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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
2,037
shares
|
$1.86 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
2,037
shares
|
$1.86 Million
0.41% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
2,034
shares
|
$1.86 Million
1.69% of portfolio
|
Q3 2025
Reduced 43.37%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,032
shares
|
$1.85 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
2,031
shares
|
$1.85 Million
0.12% of portfolio
|
Q3 2025
Added 37.14%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
2,031
shares
|
$1.85 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
2,028
shares
|
$1.85 Million
0.56% of portfolio
|
Q3 2025
Added 27.95%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
2,027
shares
|
$1.85 Million
1.34% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
2,025
shares
|
$1.85 Million
0.08% of portfolio
|
Q4 2025
Reduced 12.98%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
2,022
shares
|
$1.85 Million
0.29% of portfolio
|
Q4 2025
Added 6.87%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
2,021
shares
|
$1.84 Million
0.41% of portfolio
|
Q3 2025
Added 22.48%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
2,020
shares
|
$1.84 Million
0.09% of portfolio
|
Q4 2025
Added 24.46%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
2,020
shares
|
$1.84 Million
0.1% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 05, 2026 Q4 2025 |
2,020
shares
|
$1.84 Million
0.95% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,020
shares
|
$1.84 Million
0.21% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
2,012
shares
|
$1.84 Million
0.18% of portfolio
|
Q3 2025
Added 30.4%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
2,010
shares
|
$1.83 Million
0.23% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
2,005
shares
|
$1.83 Million
1.2% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
2,005
shares
|
$1.83 Million
1.04% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
2,003
shares
|
$1.83 Million
0.42% of portfolio
|
Q4 2025
Added 39.58%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,003
shares
|
$1.83 Million
0.29% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 14, 2026 Q4 2025 |
2,003
shares
|
$1.83 Million
0.63% of portfolio
|
Q4 2025
Added 1.88%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
2,001
shares
|
$1.83 Million
0.74% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,995
shares
|
$1.82 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,993
shares
|
$1.82 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.55%
|
|