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 |
|---|---|---|---|---|---|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
1,991
shares
|
$1.82 Million
0.55% of portfolio
|
Q3 2025
Added 33.8%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
1,990
shares
|
$1.82 Million
0.65% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
1,986
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 79.46%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
1,980
shares
|
$1.81 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,978
shares
|
$1.81 Million
0.15% of portfolio
|
Q3 2025
Reduced 52.51%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,976
shares
|
$1.8 Million
0.16% of portfolio
|
Q2 2024
Added 8.81%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
1,975
shares
|
$1.8 Million
0.49% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
1,974
shares
|
$1.8 Million
0.91% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
1,972
shares
|
$1.8 Million
0.25% of portfolio
|
Q3 2025
Added 12.56%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
1,972
shares
|
$1.8 Million
1.26% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,971
shares
|
$1.8 Million
0.47% of portfolio
|
Q4 2024
Reduced 17.18%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,964
shares
|
$1.79 Million
0.18% of portfolio
|
Q4 2025
Added 1.6%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
1,964
shares
|
$1.79 Million
0.56% of portfolio
|
Q3 2025
Added 38.41%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
1,962
shares
|
$1.79 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
1,956
shares
|
$1.79 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
1,955
shares
|
$1.78 Million
1.0% of portfolio
|
Q3 2022
Reduced 89.91%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
1,954
shares
|
$1.78 Million
2.24% of portfolio
|
Q3 2025
Reduced 85.63%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,952
shares
|
$1.78 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
1,950
shares
|
$1.78 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
1,947
shares
|
$1.78 Million
0.06% of portfolio
|
Q4 2025
Added 18.65%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
1,947
shares
|
$1.78 Million
0.19% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
1,940
shares
|
$1.77 Million
0.07% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
1,932
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
1,930
shares
|
$1.76 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
1,928
shares
|
$1.76 Million
0.35% of portfolio
|
Q4 2025
Reduced 2.23%
|
|