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 |
|---|---|---|---|---|---|
|
Progressive Investment Management Corp
|
Nov 05, 2025 Q3 2025 |
17,475
shares
|
$15.9 Million
4.0% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
17,475
shares
|
$15.9 Million
0.46% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
17,466
shares
|
$15.9 Million
0.53% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,457
shares
|
$15.9 Million
0.23% of portfolio
|
Q3 2025
Added 9.19%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
17,384
shares
|
$15.9 Million
1.04% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
17,362
shares
|
$15.8 Million
0.29% of portfolio
|
Q3 2025
Reduced 20.81%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
17,342
shares
|
$15.8 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
17,271
shares
|
$15.8 Million
1.95% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Addenda Capital Inc.
|
Oct 09, 2025 Q3 2025 |
17,270
shares
|
$15.8 Million
0.64% of portfolio
|
Q3 2025
Added 45.62%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
17,266
shares
|
$15.8 Million
1.83% of portfolio
|
Q4 2025
Added 2.28%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
17,247
shares
|
$15.7 Million
2.43% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
17,183
shares
|
$15.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
17,165
shares
|
$15.7 Million
0.52% of portfolio
|
Q3 2025
Added 109.33%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
17,154
shares
|
$15.7 Million
2.24% of portfolio
|
Q1 2023
Reduced 1.11%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
17,141
shares
|
$15.6 Million
1.5% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
17,087
shares
|
$15.6 Million
2.26% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
17,085
shares
|
$15.6 Million
1.79% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
17,075
shares
|
$15.6 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
17,049
shares
|
$15.6 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
16,991
shares
|
$15.5 Million
0.74% of portfolio
|
Q3 2025
Reduced 27.73%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
16,959
shares
|
$15.5 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
16,931
shares
|
$15.5 Million
1.55% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
16,881
shares
|
$15.4 Million
4.59% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
16,866
shares
|
$15.4 Million
1.03% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Fishman Jay A LTD
Troy, MI |
Nov 05, 2025 Q3 2025 |
16,838
shares
|
$15.4 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.3%
|
|