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
- 4,011
- +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
- 1,749 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 |
|---|---|---|---|---|---|
| Investmark Advisory Group LLC | 967 | $957.3K | 0.45% | +1+0.1% | Added |
| One Charles Private Wealth Services, LLC | 968 | $957.8K | 0.27% | +1+0.1% | Added |
| Nestegg Advisors, Inc. | 970 | $960.3K | 0.92% | 00.0% | Unchanged |
| Prasad Wealth Partners, LLC | 970 | $960.5K | 0.28% | +259+36.4% | Added |
| Red Lighthouse Investment Management, LLC | 971 | $961.2K | 0.37% | +4+0.4% | Added |
| Prosperity Wealth Management, Inc. | 971 | $961.2K | 0.36% | +971 | New |
| Ellevest, Inc. | 972 | $962.0K | 0.15% | −11−1.1% | Reduced |
| Beacon Financial Advisory LLC | 975 | $964.8K | 0.25% | +171+21.3% | Added |
| Waycross Investment Management Co | 975 | $965.7K | 1.00% | −3−0.3% | Reduced |
| Blalock Williams, LLC | 977 | $967.2K | 0.97% | −34−3.4% | Reduced |
| Walleye Capital LLC | 979 | $969.2K | 0.01% | −304−23.7% | Reduced |
| Tandem Investment Partners LLC | 979 | $969.2K | 0.85% | +113+13.0% | Added |
| Pettinga Financial Advisors, LLC | 980 | $970.1K | 0.21% | −4−0.4% | Reduced |
| Weinberger Asset Management, Inc | 982 | $972.5K | 0.38% | +2+0.2% | Added |
| EdgeRock Capital LLC | 987 | $975.9K | 0.31% | +281+39.8% | Added |
| Verity & Verity, LLC | 986 | $976.1K | 0.08% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 987 | $977.1K | 0.98% | +59+6.4% | Added |
| Sound Income Strategies, LLC | 992 | $982.5K | 0.06% | +6+0.6% | Added |
| Bangor Savings Bank | 994 | $984.1K | 0.09% | 00.0% | Unchanged |
| Littlejohn Financial Services, Inc. | 995 | $985.1K | 0.76% | −20−2.0% | Reduced |
| Greenwich Wealth Management LLC | 996 | $986.0K | 0.05% | −2−0.2% | Reduced |
| Concentrum Wealth Management | 996 | $986.3K | 0.31% | +214+27.4% | Added |
| Capital Square, LLC | 1,017 | $986.8K | 0.53% | +33+3.4% | Added |
| Frisch Financial Group, Inc. | 997 | $987.0K | 0.24% | +329+49.3% | Added |
| UBS Oconnor LLC | 1,000 | $989.9K | 0.03% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 1,000 | $989.9K | 1.02% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,000 | $989.9K | 0.05% | +1,000 | New |
| PrairieView Partners, LLC | 1,001 | $990.0K | 0.10% | +3+0.3% | Added |
| Trinity Financial Advisors LLC | 1,003 | $993.0K | 0.30% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 1,006 | $993.0K | 0.15% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,005 | $994.9K | 0.47% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 1,006 | $995.6K | 0.30% | +729+263.2% | Added |
| Smith & Howard Wealth Management, LLC | 1,007 | $997.1K | 0.25% | +100+11.0% | Added |
| Magnolia Capital Management Ltd | 1,008 | $998.0K | 0.80% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,009 | $998.8K | 0.60% | 00.0% | Unchanged |
| OV Management LLC | 1,010 | $999.8K | 0.84% | −1,530−60.2% | Reduced |
| Simon Quick Advisors, LLC | 1,013 | $1.00M | 0.05% | −3,322−76.6% | Reduced |
| LongView Wealth Management | 1,013 | $1.00M | 0.30% | −110−9.8% | Reduced |
| Riversedge Advisors, LLC | 1,015 | $1.00M | 0.20% | +9+0.9% | Added |
| Claris Financial LLC | 1,016 | $1.01M | 0.76% | −218−17.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 1,018 | $1.01M | 0.16% | +56+5.8% | Added |
| Catalyst Private Wealth, LLC | 1,018 | $1.01M | 0.45% | +155+18.0% | Added |
| CKW Financial Group | 1,022 | $1.01M | 0.12% | 00.0% | Unchanged |
| Ascent Capital Management, LLC | 1,019 | $1.01M | 0.90% | +10+1.0% | Added |
| Promus Capital, LLC | 1,019 | $1.01M | 0.65% | +139+15.8% | Added |
| Wealthstream Advisors, Inc. | 1,019 | $1.01M | 0.17% | +64+6.7% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 1,020 | $1.01M | 0.21% | +330+47.8% | Added |
| Private Client Services, LLC | 1,021 | $1.01M | 0.39% | +270+36.0% | Added |
| Interchange Capital Partners, LLC | 1,022 | $1.01M | 0.23% | +10+1.0% | Added |
| Flynn Zito Capital Management, LLC | 1,023 | $1.01M | 0.43% | +26+2.6% | Added |
| Barton Investment Management | 1,024 | $1.01M | 0.11% | 00.0% | Unchanged |
| Eclectic Associates Inc | 1,025 | $1.01M | 0.22% | +10+1.0% | Added |
| Enzi Wealth | 1,048 | $1.02M | 0.37% | −4−0.4% | Reduced |
| Princeton Global Asset Management LLC | 1,028 | $1.02M | 0.18% | +159+18.3% | Added |
| Prairie Wealth Advisors, Inc. | 1,031 | $1.02M | 0.44% | +5+0.5% | Added |
| Profit Investment Management, LLC | 1,035 | $1.02M | 0.92% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 1,036 | $1.03M | 0.67% | −4−0.4% | Reduced |
| Postrock Partners LLC | 1,038 | $1.03M | 0.49% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 1,038 | $1.03M | 0.12% | +103+11.0% | Added |
| Cahill Financial Advisors Inc | 1,039 | $1.03M | 0.13% | −57−5.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,039 | $1.03M | 0.38% | −6−0.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 1,046 | $1.03M | 0.43% | −200−16.1% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,040 | $1.03M | 0.71% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 1,043 | $1.03M | 0.08% | +126+13.7% | Added |
| One Day In July LLC | 1,046 | $1.04M | 0.09% | +38+3.8% | Added |
| Independent Wealth Network Inc. | 1,046 | $1.04M | 0.38% | +4+0.4% | Added |
| Armstrong Advisory Group, Inc | 1,046 | $1.04M | 0.08% | +13+1.3% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,049 | $1.04M | 0.02% | −133−11.3% | Reduced |
| Richardson Financial Services Inc. | 1,055 | $1.04M | 0.70% | +47+4.7% | Added |
| Chaney Capital Management, Inc. | 1,059 | $1.05M | 0.41% | −62−5.5% | Reduced |
| Marks Group Wealth Management, Inc | 1,059 | $1.05M | 0.10% | +50+5.0% | Added |
| Obsidian Personal Planning Solutions LLC | 1,060 | $1.05M | 0.42% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 1,060 | $1.05M | 0.02% | −5−0.5% | Reduced |
| MGB Wealth Management, LLC | 1,063 | $1.05M | 0.35% | +184+20.9% | Added |
| Meridian Investment Counsel Inc. | 1,066 | $1.06M | 0.29% | +65+6.5% | Added |
| Helium Advisors LLC | 1,066 | $1.06M | 0.67% | −98−8.4% | Reduced |
| Fortress Financial Solutions, LLC | 1,067 | $1.06M | 1.32% | +36+3.5% | Added |
| Goldstone Financial Group, LLC | 1,070 | $1.06M | 0.14% | +159+17.5% | Added |
| First National Bank of Hutchinson | 1,068 | $1.06M | 0.66% | −6−0.6% | Reduced |
| Old Mission Investment Co LLC | 1,068 | $1.06M | 0.29% | +373+53.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,069 | $1.06M | 0.49% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 1,072 | $1.06M | 0.26% | +24+2.3% | Added |
| Betterment LLC | 1,074 | $1.06M | 0.00% | +812+309.9% | Added |
| Belmont Capital, LLC | 1,076 | $1.07M | 0.16% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,076 | $1.07M | 0.23% | +62+6.1% | Added |
| Armstrong Henry H Associates Inc | 1,076 | $1.07M | 0.10% | 00.0% | Unchanged |
| Antonelli Financial Advisors, LLC | 1,077 | $1.07M | 0.77% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 1,078 | $1.07M | 0.43% | −55−4.9% | Reduced |
| 1248 Management, LLC | 1,082 | $1.07M | 0.40% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 1,084 | $1.07M | 0.79% | −32−2.9% | Reduced |
| Werba Rubin Papier Wealth Management | 1,084 | $1.07M | 0.20% | +12+1.1% | Added |
| Vance Wealth, Inc. | 1,086 | $1.07M | 0.36% | +132+13.8% | Added |
| Kapstone Financial Advisors LLC | 1,086 | $1.08M | 0.54% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 1,089 | $1.08M | 0.22% | +307+39.3% | Added |
| Martin Worley Group | 1,092 | $1.08M | 0.53% | +349+47.0% | Added |
| IFG Advisors, LLC | 1,093 | $1.08M | 0.18% | +6+0.6% | Added |
| American Institute for Advanced Investment Management, LLP | 1,095 | $1.08M | 0.77% | +15+1.4% | Added |
| Lecap Asset Management Ltd | 1,095 | $1.08M | 0.38% | +1,095 | New |
| Embree Financial Group | 1,097 | $1.09M | 0.16% | +40+3.8% | Added |
| TFB Advisors LLC | 1,098 | $1.09M | 0.28% | −23−2.1% | Reduced |