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Who Owns Costco Wholesale Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Costco Wholesale Corp.

Who crossed 5% of COST →
Managers holding
200
as of 2026-09-30
Reported value
$1.3B
summed across filings
Shares held
1.4M
Added vs trimmed
67 / 109
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
CONGRESS ASSET MANAGEMENT COCOM201K shtrimmed$183M
STEGINSKY CAPITAL LLCCOM133.4K shtrimmed$121.5M
Mn Services Vermogensbeheer B.V.COM131.1K shadded$119.3M
SAPIENT CAPITAL LLCCOM72.2K shtrimmed$65.8M
Norman Fields, Gottscho Capital Management, LLCCOM57.2K shtrimmed$52M
Violich Capital Management, Inc.COM45.1K shtrimmed$41.1M
YHB Investment Advisors, Inc.COM41.5K shtrimmed$37.8M
Lincoln Capital LLCCOM34K shtrimmed$31M
PARK NATIONAL CORP /OH/Com33.2K shtrimmed$30.3M
Farther Finance Advisors, LLCStock32.3K shadded$29.4M
Gradient Investments LLCCOM28.1K shadded$25.6M
NEVILLE RODIE & SHAW INCCOM27.2K shtrimmed$24.8M
Bath Savings Trust CoCommon Stock25.7K shadded$23.4M
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM24K shtrimmed$21.8M
JACOBS & CO/CACOM23.8K shadded$21.7M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM20.7K shtrimmed$18.9M
Oak Grove Capital LLCCOM19.4K shtrimmed$17.6M
AMERICAN NATIONAL BANK & TRUSTCOM19.3K shtrimmed$17.6M
EASTERN BANKCOM18.6K shtrimmed$16.9M
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock15.4K shtrimmed$14M
Gouws Capital LLCCOM13.2K shadded$12M
S.E.E.D. Planning Group LLCCOM13.2K shadded$12M
CENTRAL BANK & TRUST COEquities13.1K shtrimmed$11.9M
CYPRESS ASSET MANAGEMENT INC/TXCOM13.1K shtrimmed$11.9M
GAMMA Investing LLCCommon Stock12.4K shtrimmed$11.2M
TOMPKINS FINANCIAL CORPCOM11.8K shtrimmed$10.8M
Venture Visionary Partners LLCCOM10.5K shadded$9.6M
WoodTrust Financial CorpCOMMON9.5K shadded$8.7M
DLK Investment Management, LLCCOM9.4K shtrimmed$8.6M
Stokes Capital Advisors, LLCCOM9.4K shtrimmed$8.5M
Legacy Private Trust Co.COM8.9K shadded$8.1M
Valeo Financial Advisors, LLCStock8.7K shtrimmed$8M
CapWealth Advisors, LLCStock8.7K shtrimmed$7.9M
ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM8.3K shadded$7.6M
Wedmont Private CapitalCOM7.9K shadded$7.4M
ROCKLAND TRUST COCOM8K shadded$7.3M
Eastover Investment Advisors LLCCOM7.8K shtrimmed$7.1M
Grove Bank & TrustCOM7.4K shtrimmed$6.7M
Capital Advisors Wealth Management, LLCCOM6.1K shtrimmed$5.6M
Galvin, Gaustad & Stein, LLCCOM5.7K shtrimmed$5.1M
Mirador Capital Partners LPCOM5.5K shadded$5M
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock5.5K shadded$5M
Bank of New HampshireCOM5.4K shtrimmed$4.9M
MOODY NATIONAL BANK TRUST DIVISIONCOM5.3K shadded$4.8M
Apella Capital, LLCCOM5.1K shadded$4.8M
CoreCap Advisors, LLCStock5.2K shadded$4.8M
Greenfield Savings BankCOM4.9K shtrimmed$4.5M
Atlas Brown,Inc.Stock4.8K shtrimmed$4.4M
HWG Holdings LPCOM4.7K shtrimmed$4.3M
Wealth Enhancement Trust Services, Inc.COM4.7K shtrimmed$4.3M
Avidian Wealth Enterprises, LLCCOM4.6K shadded$4.2M
ARGUS INVESTORS' COUNSEL, INC.COM4.3K shadded$3.9M
Everhart Financial Group, Inc.COM4.2K shtrimmed$3.9M
Ebert Capital Management Inc.COM4.1K shtrimmed$3.8M
DAVIDSON TRUST COEquities4.1K shtrimmed$3.7M
Cooper Financial GroupCOM4.1K shtrimmed$3.7M
Nautilus Advisors LLCCOM4K shadded$3.6M
Gallagher Capital Advisors, LLCCOM4K shtrimmed$3.6M
Douglas Lane & Associates, LLCCOMMON3.7K shtrimmed$3.3M
Werlinich Asset Management, LLCCOM3.6K shheld$3.3M
Capital Planning LLCCommon Stock3.6K shtrimmed$3.3M
Castle Rock Wealth Management, LLCCOM3.5K shtrimmed$3.2M
LifeGoal Investments, LLCCOM3.5K shadded$3.2M
Shelter Rock Management, LLCCOM3.4K shadded$3.1M
BENEDICT FINANCIAL ADVISORS INCCommon Stock3.2K shtrimmed$3M
Central Pacific Bank - Trust DivisionCOM3.2K shtrimmed$2.9M
TOTH FINANCIAL ADVISORY CORPCOM2.9K shtrimmed$2.6M
ARGENT CAPITAL MANAGEMENT LLCCOM2.5K shtrimmed$2.2M
Emprise BankEquities2.4K shtrimmed$2.2M
Matrix Trust CoCOM2.3K shadded$2.1M
ANB BANKCom2.3K shheld$2.1M
Iowa State BankCom2.2K shadded$2M
SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM2.1K shtrimmed$2M
Graves Light Lenhart Wealth, Inc.COM2.1K shtrimmed$1.9M
RHODES INVESTMENT ADVISORS INC /ADVCOM2.1K shadded$1.9M
First Heartland Consultants, Inc.COM2.1K shtrimmed$1.9M
ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM2K shadded$1.9M
PFW Advisors LLCCOM2K shtrimmed$1.8M
DECISION INVESTMENTS, INCCOM2K shtrimmed$1.8M
Family Legacy Financial Solutions, LLCCOM1.9K shadded$1.8M
Whalen Wealth Management Inc.COM1.9K shadded$1.7M
Sound Income Strategies, LLCCOM1.8K shheld$1.7M
Acropolis Investment Management, LLCCOM1.8K shadded$1.7M
Olistico Wealth, LLCStock1.8K shadded$1.7M
Great Waters Wealth ManagementCOM1.8K shtrimmed$1.6M
Shira Ridge Wealth ManagementCOM1.7K shtrimmed$1.5M
CANANDAIGUA NATIONAL BANK & TRUST COCom1.7K shtrimmed$1.5M
Vann Equity Management LLCCOM1.6K shtrimmed$1.5M
Bullock Wealth Management GroupStock1.6K shtrimmed$1.4M
ATWOOD & PALMER INCCOM1.5K shadded$1.4M
General Partner, Inc.CL1.5K shtrimmed$1.4M
Davis Capital ManagementStock1.5K shtrimmed$1.4M
Weaver Consulting GroupCOM1.5K shadded$1.4M
Baring Financial LLCCOM1.4K shtrimmed$1.3M
Gerald Baker Financial Group LLCCOM1.4K shadded$1.2M
STABLEFORD CAPITAL II LLCCOM1.3K shadded$1.2M
SACKS & ASSOCIATES, LLCCOM1.3K shheld$1.1M
RIVERSEDGE ADVISORS, LLCCOM1.2K shtrimmed$1.1M
ECLECTIC ASSOCIATES INC /ADVCOM1.2K shadded$1.1M
TITLEIST ASSET MANAGEMENT, LLCCOM1.2K shadded$1.1M
Heartwood Wealth Advisors LLCStock1.2K shadded$1.1M
Plan A Wealth LLCCOM1.2K shadded$1M
Adelphi Trust CoCommon Stock1.1K shadded$1M
Paladin Partners, LLCStock1.1K shtrimmed$1M
Koenig Investment Advisory, LLCStock1.1K shadded$1M
Wisconsin Wealth Advisors, LLCCOM1.1K shtrimmed$1M
Biltmore Wealth Management, LLCCOM1.1K shtrimmed$989.2K
ARMSTRONG HENRY H ASSOCIATES INCCOM1.1K shheld$975K
ARMSTRONG ADVISORY GROUP, INCCOM1.1K shheld$964.1K
VALLEY WEALTH MANAGERS, INC.Stock1K shadded$954K
Dominguez Wealth Management Solutions, Inc.COM1K shadded$949.5K
MAGNOLIA CAPITAL MANAGEMENT LTDCOM1K shheld$921K
INSPIRION WEALTH ADVISORS, LLCCOM1K shtrimmed$914.4K
TILIA FIDUCIARY PARTNERS, INC.Stock1K shtrimmed$911.1K
Pacifica Partners Inc.COM982 shadded$898.4K
RVW Wealth, LLCCOM979 shtrimmed$891.2K
Breakwater Capital GroupCOM978 shtrimmed$890.3K
JUNCTURE WEALTH STRATEGIES, LLCCOM972 shadded$884.9K
Trinity Financial Advisors LLCCOM957 shtrimmed$871.3K
Bangor Savings BankCOM957 shtrimmed$871.2K
Veery Capital, LLCCOM944 shheld$859.4K
Balefire, LLCCOM931 shtrimmed$847.8K
M.E. ALLISON & CO., INC.COM905 shtrimmed$823.7K
Echo45 Advisors LLCCOM903 shadded$822.1K
Box Hill Private Wealth LLCCOM901 shtrimmed$820K
CHICKASAW CAPITAL MANAGEMENT LLCCOM872 shtrimmed$793.8K
Monument Capital ManagementCOM866 shtrimmed$788.4K
DIVERSIFIED MANAGEMENT INCCOM852 shtrimmed$775.8K
Exchange BankCOMMON STOCK825 shtrimmed$751K
Kaizen Financial StrategiesCOM815 shtrimmed$742K
Cadent Capital Advisors, LLCCOM809 shheld$736.9K
ELEVATION WEALTH PARTNERS, LLCCOM784 shtrimmed$713.4K
VISTA INVESTMENT PARTNERS LLCCOM781 shadded$711K
Investment Partners Asset Management, Inc.COM775 shtrimmed$705.5K
Bill Few Associates, Inc.COM769 shtrimmed$700.1K
KWMG, LLCCOM763 shtrimmed$694.9K
Tactive Advisors, LLCCOM741 shtrimmed$674.2K
Rosenberg Matthew HamiltonStock729 shheld$663.6K
COLLECTIVE FAMILY OFFICE LLCCOM717 shtrimmed$652.7K
Successful Portfolios LLCCOM691 shheld$637.6K
Elm3 Financial Group, LLCCOM679 shtrimmed$618.4K
Hiley Hunt Wealth ManagementCOM677 shadded$616.4K
Prota Financial, LLCCOM666 shadded$608.9K
BOS Asset Management, LLCCOM667 shtrimmed$607.2K
Dickmeyer Boyce Financial Management, Inc.COM666 shheld$606.7K
Peterson Wealth Advisors, LLCCOM666 shtrimmed$606.6K
Hamilton Capital, LLCCOM657 shtrimmed$598.1K
New Covenant Trust Company, N.A.COM635 shadded$578.1K
Veracity Capital LLCCOM622 shadded$565.9K
ALKEME WEALTH, LLCCOM588 shadded$534.9K
CHAPIN DAVIS, INC.COM587 shadded$534.4K
Decker Wealth Management LLCCOM572 shadded$520.3K
Allen Mooney & Barnes Investment Advisors LLCStock571 shheld$519.9K
KFA Private Wealth Group, LLCCOM549 shadded$499.9K
Aletheian Wealth Advisors LLCCOM542 shadded$493.4K
Dale Q Rice Investment Management LtdCOM537 shheld$488.9K
FIRST COMMUNITY TRUST NACOM534 shheld$486.1K
Cambridge Financial Group, LLCCOM507 shheld$473.9K
Shulman DeMeo Asset Management LLCCOM490 shtrimmed$452.1K
AVITY INVESTMENT MANAGEMENT INC.COM474 shheld$431.5K
Williams & Novak Wealth Management, LLCCOM440 shtrimmed$400.6K
Green Ridge Wealth Planning LLCCOM440 shtrimmed$400.6K
Ledgewood Wealth Advisors, LLCCOM400 shheld$364.1K
Meadowbrook Wealth Management, LLCLarge US Bl Eq397 shadded$361.4K
Martin Capital Partners, LLCCOM393 shheld$357.8K
Kure Advisory, LLCCOM386 shtrimmed$351.3K
Vilga Financial Planning LLCCOM373 shtrimmed$339.6K
BAKER TILLY WEALTH MANAGEMENT, LLCCOM368 shtrimmed$334.6K
OxenFree Capital LLCCOM352 shadded$329.8K
RFG - Bristol Wealth Advisors, LLCCOM353 shtrimmed$321.2K
AVAII WEALTH MANAGEMENT, LLCCOM327 sh—$301.2K
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCCOM328 shtrimmed$298.8K
WALLER FINANCIAL PLANNING GROUP, INCCOM328 shtrimmed$298.3K
Sunburst Financial Group, LLCCOM320 shadded$291.4K
Financial Enhancement Group LLCCOM309 shtrimmed$291K
HF Advisory Group, LLCCOM317 shtrimmed$288.6K
BURR FINANCIAL SERVICES, LLCCOM316 shheld$287.7K
MRA Advisory GroupCOM313 shadded$284.6K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM310 shadded$282.6K
Montz Harcus Wealth Management LLCCOM307 shadded$279.9K
Insight Wealth Strategies, LLCCOM307 shtrimmed$279.4K
Dorato Capital ManagementCOM295 shheld$278K
Pathway Financial Advisors LLCCOM303 shadded$275.9K
PROFESSIONAL ADVISORY SERVICES INCCOM300 shtrimmed$273K
Dupree Financial Group, LLCCOM280 shadded$254.9K
Intelligence Driven Advisers, LLCCOM278 shtrimmed$253.5K
Dakota Community Bank & Trust NACOM276 shadded$251.3K
HALL LAURIE J TRUSTEEEquities270 shtrimmed$245.8K
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCCOM262 shtrimmed$238.6K
Councilor Wealth, LLCCOM262 shtrimmed$238.5K
Castleview Partners, LLCCOM256 shtrimmed$233K
Worth Asset Management, LLCStock240 sh—$218.5K
Legacy Wealth Asset Management, LLCCOM236 shtrimmed$214.9K
Ridgewood Investments LLCCOM234 shadded$213K
City Center Advisors, LLCCOM229 sh—$208.5K
GK Wealth Management LLCCOM222 shtrimmed$202.4K
Trust CoStock193 shtrimmed$175.4K
Byrne Asset Management LLCCOM119 shadded$108.9K
Venture Visionary Partners LLCCOM100 shtrimmed$91K
Venture Visionary Partners LLCCOM100 shtrimmed$91K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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