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 |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
4,603
shares
|
$4.2 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Nov 10, 2025 Q3 2025 |
4,600
shares
|
$4.2 Million
0.77% of portfolio
|
Q3 2025
Added 35.29%
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
4,595
shares
|
$4.19 Million
1.59% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
4,594
shares
|
$4.19 Million
1.08% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
4,590
shares
|
$4.19 Million
0.27% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
4,580
shares
|
$4.18 Million
2.26% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
4,570
shares
|
$4.17 Million
1.22% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
4,562
shares
|
$4.16 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Freedom Day Solutions, LLC
|
Oct 24, 2025 Q3 2025 |
4,559
shares
|
$4.16 Million
1.16% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
4,559
shares
|
$4.16 Million
0.46% of portfolio
|
Q4 2025
Reduced 4.36%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
4,545
shares
|
$4.15 Million
3.54% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
4,541
shares
|
$4.14 Million
1.67% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
4,539
shares
|
$4.14 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Martin Capital Advisors, LLP
|
Oct 15, 2025 Q3 2025 |
4,530
shares
|
$4.13 Million
2.64% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,521
shares
|
$4.13 Million
1.93% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
4,518
shares
|
$4.12 Million
0.21% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
4,515
shares
|
$4.12 Million
0.05% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
4,511
shares
|
$4.12 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
4,507
shares
|
$4.11 Million
1.81% of portfolio
|
Q3 2025
New holding
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
4,506
shares
|
$4.11 Million
1.02% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
4,496
shares
|
$4.1 Million
0.68% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
4,485
shares
|
$4.09 Million
2.56% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
4,484
shares
|
$4.09 Million
0.87% of portfolio
|
Q4 2025
Added 1.15%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
4,483
shares
|
$4.09 Million
0.48% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
4,470
shares
|
$4.08 Million
2.05% of portfolio
|
Q3 2025
Reduced 0.02%
|
|