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 |
|---|---|---|---|---|---|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
3,849
shares
|
$3.51 Million
1.48% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,847
shares
|
$3.51 Million
0.49% of portfolio
|
Q3 2025
Added 13.82%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
3,839
shares
|
$3.5 Million
0.37% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
3,805
shares
|
$3.47 Million
1.3% of portfolio
|
Q3 2025
Added 55.88%
|
|
|
Pensionfund Sabic
|
Jan 12, 2026 Q4 2025 |
3,800
shares
|
$3.47 Million
0.89% of portfolio
|
Q4 2025
Reduced 2.56%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,799
shares
|
$3.47 Million
0.31% of portfolio
|
Q1 2023
Reduced 0.55%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
3,777
shares
|
$3.45 Million
0.6% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,777
shares
|
$3.45 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
3,771
shares
|
$3.44 Million
0.26% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
3,768
shares
|
$3.44 Million
0.85% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
3,767
shares
|
$3.44 Million
0.2% of portfolio
|
Q4 2025
Reduced 2.33%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
3,755
shares
|
$3.43 Million
0.78% of portfolio
|
Q4 2022
Added 1.0%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
3,753
shares
|
$3.42 Million
0.75% of portfolio
|
Q3 2025
Reduced 26.14%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,750
shares
|
$3.42 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
3,749
shares
|
$3.42 Million
1.15% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
3,726
shares
|
$3.4 Million
2.2% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
3,723
shares
|
$3.4 Million
0.86% of portfolio
|
Q4 2025
Added 14.34%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
3,720
shares
|
$3.39 Million
0.38% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 10, 2025 Q3 2025 |
3,718
shares
|
$3.39 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Northside Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
3,707
shares
|
$3.38 Million
0.31% of portfolio
|
Q4 2025
Reduced 8.13%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
3,707
shares
|
$3.38 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
3,703
shares
|
$3.38 Million
1.4% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,701
shares
|
$3.38 Million
0.06% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
3,700
shares
|
$3.38 Million
1.64% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
3,698
shares
|
$3.37 Million
0.21% of portfolio
|
Q3 2025
Added 5.15%
|
|