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 |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
3,305
shares
|
$3.02 Million
0.4% of portfolio
|
Q3 2025
Added 25.71%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,302
shares
|
$3.01 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
3,295
shares
|
$3.01 Million
1.47% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,290
shares
|
$3 Million
0.7% of portfolio
|
Q1 2025
Added 21.36%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
3,285
shares
|
$3 Million
1.52% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
3,274
shares
|
$2.99 Million
0.13% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Peak Financial Advisors LLC
|
Jan 12, 2026 Q4 2025 |
3,273
shares
|
$2.99 Million
1.95% of portfolio
|
Q4 2025
Reduced 44.21%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
3,273
shares
|
$2.99 Million
0.08% of portfolio
|
Q3 2025
Added 32.46%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,268
shares
|
$2.98 Million
0.42% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,268
shares
|
$2.98 Million
0.78% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
3,267
shares
|
$2.98 Million
1.43% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,255
shares
|
$2.97 Million
0.65% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Nov 12, 2025 Q3 2025 |
3,252
shares
|
$2.97 Million
0.51% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
3,248
shares
|
$2.96 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Hendley & CO Inc
|
Nov 13, 2025 Q3 2025 |
3,242
shares
|
$2.96 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
3,238
shares
|
$2.95 Million
0.32% of portfolio
|
Q4 2025
Added 15.68%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
3,230
shares
|
$2.95 Million
1.88% of portfolio
|
Q3 2022
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
3,225
shares
|
$2.94 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
3,221
shares
|
$2.94 Million
0.03% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
3,217
shares
|
$2.94 Million
0.54% of portfolio
|
Q3 2025
Reduced 23.57%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
3,213
shares
|
$2.93 Million
0.28% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
3,209
shares
|
$2.93 Million
0.77% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
3,205
shares
|
$2.92 Million
1.09% of portfolio
|
Q4 2025
Reduced 3.7%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
3,205
shares
|
$2.92 Million
0.04% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
3,189
shares
|
$2.91 Million
0.07% of portfolio
|
Q3 2025
Added 7.16%
|
|