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 |
|---|---|---|---|---|---|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
4,223
shares
|
$3.85 Million
1.68% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
4,220
shares
|
$3.85 Million
3.16% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
4,214
shares
|
$3.85 Million
1.42% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
4,213
shares
|
$3.84 Million
0.29% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 15, 2026 Q4 2025 |
4,213
shares
|
$3.84 Million
2.04% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
4,211
shares
|
$3.84 Million
0.93% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
4,197
shares
|
$3.83 Million
0.63% of portfolio
|
Q3 2025
Added 27.49%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
4,185
shares
|
$3.82 Million
0.32% of portfolio
|
Q3 2022
Reduced 3.37%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
4,183
shares
|
$3.82 Million
0.96% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Norway Savings Bank
|
Jan 08, 2026 Q4 2025 |
4,180
shares
|
$3.81 Million
1.82% of portfolio
|
Q4 2025
Added 9.25%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
4,179
shares
|
$3.81 Million
0.36% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Nov 12, 2025 Q3 2025 |
4,172
shares
|
$3.81 Million
2.93% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,163
shares
|
$3.8 Million
1.07% of portfolio
|
Q4 2023
Added 7.07%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
4,162
shares
|
$3.8 Million
0.66% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
4,154
shares
|
$3.79 Million
2.1% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
4,152
shares
|
$3.79 Million
0.69% of portfolio
|
Q2 2025
Added 38.77%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
4,152
shares
|
$3.79 Million
0.3% of portfolio
|
Q3 2025
Reduced 10.15%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
4,146
shares
|
$3.78 Million
1.11% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
4,145
shares
|
$3.78 Million
0.69% of portfolio
|
Q3 2025
Added 21.8%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
4,145
shares
|
$3.78 Million
0.21% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
4,140
shares
|
$3.78 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
4,139
shares
|
$3.78 Million
0.19% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
4,139
shares
|
$3.78 Million
1.71% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
4,123
shares
|
$3.76 Million
0.73% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
4,106
shares
|
$3.75 Million
0.51% of portfolio
|
Q1 2024
Added 15.5%
|
|