---|---|---|---|
|
Artha Asset Management LLC
Hoboken, NJ |
Nov 14, 2022 Q3 2022 |
23,800
shares
|
$21.7 Million
12.44% of portfolio
|
Q3 2022
New holding
|
|
|
Jacobs & CO
|
Jan 02, 2026 Q4 2025 |
23,723
shares
|
$21.6 Million
1.93% of portfolio
|
Q4 2025
Reduced 4.9%
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
23,715
shares
|
$21.6 Million
3.82% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
Nov 04, 2025 Q3 2025 |
23,700
shares
|
$21.6 Million
0.17% of portfolio
|
Q2 2025
Added 82.31%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
23,670
shares
|
$21.6 Million
0.56% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Ami Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
23,657
shares
|
$21.6 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
23,579
shares
|
$21.5 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
23,488
shares
|
$21.4 Million
1.04% of portfolio
|
Q3 2022
Reduced 48.38%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
23,325
shares
|
$21.3 Million
2.92% of portfolio
|
Q3 2025
Added 53.86%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
23,311
shares
|
$21.3 Million
0.53% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,301
shares
|
$21.3 Million
0.79% of portfolio
|
Q2 2022
Added 6.71%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
23,259
shares
|
$21.2 Million
0.43% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
23,197
shares
|
$21.2 Million
0.44% of portfolio
|
Q3 2025
Reduced 25.93%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
23,099
shares
|
$21.1 Million
0.35% of portfolio
|
Q4 2025
Reduced 4.41%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
22,983
shares
|
$21 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
22,956
shares
|
$20.9 Million
1.67% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
22,949
shares
|
$20.9 Million
0.17% of portfolio
|
Q4 2025
Reduced 21.15%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Oct 15, 2025 Q3 2025 |
22,946
shares
|
$20.9 Million
7.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
22,928
shares
|
$20.9 Million
0.45% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
22,671
shares
|
$20.7 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
22,591
shares
|
$20.6 Million
1.3% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
22,539
shares
|
$20.6 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
22,511
shares
|
$20.5 Million
0.29% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
22,501
shares
|
$20.5 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
22,457
shares
|
$20.5 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.75%
|
|