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 |
|---|---|---|---|---|---|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
6,176
shares
|
$5.64 Million
0.89% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
6,175
shares
|
$5.64 Million
2.14% of portfolio
|
Q3 2025
Added 133.9%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
6,167
shares
|
$5.63 Million
0.31% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
6,162
shares
|
$5.62 Million
1.84% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,160
shares
|
$5.62 Million
4.22% of portfolio
|
Q4 2024
Reduced 39.49%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,157
shares
|
$5.62 Million
0.08% of portfolio
|
Q3 2022
Added 155.9%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
6,153
shares
|
$5.62 Million
0.7% of portfolio
|
Q3 2025
Reduced 68.58%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,153
shares
|
$5.62 Million
0.36% of portfolio
|
Q3 2022
Added 34.29%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
6,148
shares
|
$5.61 Million
0.37% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
6,142
shares
|
$5.61 Million
0.15% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Hwg Holdings LP
Houston, TX |
Jan 12, 2026 Q4 2025 |
6,135
shares
|
$5.6 Million
1.42% of portfolio
|
Q4 2025
Reduced 50.18%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
6,122
shares
|
$5.59 Million
0.68% of portfolio
|
Q1 2025
Reduced 21.93%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Oct 30, 2025 Q3 2025 |
6,119
shares
|
$5.58 Million
2.41% of portfolio
|
Q3 2025
Added 28.17%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
6,113
shares
|
$5.58 Million
1.91% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
6,111
shares
|
$5.58 Million
0.19% of portfolio
|
Q4 2025
Reduced 1.67%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
6,110
shares
|
$5.58 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
6,094
shares
|
$5.56 Million
1.98% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
6,090
shares
|
$5.56 Million
0.83% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
6,068
shares
|
$5.54 Million
1.11% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
6,064
shares
|
$5.53 Million
0.39% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
6,048
shares
|
$5.52 Million
0.34% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
6,041
shares
|
$5.51 Million
2.15% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
6,032
shares
|
$5.5 Million
1.6% of portfolio
|
Q3 2025
Added 37.25%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
6,032
shares
|
$5.5 Million
2.44% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
6,029
shares
|
$5.5 Million
0.91% of portfolio
|
Q3 2025
New holding
|
|