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 |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,293
shares
|
$2.09 Million
1.01% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
2,284
shares
|
$2.08 Million
0.57% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
2,275
shares
|
$2.08 Million
1.04% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
2,274
shares
|
$2.08 Million
0.38% of portfolio
|
Q3 2025
Added 36.58%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
2,266
shares
|
$2.07 Million
0.64% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
2,265
shares
|
$2.07 Million
0.33% of portfolio
|
Q4 2025
Added 12.13%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
2,264
shares
|
$2.07 Million
0.27% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
2,259
shares
|
$2.06 Million
1.43% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
2,258
shares
|
$2.06 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,257
shares
|
$2.06 Million
0.09% of portfolio
|
Q4 2022
Reduced 10.19%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,257
shares
|
$2.06 Million
2.05% of portfolio
|
Q3 2022
Added 4.68%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,255
shares
|
$2.06 Million
0.15% of portfolio
|
Q2 2022
Added 3.16%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
2,254
shares
|
$2.06 Million
0.58% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Matrix Trust CO
|
Jan 13, 2026 Q4 2025 |
2,251
shares
|
$2.05 Million
0.32% of portfolio
|
Q4 2025
Reduced 3.97%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
2,250
shares
|
$2.05 Million
0.63% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
2,250
shares
|
$2.05 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
2,248
shares
|
$2.05 Million
1.35% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
2,237
shares
|
$2.04 Million
0.3% of portfolio
|
Q4 2025
Reduced 2.27%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
2,228
shares
|
$2.03 Million
0.07% of portfolio
|
Q3 2025
Reduced 22.72%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
2,228
shares
|
$2.03 Million
1.61% of portfolio
|
Q3 2025
Reduced 18.39%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
2,226
shares
|
$2.03 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Malaga Cove Capital, LLC
|
Nov 12, 2025 Q3 2025 |
2,224
shares
|
$2.03 Million
0.79% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
2,221
shares
|
$2.03 Million
0.04% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
2,220
shares
|
$2.03 Million
0.73% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,217
shares
|
$2.02 Million
0.29% of portfolio
|
Q4 2024
Added 0.73%
|
|