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 |
|---|---|---|---|---|---|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
1,523
shares
|
$1.39 Million
1.16% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
1,522
shares
|
$1.39 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
1,518
shares
|
$1.39 Million
2.38% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,518
shares
|
$1.39 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
1,517
shares
|
$1.38 Million
0.2% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
1,516
shares
|
$1.38 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
1,514
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
1,513
shares
|
$1.38 Million
0.13% of portfolio
|
Q1 2025
Reduced 21.93%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Nov 07, 2025 Q3 2025 |
1,510
shares
|
$1.38 Million
1.39% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
1,502
shares
|
$1.37 Million
0.16% of portfolio
|
Q3 2025
Added 40.37%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
1,500
shares
|
$1.37 Million
0.85% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
1,494
shares
|
$1.36 Million
0.46% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
1,493
shares
|
$1.36 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
1,487
shares
|
$1.36 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
1,487
shares
|
$1.36 Million
0.52% of portfolio
|
Q4 2025
Reduced 9.33%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
1,487
shares
|
$1.36 Million
0.22% of portfolio
|
Q3 2025
Added 20.21%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
1,486
shares
|
$1.36 Million
0.58% of portfolio
|
Q3 2025
Added 24.04%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
1,479
shares
|
$1.35 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Sander Capital Advisors Inc
Seattle, WA |
Jan 14, 2026 Q4 2025 |
1,477
shares
|
$1.35 Million
0.61% of portfolio
|
Q4 2025
Reduced 12.76%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
1,476
shares
|
$1.35 Million
0.45% of portfolio
|
Q4 2025
Reduced 2.45%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
1,476
shares
|
$1.35 Million
0.95% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
1,472
shares
|
$1.34 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
1,469
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
1,469
shares
|
$1.34 Million
0.16% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
1,464
shares
|
$1.34 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|