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 |
|---|---|---|---|---|---|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Jan 09, 2026 Q4 2025 |
20,264
shares
|
$18.5 Million
5.66% of portfolio
|
Q4 2025
Reduced 2.37%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
20,231
shares
|
$18.5 Million
0.45% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
20,186
shares
|
$18.4 Million
0.31% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
20,065
shares
|
$18.3 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
20,062
shares
|
$18.3 Million
0.8% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
19,957
shares
|
$18.2 Million
2.55% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
19,946
shares
|
$18.2 Million
2.02% of portfolio
|
Q4 2025
Reduced 38.26%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
19,859
shares
|
$18.1 Million
0.61% of portfolio
|
Q4 2025
Reduced 17.22%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
19,827
shares
|
$18.1 Million
2.26% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
19,805
shares
|
$18.1 Million
2.25% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
19,659
shares
|
$17.9 Million
3.52% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
19,626
shares
|
$17.9 Million
0.43% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
19,290
shares
|
$17.6 Million
0.87% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
19,252
shares
|
$17.6 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
19,224
shares
|
$17.5 Million
1.09% of portfolio
|
Q2 2022
Reduced 3.42%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Nov 12, 2025 Q3 2025 |
19,198
shares
|
$17.5 Million
2.19% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
19,175
shares
|
$17.5 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
19,096
shares
|
$17.4 Million
0.45% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
19,086
shares
|
$17.4 Million
0.04% of portfolio
|
Q4 2023
Added 0.44%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
18,949
shares
|
$17.3 Million
0.45% of portfolio
|
Q3 2025
Added 21.2%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,912
shares
|
$17.3 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
18,859
shares
|
$17.2 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 14, 2025 Q3 2025 |
18,811
shares
|
$17.2 Million
1.77% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
18,778
shares
|
$17.1 Million
0.9% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 10, 2025 Q3 2025 |
18,735
shares
|
$17.1 Million
4.1% of portfolio
|
Q3 2025
Reduced 0.44%
|
|