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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
6,339
shares
|
$5.78 Million
0.63% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
6,332
shares
|
$5.78 Million
1.12% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
6,325
shares
|
$5.77 Million
0.85% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,325
shares
|
$5.77 Million
0.12% of portfolio
|
Q3 2024
Added 117.13%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
6,322
shares
|
$5.77 Million
1.05% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
6,312
shares
|
$5.76 Million
1.73% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Ctc LLC
|
Dec 12, 2025 Q3 2025 |
6,308
shares
|
$5.76 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
6,304
shares
|
$5.75 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Ws Management Lllp
Jacksonville, FL |
Nov 13, 2025 Q3 2025 |
6,285
shares
|
$5.74 Million
0.69% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
6,282
shares
|
$5.73 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
6,282
shares
|
$5.73 Million
0.48% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
6,281
shares
|
$5.73 Million
1.92% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
6,266
shares
|
$5.72 Million
0.19% of portfolio
|
Q3 2022
Added 3.33%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
6,266
shares
|
$5.72 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
6,264
shares
|
$5.72 Million
0.59% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
6,262
shares
|
$5.71 Million
0.27% of portfolio
|
Q4 2023
Reduced 5.08%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
6,259
shares
|
$5.71 Million
0.58% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
6,256
shares
|
$5.71 Million
0.69% of portfolio
|
Q3 2025
Reduced 19.28%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
6,256
shares
|
$5.71 Million
0.47% of portfolio
|
Q3 2025
Reduced 22.31%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
6,246
shares
|
$5.7 Million
2.41% of portfolio
|
Q4 2025
Added 5.6%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
6,242
shares
|
$5.7 Million
2.42% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
6,238
shares
|
$5.69 Million
2.07% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2025 Q3 2025 |
6,221
shares
|
$5.68 Million
3.67% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
6,198
shares
|
$5.66 Million
2.86% of portfolio
|
Q3 2025
Added 27.58%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
6,179
shares
|
$5.64 Million
0.34% of portfolio
|
Q3 2025
Added 13.5%
|
|