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 |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,340
shares
|
$3.96 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
4,336
shares
|
$3.96 Million
0.71% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
4,335
shares
|
$3.96 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
4,335
shares
|
$3.96 Million
0.94% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
4,334
shares
|
$3.96 Million
0.69% of portfolio
|
Q3 2025
Added 20.19%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,329
shares
|
$3.95 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.12%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
4,314
shares
|
$3.94 Million
0.47% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
4,312
shares
|
$3.94 Million
0.43% of portfolio
|
Q1 2024
Added 493.12%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Nov 04, 2025 Q3 2025 |
4,309
shares
|
$3.93 Million
2.84% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
4,304
shares
|
$3.93 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Rwwm, Inc.
Rocklin, CA |
Nov 03, 2025 Q3 2025 |
4,302
shares
|
$3.93 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Legato Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
4,300
shares
|
$3.92 Million
0.46% of portfolio
|
Q1 2025
Added 91.71%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
4,297
shares
|
$3.92 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 15, 2026 Q4 2025 |
4,295
shares
|
$3.92 Million
1.75% of portfolio
|
Q4 2025
Reduced 1.83%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,294
shares
|
$3.92 Million
0.11% of portfolio
|
Q2 2023
Added 0.94%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
4,284
shares
|
$3.91 Million
0.43% of portfolio
|
Q4 2025
Reduced 1.09%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
4,268
shares
|
$3.89 Million
0.1% of portfolio
|
Q3 2025
Reduced 55.78%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
4,265
shares
|
$3.89 Million
0.46% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
4,262
shares
|
$3.89 Million
1.8% of portfolio
|
Q3 2023
Reduced 0.19%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
4,255
shares
|
$3.88 Million
1.1% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Carmignac Gestion
Paris, I0 |
Nov 13, 2025 Q3 2025 |
4,245
shares
|
$3.87 Million
0.06% of portfolio
|
Q3 2025
Reduced 15.1%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
4,245
shares
|
$3.87 Million
2.17% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
4,236
shares
|
$3.87 Million
0.39% of portfolio
|
Q4 2025
Reduced 29.6%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
4,230
shares
|
$3.86 Million
2.48% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
4,223
shares
|
$3.85 Million
0.86% of portfolio
|
Q3 2025
Added 6.21%
|
|