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 |
|---|---|---|---|---|---|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Oct 30, 2025 Q3 2025 |
1,800
shares
|
$1.64 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
1,800
shares
|
$1.64 Million
0.25% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
1,791
shares
|
$1.63 Million
0.31% of portfolio
|
Q4 2025
Added 4.43%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
1,787
shares
|
$1.63 Million
0.66% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
1,785
shares
|
$1.63 Million
0.58% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
1,785
shares
|
$1.63 Million
0.68% of portfolio
|
Q4 2025
Reduced 3.57%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
1,784
shares
|
$1.63 Million
0.16% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
1,784
shares
|
$1.63 Million
1.18% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
1,783
shares
|
$1.63 Million
0.38% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,782
shares
|
$1.63 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
1,781
shares
|
$1.63 Million
0.08% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
1,779
shares
|
$1.62 Million
0.3% of portfolio
|
Q4 2025
Added 0.74%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
1,778
shares
|
$1.62 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
1,775
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
1,768
shares
|
$1.61 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2026 Q4 2025 |
1,761
shares
|
$1.61 Million
0.9% of portfolio
|
Q4 2025
Added 0.97%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
1,760
shares
|
$1.61 Million
0.08% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
1,760
shares
|
$1.61 Million
0.74% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,756
shares
|
$1.6 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
1,756
shares
|
$1.6 Million
0.19% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
1,753
shares
|
$1.6 Million
0.45% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
1,752
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
1,747
shares
|
$1.59 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,745
shares
|
$1.59 Million
0.17% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,745
shares
|
$1.59 Million
0.5% of portfolio
|
Q3 2025
Added 2.23%
|
|