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 |
|---|---|---|---|---|---|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
2,096
shares
|
$1.91 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
2,096
shares
|
$1.91 Million
0.72% of portfolio
|
Q4 2025
Added 1.16%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
2,095
shares
|
$1.91 Million
0.4% of portfolio
|
Q4 2025
Added 2.5%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
2,094
shares
|
$1.91 Million
0.12% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,091
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.41%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
2,091
shares
|
$1.91 Million
1.13% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
2,090
shares
|
$1.91 Million
0.37% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
2,090
shares
|
$1.91 Million
0.26% of portfolio
|
Q3 2025
Added 25.6%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
2,087
shares
|
$1.9 Million
1.01% of portfolio
|
Q3 2025
Added 30.52%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
2,086
shares
|
$1.9 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
2,083
shares
|
$1.9 Million
0.28% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
2,082
shares
|
$1.9 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2025 Q3 2025 |
2,082
shares
|
$1.9 Million
1.43% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
2,080
shares
|
$1.9 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
2,080
shares
|
$1.9 Million
0.88% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
2,068
shares
|
$1.89 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,062
shares
|
$1.88 Million
0.21% of portfolio
|
Q3 2024
Added 146.06%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
2,051
shares
|
$1.87 Million
0.36% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
2,050
shares
|
$1.87 Million
0.21% of portfolio
|
Q4 2025
Added 3.8%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
2,047
shares
|
$1.87 Million
0.27% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
2,045
shares
|
$1.87 Million
3.23% of portfolio
|
Q3 2025
New holding
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
2,045
shares
|
$1.87 Million
1.84% of portfolio
|
Q3 2025
New holding
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
2,044
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
2,041
shares
|
$1.86 Million
0.53% of portfolio
|
Q4 2025
Reduced 5.25%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
2,038
shares
|
$1.86 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.77%
|
|