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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
18,690
shares
|
$17.1 Million
0.7% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
18,576
shares
|
$17 Million
0.99% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
18,521
shares
|
$16.9 Million
0.37% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
18,508
shares
|
$16.9 Million
4.23% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
18,320
shares
|
$16.7 Million
0.29% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
18,268
shares
|
$16.7 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
18,250
shares
|
$16.7 Million
0.17% of portfolio
|
Q3 2025
Reduced 19.89%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
18,245
shares
|
$16.7 Million
0.52% of portfolio
|
Q1 2024
Reduced 17.32%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
18,215
shares
|
$16.6 Million
1.01% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
18,184
shares
|
$16.6 Million
0.52% of portfolio
|
Q3 2025
Reduced 14.53%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
18,175
shares
|
$16.6 Million
1.17% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
18,148
shares
|
$16.6 Million
1.22% of portfolio
|
Q3 2025
Reduced 8.09%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2025 Q3 2025 |
18,114
shares
|
$16.5 Million
3.19% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 25, 2025 Q3 2025 |
18,051
shares
|
$16.5 Million
1.46% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
18,048
shares
|
$16.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 17.0%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
17,950
shares
|
$16.4 Million
0.53% of portfolio
|
Q3 2025
Reduced 16.88%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
17,778
shares
|
$16.2 Million
1.71% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
17,737
shares
|
$16.2 Million
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
17,683
shares
|
$16.1 Million
2.86% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2025 Q3 2025 |
17,651
shares
|
$16.1 Million
4.59% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Oct 10, 2025 Q3 2025 |
17,625
shares
|
$16.1 Million
6.04% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Oct 17, 2025 Q3 2025 |
17,589
shares
|
$16.1 Million
4.41% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,584
shares
|
$16 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
17,573
shares
|
$16 Million
0.17% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
17,494
shares
|
$16 Million
0.18% of portfolio
|
Q3 2025
Added 1.0%
|
|