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 |
|---|---|---|---|---|---|
| Aspen Grove Capital, LLC | 849 | $840.5K | 0.14% | +233+37.8% | Added |
| Wealth Watch Advisors, INC | 1,009 | $840.5K | 0.50% | +471+87.5% | Added |
| Carrera Capital Advisors | 849 | $840.5K | 0.17% | −140−14.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 850 | $841.2K | 0.15% | 00.0% | Unchanged |
| Osher Van de Voorde Investment Management | 852 | $843.4K | 0.19% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 854 | $845.4K | 0.23% | +1+0.1% | Added |
| Warther Private Wealth, LLC | 854 | $845.4K | 0.22% | +82+10.6% | Added |
| Bravias Capital Group, LLC | 854 | $845.7K | 0.62% | −31−3.5% | Reduced |
| Councilmark Asset Management, LLC | 855 | $846.4K | 0.54% | −50−5.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 856 | $846.9K | 0.11% | −21−2.4% | Reduced |
| Laidlaw Wealth Management LLC | 856 | $847.4K | 2.44% | −78−8.4% | Reduced |
| Pacifica Partners Inc. | 861 | $848.2K | 0.34% | +2+0.2% | Added |
| Tamar Securities, LLC | 857 | $848.5K | 0.10% | +15+1.8% | Added |
| Clarendon Private LLC | 860 | $851.0K | 0.82% | +28+3.4% | Added |
| Kaufman Rossin Wealth, LLC | 860 | $851.3K | 0.54% | +77+9.8% | Added |
| Avantra Family Wealth, Inc. | 865 | $856.3K | 0.71% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 867 | $858.4K | 0.14% | −92−9.6% | Reduced |
| Spartan Planning & Wealth Management | 868 | $859.3K | 0.74% | +485+126.6% | Added |
| Miller Financial Services LLC | 869 | $859.8K | 1.10% | −41−4.5% | Reduced |
| Rockland Trust Co | 870 | $861.2K | 0.04% | +4+0.5% | Added |
| Amplius Wealth Advisors, LLC | 871 | $862.2K | 0.08% | +5+0.6% | Added |
| Allstate Corp | 873 | $864.2K | 0.06% | −14,227−94.2% | Reduced |
| Menard Financial Group LLC | 873 | $864.2K | 0.51% | −24−2.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 875 | $866.2K | 0.22% | −50−5.4% | Reduced |
| Close Asset Management Ltd | 876 | $867.0K | 0.03% | +1+0.1% | Added |
| OneAscent Wealth Management LLC | 879 | $870.0K | 0.32% | +500+131.9% | Added |
| Pekin Hardy Strauss, Inc. | 879 | $870.2K | 0.10% | −45−4.9% | Reduced |
| Canal Capital Management, LLC | 880 | $870.8K | 0.14% | +231+35.6% | Added |
| Full Sail Capital, LLC | 883 | $874.1K | 0.05% | +253+40.2% | Added |
| Trademark Financial Management, LLC | 883 | $874.4K | 0.53% | +66+8.1% | Added |
| Machina Capital S.A.S. | 884 | $875.1K | 0.18% | +884 | New |
| May Hill Capital, LLC | 884 | $875.2K | 0.29% | +37+4.4% | Added |
| New Capital Management LP | 884 | $875.4K | 0.24% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 885 | $876.1K | 0.68% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 885 | $876.1K | 0.38% | +9+1.0% | Added |
| Plan A Wealth LLC | 885 | $876.1K | 0.50% | +331+59.7% | Added |
| M3 Advisory Group, LLC | 886 | $876.9K | 0.61% | +62+7.5% | Added |
| Plum Street Advisors, LLC | 886 | $877.1K | 0.39% | +12+1.4% | Added |
| Symmetry Partners, LLC | 887 | $877.8K | 0.11% | −215−19.5% | Reduced |
| Hanlon Investment Management, Inc. | 887 | $878.1K | 0.63% | +621+233.5% | Added |
| Shared Vision Wealth Group LLC | 936 | $879.6K | 0.44% | +15+1.6% | Added |
| Pacitti Group Inc. | 891 | $881.7K | 0.38% | +34+4.0% | Added |
| Solidarilty Wealth, LLC | 892 | $883.0K | 0.21% | −2,216−71.3% | Reduced |
| Tarbox Family Office, Inc. | 892 | $883.0K | 0.13% | −2−0.2% | Reduced |
| Beta Wealth Group, Inc. | 893 | $883.6K | 0.32% | +26+3.0% | Added |
| Elm Partners Management LLC | 893 | $884.0K | 0.05% | +893 | New |
| Eagle Harbor Asset Management Inc | 894 | $885.0K | 0.85% | −68−7.1% | Reduced |
| KG&L Capital Management,LLC | 900 | $890.9K | 0.26% | −64−6.6% | Reduced |
| Millstone Evans Group, LLC | 902 | $892.9K | 0.61% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 903 | $893.5K | 0.14% | −36−3.8% | Reduced |
| Clarity Wealth Development LLC | 904 | $895.1K | 0.89% | −3−0.3% | Reduced |
| Advus Financial Partners, LLC | 905 | $895.4K | 0.23% | +100+12.4% | Added |
| Beacon Financial Group | 905 | $896.1K | 0.09% | +87+10.6% | Added |
| Ninepoint Partners LP | 908 | $898.9K | 0.17% | +31+3.5% | Added |
| Tanager Wealth Management LLP | 909 | $899.9K | 0.11% | −20−2.2% | Reduced |
| Courage Miller Partners, LLC | 910 | $901.0K | 0.29% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 914 | $904.9K | 0.08% | +7+0.8% | Added |
| Leonteq Securities AG | 916 | $906.8K | 0.05% | −206−18.4% | Reduced |
| Crescent Sterling, Ltd. | 916 | $906.8K | 1.01% | +9+1.0% | Added |
| Inspirion Wealth Advisors, LLC | 918 | $908.4K | 0.12% | +4+0.4% | Added |
| Sherman Asset Management, Inc. | 917 | $908.6K | 0.81% | −1−0.1% | Reduced |
| Vista Investment Partners LLC | 919 | $909.8K | 0.26% | −133−12.6% | Reduced |
| Provident Investment Management, Inc. | 920 | $910.7K | 0.08% | 00.0% | Unchanged |
| GWN Securities Inc. | 901 | $912.2K | 0.17% | −4,522−83.4% | Reduced |
| Paragon Private Wealth Management, LLC | 922 | $913.0K | 0.36% | +273+42.1% | Added |
| Unique Wealth, LLC | 922 | $913.0K | 0.15% | +12+1.3% | Added |
| Elevate Capital Advisors, LLC | 925 | $915.5K | 0.73% | −181−16.4% | Reduced |
| Peoples Bank | 926 | $916.7K | 0.57% | −16−1.7% | Reduced |
| Live Oak Private Wealth LLC | 927 | $917.7K | 0.14% | +8+0.9% | Added |
| McRae Capital Management Inc | 928 | $918.7K | 0.19% | 00.0% | Unchanged |
| Souders Financial Advisors | 928 | $919.0K | 0.12% | −157−14.5% | Reduced |
| MFA Wealth Services | 931 | $921.2K | 0.69% | +6+0.6% | Added |
| Strategic Wealth Designers | 934 | $924.4K | 1.34% | +4+0.4% | Added |
| First Financial Corp | 934 | $924.6K | 0.41% | −100−9.7% | Reduced |
| Three Bridge Wealth Advisors, LLC | 938 | $928.6K | 0.24% | +364+63.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 939 | $929.8K | 0.31% | +22+2.4% | Added |
| Mascoma Wealth Management LLC | 940 | $930.5K | 0.22% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 942 | $932.3K | 0.15% | +1+0.1% | Added |
| Intrua Financial, LLC | 942 | $932.9K | 0.13% | +309+48.8% | Added |
| Howard Financial Services, Ltd. | 943 | $933.0K | 0.12% | +41+4.5% | Added |
| Tandem Wealth Advisors LLC | 943 | $933.5K | 0.46% | +180+23.6% | Added |
| MQS Management LLC | 944 | $934.5K | 0.52% | +944 | New |
| Pacific Center for Financial Services | 949 | $939.3K | 0.25% | −9−0.9% | Reduced |
| Tactive Advisors, LLC | 951 | $941.6K | 0.30% | +951 | New |
| Altus Wealth Group LLC | 952 | $942.4K | 0.42% | −3−0.3% | Reduced |
| Alpine Bank Wealth Management | 952 | $942.4K | 0.14% | +41+4.5% | Added |
| Bridgewealth Advisory Group, LLC | 954 | $944.4K | 0.24% | +640+203.8% | Added |
| Integrity Financial Corp | 954 | $944.4K | 0.48% | +9+1.0% | Added |
| North Dallas Bank & Trust Co | 954 | $944.4K | 0.72% | +954 | New |
| ZRC Wealth Management, LLC | 956 | $946.0K | 0.37% | 00.0% | Unchanged |
| Altiora Financial Group, LLC | 957 | $947.4K | 0.19% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 958 | $948.4K | 0.33% | +100+11.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 959 | $949.5K | 0.04% | +4+0.4% | Added |
| American Capital Advisory, LLC | 959 | $949.5K | 0.48% | +4+0.4% | Added |
| Bear Mountain Capital, Inc. | 999 | $949.7K | 0.34% | +1+0.1% | Added |
| Enterprise Financial Services Corp | 961 | $951.3K | 0.51% | +90+10.3% | Added |
| LJI Wealth Management, LLC | 961 | $951.3K | 0.17% | −7−0.7% | Reduced |
| McLean Asset Management Corp | 971 | $953.8K | 0.25% | +35+3.7% | Added |
| Strategic Financial Concepts, LLC | 965 | $955.5K | 0.13% | −31−3.1% | Reduced |
| Centennial Wealth Advisory LLC | 963 | $955.5K | 0.30% | +65+7.2% | Added |