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 |
|---|---|---|---|---|---|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
10,068
shares
|
$9.19 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
10,065
shares
|
$9.19 Million
0.93% of portfolio
|
Q4 2022
Reduced 7.23%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
10,063
shares
|
$9.18 Million
0.21% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
10,012
shares
|
$9.14 Million
2.28% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,986
shares
|
$9.11 Million
1.13% of portfolio
|
Q2 2024
Added 1467.66%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
9,983
shares
|
$9.11 Million
0.33% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
9,966
shares
|
$9.09 Million
1.56% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,959
shares
|
$9.09 Million
0.18% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 12, 2025 Q3 2025 |
9,946
shares
|
$9.08 Million
0.51% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
9,932
shares
|
$9.06 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
9,930
shares
|
$9.06 Million
1.22% of portfolio
|
Q2 2022
Reduced 2.84%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
9,925
shares
|
$9.06 Million
0.16% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
9,880
shares
|
$9.02 Million
1.48% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,849
shares
|
$8.99 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
9,814
shares
|
$8.96 Million
0.36% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
9,814
shares
|
$8.96 Million
0.51% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
9,790
shares
|
$8.93 Million
0.72% of portfolio
|
Q3 2022
Added 2.17%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
9,780
shares
|
$8.93 Million
0.05% of portfolio
|
Q3 2025
Added 197.35%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
9,770
shares
|
$8.92 Million
0.24% of portfolio
|
Q3 2025
Reduced 19.55%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
9,759
shares
|
$8.91 Million
0.99% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,749
shares
|
$8.9 Million
0.34% of portfolio
|
Q2 2022
Added 5.79%
|
|
|
Mount Vernon Associates Inc
|
Oct 24, 2025 Q3 2025 |
9,737
shares
|
$8.89 Million
6.29% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
9,730
shares
|
$8.88 Million
0.15% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
9,680
shares
|
$8.83 Million
0.67% of portfolio
|
Q3 2022
Reduced 14.14%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 14, 2026 Q4 2025 |
9,665
shares
|
$8.82 Million
3.1% of portfolio
|
Q4 2025
Reduced 3.06%
|
|