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 |
|---|---|---|---|---|---|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 10, 2025 Q3 2025 |
3,468
shares
|
$3.16 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
3,467
shares
|
$3.16 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
3,466
shares
|
$3.16 Million
1.11% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
3,464
shares
|
$3.16 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
3,463
shares
|
$3.16 Million
1.56% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
3,453
shares
|
$3.15 Million
0.51% of portfolio
|
Q3 2025
Reduced 20.62%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
3,444
shares
|
$3.14 Million
0.77% of portfolio
|
Q3 2025
Added 13.66%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
3,444
shares
|
$3.14 Million
1.49% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
3,440
shares
|
$3.14 Million
2.53% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
3,435
shares
|
$3.13 Million
0.19% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Nov 14, 2025 Q3 2025 |
3,435
shares
|
$3.13 Million
0.4% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
3,433
shares
|
$3.13 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
3,431
shares
|
$3.13 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
3,428
shares
|
$3.13 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
3,426
shares
|
$3.13 Million
3.37% of portfolio
|
Q1 2024
Reduced 15.18%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
3,426
shares
|
$3.13 Million
0.81% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,424
shares
|
$3.12 Million
0.38% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
3,421
shares
|
$3.12 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
3,417
shares
|
$3.12 Million
0.12% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
3,408
shares
|
$3.11 Million
0.74% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
3,408
shares
|
$3.11 Million
0.35% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
3,407
shares
|
$3.11 Million
0.74% of portfolio
|
Q3 2025
Reduced 74.98%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,404
shares
|
$3.11 Million
0.57% of portfolio
|
Q3 2025
Added 17.1%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Oct 30, 2025 Q3 2025 |
3,387
shares
|
$3.09 Million
1.58% of portfolio
|
Q3 2025
Added 17.69%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
3,385
shares
|
$3.09 Million
0.09% of portfolio
|
Q3 2025
Added 981.47%
|
|