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 |
|---|---|---|---|---|---|
|
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
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
6,020
shares
|
$5.49 Million
1.92% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
6,019
shares
|
$5.49 Million
1.06% of portfolio
|
Q3 2025
Added 20.07%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
6,015
shares
|
$5.49 Million
0.76% of portfolio
|
Q3 2023
Added 2.1%
|
|
|
Hixon Zuercher, LLC
|
Oct 10, 2025 Q3 2025 |
6,014
shares
|
$5.49 Million
1.73% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
6,009
shares
|
$5.48 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
5,992
shares
|
$5.47 Million
2.23% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
5,991
shares
|
$5.47 Million
0.36% of portfolio
|
Q4 2025
Added 32.84%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
5,985
shares
|
$5.46 Million
0.36% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
5,936
shares
|
$5.42 Million
2.25% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
5,903
shares
|
$5.39 Million
2.6% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
5,903
shares
|
$5.39 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
5,884
shares
|
$5.37 Million
0.42% of portfolio
|
Q4 2023
Reduced 18.45%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
5,876
shares
|
$5.36 Million
0.22% of portfolio
|
Q4 2025
Added 14.77%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
5,864
shares
|
$5.35 Million
2.28% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
5,836
shares
|
$5.33 Million
1.09% of portfolio
|
Q3 2025
Added 15.59%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2026 Q4 2025 |
5,834
shares
|
$5.32 Million
2.58% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
5,828
shares
|
$5.32 Million
2.21% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,823
shares
|
$5.31 Million
0.42% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
5,815
shares
|
$5.31 Million
2.2% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,814
shares
|
$5.31 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
5,807
shares
|
$5.3 Million
2.13% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
5,800
shares
|
$5.29 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2025 Q3 2025 |
5,800
shares
|
$5.29 Million
0.07% of portfolio
|
Q3 2025
Reduced 45.19%
|
|
|
Wd Rutherford LLC
|
Oct 23, 2025 Q3 2025 |
5,799
shares
|
$5.29 Million
2.45% of portfolio
|
Q3 2025
Added 0.99%
|
|