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 |
|---|---|---|---|---|---|
|
Inlet Private Wealth, LLC
|
Oct 31, 2025 Q3 2025 |
5,305
shares
|
$4.84 Million
1.15% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
5,295
shares
|
$4.83 Million
0.33% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
5,287
shares
|
$4.82 Million
2.05% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
5,275
shares
|
$4.81 Million
0.21% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
5,270
shares
|
$4.81 Million
1.76% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2026 Q4 2025 |
5,260
shares
|
$4.8 Million
0.68% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
5,259
shares
|
$4.8 Million
1.05% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
5,253
shares
|
$4.79 Million
0.18% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Nov 13, 2025 Q3 2025 |
5,252
shares
|
$4.79 Million
2.22% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Nov 05, 2025 Q3 2025 |
5,243
shares
|
$4.78 Million
2.49% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Harrington Investments, Inc
|
Jan 12, 2026 Q4 2025 |
5,236
shares
|
$4.78 Million
2.44% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
5,208
shares
|
$4.75 Million
0.28% of portfolio
|
Q4 2022
Added 2.48%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
5,194
shares
|
$4.74 Million
0.15% of portfolio
|
Q3 2025
Reduced 28.33%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
5,194
shares
|
$4.74 Million
2.71% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
5,191
shares
|
$4.74 Million
3.16% of portfolio
|
Q3 2024
Reduced 91.05%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
5,188
shares
|
$4.73 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
5,187
shares
|
$4.73 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
5,185
shares
|
$4.73 Million
1.45% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
5,165
shares
|
$4.71 Million
2.69% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
5,159
shares
|
$4.71 Million
0.41% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,153
shares
|
$4.7 Million
0.45% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
5,148
shares
|
$4.7 Million
0.17% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 13, 2025 Q3 2025 |
5,142
shares
|
$4.69 Million
3.15% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Arjuna Capital
|
Nov 04, 2025 Q3 2025 |
5,127
shares
|
$4.68 Million
1.22% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,114
shares
|
$4.67 Million
1.49% of portfolio
|
Q3 2025
Added 13.59%
|
|