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 4,524 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 |
|---|---|---|---|---|---|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
4,466
shares
|
$4.08 Million
0.78% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
4,458
shares
|
$4.07 Million
1.24% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
4,457
shares
|
$4.07 Million
0.38% of portfolio
|
Q4 2025
Added 16.55%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 09, 2026 Q4 2025 |
4,445
shares
|
$4.06 Million
1.84% of portfolio
|
Q4 2025
Added 17.28%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
4,435
shares
|
$4.05 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,431
shares
|
$4.04 Million
0.43% of portfolio
|
Q4 2025
Added 2.83%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,431
shares
|
$4.04 Million
0.49% of portfolio
|
Q2 2024
Added 22.5%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
4,430
shares
|
$4.04 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
4,427
shares
|
$4.04 Million
1.18% of portfolio
|
Q4 2025
Reduced 1.91%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
4,415
shares
|
$4.03 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
4,408
shares
|
$4.02 Million
0.48% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,407
shares
|
$4.02 Million
0.04% of portfolio
|
Q2 2025
Reduced 92.98%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
4,405
shares
|
$4.02 Million
0.08% of portfolio
|
Q3 2025
Added 34.46%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
4,402
shares
|
$4.02 Million
0.29% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Skye Global Management LP
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
4,400
shares
|
$4.02 Million
0.09% of portfolio
|
Q3 2024
Reduced 51.22%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
4,397
shares
|
$4.01 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
4,393
shares
|
$4.01 Million
0.29% of portfolio
|
Q3 2025
Reduced 39.78%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
4,392
shares
|
$4.01 Million
1.71% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
4,378
shares
|
$4 Million
3.76% of portfolio
|
Q2 2022
Reduced 3.29%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
4,377
shares
|
$3.99 Million
1.47% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
4,374
shares
|
$3.99 Million
0.51% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
4,357
shares
|
$3.98 Million
1.49% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
4,352
shares
|
$3.97 Million
0.18% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 14, 2025 Q3 2025 |
4,346
shares
|
$3.97 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2025 Q3 2025 |
4,340
shares
|
$3.96 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.25%
|
|