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 |
|---|---|---|---|---|---|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
6,919
shares
|
$6.31 Million
0.36% of portfolio
|
Q3 2025
Added 35.19%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
6,919
shares
|
$6.31 Million
2.2% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
6,901
shares
|
$6.3 Million
1.62% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
6,893
shares
|
$6.29 Million
1.51% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
6,875
shares
|
$6.27 Million
1.0% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
6,862
shares
|
$6.26 Million
0.36% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
6,860
shares
|
$6.26 Million
1.03% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,856
shares
|
$6.26 Million
0.3% of portfolio
|
Q2 2024
Reduced 7.56%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
6,822
shares
|
$6.23 Million
1.71% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
6,818
shares
|
$6.22 Million
3.41% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
6,814
shares
|
$6.22 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
6,811
shares
|
$6.22 Million
0.71% of portfolio
|
Q4 2025
Reduced 1.89%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 07, 2025 Q3 2025 |
6,810
shares
|
$6.21 Million
0.69% of portfolio
|
Q3 2025
Added 22.48%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
6,807
shares
|
$6.21 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Nov 14, 2025 Q3 2025 |
6,805
shares
|
$6.21 Million
0.24% of portfolio
|
Q3 2025
Reduced 23.81%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
6,803
shares
|
$6.21 Million
0.69% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
6,802
shares
|
$6.21 Million
0.75% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
6,798
shares
|
$6.2 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
6,780
shares
|
$6.19 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
6,780
shares
|
$6.19 Million
0.72% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
6,758
shares
|
$6.17 Million
1.49% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
6,751
shares
|
$6.16 Million
0.88% of portfolio
|
Q3 2025
Added 58.33%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 16, 2025 Q3 2025 |
6,750
shares
|
$6.16 Million
0.36% of portfolio
|
Q3 2025
Added 575.0%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
6,715
shares
|
$6.13 Million
0.54% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
6,710
shares
|
$6.12 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.48%
|
|