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 |
|---|---|---|---|---|---|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
1,842
shares
|
$1.68 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 12, 2026 Q4 2025 |
1,840
shares
|
$1.68 Million
0.6% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
1,839
shares
|
$1.68 Million
0.3% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
1,839
shares
|
$1.68 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,838
shares
|
$1.68 Million
0.19% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
1,835
shares
|
$1.67 Million
0.45% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
1,834
shares
|
$1.67 Million
0.11% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
1,833
shares
|
$1.67 Million
0.63% of portfolio
|
Q3 2025
Reduced 38.63%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,830
shares
|
$1.67 Million
1.79% of portfolio
|
Q4 2024
Reduced 32.22%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2026 Q4 2025 |
1,825
shares
|
$1.67 Million
0.67% of portfolio
|
Q4 2025
Added 17.06%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
1,825
shares
|
$1.67 Million
0.77% of portfolio
|
Q3 2025
Added 27.89%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
1,825
shares
|
$1.67 Million
0.98% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
1,823
shares
|
$1.66 Million
0.64% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,819
shares
|
$1.66 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
1,819
shares
|
$1.66 Million
1.17% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
1,816
shares
|
$1.66 Million
0.13% of portfolio
|
Q4 2025
Reduced 10.14%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
1,812
shares
|
$1.65 Million
0.39% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
1,809
shares
|
$1.65 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
1,809
shares
|
$1.65 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
1,808
shares
|
$1.65 Million
0.07% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,807
shares
|
$1.65 Million
0.19% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,804
shares
|
$1.65 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,803
shares
|
$1.65 Million
0.24% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
1,802
shares
|
$1.64 Million
0.55% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
1,801
shares
|
$1.64 Million
0.14% of portfolio
|
Q4 2025
Added 12.42%
|
|