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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
3,064
shares
|
$2.8 Million
0.4% of portfolio
|
Q3 2025
Added 9.86%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jan 16, 2026 Q4 2025 |
3,063
shares
|
$2.8 Million
1.22% of portfolio
|
Q4 2025
Reduced 20.65%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
3,062
shares
|
$2.79 Million
0.43% of portfolio
|
Q4 2025
Reduced 13.28%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
3,061
shares
|
$2.79 Million
1.22% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
3,061
shares
|
$2.79 Million
0.76% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
3,060
shares
|
$2.79 Million
0.15% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
3,060
shares
|
$2.79 Million
0.23% of portfolio
|
Q4 2025
Reduced 38.17%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jan 12, 2026 Q4 2025 |
3,060
shares
|
$2.79 Million
2.02% of portfolio
|
Q4 2025
Added 21.04%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
3,056
shares
|
$2.79 Million
0.51% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
3,053
shares
|
$2.79 Million
0.77% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
3,053
shares
|
$2.79 Million
0.4% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
3,048
shares
|
$2.78 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
3,039
shares
|
$2.77 Million
1.63% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Geneva Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
3,029
shares
|
$2.76 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
3,024
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
3,022
shares
|
$2.76 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
3,017
shares
|
$2.75 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
3,016
shares
|
$2.75 Million
0.51% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
3,016
shares
|
$2.75 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
3,016
shares
|
$2.75 Million
2.03% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
3,015
shares
|
$2.75 Million
0.79% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
3,015
shares
|
$2.75 Million
0.19% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
3,004
shares
|
$2.74 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
3,004
shares
|
$2.74 Million
2.84% of portfolio
|
Q4 2023
Reduced 0.73%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
3,003
shares
|
$2.74 Million
1.31% of portfolio
|
Q3 2025
Reduced 9.36%
|
|