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 |
|---|---|---|---|---|---|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
2,214
shares
|
$2.02 Million
0.24% of portfolio
|
Q4 2025
Added 84.04%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
2,200
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 07, 2025 Q3 2025 |
2,200
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 58.49%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 16, 2026 Q4 2025 |
2,200
shares
|
$2.01 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
2,198
shares
|
$2.01 Million
0.57% of portfolio
|
Q2 2025
Added 52.01%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
2,188
shares
|
$2 Million
0.89% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
2,188
shares
|
$2 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
2,187
shares
|
$2 Million
0.18% of portfolio
|
Q4 2025
Reduced 3.57%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
2,185
shares
|
$1.99 Million
0.28% of portfolio
|
Q3 2025
Added 15.92%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
2,180
shares
|
$1.99 Million
0.84% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
2,176
shares
|
$1.99 Million
0.29% of portfolio
|
Q4 2025
Reduced 2.47%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Nov 13, 2025 Q3 2025 |
2,175
shares
|
$1.98 Million
0.55% of portfolio
|
Q3 2025
Reduced 23.66%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,171
shares
|
$1.98 Million
0.6% of portfolio
|
Q3 2025
Added 12.31%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
2,170
shares
|
$1.98 Million
0.68% of portfolio
|
Q4 2025
Reduced 2.3%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
2,167
shares
|
$1.98 Million
0.22% of portfolio
|
Q4 2025
Reduced 7.63%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
2,164
shares
|
$1.97 Million
1.24% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Crystal Rock Capital Management
|
Nov 06, 2025 Q3 2025 |
2,155
shares
|
$1.97 Million
1.18% of portfolio
|
Q2 2025
New holding
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,155
shares
|
$1.97 Million
0.74% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,154
shares
|
$1.97 Million
0.12% of portfolio
|
Q3 2025
Added 28.44%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
2,152
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2025
Reduced 66.24%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
2,151
shares
|
$1.96 Million
1.61% of portfolio
|
Q2 2025
Added 406.12%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,149
shares
|
$1.96 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,148
shares
|
$1.96 Million
0.81% of portfolio
|
Q2 2025
Added 31.54%
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
2,146
shares
|
$1.96 Million
0.83% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
2,146
shares
|
$1.96 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.42%
|
|