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 4,524 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 |
|---|---|---|---|---|---|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
6,709
shares
|
$6.12 Million
0.29% of portfolio
|
Q3 2022
Added 73.45%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
6,704
shares
|
$6.12 Million
0.53% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 03, 2025 Q3 2025 |
6,702
shares
|
$6.12 Million
0.86% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
6,687
shares
|
$6.1 Million
1.49% of portfolio
|
Q3 2025
Reduced 10.76%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
6,687
shares
|
$6.1 Million
2.98% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
6,685
shares
|
$6.1 Million
0.59% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
6,673
shares
|
$6.09 Million
0.13% of portfolio
|
Q3 2025
Added 17.57%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
6,666
shares
|
$6.08 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 21, 2025 Q3 2025 |
6,662
shares
|
$6.08 Million
1.83% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
6,639
shares
|
$6.06 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
6,633
shares
|
$6.05 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Stf Management LP
Frisco, TX |
Nov 12, 2025 Q3 2025 |
6,632
shares
|
$6.05 Million
2.28% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
6,621
shares
|
$6.04 Million
1.54% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
6,612
shares
|
$6.03 Million
2.02% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
6,607
shares
|
$6.03 Million
0.41% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
6,597
shares
|
$6.02 Million
0.79% of portfolio
|
Q3 2025
Reduced 19.7%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,594
shares
|
$6.02 Million
0.71% of portfolio
|
Q3 2022
Reduced 6.9%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,584
shares
|
$6.01 Million
1.31% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
6,578
shares
|
$6 Million
0.51% of portfolio
|
Q3 2023
Reduced 30.9%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
6,574
shares
|
$6 Million
1.23% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
6,572
shares
|
$6 Million
2.98% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
6,549
shares
|
$5.98 Million
0.29% of portfolio
|
Q3 2025
Reduced 12.51%
|
|
|
Peterson Wealth Management
|
Dec 17, 2025 Q3 2025 |
6,537
shares
|
$5.97 Million
4.28% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
6,516
shares
|
$5.95 Million
2.58% of portfolio
|
Q2 2022
Added 0.57%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
6,511
shares
|
$5.94 Million
2.19% of portfolio
|
Q3 2025
Added 43.48%
|
|