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 |
|---|---|---|---|---|---|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
7,696
shares
|
$7.02 Million
0.87% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
7,691
shares
|
$7.02 Million
0.03% of portfolio
|
Q3 2025
Added 66.11%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,690
shares
|
$7.02 Million
0.29% of portfolio
|
Q4 2022
Reduced 1.18%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
7,686
shares
|
$7.01 Million
4.48% of portfolio
|
Q3 2022
Reduced 49.47%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
7,658
shares
|
$6.99 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
7,658
shares
|
$6.99 Million
0.07% of portfolio
|
Q3 2025
Reduced 68.11%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,647
shares
|
$6.98 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
7,612
shares
|
$6.95 Million
1.9% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
7,610
shares
|
$6.94 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
7,609
shares
|
$6.94 Million
2.51% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
7,605
shares
|
$6.94 Million
1.75% of portfolio
|
Q2 2025
Added 58.27%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
7,589
shares
|
$6.93 Million
1.95% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
7,582
shares
|
$6.92 Million
2.64% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
7,582
shares
|
$6.92 Million
0.14% of portfolio
|
Q3 2023
Added 1438.21%
|
|
|
Ayrshire Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
7,549
shares
|
$6.89 Million
3.39% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
7,528
shares
|
$6.87 Million
2.15% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Carroll Investors, Inc
|
Nov 12, 2025 Q3 2025 |
7,517
shares
|
$6.86 Million
3.39% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7,511
shares
|
$6.85 Million
0.67% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
7,495
shares
|
$6.84 Million
1.3% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
7,482
shares
|
$6.83 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Clear Street Group Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,480
shares
|
$6.83 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
7,479
shares
|
$6.83 Million
1.33% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
Aug 14, 2025 Q2 2025 |
7,473
shares
|
$6.82 Million
4.43% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,471
shares
|
$6.82 Million
0.41% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
7,431
shares
|
$6.78 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.91%
|
|