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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
8,420
shares
|
$7.68 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
8,374
shares
|
$7.64 Million
1.24% of portfolio
|
Q4 2025
Reduced 9.24%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
8,362
shares
|
$7.63 Million
0.82% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
8,361
shares
|
$7.63 Million
0.5% of portfolio
|
Q4 2025
Added 7.58%
|
|
|
Vantage Investment Partners, LLC
|
Oct 30, 2025 Q3 2025 |
8,355
shares
|
$7.62 Million
0.55% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2025 Q3 2025 |
8,312
shares
|
$7.59 Million
1.36% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
8,300
shares
|
$7.57 Million
3.48% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
8,287
shares
|
$7.56 Million
0.64% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
8,250
shares
|
$7.53 Million
0.31% of portfolio
|
Q4 2025
Reduced 1.29%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
8,230
shares
|
$7.51 Million
0.53% of portfolio
|
Q3 2025
Added 55.49%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
8,226
shares
|
$7.51 Million
0.29% of portfolio
|
Q3 2025
Added 25.4%
|
|
|
Hudson Value Partners, LLC
|
Oct 30, 2025 Q3 2025 |
8,212
shares
|
$7.49 Million
2.35% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
8,210
shares
|
$7.49 Million
0.65% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,206
shares
|
$7.49 Million
1.43% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
8,204
shares
|
$7.49 Million
0.59% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
8,176
shares
|
$7.46 Million
2.86% of portfolio
|
Q4 2022
Reduced 16.2%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
8,169
shares
|
$7.45 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
8,164
shares
|
$7.45 Million
0.08% of portfolio
|
Q4 2025
Added 4.53%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jan 15, 2026 Q4 2025 |
8,163
shares
|
$7.45 Million
0.16% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
8,135
shares
|
$7.42 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
8,130
shares
|
$7.42 Million
0.39% of portfolio
|
Q2 2025
Added 13.29%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
8,119
shares
|
$7.41 Million
0.28% of portfolio
|
Q3 2025
Added 74.41%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
8,113
shares
|
$7.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 19.75%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
8,112
shares
|
$7.4 Million
0.04% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
8,074
shares
|
$7.37 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.03%
|
|