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 |
|---|---|---|---|---|---|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
10,684
shares
|
$9.75 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
10,613
shares
|
$9.69 Million
2.87% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
10,567
shares
|
$9.64 Million
1.63% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
10,558
shares
|
$9.64 Million
3.16% of portfolio
|
Q3 2025
Added 28.1%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
10,518
shares
|
$9.6 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
10,516
shares
|
$9.6 Million
8.74% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
10,467
shares
|
$9.55 Million
0.39% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
10,457
shares
|
$9.54 Million
0.24% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,453
shares
|
$9.54 Million
0.25% of portfolio
|
Q2 2025
Reduced 76.69%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
10,419
shares
|
$9.51 Million
0.35% of portfolio
|
Q4 2025
Reduced 9.58%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
10,412
shares
|
$9.5 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
10,401
shares
|
$9.49 Million
1.09% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
10,332
shares
|
$9.43 Million
0.27% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Nov 14, 2025 Q3 2025 |
10,312
shares
|
$9.41 Million
0.09% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
10,308
shares
|
$9.41 Million
0.9% of portfolio
|
Q4 2025
Added 5.94%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
10,302
shares
|
$9.4 Million
1.95% of portfolio
|
Q4 2025
Reduced 2.69%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
10,265
shares
|
$9.37 Million
0.8% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Baugh & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
10,252
shares
|
$9.36 Million
4.33% of portfolio
|
Q4 2025
Reduced 2.83%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
10,250
shares
|
$9.35 Million
0.2% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
10,230
shares
|
$9.34 Million
0.58% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
10,230
shares
|
$9.34 Million
0.09% of portfolio
|
Q1 2024
Added 2.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,192
shares
|
$9.3 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,184
shares
|
$9.29 Million
0.36% of portfolio
|
Q3 2025
Added 363.12%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,127
shares
|
$9.24 Million
1.13% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
10,089
shares
|
$9.21 Million
1.23% of portfolio
|
Q3 2025
Added 10.42%
|
|