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 |
|---|---|---|---|---|---|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
8,062
shares
|
$7.36 Million
0.4% of portfolio
|
Q4 2025
Added 2.83%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
8,054
shares
|
$7.35 Million
1.1% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
7,977
shares
|
$7.28 Million
2.49% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
7,962
shares
|
$7.27 Million
1.26% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
7,960
shares
|
$7.26 Million
1.77% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
7,956
shares
|
$7.26 Million
1.45% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
7,927
shares
|
$7.23 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
7,923
shares
|
$7.23 Million
2.11% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
7,899
shares
|
$7.21 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,890
shares
|
$7.2 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
7,881
shares
|
$7.19 Million
0.5% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
7,862
shares
|
$7.17 Million
0.52% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
7,851
shares
|
$7.16 Million
0.09% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,851
shares
|
$7.16 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
7,842
shares
|
$7.16 Million
0.21% of portfolio
|
Q3 2025
Added 31.25%
|
|
|
Eastover Investment Advisors LLC
|
Jan 12, 2026 Q4 2025 |
7,831
shares
|
$7.15 Million
3.2% of portfolio
|
Q4 2025
Added 13.0%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
7,824
shares
|
$7.14 Million
0.51% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
7,821
shares
|
$7.14 Million
0.21% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
7,819
shares
|
$7.14 Million
8.21% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,818
shares
|
$7.13 Million
3.38% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7,814
shares
|
$7.13 Million
0.93% of portfolio
|
Q4 2022
Added 10.09%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 12, 2025 Q3 2025 |
7,802
shares
|
$7.12 Million
2.19% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
7,786
shares
|
$7.11 Million
0.3% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
7,753
shares
|
$7.08 Million
2.01% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
7,710
shares
|
$7.04 Million
0.93% of portfolio
|
Q3 2025
Added 0.12%
|
|