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 |
|---|---|---|---|---|---|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
9,662
shares
|
$8.82 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 21, 2025 Q3 2025 |
9,618
shares
|
$8.78 Million
3.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
9,588
shares
|
$8.75 Million
2.25% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
9,519
shares
|
$8.69 Million
0.62% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Carderock Capital Management Inc
|
Jan 09, 2026 Q4 2025 |
9,488
shares
|
$8.66 Million
2.25% of portfolio
|
Q4 2025
Added 1.16%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
9,484
shares
|
$8.66 Million
2.29% of portfolio
|
Q4 2023
Reduced 25.69%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
9,467
shares
|
$8.64 Million
0.94% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Nov 03, 2025 Q3 2025 |
9,465
shares
|
$8.64 Million
1.86% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
9,445
shares
|
$8.62 Million
0.41% of portfolio
|
Q4 2025
Reduced 3.29%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
9,382
shares
|
$8.56 Million
0.55% of portfolio
|
Q3 2025
Reduced 46.34%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
9,365
shares
|
$8.55 Million
1.9% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
9,346
shares
|
$8.53 Million
0.38% of portfolio
|
Q3 2025
Added 19.12%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
9,345
shares
|
$8.53 Million
0.2% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,338
shares
|
$8.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 50.31%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,334
shares
|
$8.52 Million
3.17% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
9,316
shares
|
$8.5 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
9,305
shares
|
$8.49 Million
0.53% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Nov 10, 2025 Q3 2025 |
9,300
shares
|
$8.49 Million
0.25% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
9,286
shares
|
$8.47 Million
2.41% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
9,276
shares
|
$8.47 Million
0.53% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
9,268
shares
|
$8.46 Million
0.58% of portfolio
|
Q3 2025
Reduced 25.41%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
9,268
shares
|
$8.46 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Pavion Blue Capital, LLC
|
Nov 06, 2025 Q3 2025 |
9,264
shares
|
$8.45 Million
3.72% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
9,257
shares
|
$8.45 Million
0.34% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
9,212
shares
|
$8.41 Million
0.32% of portfolio
|
Q3 2025
Added 10.92%
|
|