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 |
|---|---|---|---|---|---|
|
Lynch Asset Management, Inc.
|
Oct 27, 2025 Q3 2025 |
3,600
shares
|
$3.29 Million
1.07% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
3,598
shares
|
$3.28 Million
0.2% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
3,591
shares
|
$3.28 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 10, 2025 Q3 2025 |
3,578
shares
|
$3.27 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
3,570
shares
|
$3.26 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
3,568
shares
|
$3.26 Million
1.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Hedeker Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
3,567
shares
|
$3.26 Million
0.74% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Enhancing Capital LLC
|
Nov 13, 2025 Q3 2025 |
3,560
shares
|
$3.25 Million
2.41% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
3,551
shares
|
$3.24 Million
2.74% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,550
shares
|
$3.24 Million
0.8% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
3,534
shares
|
$3.23 Million
0.4% of portfolio
|
Q3 2025
Added 100.11%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
3,525
shares
|
$3.22 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,520
shares
|
$3.21 Million
0.8% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,509
shares
|
$3.2 Million
0.14% of portfolio
|
Q3 2022
Reduced 0.62%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
3,508
shares
|
$3.2 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
3,505
shares
|
$3.2 Million
1.75% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Oct 28, 2025 Q3 2025 |
3,503
shares
|
$3.2 Million
2.89% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
3,494
shares
|
$3.19 Million
0.56% of portfolio
|
Q3 2025
Added 343.96%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
3,489
shares
|
$3.18 Million
0.51% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
3,487
shares
|
$3.18 Million
0.38% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Deltec Asset Management LLC
|
Oct 24, 2025 Q3 2025 |
3,485
shares
|
$3.18 Million
0.59% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3,478
shares
|
$3.17 Million
0.53% of portfolio
|
Q3 2025
Reduced 12.72%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
3,476
shares
|
$3.17 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
3,472
shares
|
$3.17 Million
2.12% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
3,472
shares
|
$3.17 Million
0.77% of portfolio
|
Q3 2025
Added 6.86%
|
|