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 |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
5,112
shares
|
$4.67 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
5,111
shares
|
$4.66 Million
1.91% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
5,102
shares
|
$4.66 Million
3.91% of portfolio
|
Q3 2025
Reduced 14.47%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
5,091
shares
|
$4.65 Million
0.28% of portfolio
|
Q3 2025
Added 28.43%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
5,088
shares
|
$4.64 Million
0.44% of portfolio
|
Q4 2025
Added 9.63%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
5,088
shares
|
$4.64 Million
0.43% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
5,079
shares
|
$4.64 Million
0.28% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,070
shares
|
$4.63 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
5,063
shares
|
$4.62 Million
1.02% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
5,057
shares
|
$4.61 Million
3.32% of portfolio
|
Q3 2025
Added 13.92%
|
|
|
Guardian Investment Management
|
Nov 13, 2025 Q3 2025 |
5,042
shares
|
$4.6 Million
4.12% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
5,030
shares
|
$4.59 Million
1.26% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
5,028
shares
|
$4.59 Million
0.12% of portfolio
|
Q3 2025
Added 213.86%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
5,026
shares
|
$4.59 Million
1.25% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
5,016
shares
|
$4.58 Million
0.98% of portfolio
|
Q1 2024
Reduced 41.15%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
5,016
shares
|
$4.58 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
5,001
shares
|
$4.56 Million
1.26% of portfolio
|
Q3 2023
Reduced 8.71%
|
|
|
Telligent Fund, LP
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$4.56 Million
3.95% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
4,984
shares
|
$4.55 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
4,983
shares
|
$4.55 Million
0.61% of portfolio
|
Q3 2025
Reduced 11.14%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
4,978
shares
|
$4.54 Million
0.53% of portfolio
|
Q3 2025
Reduced 19.67%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
4,963
shares
|
$4.53 Million
0.27% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jan 07, 2026 Q4 2025 |
4,963
shares
|
$4.53 Million
2.82% of portfolio
|
Q4 2025
Added 4.16%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
4,958
shares
|
$4.52 Million
0.08% of portfolio
|
Q4 2025
Added 9.67%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,951
shares
|
$4.52 Million
0.22% of portfolio
|
Q4 2022
Reduced 1.2%
|
|