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 |
|---|---|---|---|---|---|
|
Letson Investment Management, Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
2,429
shares
|
$2.22 Million
0.81% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
2,427
shares
|
$2.21 Million
1.3% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
2,426
shares
|
$2.21 Million
0.39% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
2,425
shares
|
$2.21 Million
1.05% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,415
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 15.85%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
2,412
shares
|
$2.2 Million
0.75% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
2,407
shares
|
$2.2 Million
1.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Shuttleworth & CO
Powell, OH |
Nov 14, 2025 Q3 2025 |
2,403
shares
|
$2.19 Million
2.02% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
2,401
shares
|
$2.19 Million
0.79% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 09, 2026 Q4 2025 |
2,398
shares
|
$2.19 Million
0.56% of portfolio
|
Q4 2025
New holding
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
2,395
shares
|
$2.19 Million
0.09% of portfolio
|
Q4 2025
Added 6.92%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,395
shares
|
$2.19 Million
0.8% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
2,395
shares
|
$2.19 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,391
shares
|
$2.18 Million
0.26% of portfolio
|
Q3 2023
Reduced 24.67%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
2,384
shares
|
$2.18 Million
0.46% of portfolio
|
Q3 2025
Added 15.56%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
2,384
shares
|
$2.18 Million
1.47% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,381
shares
|
$2.17 Million
0.89% of portfolio
|
Q1 2024
Reduced 13.64%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
2,379
shares
|
$2.17 Million
0.79% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
2,375
shares
|
$2.17 Million
0.31% of portfolio
|
Q3 2025
Added 57.49%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 07, 2026 Q4 2025 |
2,373
shares
|
$2.17 Million
0.82% of portfolio
|
Q4 2025
Added 22.76%
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
2,373
shares
|
$2.17 Million
0.95% of portfolio
|
Q3 2025
Added 978.64%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
2,371
shares
|
$2.16 Million
1.07% of portfolio
|
Q4 2025
Reduced 59.51%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
2,370
shares
|
$2.16 Million
0.96% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
2,368
shares
|
$2.16 Million
0.5% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
2,361
shares
|
$2.15 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.05%
|
|