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 |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
4,949
shares
|
$4.52 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
4,938
shares
|
$4.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
4,933
shares
|
$4.5 Million
4.21% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
4,924
shares
|
$4.49 Million
1.45% of portfolio
|
Q3 2025
New holding
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
4,918
shares
|
$4.49 Million
1.0% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
4,911
shares
|
$4.48 Million
2.08% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
4,904
shares
|
$4.48 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
4,888
shares
|
$4.46 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,868
shares
|
$4.44 Million
0.39% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
4,863
shares
|
$4.44 Million
1.01% of portfolio
|
Q3 2025
Reduced 10.95%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
4,857
shares
|
$4.43 Million
0.06% of portfolio
|
Q3 2025
Added 66.96%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
4,837
shares
|
$4.41 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
4,824
shares
|
$4.4 Million
1.75% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,822
shares
|
$4.4 Million
0.56% of portfolio
|
Q4 2022
Added 1.26%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
4,821
shares
|
$4.4 Million
1.53% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
4,808
shares
|
$4.39 Million
0.67% of portfolio
|
Q3 2025
Added 696.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
4,804
shares
|
$4.38 Million
0.16% of portfolio
|
Q4 2025
Reduced 32.87%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
4,794
shares
|
$4.37 Million
1.01% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
4,794
shares
|
$4.37 Million
0.46% of portfolio
|
Q3 2025
Reduced 17.26%
|
|
|
Forefront Wealth Management Inc.
|
Oct 28, 2025 Q3 2025 |
4,791
shares
|
$4.37 Million
3.61% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Triasima Portfolio Management Inc.
|
Oct 29, 2025 Q3 2025 |
4,789
shares
|
$4.37 Million
0.78% of portfolio
|
Q3 2025
Added 25.86%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
4,785
shares
|
$4.37 Million
0.92% of portfolio
|
Q4 2025
Reduced 9.25%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
4,768
shares
|
$4.35 Million
4.6% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
4,764
shares
|
$4.35 Million
0.84% of portfolio
|
Q4 2025
Added 0.89%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
4,762
shares
|
$4.35 Million
2.08% of portfolio
|
Q3 2025
Added 0.46%
|
|