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 |
|---|---|---|---|---|---|
|
Lgt Group Foundation
|
Nov 13, 2025 Q3 2025 |
3,188
shares
|
$2.91 Million
0.04% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
3,185
shares
|
$2.91 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.29%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
3,184
shares
|
$2.91 Million
1.0% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
3,180
shares
|
$2.9 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,177
shares
|
$2.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 17, 2025 Q3 2025 |
3,155
shares
|
$2.88 Million
0.9% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
3,149
shares
|
$2.87 Million
0.62% of portfolio
|
Q4 2025
Added 9.61%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
3,147
shares
|
$2.87 Million
0.48% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
3,143
shares
|
$2.87 Million
2.83% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
3,142
shares
|
$2.87 Million
0.25% of portfolio
|
Q4 2025
Reduced 6.15%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
3,142
shares
|
$2.87 Million
0.92% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Birinyi Associates Inc
|
Oct 29, 2025 Q3 2025 |
3,141
shares
|
$2.87 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
3,140
shares
|
$2.87 Million
0.85% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 15, 2025 Q3 2025 |
3,129
shares
|
$2.86 Million
0.62% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
3,123
shares
|
$2.85 Million
0.82% of portfolio
|
Q3 2025
Reduced 18.95%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
3,116
shares
|
$2.84 Million
0.5% of portfolio
|
Q3 2025
Added 174.78%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
3,110
shares
|
$2.84 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
3,109
shares
|
$2.84 Million
0.07% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
3,099
shares
|
$2.83 Million
1.77% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
3,092
shares
|
$2.82 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
3,092
shares
|
$2.82 Million
2.31% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
3,091
shares
|
$2.82 Million
0.97% of portfolio
|
Q4 2025
Added 1.88%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
3,084
shares
|
$2.81 Million
0.57% of portfolio
|
Q4 2025
Added 5.8%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Nov 13, 2025 Q3 2025 |
3,075
shares
|
$2.81 Million
2.63% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
3,066
shares
|
$2.8 Million
0.9% of portfolio
|
Q4 2025
Added 1156.56%
|
|