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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
7,429
shares
|
$6.78 Million
0.11% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
7,429
shares
|
$6.78 Million
1.14% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
7,421
shares
|
$6.77 Million
1.47% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
7,419
shares
|
$6.77 Million
0.38% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
7,396
shares
|
$6.75 Million
4.95% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
7,395
shares
|
$6.75 Million
1.37% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
7,335
shares
|
$6.69 Million
0.42% of portfolio
|
Q3 2025
Added 22.15%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
7,327
shares
|
$6.69 Million
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
7,302
shares
|
$6.66 Million
0.08% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
7,295
shares
|
$6.66 Million
0.04% of portfolio
|
Q3 2025
Reduced 27.28%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
7,288
shares
|
$6.65 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
7,276
shares
|
$6.64 Million
0.16% of portfolio
|
Q3 2025
Reduced 14.89%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
7,274
shares
|
$6.64 Million
0.81% of portfolio
|
Q4 2025
Reduced 0.7%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
7,274
shares
|
$6.64 Million
3.75% of portfolio
|
Q3 2025
Reduced 14.03%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
7,263
shares
|
$6.63 Million
0.93% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,258
shares
|
$6.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.49%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
7,226
shares
|
$6.59 Million
1.43% of portfolio
|
Q2 2025
Added 61.01%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
7,219
shares
|
$6.59 Million
0.11% of portfolio
|
Q4 2025
Reduced 1.53%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
7,216
shares
|
$6.59 Million
0.4% of portfolio
|
Q3 2025
Reduced 31.82%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
7,213
shares
|
$6.58 Million
0.82% of portfolio
|
Q3 2025
Reduced 31.2%
|
|
|
Chronos Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
7,212
shares
|
$6.58 Million
3.34% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
7,204
shares
|
$6.57 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Nov 06, 2025 Q3 2025 |
7,190
shares
|
$6.56 Million
0.28% of portfolio
|
Q3 2025
Added 58.2%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 09, 2026 Q4 2025 |
7,169
shares
|
$6.54 Million
1.98% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
7,163
shares
|
$6.54 Million
0.82% of portfolio
|
Q3 2025
Added 0.25%
|
|