Costco Wholesale Corp
COST- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000909832
No open-market purchases or sales by Costco Wholesale Corp insiders were filed in the last 90 days; 4,261 institutions reported holding it in 13F filings for Q2 2026, worth $301.8B in total; 4 superinvestors hold it, including Markel Group and Gardner Russo & Quinn.
13F holders, Q2 2023
Institutional positions in Costco Wholesale Corp as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,042
- +124 vs. Q1 2023
- Shares held
- 301.0M
- −47.9M (−13.7%) vs. Q1 2023
- Total value
- $162.0B
- +$12.9B (+8.6%) vs. Q1 2023
- New holders
- 216
- 1,234 more added
- Sold out
- 92
- 1,144 more reduced
26 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,261 | $301.8B |
| Q1 2026 | 4,275 | $311.5B |
| Q4 2025 | 4,139 | $272.0B |
| Q3 2025 | 3,942 | $274.4B |
| Q2 2025 | 4,012 | $302.3B |
| Q1 2025 | 3,953 | $287.8B |
| Q4 2024 | 3,942 | $279.6B |
| Q3 2024 | 3,591 | $266.7B |
| Q2 2024 | 3,527 | $258.3B |
| Q1 2024 | 3,420 | $222.0B |
| Q4 2023 | 3,344 | $201.0B |
| Q3 2023 | 3,078 | $169.9B |
| Q2 2023 | 3,042 | $162.0B |
| Q1 2023 | 2,944 | $149.2B |
| Q4 2022 | 2,939 | $137.2B |
| Q3 2022 | 2,826 | $141.6B |
| Q2 2022 | 2,785 | $143.4B |
| Q1 2022 | 2,863 | $172.4B |
| Q4 2021 | 2,823 | $170.2B |
| Q3 2021 | 2,463 | $134.3B |
| Q2 2021 | 2,394 | $119.0B |
| Q1 2021 | 2,359 | $104.1B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornerstone Capital, Inc. | 442 | $238.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 442 | $238.0K | 0.04% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 442 | $238.0K | 0.07% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 442 | $238.0K | 0.04% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 443 | $238.5K | 0.16% | −202−31.3% | Reduced |
| Portland Global Advisors LLC | 444 | $239.0K | 0.04% | −15−3.3% | Reduced |
| Intellectus Partners, LLC | 444 | $239.1K | 0.07% | +444 | New |
| Von Berge Wealth Management Group, LLC | 446 | $240.1K | 0.20% | 00.0% | Unchanged |
| Sonen Capital LLC | 446 | $240.1K | 0.40% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 446 | $240.3K | 0.11% | 00.0% | Unchanged |
| Whelan Financial | 446 | $240.4K | 0.13% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 447 | $240.4K | 0.14% | +42+10.4% | Added |
| Baystate Wealth Management LLC | 447 | $240.7K | 0.02% | −52−10.4% | Reduced |
| Opal Wealth Advisors, LLC | 448 | $241.2K | 0.12% | +448 | New |
| Total Clarity Wealth Management, Inc. | 448 | $241.4K | 0.12% | +448 | New |
| BlackDiamond Wealth Management Inc. | 428 | $241.9K | 0.20% | +428 | New |
| Hall Laurie J Trustee | 448 | $242.0K | 0.10% | +70+18.5% | Added |
| Summit Financial Group Inc | 450 | $242.3K | 0.09% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 429 | $242.5K | 0.03% | −12−2.7% | Reduced |
| Bennett Selby Investments LP | 451 | $242.6K | 0.14% | +41+10.0% | Added |
| Alliance Wealth Advisors, LLC | 451 | $242.8K | 0.17% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 451 | $242.8K | 0.19% | 00.0% | Unchanged |
| DDFG, Inc | 451 | $242.8K | 0.09% | 00.0% | Unchanged |
| Planning Center, Inc. | 452 | $243.3K | 0.06% | −473−51.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 454 | $244.5K | 0.06% | +14+3.2% | Added |
| Gillespie Robinson & Grimm Inc | 455 | $245.0K | 0.02% | +455 | New |
| Jacobsen Capital Management | 455 | $245.0K | 0.13% | +455 | New |
| Curi Capital | 455 | $245.1K | 0.03% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 456 | $245.5K | 0.13% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 456 | $245.5K | 0.06% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 457 | $246.0K | 0.06% | −383−45.6% | Reduced |
| Abundance Wealth Counselors | 458 | $247.0K | 0.13% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 459 | $247.1K | 0.02% | −1−0.2% | Reduced |
| Blue Investment Partners LLC | 460 | $247.7K | 0.19% | 00.0% | Unchanged |
| Harbor Group, Inc. | 461 | $248.3K | 0.14% | −6−1.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 462 | $248.6K | 0.07% | +4+0.9% | Added |
| Friedenthal Financial | 462 | $248.8K | 0.17% | +1+0.2% | Added |
| Viawealth, LLC | 463 | $249.0K | 0.19% | −49−9.6% | Reduced |
| Retirement Solution Inc. | 463 | $249.2K | 0.08% | −75−13.9% | Reduced |
| Sharkey, Howes & Javer | 463 | $249.2K | 0.05% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 463 | $249.3K | 0.12% | +25+5.7% | Added |
| Landaas & Co | 465 | $250.0K | 0.11% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 469 | $252.3K | 0.21% | +469 | New |
| Greenwood Capital Associates LLC | 469 | $252.5K | 0.04% | 00.0% | Unchanged |
| DAGCO, Inc. | 626 | $253.0K | 0.13% | +13+2.1% | Added |
| Almanack Investment Partners, LLC. | 473 | $254.7K | 0.04% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 474 | $255.2K | 0.11% | −24−4.8% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 475 | $256.0K | 0.34% | −14−2.9% | Reduced |
| GeoWealth Management, LLC | 476 | $256.0K | 0.03% | −5−1.0% | Reduced |
| Delphia (USA) Inc. | 476 | $256.2K | 0.40% | −263−35.6% | Reduced |
| Gibson Capital, LLC | 476 | $256.3K | 0.07% | +2+0.4% | Added |
| Partners Capital Investment Group, LLP | 476 | $256.3K | 0.01% | +476 | New |
| Diversified Portfolios, Inc. | 477 | $256.8K | 0.05% | +38+8.7% | Added |
| Invenio Wealth Partners LLC | 477 | $256.8K | 0.29% | +477 | New |
| Gilman Hill Asset Management, LLC | 477 | $257.0K | 0.05% | −14−2.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 475 | $257.1K | 0.03% | −169−26.2% | Reduced |
| High Note Wealth, LLC | 478 | $257.3K | 0.10% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 478 | $257.5K | 0.02% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 479 | $257.9K | 0.05% | −26−5.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 485 | $261.1K | 0.21% | +65+15.5% | Added |
| Vicus Capital | 485 | $261.4K | 0.03% | −49−9.2% | Reduced |
| Gilbert & Cook, Inc. | 486 | $261.4K | 0.04% | +486 | New |
| Monument Capital Management | 486 | $261.8K | 0.08% | +45+10.2% | Added |
| Ground Swell Capital, LLC | 487 | $262.2K | 0.64% | +487 | New |
| Acute Investment Advisory, LLC | 488 | $262.5K | 0.16% | −60−10.9% | Reduced |
| Oder Investment Management, LLC | 488 | $262.6K | 0.29% | 00.0% | Unchanged |
| Rock Creek Group, LP | 488 | $262.7K | 0.04% | +35+7.7% | Added |
| Lincoln Capital Corp | 489 | $263.3K | 0.13% | −131−21.1% | Reduced |
| BBR Partners, LLC | 489 | $263.3K | 0.03% | +30+6.5% | Added |
| Martin Capital Partners, LLC | 492 | $265.0K | 0.11% | −365−42.6% | Reduced |
| AlphaQ Advisors LLC | 493 | $265.4K | 0.20% | +30+6.5% | Added |
| Greenhouse Wealth Management, LLC | 497 | $267.7K | 0.24% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 498 | $268.0K | 0.03% | 00.0% | Unchanged |
| First Affirmative Financial Network | 499 | $268.6K | 0.27% | −56−10.1% | Reduced |
| Axq Capital, LP | 500 | $269.2K | 0.33% | −496−49.8% | Reduced |
| Avenir Corp | 500 | $269.2K | 0.02% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 500 | $269.2K | 0.03% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 500 | $269.2K | 0.04% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 500 | $269.2K | 0.11% | 00.0% | Unchanged |
| Sicart Associates LLC | 500 | $269.2K | 0.10% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 500 | $269.2K | 0.24% | 00.0% | Unchanged |
| AXS Investments LLC | 501 | $269.7K | 0.07% | +208+71.0% | Added |
| PRW Wealth Management LLC | 488 | $269.8K | 0.09% | +488 | New |
| Southland Equity Partners LLC | 501 | $270.0K | 0.09% | +32+6.8% | Added |
| Sterling Group Wealth Management, LLC | 502 | $270.3K | 0.23% | +11+2.2% | Added |
| One Day In July LLC | 503 | $270.7K | 0.05% | −28−5.3% | Reduced |
| Madden Securities Corp | 503 | $270.7K | 0.14% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 503 | $270.8K | 0.14% | +95+23.3% | Added |
| Campbell Newman Asset Management Inc | 505 | $271.9K | 0.02% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 508 | $273.5K | 0.13% | +2+0.4% | Added |
| Seed Wealth Management, Inc. | 509 | $273.8K | 0.29% | 00.0% | Unchanged |
| Truvestments Capital LLC | 509 | $274.3K | 0.14% | +3+0.6% | Added |
| Beaird Harris Wealth Management, LLC | 510 | $274.3K | 0.03% | +13+2.6% | Added |
| Rodgers & Associates, LTD | 511 | $275.1K | 0.04% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 511 | $275.3K | 0.04% | +511 | New |
| Goodman Advisory Group, LLC | 512 | $275.6K | 0.10% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 514 | $276.6K | 0.03% | +514 | New |
| Johnson Bixby & Associates, LLC | 515 | $277.0K | 0.06% | 00.0% | Unchanged |
| MAS Advisors LLC | 515 | $277.3K | 0.39% | +2+0.4% | Added |
| Tactive Advisors, LLC | 515 | $277.4K | 0.21% | +1+0.2% | Added |