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 |
|---|---|---|---|---|---|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
1,596
shares
|
$1.46 Million
0.51% of portfolio
|
Q4 2025
Added 18.66%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
1,595
shares
|
$1.46 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,593
shares
|
$1.45 Million
0.49% of portfolio
|
Q3 2025
Added 393.19%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,593
shares
|
$1.45 Million
0.52% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
1,590
shares
|
$1.45 Million
0.95% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 13, 2025 Q3 2025 |
1,590
shares
|
$1.45 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Nov 14, 2025 Q3 2025 |
1,589
shares
|
$1.45 Million
2.23% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
1,579
shares
|
$1.44 Million
0.4% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
1,572
shares
|
$1.43 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
1,567
shares
|
$1.43 Million
0.39% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
1,565
shares
|
$1.43 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,563
shares
|
$1.43 Million
0.3% of portfolio
|
Q3 2025
Added 11.56%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
1,556
shares
|
$1.42 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,556
shares
|
$1.42 Million
0.51% of portfolio
|
Q3 2025
Added 68.76%
|
|
|
Hemenway Trust CO LLC
|
Nov 07, 2025 Q3 2025 |
1,556
shares
|
$1.42 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1,555
shares
|
$1.42 Million
0.24% of portfolio
|
Q3 2025
Reduced 48.25%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,543
shares
|
$1.41 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
1,540
shares
|
$1.41 Million
0.52% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
1,532
shares
|
$1.4 Million
0.25% of portfolio
|
Q3 2025
Added 140.13%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
1,530
shares
|
$1.4 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,529
shares
|
$1.4 Million
0.86% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
1,528
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,526
shares
|
$1.39 Million
0.14% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,526
shares
|
$1.39 Million
0.21% of portfolio
|
Q2 2022
Reduced 48.17%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
1,526
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2025
Added 6.42%
|
|