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 |
|---|---|---|---|---|---|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,385
shares
|
$3.09 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
3,380
shares
|
$3.08 Million
0.76% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
3,379
shares
|
$3.08 Million
1.78% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Terra Nova Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
3,374
shares
|
$3.08 Million
2.22% of portfolio
|
Q4 2025
Reduced 0.85%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
3,374
shares
|
$3.08 Million
1.14% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,373
shares
|
$3.08 Million
0.2% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
3,370
shares
|
$3.08 Million
0.22% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
3,355
shares
|
$3.06 Million
1.09% of portfolio
|
Q4 2025
Reduced 0.97%
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
3,354
shares
|
$3.06 Million
1.57% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,353
shares
|
$3.06 Million
0.49% of portfolio
|
Q3 2025
Added 93.48%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
3,344
shares
|
$3.05 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
3,340
shares
|
$3.05 Million
0.29% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 14, 2025 Q3 2025 |
3,339
shares
|
$3.05 Million
2.59% of portfolio
|
Q3 2025
Added 55.45%
|
|
|
Bcm Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
3,335
shares
|
$3.04 Million
0.63% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
3,329
shares
|
$3.04 Million
0.16% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
3,327
shares
|
$3.04 Million
1.1% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,325
shares
|
$3.03 Million
1.02% of portfolio
|
Q2 2022
Reduced 14.85%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
3,323
shares
|
$3.03 Million
1.8% of portfolio
|
Q4 2025
Reduced 15.81%
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
3,322
shares
|
$3.03 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
3,317
shares
|
$3.03 Million
1.67% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
3,317
shares
|
$3.03 Million
0.18% of portfolio
|
Q3 2025
Added 1110.58%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
3,315
shares
|
$3.03 Million
0.23% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
3,309
shares
|
$3.02 Million
1.09% of portfolio
|
Q3 2022
Added 13.63%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
3,307
shares
|
$3.02 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
3,306
shares
|
$3.02 Million
1.16% of portfolio
|
Q4 2025
Reduced 0.06%
|
|