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 |
|---|---|---|---|---|---|
| Invenio Wealth Partners LLC | 746 | $738.5K | 0.29% | −52−6.5% | Reduced |
| Sunflower Bank, N.A. | 746 | $738.5K | 0.19% | +46+6.6% | Added |
| Old Port Advisors | 750 | $742.4K | 0.20% | +8+1.1% | Added |
| Emerald Advisers, LLC | 750 | $742.5K | 0.03% | −34−4.3% | Reduced |
| Aua Capital Management, LLC | 750 | $742.5K | 0.44% | 00.0% | Unchanged |
| Strategic Planning, Inc. | 754 | $746.2K | 0.45% | +1+0.1% | Added |
| Washington Trust Advisors, Inc. | 758 | $750.4K | 0.06% | 00.0% | Unchanged |
| Davidson Investment Advisors | 760 | $752.1K | 0.03% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 760 | $752.3K | 0.40% | −1−0.1% | Reduced |
| Blossom Wealth Management | 763 | $755.0K | 1.34% | +18+2.4% | Added |
| Seizert Capital Partners, LLC | 763 | $755.3K | 0.03% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 765 | $757.2K | 0.08% | +272+55.2% | Added |
| Anson Funds Management LP | 768 | $760.3K | 0.14% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 768 | $760.3K | 0.46% | +80+11.6% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 768 | $760.3K | 0.19% | +97+14.5% | Added |
| Empire Financial Management Company, LLC | 770 | $762.3K | 0.22% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 771 | $763.2K | 0.55% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 772 | $764.2K | 0.16% | +154+24.9% | Added |
| Austin Private Wealth, LLC | 773 | $765.1K | 0.06% | +305+65.2% | Added |
| QTR Family Wealth, LLC | 773 | $765.4K | 0.47% | +246+46.7% | Added |
| Peoples Financial Services Corp. | 774 | $766.2K | 0.38% | −312−28.7% | Reduced |
| Chickasaw Capital Management LLC | 775 | $767.0K | 0.03% | −15−1.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 776 | $768.4K | 0.31% | −67−7.9% | Reduced |
| Abound Wealth Management | 777 | $768.7K | 0.22% | −10−1.3% | Reduced |
| Hamilton Wealth, LLC | 777 | $769.0K | 0.17% | +3+0.4% | Added |
| KWMG, LLC | 777 | $769.1K | 0.07% | +54+7.5% | Added |
| Sandy Cove Advisors, LLC | 777 | $769.2K | 0.28% | +21+2.8% | Added |
| Virtue Capital Management, LLC | 779 | $771.2K | 0.14% | −1,545−66.5% | Reduced |
| Advyzon Investment Management, LLC | 779 | $771.5K | 0.17% | +524+205.5% | Added |
| Rise Advisors, LLC | 783 | $774.7K | 0.31% | +2+0.3% | Added |
| Jacobsen Capital Management | 783 | $775.1K | 0.29% | +55+7.6% | Added |
| Perpetual Ltd | 784 | $776.1K | 0.01% | −5−0.6% | Reduced |
| Ruggaard & Associates LLC | 784 | $776.1K | 0.31% | +1+0.1% | Added |
| LeClair Wealth Partners LLC | 785 | $777.1K | 0.53% | −3−0.4% | Reduced |
| Chapin Davis, Inc. | 785 | $777.1K | 0.21% | +64+8.9% | Added |
| Edgemoor Investment Advisors, Inc. | 785 | $777.8K | 0.07% | +111+16.5% | Added |
| SilverOak Wealth Management LLC | 786 | $778.1K | 0.15% | +164+26.4% | Added |
| First City Capital Management, Inc. | 789 | $781.1K | 0.45% | 00.0% | Unchanged |
| Scientech Research LLC | 792 | $784.0K | 0.19% | −547−40.9% | Reduced |
| Northeast Financial Consultants Inc | 792 | $784.0K | 0.03% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 792 | $784.4K | 0.13% | +44+5.9% | Added |
| MGO Private Wealth, LLC | 793 | $785.0K | 0.50% | +20+2.6% | Added |
| Berkshire Money Management, Inc. | 793 | $785.1K | 0.08% | +8+1.0% | Added |
| Wealth Management Associates, Inc. | 794 | $785.8K | 0.31% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 795 | $786.9K | 0.26% | +31+4.1% | Added |
| CCG Wealth Management, LLC | 797 | $788.8K | 0.42% | +2+0.3% | Added |
| Papamarkou Wellner Asset Management inc. | 797 | $789.0K | 0.52% | +797 | New |
| Elm3 Financial Group, LLC | 798 | $789.8K | 0.66% | −35−4.2% | Reduced |
| Riverview Trust Co | 798 | $790.0K | 0.98% | −200−20.0% | Reduced |
| Alpha Financial Partners, LLC | 798 | $790.2K | 0.57% | −11−1.4% | Reduced |
| Von Berge Wealth Management Group, LLC | 839 | $790.3K | 0.44% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 801 | $792.9K | 0.55% | −30−3.6% | Reduced |
| Quantum Financial Advisors, LLC | 803 | $795.3K | 0.11% | −166−17.1% | Reduced |
| Thrive Wealth Management, LLC | 804 | $795.9K | 0.13% | +54+7.2% | Added |
| Mendel Capital Management LLC | 806 | $797.9K | 0.45% | +806 | New |
| Carr Financial Group Corp | 806 | $798.3K | 0.24% | +87+12.1% | Added |
| Scott Marsh Financial, LLC | 808 | $799.1K | 0.30% | +808 | New |
| Monument Capital Management | 809 | $800.7K | 0.21% | −41−4.8% | Reduced |
| Dark Forest Capital Management LP | 809 | $800.9K | 0.03% | +286+54.7% | Added |
| Bill Few Associates, Inc. | 811 | $802.8K | 0.23% | +16+2.0% | Added |
| JB Capital LLC | 811 | $803.0K | 0.04% | −3−0.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 811 | $803.0K | 0.68% | −38−4.5% | Reduced |
| Shade Tree Advisors LLC | 813 | $804.8K | 0.70% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 813 | $805.0K | 0.19% | +2+0.2% | Added |
| First Affirmative Financial Network | 813 | $805.0K | 0.41% | +12+1.5% | Added |
| WealthBridge Capital Management, LLC | 813 | $805.3K | 0.20% | −4−0.5% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 814 | $805.4K | 0.29% | +51+6.7% | Added |
| Medallion Wealth Advisors, LLC | 816 | $805.8K | 0.31% | −40−4.7% | Reduced |
| DGS Capital Management, LLC | 814 | $806.2K | 0.17% | −32−3.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 815 | $806.7K | 0.18% | +63+8.4% | Added |
| CM Wealth Advisors LLC | 817 | $808.8K | 0.24% | −5−0.6% | Reduced |
| Wall Street Financial Group, Inc. | 818 | $809.8K | 0.73% | +481+142.7% | Added |
| James J. Burns & Company, LLC | 818 | $809.8K | 0.13% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 818 | $810.0K | 0.51% | +22+2.8% | Added |
| Riverwater Partners LLC | 819 | $810.8K | 0.38% | +9+1.1% | Added |
| M. Kraus & Co | 820 | $811.8K | 0.24% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 821 | $812.8K | 0.04% | −14−1.7% | Reduced |
| Transatlantique Private Wealth LLC | 823 | $814.8K | 0.30% | +43+5.5% | Added |
| Lifeworks Advisors, LLC | 824 | $815.7K | 0.12% | −91−9.9% | Reduced |
| Exchange Bank | 824 | $815.7K | 0.65% | +5+0.6% | Added |
| Apexium Financial, LP | 824 | $815.7K | 0.04% | +13+1.6% | Added |
| Empirical Asset Management, LLC | 826 | $817.7K | 0.25% | +19+2.4% | Added |
| Centerpoint Advisory Group | 826 | $817.7K | 0.71% | +100+13.8% | Added |
| Osterweis Capital Management Inc | 826 | $817.7K | 0.04% | +294+55.3% | Added |
| Prospect Financial Services LLC | 828 | $819.5K | 0.51% | +38+4.8% | Added |
| Jupiter Wealth Management LLC | 839 | $821.3K | 0.41% | +190+29.3% | Added |
| Capstone Wealth Management Group LLC | 833 | $824.8K | 0.60% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 833 | $824.9K | 0.66% | +5+0.6% | Added |
| Austin Wealth Management, LLC | 878 | $824.9K | 0.15% | −14−1.6% | Reduced |
| Pure Portfolios Holdings LLC | 834 | $825.9K | 0.28% | −21−2.5% | Reduced |
| Womack Financial LLC | 835 | $826.6K | 0.69% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 836 | $827.6K | 0.08% | −66−7.3% | Reduced |
| Argyle Capital Partners, LLC | 837 | $828.5K | 0.68% | −111−11.7% | Reduced |
| Patriot Investment Management Inc. | 838 | $829.1K | 0.06% | −14−1.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 841 | $832.6K | 0.24% | +133+18.8% | Added |
| Morey & Quinn Wealth Partners, LLC | 843 | $834.5K | 0.67% | +15+1.8% | Added |
| Weil Company, Inc. | 844 | $835.4K | 0.22% | +2+0.2% | Added |
| GFS Advisors, LLC | 846 | $837.0K | 0.11% | −95−10.1% | Reduced |
| Cyr Financial Inc. | 847 | $838.5K | 0.65% | +208+32.6% | Added |
| TFC Financial Management | 848 | $839.5K | 0.12% | −7−0.8% | Reduced |