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 |
|---|---|---|---|---|---|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
8,774
shares
|
$8.01 Million
3.51% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
8,768
shares
|
$8 Million
1.05% of portfolio
|
Q4 2025
Added 3.97%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,757
shares
|
$7.99 Million
1.94% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 10, 2025 Q3 2025 |
8,728
shares
|
$7.97 Million
4.82% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
8,713
shares
|
$7.95 Million
0.17% of portfolio
|
Q4 2025
Added 5.03%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
8,683
shares
|
$7.92 Million
0.95% of portfolio
|
Q3 2025
Reduced 21.73%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
8,652
shares
|
$7.9 Million
1.06% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
8,648
shares
|
$7.89 Million
2.63% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
8,642
shares
|
$7.89 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
8,600
shares
|
$7.85 Million
0.8% of portfolio
|
Q3 2025
Reduced 77.86%
|
|
|
Hoffman, Alan N Investment Management
|
Jan 06, 2026 Q4 2025 |
8,583
shares
|
$7.83 Million
4.45% of portfolio
|
Q4 2025
Reduced 25.65%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
8,579
shares
|
$7.83 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
8,518
shares
|
$7.77 Million
1.51% of portfolio
|
Q4 2025
Reduced 5.06%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
8,514
shares
|
$7.77 Million
2.3% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,510
shares
|
$7.77 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
8,502
shares
|
$7.76 Million
1.5% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
8,495
shares
|
$7.75 Million
0.83% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
8,488
shares
|
$7.75 Million
0.21% of portfolio
|
Q3 2025
Added 267.29%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2025 Q3 2025 |
8,474
shares
|
$7.73 Million
2.36% of portfolio
|
Q3 2025
New holding
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
8,464
shares
|
$7.72 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
8,461
shares
|
$7.72 Million
0.34% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
8,455
shares
|
$7.72 Million
0.82% of portfolio
|
Q1 2023
Added 0.87%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
8,447
shares
|
$7.71 Million
0.29% of portfolio
|
Q4 2025
Added 6.99%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
8,446
shares
|
$7.71 Million
0.08% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Trust CO Of Oklahoma
|
Jan 14, 2026 Q4 2025 |
8,421
shares
|
$7.68 Million
2.26% of portfolio
|
Q4 2025
Reduced 0.52%
|
|