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 |
|---|---|---|---|---|---|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,647
shares
|
$1.5 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
1,646
shares
|
$1.5 Million
0.27% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,646
shares
|
$1.5 Million
0.17% of portfolio
|
Q3 2025
Added 23.39%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
1,646
shares
|
$1.5 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
1,644
shares
|
$1.5 Million
0.21% of portfolio
|
Q4 2025
Added 19.22%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
1,640
shares
|
$1.5 Million
0.13% of portfolio
|
Q4 2022
Reduced 6.07%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
1,640
shares
|
$1.5 Million
1.54% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
1,640
shares
|
$1.5 Million
0.6% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
1,638
shares
|
$1.49 Million
1.02% of portfolio
|
Q4 2025
Added 0.74%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
1,636
shares
|
$1.49 Million
1.37% of portfolio
|
Q3 2025
Reduced 17.75%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
1,635
shares
|
$1.49 Million
0.45% of portfolio
|
Q2 2025
Reduced 23.78%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,633
shares
|
$1.49 Million
0.15% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
1,629
shares
|
$1.49 Million
1.07% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
1,628
shares
|
$1.49 Million
0.27% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2025 Q3 2025 |
1,620
shares
|
$1.48 Million
0.75% of portfolio
|
Q3 2025
Reduced 99.59%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,616
shares
|
$1.47 Million
0.66% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
1,612
shares
|
$1.47 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
1,611
shares
|
$1.47 Million
0.37% of portfolio
|
Q4 2025
Added 3.4%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
1,607
shares
|
$1.47 Million
0.21% of portfolio
|
Q4 2025
Reduced 4.74%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,604
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,604
shares
|
$1.46 Million
0.56% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
1,602
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2025
Added 356.41%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 10, 2025 Q3 2025 |
1,600
shares
|
$1.46 Million
1.04% of portfolio
|
Q3 2025
Reduced 64.44%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
1,600
shares
|
$1.46 Million
0.4% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
1,598
shares
|
$1.46 Million
0.38% of portfolio
|
Q3 2025
Added 2.63%
|
|