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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
12,884
shares
|
$11.8 Million
4.16% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
12,883
shares
|
$11.8 Million
0.8% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
12,876
shares
|
$11.8 Million
1.75% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
12,870
shares
|
$11.7 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Savoir Faire Capital Management, L.P.
Norwalk, CT |
Oct 31, 2025 Q3 2025 |
12,827
shares
|
$11.7 Million
4.26% of portfolio
|
Q3 2025
Added 183.78%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
12,808
shares
|
$11.7 Million
0.31% of portfolio
|
Q3 2025
Added 27.29%
|
|
|
Gouws Capital LLC
|
Oct 30, 2025 Q3 2025 |
12,763
shares
|
$11.6 Million
6.53% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
12,735
shares
|
$11.6 Million
0.14% of portfolio
|
Q3 2025
Added 105.2%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,729
shares
|
$11.6 Million
2.64% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
12,719
shares
|
$11.6 Million
1.66% of portfolio
|
Q3 2025
Added 109.99%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
12,694
shares
|
$11.6 Million
2.6% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Wilsey Asset Management Inc
|
Jan 07, 2026 Q4 2025 |
12,690
shares
|
$11.6 Million
1.86% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
12,659
shares
|
$11.6 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
12,640
shares
|
$11.5 Million
0.41% of portfolio
|
Q3 2025
Reduced 27.34%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
12,631
shares
|
$11.5 Million
0.5% of portfolio
|
Q3 2025
Reduced 24.1%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
12,603
shares
|
$11.5 Million
1.56% of portfolio
|
Q3 2025
Added 135.0%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
12,541
shares
|
$11.4 Million
0.11% of portfolio
|
Q3 2025
Reduced 21.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
12,538
shares
|
$11.4 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
12,530
shares
|
$11.4 Million
3.57% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
12,529
shares
|
$11.4 Million
1.45% of portfolio
|
Q3 2025
Added 11.45%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
12,493
shares
|
$11.4 Million
0.53% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
12,490
shares
|
$11.4 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
12,436
shares
|
$11.3 Million
1.69% of portfolio
|
Q3 2025
Added 2.35%
|
|