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 |
|---|---|---|---|---|---|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
5,794
shares
|
$5.29 Million
0.87% of portfolio
|
Q4 2025
Reduced 1.36%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
5,788
shares
|
$5.28 Million
0.62% of portfolio
|
Q3 2025
Reduced 37.59%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
5,787
shares
|
$5.28 Million
0.08% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
5,782
shares
|
$5.28 Million
0.63% of portfolio
|
Q4 2025
Added 1.07%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
5,778
shares
|
$5.27 Million
3.15% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
5,776
shares
|
$5.27 Million
1.24% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
5,776
shares
|
$5.27 Million
2.43% of portfolio
|
Q3 2025
Added 41.19%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
5,764
shares
|
$5.26 Million
0.36% of portfolio
|
Q4 2025
Added 1.96%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
5,750
shares
|
$5.25 Million
1.81% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,749
shares
|
$5.25 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
5,741
shares
|
$5.24 Million
1.5% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,740
shares
|
$5.24 Million
0.1% of portfolio
|
Q1 2024
Added 12.88%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
5,730
shares
|
$5.23 Million
1.02% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
5,727
shares
|
$5.23 Million
2.89% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
5,722
shares
|
$5.22 Million
1.14% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
5,715
shares
|
$5.22 Million
0.6% of portfolio
|
Q3 2025
Reduced 12.61%
|
|
|
William Allan, LLC
|
Oct 24, 2025 Q3 2025 |
5,711
shares
|
$5.21 Million
3.01% of portfolio
|
Q3 2025
Reduced 28.07%
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
5,706
shares
|
$5.21 Million
1.12% of portfolio
|
Q4 2025
Reduced 15.54%
|
|
|
Oak Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
5,701
shares
|
$5.2 Million
1.81% of portfolio
|
Q4 2025
Added 39.53%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
5,691
shares
|
$5.19 Million
0.8% of portfolio
|
Q4 2025
Added 16.91%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,686
shares
|
$5.19 Million
0.49% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
5,678
shares
|
$5.18 Million
0.18% of portfolio
|
Q3 2025
Added 756.41%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
5,677
shares
|
$5.18 Million
0.63% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
5,677
shares
|
$5.18 Million
0.69% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,669
shares
|
$5.17 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.73%
|
|