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 |
|---|---|---|---|---|---|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 27, 2025 Q3 2025 |
1,702
shares
|
$1.55 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
1,699
shares
|
$1.55 Million
0.75% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
1,697
shares
|
$1.55 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,695
shares
|
$1.55 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.22%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,695
shares
|
$1.55 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.22%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
1,693
shares
|
$1.55 Million
0.3% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
1,693
shares
|
$1.55 Million
0.38% of portfolio
|
Q2 2025
Reduced 21.73%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,693
shares
|
$1.55 Million
0.62% of portfolio
|
Q2 2025
Added 191.9%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
1,689
shares
|
$1.54 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,686
shares
|
$1.54 Million
0.26% of portfolio
|
Q3 2024
Added 43.12%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,686
shares
|
$1.54 Million
0.34% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
1,686
shares
|
$1.54 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
1,683
shares
|
$1.54 Million
0.3% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,682
shares
|
$1.53 Million
1.0% of portfolio
|
Q3 2023
Added 13.65%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
1,677
shares
|
$1.53 Million
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
1,677
shares
|
$1.53 Million
0.36% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
1,671
shares
|
$1.52 Million
0.58% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
1,668
shares
|
$1.52 Million
0.8% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
1,664
shares
|
$1.52 Million
0.42% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,662
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 86.57%
|
|
|
Meyer Handelman CO
|
Jan 15, 2026 Q4 2025 |
1,658
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
1,657
shares
|
$1.51 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
1,655
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Added 111.1%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
1,654
shares
|
$1.51 Million
0.19% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
1,649
shares
|
$1.5 Million
0.6% of portfolio
|
Q3 2025
Reduced 4.35%
|
|