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 |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
5,462
shares
|
$4.98 Million
1.78% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
5,454
shares
|
$4.98 Million
0.8% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
5,452
shares
|
$4.98 Million
0.15% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
5,441
shares
|
$4.97 Million
1.37% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
5,438
shares
|
$4.96 Million
0.35% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
5,437
shares
|
$4.96 Million
0.8% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
5,436
shares
|
$4.96 Million
1.74% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2025 Q3 2025 |
5,436
shares
|
$4.96 Million
1.58% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
5,435
shares
|
$4.96 Million
0.58% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Nov 14, 2025 Q3 2025 |
5,432
shares
|
$4.96 Million
0.56% of portfolio
|
Q3 2025
Added 13.76%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
5,422
shares
|
$4.95 Million
1.09% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
5,408
shares
|
$4.94 Million
0.43% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
5,407
shares
|
$4.93 Million
2.13% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
5,404
shares
|
$4.93 Million
2.34% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Silphium Asset Management LTD
London, X0 |
Nov 04, 2025 Q3 2025 |
5,389
shares
|
$4.92 Million
1.48% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
5,370
shares
|
$4.9 Million
2.55% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,362
shares
|
$4.89 Million
0.23% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
5,360
shares
|
$4.89 Million
0.47% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
5,355
shares
|
$4.89 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
5,354
shares
|
$4.89 Million
0.72% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
5,340
shares
|
$4.87 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
5,338
shares
|
$4.87 Million
0.38% of portfolio
|
Q3 2025
Reduced 25.14%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
5,327
shares
|
$4.86 Million
0.34% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Valicenti Advisory Services Inc
|
Jan 16, 2026 Q4 2025 |
5,315
shares
|
$4.85 Million
0.96% of portfolio
|
Q4 2025
Added 16.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,311
shares
|
$4.85 Million
0.22% of portfolio
|
Q3 2025
Reduced 6.53%
|
|