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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
13,410
shares
|
$12.2 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
13,393
shares
|
$12.2 Million
1.98% of portfolio
|
Q4 2025
Reduced 2.64%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
13,391
shares
|
$12.2 Million
2.91% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
13,389
shares
|
$12.2 Million
0.82% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
13,379
shares
|
$12.2 Million
2.1% of portfolio
|
Q4 2025
Added 0.97%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
13,315
shares
|
$12.2 Million
0.75% of portfolio
|
Q1 2025
Added 1689.65%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
13,257
shares
|
$12.1 Million
0.67% of portfolio
|
Q3 2025
Reduced 15.04%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Nov 04, 2025 Q3 2025 |
13,207
shares
|
$12.1 Million
2.22% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
13,203
shares
|
$12 Million
0.5% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,190
shares
|
$12 Million
0.26% of portfolio
|
Q2 2020
Added 10.61%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
13,135
shares
|
$12 Million
0.65% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
13,120
shares
|
$12 Million
1.07% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
13,093
shares
|
$11.9 Million
1.52% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
13,088
shares
|
$11.9 Million
0.24% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
13,076
shares
|
$11.9 Million
0.27% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
13,024
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
13,008
shares
|
$11.9 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Buckley Wealth Management, LLC
|
Nov 14, 2025 Q3 2025 |
13,006
shares
|
$11.9 Million
3.38% of portfolio
|
Q3 2025
Added 31.51%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
13,003
shares
|
$11.9 Million
0.82% of portfolio
|
Q3 2025
Reduced 18.47%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
12,960
shares
|
$11.8 Million
0.7% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
12,948
shares
|
$11.8 Million
2.45% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 14, 2026 Q4 2025 |
12,941
shares
|
$11.8 Million
0.87% of portfolio
|
Q4 2025
Reduced 1.64%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
12,932
shares
|
$11.8 Million
0.5% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,890
shares
|
$11.8 Million
0.12% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
12,889
shares
|
$11.8 Million
3.0% of portfolio
|
Q2 2025
Reduced 0.17%
|
|