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 |
|---|---|---|---|---|---|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
2,909
shares
|
$2.65 Million
0.37% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
2,902
shares
|
$2.65 Million
0.14% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
2,894
shares
|
$2.64 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
2,894
shares
|
$2.64 Million
0.64% of portfolio
|
Q3 2025
Added 18.9%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 05, 2025 Q3 2025 |
2,894
shares
|
$2.64 Million
1.54% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
2,892
shares
|
$2.64 Million
0.52% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Independent Investors Inc
|
Jan 15, 2026 Q4 2025 |
2,890
shares
|
$2.64 Million
0.5% of portfolio
|
Q4 2022
Reduced 17.19%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
2,887
shares
|
$2.63 Million
1.54% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
2,884
shares
|
$2.63 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
2,873
shares
|
$2.62 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
2,868
shares
|
$2.62 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
2,867
shares
|
$2.62 Million
1.24% of portfolio
|
Q3 2025
Reduced 12.51%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
2,861
shares
|
$2.61 Million
1.14% of portfolio
|
Q4 2025
Added 0.99%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,861
shares
|
$2.61 Million
0.18% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
2,856
shares
|
$2.61 Million
0.24% of portfolio
|
Q4 2025
Reduced 5.05%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,854
shares
|
$2.6 Million
0.83% of portfolio
|
Q2 2023
Added 3.26%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Oct 10, 2025 Q3 2025 |
2,852
shares
|
$2.6 Million
0.9% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
2,850
shares
|
$2.6 Million
1.96% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
2,849
shares
|
$2.6 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
2,849
shares
|
$2.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
2,838
shares
|
$2.59 Million
0.8% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
2,832
shares
|
$2.58 Million
0.88% of portfolio
|
Q3 2025
Added 25.05%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
2,827
shares
|
$2.58 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
2,826
shares
|
$2.58 Million
0.17% of portfolio
|
Q3 2025
Added 14.78%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
2,825
shares
|
$2.58 Million
0.83% of portfolio
|
Q2 2025
Added 1.8%
|
|