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 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.
| 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 2025
Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burford Brothers, Inc. | 518 | $512.4K | 0.24% | −24−4.4% | Reduced |
| RWM Asset Management, LLC | 518 | $512.8K | 0.07% | +518 | New |
| Tumwater Wealth Management, LLC | 518 | $512.8K | 0.24% | 00.0% | Unchanged |
| Williams & Novak, LLC | 519 | $513.8K | 0.44% | −196−27.4% | Reduced |
| Clay Northam Wealth Management, LLC | 519 | $513.8K | 0.33% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 519 | $513.9K | 0.18% | −73−12.3% | Reduced |
| Sit Investment Associates Inc | 519 | $514.0K | 0.01% | −314−37.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 522 | $514.6K | 0.06% | +74+16.5% | Added |
| Morris Financial Concepts, Inc. | 520 | $514.6K | 0.20% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 520 | $514.8K | 0.06% | +15+3.0% | Added |
| Asset Allocation & Management Company, LLC | 520 | $515.0K | 0.24% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 521 | $515.8K | 0.19% | −4−0.8% | Reduced |
| Farrell Financial LLC | 522 | $516.5K | 0.35% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 522 | $516.7K | 0.04% | −17−3.2% | Reduced |
| Rodgers & Associates, LTD | 522 | $516.8K | 0.06% | −3−0.6% | Reduced |
| MAS Advisors LLC | 524 | $518.7K | 0.85% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 525 | $519.7K | 0.31% | +30+6.1% | Added |
| Motive Wealth Advisors | 525 | $519.7K | 0.24% | +62+13.4% | Added |
| PCG Wealth Advisors, LLC | 525 | $519.7K | 0.27% | 00.0% | Unchanged |
| Clifford Group, LLC | 525 | $520.2K | 0.43% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 526 | $521.2K | 0.18% | 00.0% | Unchanged |
| Vicus Capital | 528 | $522.2K | 0.04% | +113+27.2% | Added |
| Mullaney, Keating & Wright, Inc. | 530 | $524.7K | 0.34% | 00.0% | Unchanged |
| Capstone Wealth Management Group, LLC | 531 | $525.7K | 0.50% | +531 | New |
| Unconventional Investor, LLC | 532 | $526.6K | 0.29% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 535 | $529.6K | 0.26% | −29−5.1% | Reduced |
| Swisher Financial Concepts, Inc. | 535 | $529.6K | 0.34% | −16−2.9% | Reduced |
| Magnolia Capital Advisors LLC | 536 | $530.6K | 0.13% | −5−0.9% | Reduced |
| G&S Capital LLC | 537 | $531.6K | 0.21% | +4+0.8% | Added |
| Walker Asset Management, LLC | 538 | $532.8K | 0.31% | +10+1.9% | Added |
| Saxon Interests, Inc. | 564 | $533.0K | 0.25% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 540 | $534.6K | 0.38% | −4−0.7% | Reduced |
| Intact Investment Management Inc. | 540 | $534.6K | 0.02% | −10−1.8% | Reduced |
| Hopwood Financial Services, Inc. | 540 | $534.6K | 0.42% | −5−0.9% | Reduced |
| Rahlfs Capital, LLC | 540 | $534.6K | 0.49% | 00.0% | Unchanged |
| Miramar Capital, LLC | 540 | $534.6K | 0.13% | +15+2.9% | Added |
| Symphony Financial Services, Inc. | 539 | $535.5K | 0.32% | 00.0% | Unchanged |
| Elevatus Welath Management | 542 | $536.7K | 0.18% | −95−14.9% | Reduced |
| Landaas & Co | 542 | $537.0K | 0.13% | 00.0% | Unchanged |
| Elite Life Management LLC | 543 | $537.5K | 1.38% | +9+1.7% | Added |
| Elite Financial, Inc. | 564 | $538.0K | 0.26% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 544 | $538.4K | 0.06% | +67+14.0% | Added |
| M1 Capital Management LLC | 544 | $538.5K | 0.27% | +22+4.2% | Added |
| Omnia Family Wealth, LLC | 544 | $538.5K | 0.20% | +81+17.5% | Added |
| Prudent Investors Network | 545 | $539.1K | 0.15% | −1,250−69.6% | Reduced |
| CWS Financial Advisors, LLC | 545 | $539.5K | 0.16% | −265−32.7% | Reduced |
| Charter Research & Investment Group, Inc. | 547 | $541.5K | 0.40% | 00.0% | Unchanged |
| Kidder Stephen W | 547 | $541.5K | 0.16% | +3+0.6% | Added |
| HORAN Wealth, LLC | 547 | $541.5K | 0.17% | +547 | New |
| Kingstone Capital Partners Texas, LLC | 548 | $542.0K | 0.35% | −15−2.7% | Reduced |
| Semus Wealth Partners LLC | 548 | $542.2K | 0.35% | −2−0.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 550 | $542.6K | 0.25% | −63−10.3% | Reduced |
| North Berkeley Wealth Management, LLC | 549 | $543.7K | 0.50% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 550 | $544.5K | 0.14% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 550 | $544.5K | 0.33% | +550 | New |
| Richmond Investment Services, LLC | 551 | $544.8K | 0.12% | +199+56.5% | Added |
| Ellenbecker Investment Group | 552 | $546.9K | 0.09% | +1+0.2% | Added |
| StoneCrest Wealth Management, Inc. | 553 | $547.4K | 0.26% | +3+0.5% | Added |
| Heritage Investment Group, Inc. | 554 | $548.4K | 0.09% | −25−4.3% | Reduced |
| State of Wyoming | 554 | $548.4K | 0.07% | +554 | New |
| Wealth Advisors Northwest LLC | 555 | $549.0K | 0.29% | +61+12.3% | Added |
| Independent Family Office, LLC | 555 | $549.4K | 0.25% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 581 | $549.5K | 0.19% | 00.0% | Unchanged |
| Willner & Heller, LLC | 555 | $549.6K | 0.46% | 00.0% | Unchanged |
| XY Planning Network, Inc. | 555 | $549.7K | 0.19% | +555 | New |
| Alpha Zero LLC | 556 | $550.4K | 0.36% | +26+4.9% | Added |
| Turning Point Benefit Group, Inc. | 556 | $550.4K | 0.42% | +10+1.8% | Added |
| Plimoth Trust Co LLC | 556 | $550.4K | 0.13% | +68+13.9% | Added |
| Mountain Capital Investment Advisors, Inc | 558 | $550.6K | 0.11% | −24−4.1% | Reduced |
| Wick Capital Partners, LLC | 1,574 | $551.3K | 0.14% | +1,032+190.4% | Added |
| Successful Portfolios LLC | 557 | $551.4K | 0.34% | −12−2.1% | Reduced |
| Winslow Asset Management Inc | 558 | $552.0K | 0.11% | −113−16.8% | Reduced |
| Fourth Dimension Wealth, LLC | 559 | $553.1K | 0.23% | +208+59.3% | Added |
| Hamilton Capital, LLC | 559 | $553.4K | 0.03% | −33−5.6% | Reduced |
| Saiph Capital, LLC | 559 | $553.4K | 0.22% | +110+24.5% | Added |
| May Barnhard Investments LLC | 559 | $554.1K | 0.26% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 560 | $554.4K | 0.10% | +166+42.1% | Added |
| Lockerman Financial Group, Inc. | 560 | $554.4K | 0.75% | +24+4.5% | Added |
| Integris Wealth Management, LLC | 560 | $554.4K | 0.14% | −26−4.4% | Reduced |
| Wall Street Access Asset Management, LLC | 561 | $555.3K | 0.19% | 00.0% | Unchanged |
| Summit X, LLC | 561 | $555.7K | 0.10% | +46+8.9% | Added |
| Lakeshore Financial Planning, Inc. | 562 | $556.6K | 0.22% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 566 | $559.8K | 0.04% | +5+0.9% | Added |
| Barnes Pettey Financial Advisors, LLC | 567 | $561.3K | 0.38% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 567 | $561.6K | 0.34% | +137+31.9% | Added |
| Bingham Private Wealth, LLC | 570 | $564.3K | 0.54% | −18−3.1% | Reduced |
| DAGCO, Inc. | 572 | $566.1K | 0.16% | +61+11.9% | Added |
| Insight Inv LLC | 573 | $567.2K | 0.38% | −14,241−96.1% | Reduced |
| BlueSpruce Investments, LP | 573 | $567.2K | 0.01% | +573 | New |
| Matrix Asset Advisors Inc | 573 | $567.5K | 0.06% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 574 | $568.2K | 0.27% | +59+11.5% | Added |
| E&G Advisors, LP | 575 | $569.2K | 0.15% | +90+18.6% | Added |
| Northwest Capital Management Inc | 575 | $569.5K | 0.31% | −361−38.6% | Reduced |
| ERn Financial, LLC | 576 | $570.1K | 0.12% | −1,337−69.9% | Reduced |
| Creative Capital Management Investments LLC | 576 | $570.2K | 0.20% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 577 | $571.2K | 0.18% | −5−0.9% | Reduced |
| BNP Paribas | 577 | $571.6K | 0.02% | +151+35.4% | Added |
| Andina Capital Management, LLC | 578 | $572.2K | 0.40% | +321+124.9% | Added |
| Saxony Capital Management, LLC | 579 | $573.2K | 0.44% | +7+1.2% | Added |
| First American Bank | 581 | $575.2K | 0.04% | 00.0% | Unchanged |