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 |
|---|---|---|---|---|---|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
11,835
shares
|
$10.8 Million
1.64% of portfolio
|
Q3 2025
Reduced 10.61%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
11,708
shares
|
$10.7 Million
1.07% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
11,690
shares
|
$10.7 Million
0.83% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
11,681
shares
|
$10.7 Million
0.73% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
11,666
shares
|
$10.6 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
11,663
shares
|
$10.6 Million
0.91% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Tlw Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
11,654
shares
|
$10.6 Million
6.03% of portfolio
|
Q3 2025
Reduced 14.55%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
11,651
shares
|
$10.6 Million
0.57% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
11,640
shares
|
$10.6 Million
0.38% of portfolio
|
Q3 2025
Added 28.41%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
11,637
shares
|
$10.6 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
11,600
shares
|
$10.6 Million
0.89% of portfolio
|
Q3 2025
Reduced 30.54%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
11,580
shares
|
$10.6 Million
0.96% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Mc Broom & Associates, LLC
|
Oct 28, 2025 Q3 2025 |
11,527
shares
|
$10.5 Million
5.37% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 12, 2025 Q3 2025 |
11,475
shares
|
$10.5 Million
1.04% of portfolio
|
Q3 2025
Added 4641.74%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
11,463
shares
|
$10.5 Million
5.62% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
11,454
shares
|
$10.5 Million
0.78% of portfolio
|
Q4 2025
Reduced 3.64%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,450
shares
|
$10.4 Million
1.59% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Dillon & Associates Inc
|
Oct 28, 2025 Q3 2025 |
11,428
shares
|
$10.4 Million
1.36% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
11,416
shares
|
$10.4 Million
1.5% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,407
shares
|
$10.4 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Empirical Capital Management, LLC
Hendersonville, TN |
Aug 14, 2025 Q2 2025 |
11,350
shares
|
$10.4 Million
6.96% of portfolio
|
Q3 2024
Reduced 37.29%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
11,346
shares
|
$10.4 Million
0.53% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
11,327
shares
|
$10.3 Million
4.19% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
11,318
shares
|
$10.3 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
11,275
shares
|
$10.3 Million
1.77% of portfolio
|
Q3 2025
Reduced 0.84%
|
|