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 |
|---|---|---|---|---|---|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
1,927
shares
|
$1.76 Million
0.66% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
1,926
shares
|
$1.76 Million
0.46% of portfolio
|
Q4 2025
Added 2.99%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
1,925
shares
|
$1.76 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,922
shares
|
$1.75 Million
0.62% of portfolio
|
Q2 2023
Reduced 0.83%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
1,920
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
1,919
shares
|
$1.75 Million
1.7% of portfolio
|
Q4 2025
Added 11.05%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
1,908
shares
|
$1.74 Million
0.19% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
1,900
shares
|
$1.73 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
1,899
shares
|
$1.73 Million
0.07% of portfolio
|
Q2 2025
Reduced 59.62%
|
|
|
Fortune 45 LLC
|
Nov 13, 2025 Q3 2025 |
1,895
shares
|
$1.73 Million
0.89% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
1,892
shares
|
$1.73 Million
0.93% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
1,889
shares
|
$1.72 Million
0.36% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
1,881
shares
|
$1.72 Million
0.59% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
1,880
shares
|
$1.72 Million
0.74% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
1,875
shares
|
$1.71 Million
0.21% of portfolio
|
Q4 2025
Reduced 3.2%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
1,873
shares
|
$1.71 Million
0.16% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
1,870
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
1,864
shares
|
$1.7 Million
0.6% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
1,861
shares
|
$1.7 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
1,860
shares
|
$1.7 Million
1.24% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 16, 2026 Q4 2025 |
1,859
shares
|
$1.7 Million
0.42% of portfolio
|
Q4 2025
Reduced 3.03%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
1,857
shares
|
$1.69 Million
0.25% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
1,850
shares
|
$1.69 Million
0.19% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
1,844
shares
|
$1.68 Million
1.06% of portfolio
|
Q4 2025
Added 14.89%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
1,843
shares
|
$1.68 Million
0.44% of portfolio
|
Q3 2025
Added 11.43%
|
|