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 |
|---|---|---|---|---|---|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Nov 13, 2025 Q3 2025 |
2,819
shares
|
$2.57 Million
1.42% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
2,814
shares
|
$2.57 Million
1.75% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
2,804
shares
|
$2.56 Million
0.53% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,800
shares
|
$2.56 Million
0.09% of portfolio
|
Q2 2020
Reduced 93.75%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 05, 2026 Q4 2025 |
2,798
shares
|
$2.55 Million
1.78% of portfolio
|
Q4 2025
Reduced 4.01%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
2,797
shares
|
$2.55 Million
1.74% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
2,793
shares
|
$2.55 Million
0.5% of portfolio
|
Q3 2025
Reduced 23.35%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
2,787
shares
|
$2.54 Million
1.93% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
2,783
shares
|
$2.54 Million
2.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
2,777
shares
|
$2.53 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
2,776
shares
|
$2.53 Million
0.21% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
2,770
shares
|
$2.53 Million
0.7% of portfolio
|
Q3 2023
Added 5.73%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
2,765
shares
|
$2.52 Million
1.23% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
2,756
shares
|
$2.52 Million
0.38% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
2,746
shares
|
$2.51 Million
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
2,745
shares
|
$2.51 Million
0.71% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
2,742
shares
|
$2.5 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
2,736
shares
|
$2.5 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Nov 14, 2025 Q3 2025 |
2,732
shares
|
$2.49 Million
2.19% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
2,728
shares
|
$2.49 Million
0.38% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
2,725
shares
|
$2.49 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
2,723
shares
|
$2.48 Million
0.25% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
2,720
shares
|
$2.48 Million
0.48% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
2,720
shares
|
$2.48 Million
0.37% of portfolio
|
Q3 2025
Added 27.16%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,717
shares
|
$2.48 Million
0.13% of portfolio
|
Q3 2023
Reduced 21.15%
|
|