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 |
|---|---|---|---|---|---|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
2,656
shares
|
$2.42 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
2,655
shares
|
$2.42 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,654
shares
|
$2.42 Million
0.62% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
2,651
shares
|
$2.42 Million
0.07% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
2,651
shares
|
$2.42 Million
0.2% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,650
shares
|
$2.42 Million
1.15% of portfolio
|
Q2 2023
Reduced 2.21%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
2,649
shares
|
$2.42 Million
0.18% of portfolio
|
Q3 2025
Reduced 14.13%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
2,647
shares
|
$2.42 Million
0.68% of portfolio
|
Q3 2025
Reduced 50.61%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
2,637
shares
|
$2.41 Million
0.14% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Nov 17, 2025 Q3 2025 |
2,635
shares
|
$2.4 Million
1.59% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
2,635
shares
|
$2.4 Million
0.31% of portfolio
|
Q3 2025
Reduced 28.4%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
2,634
shares
|
$2.4 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Nov 14, 2025 Q3 2025 |
2,633
shares
|
$2.4 Million
2.24% of portfolio
|
Q2 2025
Reduced 41.83%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
2,631
shares
|
$2.4 Million
0.81% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
2,629
shares
|
$2.4 Million
0.93% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
2,628
shares
|
$2.4 Million
0.67% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
2,627
shares
|
$2.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
2,617
shares
|
$2.39 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
2,613
shares
|
$2.38 Million
1.38% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,610
shares
|
$2.38 Million
1.23% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
2,601
shares
|
$2.37 Million
0.96% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
2,595
shares
|
$2.37 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
2,595
shares
|
$2.37 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
2,591
shares
|
$2.36 Million
1.55% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
2,591
shares
|
$2.36 Million
1.04% of portfolio
|
Q3 2025
Added 0.54%
|
|