Costco Wholesale Corp
COST- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000909832
In the last 90 days, Costco Wholesale Corp insiders filed 0 open-market purchases and 2 sales; 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 |
|---|---|---|---|---|---|
| Beech Hill Advisors, Inc. | 655 | $648.4K | 0.29% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 657 | $650.8K | 0.11% | +79+13.7% | Added |
| SFM, LLC | 658 | $651.4K | 0.42% | −105−13.8% | Reduced |
| KFA Private Wealth Group, LLC | 659 | $652.5K | 0.20% | +5+0.8% | Added |
| Presidio Capital Management, LLC | 660 | $653.0K | 0.25% | +9+1.4% | Added |
| Key Financial Inc | 661 | $654.4K | 0.13% | +53+8.7% | Added |
| Blankinship & Foster, LLC | 662 | $655.3K | 0.15% | −62−8.6% | Reduced |
| Optivise Advisory Services LLC | 662 | $655.4K | 0.33% | +61+10.1% | Added |
| Bank of Jackson Hole Trust | 663 | $656.3K | 0.37% | +56+9.2% | Added |
| V2 Financial group LLC | 663 | $656.3K | 0.40% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 663 | $656.4K | 0.14% | −150−18.5% | Reduced |
| Green Square Capital Advisors LLC | 663 | $656.6K | 0.08% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 665 | $658.3K | 0.06% | −20−2.9% | Reduced |
| Tuttle Tactical Management | 666 | $659.3K | 2.73% | +84+14.4% | Added |
| J. L. Bainbridge & Co., Inc. | 666 | $659.5K | 0.06% | +45+7.2% | Added |
| Hartmann Taylor Wealth Management, LLC | 667 | $660.3K | 0.55% | −1−0.1% | Reduced |
| Bigelow Investment Advisors, LLC | 669 | $662.3K | 0.29% | −6−0.9% | Reduced |
| Park Place Capital Corp | 672 | $662.6K | 0.15% | −373−35.7% | Reduced |
| Tidemark, LLC | 671 | $664.7K | 0.21% | +293+77.5% | Added |
| Financial Alternatives, Inc | 673 | $666.2K | 0.43% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 673 | $666.2K | 0.22% | +70+11.6% | Added |
| Goldstein Advisors, LLC | 674 | $667.2K | 0.09% | −133−16.5% | Reduced |
| EWG Elevate Inc. | 674 | $667.2K | 0.21% | +1+0.1% | Added |
| Reliant Investment Partners, LLC | 675 | $668.2K | 0.58% | +25+3.8% | Added |
| Allen Capital Group, LLC | 675 | $668.2K | 0.07% | +109+19.3% | Added |
| SLT Holdings LLC | 676 | $669.2K | 0.50% | +156+30.0% | Added |
| Hiley Hunt Wealth Management | 675 | $670.1K | 0.34% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 677 | $670.2K | 0.11% | +3+0.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 678 | $671.3K | 0.23% | +122+21.9% | Added |
| RFG - Bristol Wealth Advisors, LLC | 680 | $673.3K | 0.21% | −40−5.6% | Reduced |
| Paradigm Asset Management Co LLC | 681 | $674.1K | 0.17% | −400−37.0% | Reduced |
| Darwin Advisors, LLC | 681 | $675.0K | 0.23% | +165+32.0% | Added |
| Horizon Bancorp Inc | 683 | $676.0K | 0.34% | +220+47.5% | Added |
| BankPlus Wealth Management LLC | 683 | $677.0K | 0.45% | +2+0.3% | Added |
| Altrafin AG | 684 | $677.1K | 0.23% | 00.0% | Unchanged |
| KilterHowling LLC | 685 | $677.7K | 0.40% | +5+0.7% | Added |
| Correct Capital Wealth Management | 685 | $678.1K | 0.13% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 686 | $679.0K | 0.15% | −10−1.4% | Reduced |
| Rosenberg Matthew Hamilton | 686 | $679.1K | 0.16% | −13−1.9% | Reduced |
| Van Strum & Towne Inc. | 687 | $680.0K | 0.21% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 690 | $683.1K | 0.07% | −25−3.5% | Reduced |
| Culbertson A N & Co Inc | 690 | $683.1K | 0.10% | −20−2.8% | Reduced |
| Occidental Asset Management, LLC | 693 | $685.7K | 0.09% | +9+1.3% | Added |
| Ulland Investment Advisors, LLC | 693 | $686.0K | 0.52% | −4−0.6% | Reduced |
| KRS Capital Management, LLC | 694 | $686.9K | 0.46% | +6+0.9% | Added |
| Calton & Associates, Inc. | 694 | $687.1K | 0.12% | +104+17.6% | Added |
| Hendershot Investments Inc. | 697 | $690.0K | 0.09% | −50−6.7% | Reduced |
| Axim Planning & Wealth | 697 | $690.0K | 0.63% | +697 | New |
| Foundation Wealth Management, LLC | 698 | $691.2K | 0.48% | −36−4.9% | Reduced |
| APCM Wealth Management for Individuals | 698 | $691.3K | 0.10% | +61+9.6% | Added |
| Momentous Wealth Management, Inc. | 699 | $691.7K | 0.45% | −119−14.5% | Reduced |
| Accel Wealth Management | 700 | $692.9K | 0.23% | +24+3.6% | Added |
| Diversified Enterprises, LLC | 700 | $693.0K | 0.05% | −60−7.9% | Reduced |
| Callahan Advisors, LLC | 700 | $693.2K | 0.06% | +2+0.3% | Added |
| MN Wealth Advisors, LLC | 700 | $693.7K | 0.40% | +66+10.4% | Added |
| Greystone Financial Group, LLC | 702 | $694.9K | 0.11% | +31+4.6% | Added |
| Poehling Capital Management, LLC | 703 | $695.9K | 0.16% | −242−25.6% | Reduced |
| Archetype Wealth Partners | 703 | $696.0K | 0.10% | +3+0.4% | Added |
| Southland Equity Partners LLC | 704 | $697.1K | 0.15% | +51+7.8% | Added |
| LRI Investments, LLC | 704 | $697.2K | 0.06% | −42−5.6% | Reduced |
| White Pine Capital LLC | 705 | $697.9K | 0.22% | 00.0% | Unchanged |
| Clean Yield Group | 705 | $698.3K | 0.21% | −6−0.8% | Reduced |
| First Community Trust NA | 709 | $701.9K | 0.57% | 00.0% | Unchanged |
| Asio Capital, LLC | 710 | $702.9K | 0.12% | −19−2.6% | Reduced |
| TigerOak Management, L.L.C. | 710 | $702.9K | 0.24% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 711 | $703.5K | 0.54% | +711 | New |
| Cercano Management LLC | 712 | $704.8K | 0.02% | −1,273−64.1% | Reduced |
| BOS Asset Management, LLC | 712 | $704.8K | 0.22% | −2−0.3% | Reduced |
| Oder Investment Management, LLC | 712 | $704.9K | 0.53% | +2+0.3% | Added |
| Sterling Financial Planning, Inc. | 712 | $705.1K | 0.24% | −14−1.9% | Reduced |
| Verum Partners LLC | 712 | $705.1K | 0.16% | +86+13.7% | Added |
| Lakeridge Wealth Management LLC | 713 | $705.4K | 0.32% | −1−0.1% | Reduced |
| Echo45 Advisors LLC | 713 | $705.6K | 0.44% | −9−1.2% | Reduced |
| Orin Green Financial, LLC | 716 | $708.3K | 0.30% | +37+5.4% | Added |
| Victrix Investment Advisors | 716 | $708.7K | 0.31% | +31+4.5% | Added |
| Aberdeen Wealth Management LLC | 716 | $708.8K | 0.47% | 00.0% | Unchanged |
| Axq Capital, LP | 720 | $712.8K | 0.23% | +720 | New |
| Royal Capital Wealth Management, LLC | 721 | $713.9K | 0.47% | 00.0% | Unchanged |
| Philadelphia Trust Co | 722 | $715.0K | 0.05% | +100+16.1% | Added |
| Legacy Capital Group California, Inc. | 723 | $716.0K | 0.20% | +10+1.4% | Added |
| Westfuller Advisors, LLC | 724 | $716.5K | 0.41% | +315+77.0% | Added |
| SkyOak Wealth, LLC | 725 | $717.7K | 0.14% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 726 | $718.7K | 0.39% | +2+0.3% | Added |
| Mindset Wealth Management, LLC | 726 | $718.7K | 0.24% | +3+0.4% | Added |
| AIMZ Investment Advisors, LLC | 730 | $722.7K | 0.24% | −25−3.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 730 | $722.7K | 0.04% | +54+8.0% | Added |
| Copia Wealth Management | 731 | $723.6K | 0.61% | +19+2.7% | Added |
| Essential Partners LLC | 731 | $723.6K | 0.29% | +731 | New |
| Scarborough Advisors, LLC | 733 | $725.2K | 0.14% | +52+7.6% | Added |
| GenTrust, LLC | 733 | $725.6K | 0.03% | −2,327−76.0% | Reduced |
| Collective Family Office LLC | 736 | $728.6K | 0.19% | −16−2.1% | Reduced |
| Mason & Associates Inc | 737 | $729.4K | 0.17% | −3−0.4% | Reduced |
| CMG Global Holdings, LLC | 784 | $731.8K | 0.39% | +1+0.1% | Added |
| Firestone Capital Management | 741 | $733.1K | 0.17% | +87+13.3% | Added |
| Wealth Effects LLC | 741 | $733.4K | 0.27% | −5−0.7% | Reduced |
| Yarger Wealth Strategies, LLC | 741 | $733.6K | 0.38% | +48+6.9% | Added |
| Peak Financial Management, Inc. | 742 | $734.5K | 0.21% | −45−5.7% | Reduced |
| Affinity Capital Advisors, LLC | 743 | $735.0K | 0.13% | +102+15.9% | Added |
| Schneider Downs Wealth Management Advisors, LP | 744 | $736.5K | 0.11% | −52−6.5% | Reduced |
| Paladin Wealth, LLC | 745 | $737.6K | 0.57% | −43−5.5% | Reduced |