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 |
|---|---|---|---|---|---|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,094
shares
|
$3.74 Million
1.49% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,093
shares
|
$3.74 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,092
shares
|
$3.73 Million
0.32% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
4,086
shares
|
$3.73 Million
0.65% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
4,076
shares
|
$3.72 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
4,075
shares
|
$3.72 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
4,073
shares
|
$3.72 Million
1.3% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
4,072
shares
|
$3.72 Million
0.43% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,057
shares
|
$3.7 Million
0.5% of portfolio
|
Q4 2022
Added 137.95%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,057
shares
|
$3.7 Million
0.09% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
4,056
shares
|
$3.7 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,053
shares
|
$3.7 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
4,038
shares
|
$3.69 Million
0.35% of portfolio
|
Q4 2025
Reduced 1.94%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,036
shares
|
$3.68 Million
1.13% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
4,036
shares
|
$3.68 Million
2.38% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
4,029
shares
|
$3.68 Million
2.12% of portfolio
|
Q3 2025
Added 66.01%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
4,026
shares
|
$3.67 Million
2.53% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
4,019
shares
|
$3.67 Million
1.39% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2026 Q4 2025 |
3,997
shares
|
$3.65 Million
0.87% of portfolio
|
Q4 2025
Added 2.3%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
3,994
shares
|
$3.64 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,979
shares
|
$3.63 Million
0.55% of portfolio
|
Q1 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
3,978
shares
|
$3.63 Million
1.28% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
3,966
shares
|
$3.62 Million
0.48% of portfolio
|
Q4 2025
Reduced 27.23%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
3,962
shares
|
$3.62 Million
1.68% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Cairn Investment Group, Inc.
|
Oct 28, 2025 Q3 2025 |
3,961
shares
|
$3.61 Million
1.67% of portfolio
|
Q3 2025
Reduced 1.25%
|
|