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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
16,816
shares
|
$15.3 Million
7.12% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
16,793
shares
|
$15.3 Million
3.44% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Stony Point Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,757
shares
|
$15.3 Million
1.13% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
16,687
shares
|
$15.2 Million
0.23% of portfolio
|
Q3 2025
Added 26.51%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
16,589
shares
|
$15.1 Million
6.3% of portfolio
|
Q3 2023
Added 5.49%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
16,519
shares
|
$15.1 Million
7.78% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
16,496
shares
|
$15.1 Million
0.74% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,456
shares
|
$15 Million
0.08% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
16,407
shares
|
$15 Million
2.01% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
16,403
shares
|
$15 Million
0.19% of portfolio
|
Q3 2025
Reduced 15.33%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
16,382
shares
|
$15 Million
0.66% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
16,339
shares
|
$14.9 Million
1.32% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
16,294
shares
|
$14.9 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
16,239
shares
|
$14.8 Million
0.35% of portfolio
|
Q3 2025
Added 1760.14%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
16,193
shares
|
$14.8 Million
0.5% of portfolio
|
Q3 2025
Added 17.11%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
16,174
shares
|
$14.8 Million
1.3% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
16,146
shares
|
$14.7 Million
5.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Community Trust & Investment CO
|
Jan 09, 2026 Q4 2025 |
16,103
shares
|
$14.7 Million
0.8% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
16,061
shares
|
$14.7 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
16,049
shares
|
$14.6 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
15,972
shares
|
$14.6 Million
0.23% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
15,909
shares
|
$14.5 Million
2.57% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
15,895
shares
|
$14.5 Million
0.35% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
15,865
shares
|
$14.5 Million
0.47% of portfolio
|
Q3 2025
Added 48.52%
|
|