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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,189
shares
|
$8.39 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
9,175
shares
|
$8.37 Million
0.57% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
9,171
shares
|
$8.37 Million
1.35% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
9,150
shares
|
$8.35 Million
0.92% of portfolio
|
Q4 2025
Reduced 4.09%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
9,136
shares
|
$8.34 Million
0.25% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
9,098
shares
|
$8.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,093
shares
|
$8.3 Million
0.67% of portfolio
|
Q2 2023
Added 610.95%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
9,051
shares
|
$8.26 Million
0.27% of portfolio
|
Q3 2025
Reduced 18.65%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
9,047
shares
|
$8.26 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
9,002
shares
|
$8.22 Million
0.84% of portfolio
|
Q3 2025
Reduced 10.96%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
8,992
shares
|
$8.21 Million
0.49% of portfolio
|
Q4 2025
Reduced 1.41%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
8,965
shares
|
$8.18 Million
0.14% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
8,950
shares
|
$8.17 Million
0.3% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
8,930
shares
|
$8.15 Million
0.35% of portfolio
|
Q3 2025
Added 90.45%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
8,919
shares
|
$8.14 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
8,903
shares
|
$8.12 Million
0.84% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
8,892
shares
|
$8.11 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
8,863
shares
|
$8.09 Million
0.56% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
8,838
shares
|
$8.07 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
8,795
shares
|
$8.03 Million
3.03% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
8,791
shares
|
$8.02 Million
0.39% of portfolio
|
Q3 2025
Added 71.5%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Oct 29, 2025 Q3 2025 |
8,790
shares
|
$8.02 Million
3.21% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
8,788
shares
|
$8.02 Million
1.12% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
8,782
shares
|
$8.01 Million
1.32% of portfolio
|
Q4 2025
Added 126.34%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
8,775
shares
|
$8.01 Million
1.65% of portfolio
|
Q3 2024
Reduced 4.11%
|
|