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 |
|---|---|---|---|---|---|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
12,425
shares
|
$11.3 Million
0.19% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
12,339
shares
|
$11.3 Million
0.66% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
12,338
shares
|
$11.3 Million
0.77% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
12,331
shares
|
$11.3 Million
1.12% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
12,311
shares
|
$11.2 Million
1.84% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
12,287
shares
|
$11.2 Million
0.76% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
12,271
shares
|
$11.2 Million
1.47% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
12,236
shares
|
$11.2 Million
0.34% of portfolio
|
Q3 2025
Added 73.22%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
12,220
shares
|
$11.2 Million
1.86% of portfolio
|
Q2 2024
Reduced 12.95%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
12,214
shares
|
$11.1 Million
0.58% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
12,185
shares
|
$11.1 Million
0.98% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2026 Q4 2025 |
12,185
shares
|
$11.1 Million
0.62% of portfolio
|
Q4 2025
Reduced 9.28%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
12,127
shares
|
$11.1 Million
0.76% of portfolio
|
Q3 2025
Added 46.99%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
12,087
shares
|
$11 Million
0.35% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Defender Capital, Llc.
|
Jan 12, 2026 Q4 2025 |
12,084
shares
|
$11 Million
3.38% of portfolio
|
Q4 2025
New holding
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
12,076
shares
|
$11 Million
1.61% of portfolio
|
Q1 2023
Reduced 0.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
12,058
shares
|
$11 Million
0.18% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
12,038
shares
|
$11 Million
0.24% of portfolio
|
Q3 2025
Reduced 24.66%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Nov 10, 2025 Q3 2025 |
12,037
shares
|
$11 Million
2.6% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
12,008
shares
|
$11 Million
0.22% of portfolio
|
Q3 2025
Added 40.66%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
11,959
shares
|
$10.9 Million
0.71% of portfolio
|
Q3 2025
Added 21.62%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,953
shares
|
$10.9 Million
0.62% of portfolio
|
Q3 2025
Added 148.4%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
11,901
shares
|
$10.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 59.6%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
11,873
shares
|
$10.8 Million
1.35% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
11,845
shares
|
$10.8 Million
0.35% of portfolio
|
Q3 2025
Added 2.37%
|
|