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 |
|---|---|---|---|---|---|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
2,359
shares
|
$2.15 Million
0.14% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
2,356
shares
|
$2.15 Million
0.5% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
2,354
shares
|
$2.15 Million
0.6% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
2,349
shares
|
$2.14 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
2,347
shares
|
$2.14 Million
0.3% of portfolio
|
Q3 2022
Reduced 15.21%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
2,338
shares
|
$2.13 Million
0.53% of portfolio
|
Q3 2025
Added 15.51%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,336
shares
|
$2.13 Million
0.15% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
2,335
shares
|
$2.13 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
2,334
shares
|
$2.13 Million
1.33% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
2,328
shares
|
$2.12 Million
0.52% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
2,327
shares
|
$2.12 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
2,325
shares
|
$2.12 Million
0.24% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
2,324
shares
|
$2.12 Million
0.79% of portfolio
|
Q4 2025
Added 2.6%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
2,323
shares
|
$2.12 Million
0.35% of portfolio
|
Q3 2025
Added 114.3%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
2,319
shares
|
$2.12 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
2,318
shares
|
$2.12 Million
0.92% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
2,315
shares
|
$2.11 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
2,311
shares
|
$2.11 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
2,309
shares
|
$2.11 Million
0.56% of portfolio
|
Q4 2025
Reduced 3.39%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
2,309
shares
|
$2.11 Million
0.25% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,302
shares
|
$2.1 Million
0.15% of portfolio
|
Q3 2025
Added 90.72%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
2,300
shares
|
$2.1 Million
0.56% of portfolio
|
Q4 2023
Reduced 45.24%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
2,300
shares
|
$2.1 Million
2.01% of portfolio
|
Q2 2022
Added 169.01%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,300
shares
|
$2.1 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
2,298
shares
|
$2.1 Million
0.92% of portfolio
|
Q3 2025
Reduced 6.85%
|
|