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Livermore
ZHEN

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; 4,260 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 2025

Institutional positions in Costco Wholesale Corp as of Jun 30, 2025. 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
4,012
+115 vs. Q1 2025
Shares held
305.8M
+1.71M (+0.6%) vs. Q1 2025
Total value
$302.3B
+$14.9B (+5.2%) vs. Q1 2025
New holders
212
1,750 more added
Sold out
97
1,512 more reduced

56 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 4,012 institutions
Q1 2021: 2,359 institutionsQ2 2021: 2,394 institutionsQ3 2021: 2,463 institutionsQ4 2021: 2,823 institutionsQ1 2022: 2,863 institutionsQ2 2022: 2,785 institutionsQ3 2022: 2,826 institutionsQ4 2022: 2,939 institutionsQ1 2023: 2,944 institutionsQ2 2023: 3,042 institutionsQ3 2023: 3,078 institutionsQ4 2023: 3,344 institutionsQ1 2024: 3,420 institutionsQ2 2024: 3,527 institutionsQ3 2024: 3,591 institutionsQ4 2024: 3,942 institutionsQ1 2025: 3,953 institutionsQ2 2025: 4,012 institutionsQ3 2025: 3,942 institutionsQ4 2025: 4,139 institutionsQ1 2026: 4,275 institutionsQ2 2026: 4,260 institutions
Value heldQ2 2025: $302.3B
Q1 2021: $104.1BQ2 2021: $119.0BQ3 2021: $134.3BQ4 2021: $170.2BQ1 2022: $172.4BQ2 2022: $143.4BQ3 2022: $141.6BQ4 2022: $137.2BQ1 2023: $149.2BQ2 2023: $162.0BQ3 2023: $169.9BQ4 2023: $201.0BQ1 2024: $222.0BQ2 2024: $258.3BQ3 2024: $266.7BQ4 2024: $279.6BQ1 2025: $287.8BQ2 2025: $302.3BQ3 2025: $274.4BQ4 2025: $272.0BQ1 2026: $311.5BQ2 2026: $301.8B
Institutions holding COST and their total value by quarter
QuarterHoldersValue
Q2 20264,260$301.8B
Q1 20264,275$311.5B
Q4 20254,139$272.0B
Q3 20253,942$274.4B
Q2 20254,012$302.3B
Q1 20253,953$287.8B
Q4 20243,942$279.6B
Q3 20243,591$266.7B
Q2 20243,527$258.3B
Q1 20243,420$222.0B
Q4 20233,344$201.0B
Q3 20233,078$169.9B
Q2 20233,042$162.0B
Q1 20232,944$149.2B
Q4 20222,939$137.2B
Q3 20222,826$141.6B
Q2 20222,785$143.4B
Q1 20222,863$172.4B
Q4 20212,823$170.2B
Q3 20212,463$134.3B
Q2 20212,394$119.0B
Q1 20212,359$104.1B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q1 2025.

Institutions holding COST in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
PEAK6 LLC1$7110.00%−2−66.7%Reduced
ROSS\JOHNSON & Associates LLC1$9900.02%−20−95.2%Reduced
Bridge Generations Wealth Management LLC1$9900.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$9900.00%+1New
Wealth Preservation Advisors, LLC1$9900.00%+1New
Marquette Asset Management, LLC2$1.98K0.00%00.0%Unchanged
Investment Counsel Co of Nevada2$1.98K0.00%00.0%Unchanged
Islay Capital Management, LLC2$1.98K0.00%+2New
Fiduciary Advisors, Inc.3$2.97K0.00%00.0%Unchanged
Cohalo Advisory LLC3$2.97K0.23%00.0%Unchanged
Broadwater Capital Management LLC2,970$2.97K0.00%+2,967+98,900.0%Added
LGT Financial Advisors LLC3$2.97K0.01%+3New
Bare Financial Services, Inc3$2.97K0.00%+3New
Horrell Capital Management, Inc.3$3.03K0.00%00.0%Unchanged
DecisionPoint Financial, LLC4$3.94K0.00%+4New
Burkett Financial Services, LLC4$3.97K0.00%00.0%Unchanged
Pineridge Advisors LLC6$5.94K0.00%00.0%Unchanged
TD Capital Management LLC7$7.13K0.00%00.0%Unchanged
PayPay Securities Corp8$7.92K0.39%−2−20.0%Reduced
Parkworth Wealth Management, Inc.8$7.92K0.01%+3+60.0%Added
HFM Investment Advisors, LLC8$7.92K0.00%+4+100.0%Added
Investors Research Corp9$8.91K0.00%+9New
Bayforest Capital Ltd9$8.91K0.00%+9New
Lummis Asset Management, LP10$9.90K0.01%00.0%Unchanged
Keener Financial Planning LLC11$10.0K0.00%00.0%Unchanged
Prudent Man Investment Management, Inc.11$10.1K0.01%00.0%Unchanged
Morgan Dempsey Capital Management LLC11$10.9K0.00%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd12$12.0K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC13$12.9K0.00%00.0%Unchanged
Innovative Advisory Group, LLC13$12.9K0.01%+5+62.5%Added
Traub Capital Management LLC13$12.9K0.01%+13New
Kathleen S. Wright Associates Inc.15$14.8K0.01%00.0%Unchanged
Bay Harbor Wealth Management, LLC15$14.8K0.00%+10+200.0%Added
Hurley Capital, LLC15$15.1K0.01%00.0%Unchanged
WestEnd Advisors, LLC16$15.8K0.00%00.0%Unchanged
Perritt Capital Management Inc16$15.9K0.01%00.0%Unchanged
Financial Freedom, LLC17$17.2K0.01%00.0%Unchanged
1620 Investment Advisors, Inc.17$17.4K0.01%−2−10.5%Reduced
Minot DeBlois Advisors LLC19$18.5K0.02%00.0%Unchanged
Insight Financial Services19$18.8K0.01%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.19$18.8K0.02%00.0%Unchanged
Cooksen Wealth, LLC20$19.8K0.02%−5−20.0%Reduced
Volterra Technologies LP20$19.8K0.03%+20New
Decker Retirement Planning Inc.20$19.8K0.01%+20New
Fairway Wealth LLC21$20.4K0.01%00.0%Unchanged
Mechanics Financial Corp21$20.8K0.01%00.0%Unchanged
Principia Wealth Advisory, LLC23$22.8K0.02%+9+64.3%Added
Sagard Holdings Management Inc.24$23.8K0.07%+24New
Brown Shipley& Co Ltd25$24.7K0.01%00.0%Unchanged
North Ridge Wealth Advisors, Inc.25$24.7K0.02%00.0%Unchanged
Bulwark Capital Corp25$24.7K0.02%+25New
Kiker Wealth Management, LLC27$26.6K0.02%−25−48.1%Reduced
Evolution Advisers, Inc.28$27.0K0.01%00.0%Unchanged
Catherine Avery Investment Management LLC28$27.7K0.02%00.0%Unchanged
Slocum, Gordon & Co LLP28$27.7K0.02%00.0%Unchanged
C M Bidwell & Associates Ltd30$29.7K0.02%00.0%Unchanged
BTG Pactual Asset Management US LLC30$29.7K0.00%+30New
LFA - Lugano Financial Advisors SA31$30.6K0.02%+31New
DiNuzzo Private Wealth, Inc.31$30.7K0.00%00.0%Unchanged
Transce3nd, LLC33$32.7K0.01%−300−90.1%Reduced
WealthTrak Capital Management LLC33$32.7K0.03%−54−62.1%Reduced
Penserra Capital Management LLC39$38.0K0.00%−741−95.0%Reduced
CarsonAllaria Wealth Management, Ltd.39$38.9K0.02%00.0%Unchanged
Your Advocates Ltd., LLP40$39.6K0.01%−19−32.2%Reduced
Rocky Mountain Advisers, LLC40$39.6K0.01%00.0%Unchanged
Chesapeake Asset Management LLC41$40.6K0.04%−11−21.2%Reduced
West Financial Advisors, LLC41$40.6K0.01%00.0%Unchanged
Rogco, LP41$40.6K0.02%00.0%Unchanged
Stephenson National Bank & Trust42$41.6K0.01%−1−2.3%Reduced
Financial Connections Group, Inc.43$42.0K0.02%+39+975.0%Added
Holos Integrated Wealth LLC43$42.2K0.03%00.0%Unchanged
Cornerstone National Bank & Trust Co43$42.6K0.02%00.0%Unchanged
Redmont Wealth Advisors LLC43$42.6K0.06%+28+186.7%Added
Frazier Financial Advisors, LLC43$42.6K0.03%+18+72.0%Added
Barrett & Company, Inc.43$42.6K0.02%00.0%Unchanged
Semmax Financial Advisors Inc.45$44.4K0.01%00.0%Unchanged
PMV Capital Advisers, LLC45$44.5K0.10%00.0%Unchanged
Spurstone Advisory Services, LLC48$47.5K0.72%+48New
Access Investment Management LLC50$49.5K0.01%+50New
Evolution Wealth Management Inc.50$49.9K0.06%+50New
Morton Brown Family Wealth, LLC51$50.9K0.02%00.0%Unchanged
Vega Investment Solutions53$52.5K0.01%−51−49.0%Reduced
Aspect Partners, LLC55$54.4K0.03%−1−1.8%Reduced
SWAN Capital LLC55$54.4K0.02%+5+10.0%Added
Bank & Trust Co60$59.4K0.05%−5−7.7%Reduced
Pingora Partners LLC62$61.4K0.05%−12−16.2%Reduced
Lowe Wealth Advisors, LLC64$63.4K0.02%00.0%Unchanged
Ransom Advisory, Ltd64$63.4K0.03%00.0%Unchanged
Kilter Group LLC64$63.4K0.03%+64New
Sarver Vrooman Wealth Advisors65$64.3K0.04%00.0%Unchanged
Evergreen Private Wealth LLC68$67.3K0.03%+43+172.0%Added
O'Brien Wealth Partners LLC71$70.3K0.01%+71New
Retirement Wealth Solutions LLC71$70.5K0.05%+6+9.2%Added
Atlantic Private Wealth, LLC75$74.2K0.05%00.0%Unchanged
Clear Investment Research, LLC76$75.5K0.10%+21+38.2%Added
Iron Horse Wealth Management, LLC77$76.2K0.02%−1−1.3%Reduced
Breakwater Investment Management81$80.2K0.03%00.0%Unchanged
Kings Path Partners LLC84$83.2K0.03%00.0%Unchanged
Lavaca Capital LLC85$84.1K0.03%00.0%Unchanged
Kentucky Trust Co90$89.1K0.05%00.0%Unchanged