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 |
|---|---|---|---|---|---|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,145
shares
|
$1.96 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,144
shares
|
$1.96 Million
0.14% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
2,141
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2025
Added 19.68%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
2,134
shares
|
$1.95 Million
0.34% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,132
shares
|
$1.95 Million
0.57% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,131
shares
|
$1.94 Million
1.63% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
2,130
shares
|
$1.94 Million
0.38% of portfolio
|
Q3 2025
Added 193.79%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
2,130
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2025
Reduced 23.41%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
2,128
shares
|
$1.94 Million
0.26% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
2,126
shares
|
$1.94 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
2,126
shares
|
$1.94 Million
0.31% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
2,123
shares
|
$1.94 Million
0.43% of portfolio
|
Q4 2025
Reduced 0.7%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
2,121
shares
|
$1.94 Million
0.66% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
2,118
shares
|
$1.93 Million
7.8% of portfolio
|
Q3 2022
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
2,116
shares
|
$1.93 Million
0.1% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
2,108
shares
|
$1.92 Million
0.33% of portfolio
|
Q4 2025
Added 19.37%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
2,106
shares
|
$1.92 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
2,105
shares
|
$1.92 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Taylor Frigon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
2,105
shares
|
$1.92 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
2,105
shares
|
$1.92 Million
0.21% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
2,104
shares
|
$1.92 Million
0.14% of portfolio
|
Q4 2025
Reduced 4.36%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,103
shares
|
$1.92 Million
0.56% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
2,102
shares
|
$1.92 Million
0.95% of portfolio
|
Q3 2025
Reduced 15.79%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
2,101
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Symmetry Investments LP
|
Nov 14, 2025 Q3 2025 |
2,100
shares
|
$1.92 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|