COST · Company research
Costco Wholesale Corp (COST): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableConsumer
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 491 | 446977000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33122 | 30152281000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 924 | 841154 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1795 | 1634060 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 924 | 841154 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| NICHOLS & PRATT ADVISERS LLP /MA | 1141781 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4287 | 4010360 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Legato Capital Management LLC | 1442641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4224 | 3951425 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| North Capital, Inc. | 2065938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 249 | 232932 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Stordahl Capital Management, Inc. | 1729093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 639 | 597765 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Helium Advisors LLC | 2056653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 934 | 873584 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Mathes Company, Inc. | 1389223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1399 | 1309 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| COZAD ASSET MANAGEMENT INC | 709428 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19065 | 17834268 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 703746 | 658333271 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 365 | 342583 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LOGAN CAPITAL MANAGEMENT INC | 1121330 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1735 | 1623040 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bond & Devick Financial Network, Inc. | 1843495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1047 | 979437 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12166 | 11380923 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3345 | 3128789 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WRAPMANAGER INC | 1266014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1052 | 984984 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100933 | 94420 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 404084 | 378008844 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sun Financial Inc | 2067342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2019 | 1923392 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Lane Generational LLC | 1901384 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1100 | 1029017 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cambridge Financial Group, LLC | 2085256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 507 | 473915 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| F/m Investments LLC | 1834499 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15088 | 14114751 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Goldenstone Wealth Management LLC | 2109094 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 980 | 916822 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Global Trust Wealth Management LLC | 2065265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 220 | 205803 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Wall Street Financial Group, Inc. | 2019337 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 984 | 920502 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Keystone Wealth Services, LLC | 1866189 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7675 | 7179281 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Varma Mutual Pension Insurance Co | 1698484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63957 | 59829855 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 493 | 461187 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| LifeWealth Investments, LLC | 2033794 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 801 | 749319 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Schneider Downs Wealth Management Advisors, LP | 1665359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1181 | 1104791 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| V. M. MANNING & CO., INC. | 62061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 434 | 406419 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| WHITE PINE CAPITAL LLC | 1137429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 704 | 658571 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6015 | 5626588 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Main Street Financial Solutions, LLC | 1763350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1918 | 1794617 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Rayburn West Financial Services LLC | 2107467 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 260 | 243222 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FIGURE 8 INVESTMENT STRATEGIES LLC | 1909570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3082 | 2883119 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39821 | 37251351 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 2036922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5322 | 4978571 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120 | 112257 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 780 | 730 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Blueshift Asset Management, LLC | 1727827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 604 | 565024 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Churchill Financial Advisors, LLC | 2095935 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11051 | 10337879 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| MILESTONE ASSET MANAGEMENT, LLC | 1964722 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7029 | 6576034 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| BURNEY CO/ | 940445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7937 | 7425008 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Pavion Blue Capital, LLC | 1792565 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9147 | 9118145 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Thrive Capital Management, LLC | 1845943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 280 | 262067 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Perennial Advisors, LLC | 1697360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13269 | 12413119 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BayBridge Capital Group, LLC | 1898297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1828 | 1710260 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| ANCHOR CAPITAL ADVISORS LLC | 813933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 270 | 252577 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Pacific Center for Financial Services | 1698222 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 916 | 856465 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Grant Street Asset Management, Inc. | 1740642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 274 | 256319 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Wealth Watch Advisors, INC | 2040515 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 406 | 379801 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Presper Financial Architects, LLC | 2066674 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 324 | 303097 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 147517 | 137997728 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Talbot Financial, LLC | 1966180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21450 | 20065506 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Wiser Wealth Management, Inc | 1573263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 269 | 251641 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| IMG Wealth Management, Inc. | 2032103 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 299 | 279706 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Mullooly Asset Management, Inc. | 1950591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 299 | 279742 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Leibman Financial Services, Inc. | 2006661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2514 | 2351445 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| New Capital Management LP | 1696731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 869 | 813156 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Biondo Investment Advisors, LLC | 1455176 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15637 | 14627944 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 303988 | 284371654 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Skye Global Management LP | 1675884 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4400 | 4116068 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BIRINYI ASSOCIATES INC | 1079738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1150 | 1076 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140552 | 131482258 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DMKC Advisory Services, LLC | 1901337 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 303 | 283447 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| FLOW TRADERS U.S. LLC | 1466697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 284 | 266 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Covea Finance | 1636948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21932 | 20516728 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| IPG Investment Advisors LLC | 1602237 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3975 | 3718493 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 884414 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 144869 | 135520603 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 570 | 533217 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| New Covenant Trust Company, N.A. | 2023097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 495 | 463058 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Heck Capital Advisors, LLC | 2046227 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 344 | 321802 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1367401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19383 | 18132215 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (Switzerland) SA | 1535660 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20640 | 19308101 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HRC WEALTH MANAGEMENT, LLC | 2009521 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 691 | 646716 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1089707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2106 | 1970 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.