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 |
|---|---|---|---|---|---|
|
Stokes Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
11,260
shares
|
$10.3 Million
2.5% of portfolio
|
Q4 2025
Reduced 0.93%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
11,258
shares
|
$10.3 Million
3.15% of portfolio
|
Q3 2025
Added 13.96%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
11,219
shares
|
$10.2 Million
1.24% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Nov 04, 2025 Q3 2025 |
11,207
shares
|
$10.2 Million
11.14% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
11,188
shares
|
$10.2 Million
0.34% of portfolio
|
Q4 2025
Added 3.74%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
11,175
shares
|
$10.2 Million
4.47% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
11,114
shares
|
$10.1 Million
2.32% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
11,079
shares
|
$10.1 Million
2.08% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
11,079
shares
|
$10.1 Million
5.76% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
11,048
shares
|
$10.1 Million
1.21% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
11,017
shares
|
$10.1 Million
0.47% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
10,993
shares
|
$10 Million
1.92% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,961
shares
|
$10 Million
0.05% of portfolio
|
Q3 2022
Added 112.83%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
10,908
shares
|
$9.95 Million
0.43% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
10,902
shares
|
$9.95 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
10,834
shares
|
$9.89 Million
0.49% of portfolio
|
Q4 2025
Added 7.81%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
10,834
shares
|
$9.89 Million
0.33% of portfolio
|
Q4 2025
Reduced 4.29%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
10,822
shares
|
$9.88 Million
0.99% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
10,822
shares
|
$9.88 Million
1.04% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
10,805
shares
|
$9.86 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,797
shares
|
$9.85 Million
0.39% of portfolio
|
Q2 2022
Added 15.55%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
10,796
shares
|
$9.85 Million
0.37% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
10,776
shares
|
$9.83 Million
0.33% of portfolio
|
Q3 2025
Added 155.29%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
10,730
shares
|
$9.79 Million
0.92% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
10,729
shares
|
$9.79 Million
1.25% of portfolio
|
Q3 2025
Reduced 2.12%
|
|