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 |
|---|---|---|---|---|---|
| Aspen Investment Management Inc | 1,098 | $1.09M | 0.46% | +35+3.3% | Added |
| Clearview Wealth Advisors LLC | 1,099 | $1.09M | 0.76% | +1+0.1% | Added |
| Sage Capital Management, LLC | 1,099 | $1.09M | 0.52% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,100 | $1.09M | 0.31% | 00.0% | Unchanged |
| Lane Generational LLC | 1,100 | $1.09M | 1.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,100 | $1.09M | 0.15% | −39−3.4% | Reduced |
| Smith, Moore & Co. | 1,101 | $1.09M | 0.09% | −213−16.2% | Reduced |
| Long Island Wealth Management, Inc. | 1,101 | $1.09M | 0.57% | 00.0% | Unchanged |
| GR Financial Group, LLC | 1,101 | $1.09M | 0.27% | +1+0.1% | Added |
| NFP Retirement, Inc. | 1,103 | $1.09M | 0.07% | +118+12.0% | Added |
| Capital Wealth Alliance, LLC | 1,104 | $1.09M | 0.59% | −1−0.1% | Reduced |
| Cardinal Strategic Wealth Guidance | 1,105 | $1.09M | 0.32% | −142−11.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,107 | $1.10M | 0.21% | −48−4.2% | Reduced |
| AA Financial Advisors, LLC | 1,108 | $1.10M | 0.24% | +199+21.9% | Added |
| Capital Advantage, Inc. | 1,109 | $1.10M | 0.17% | +116+11.7% | Added |
| Boomfish Wealth Group, LLC | 1,109 | $1.10M | 0.63% | +467+72.7% | Added |
| CFO4Life Group, LLC | 1,110 | $1.10M | 0.17% | +31+2.9% | Added |
| Foster Group, Inc. | 1,111 | $1.10M | 0.04% | +97+9.6% | Added |
| CPA Asset Management LLC | 1,114 | $1.10M | 0.46% | −135−10.8% | Reduced |
| Addison Capital Co | 1,114 | $1.10M | 0.38% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,114 | $1.10M | 0.18% | +102+10.1% | Added |
| Astoria Portfolio Advisors LLC. | 1,184 | $1.11M | 0.31% | +44+3.9% | Added |
| Howard Wealth Management, LLC | 1,118 | $1.11M | 0.56% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 1,119 | $1.11M | 0.44% | −2−0.2% | Reduced |
| Financial Perspectives, Inc | 1,120 | $1.11M | 0.34% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 1,120 | $1.11M | 0.09% | +22+2.0% | Added |
| Hemington Wealth Management | 1,124 | $1.11M | 0.16% | +13+1.2% | Added |
| Breakwater Capital Group | 1,128 | $1.12M | 0.18% | −1−0.1% | Reduced |
| Hallmark Capital Management Inc | 1,128 | $1.12M | 0.08% | −76−6.3% | Reduced |
| Trilogy Capital Inc. | 1,130 | $1.12M | 0.05% | +73+6.9% | Added |
| Enclave Advisors LLC | 1,130 | $1.12M | 0.18% | −452−28.6% | Reduced |
| Pachira Investments Inc. | 1,132 | $1.12M | 0.85% | +33+3.0% | Added |
| Stableford Capital II LLC | 1,198 | $1.12M | 0.42% | −69−5.4% | Reduced |
| Fusion Capital, LLC | 1,132 | $1.12M | 0.38% | −20−1.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,133 | $1.12M | 0.10% | +2+0.2% | Added |
| Gen-Wealth Partners Inc | 1,134 | $1.12M | 0.43% | +37+3.4% | Added |
| Portfolio Design Labs, LLC | 1,134 | $1.12M | 0.22% | +82+7.8% | Added |
| Northern Capital Management, Inc. | 1,134 | $1.12M | 0.66% | +1+0.1% | Added |
| McAdam, LLC | 1,135 | $1.12M | 0.06% | +320+39.3% | Added |
| Strategic Investment Advisors | 1,135 | $1.12M | 0.11% | −158−12.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,135 | $1.12M | 0.66% | +602+112.9% | Added |
| Cascade Investment Group, Inc. | 1,140 | $1.13M | 0.79% | −8−0.7% | Reduced |
| Family Legacy Financial Solutions, LLC | 1,141 | $1.13M | 0.96% | +1,141 | New |
| TSFG, LLC | 1,142 | $1.13M | 0.20% | +2+0.2% | Added |
| Quantitative Investment Management, LLC | 1,143 | $1.13M | 0.15% | +1,143 | New |
| Notis-McConarty Edward | 1,143 | $1.13M | 0.55% | −115−9.1% | Reduced |
| Tobias Financial Advisors, Inc. | 1,143 | $1.13M | 0.19% | +736+180.8% | Added |
| Fragasso Group Inc. | 1,144 | $1.13M | 0.08% | +392+52.1% | Added |
| Essex LLC | 1,146 | $1.13M | 0.22% | +3+0.3% | Added |
| Castle Wealth Management LLC | 1,146 | $1.13M | 0.41% | +5+0.4% | Added |
| Archer Investment Corp | 1,150 | $1.14M | 0.27% | −100−8.0% | Reduced |
| Builder Investment Group Inc | 1,150 | $1.14M | 0.28% | 00.0% | Unchanged |
| Holistic Planning, LLC | 1,152 | $1.14M | 0.33% | +866+302.8% | Added |
| American State Bank (Iowa) | 1,154 | $1.14M | 0.63% | +22+1.9% | Added |
| Kaizen Financial Strategies | 1,155 | $1.14M | 0.58% | +36+3.2% | Added |
| Destiny Capital Corp | 1,159 | $1.15M | 0.69% | +18+1.6% | Added |
| VisionPoint Advisory Group, LLC | 1,159 | $1.15M | 0.25% | +700+152.5% | Added |
| Strengthening Families & Communities, LLC | 1,159 | $1.15M | 0.64% | +2+0.2% | Added |
| Dover Advisors, LLC | 1,159 | $1.15M | 0.51% | +16+1.4% | Added |
| Bond & Devick Financial Network, Inc. | 1,160 | $1.15M | 0.38% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,162 | $1.15M | 0.39% | −148−11.3% | Reduced |
| Syverson Strege & Co | 1,162 | $1.15M | 0.27% | +824+243.8% | Added |
| Delap Wealth Advisory, LLC | 1,164 | $1.15M | 0.55% | −7−0.6% | Reduced |
| Onefund, LLC | 1,165 | $1.15M | 0.83% | −12−1.0% | Reduced |
| Wisconsin Wealth Advisors, LLC | 1,168 | $1.16M | 1.33% | +57+5.1% | Added |
| Evergreen Wealth Solutions, LLC | 1,169 | $1.16M | 0.70% | −15−1.3% | Reduced |
| Morningstar Investment Management LLC | 1,171 | $1.16M | 0.10% | +1,171 | New |
| Milestone Asset Management Group, LLC | 1,171 | $1.16M | 0.86% | −20−1.7% | Reduced |
| Kera Capital Partners, Inc. | 1,175 | $1.16M | 0.23% | +942+404.3% | Added |
| Smart Money Group LLC | 1,175 | $1.16M | 0.36% | +82+7.5% | Added |
| Garden State Investment Advisory Services LLC | 1,169 | $1.16M | 0.32% | −229−16.4% | Reduced |
| TPG Advisors LLC | 1,177 | $1.17M | 0.84% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,177 | $1.17M | 0.21% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,178 | $1.17M | 0.22% | −354−23.1% | Reduced |
| Roxbury Financial LLC | 1,179 | $1.17M | 1.14% | −42−3.4% | Reduced |
| Lawson Kroeker Investment Management Inc | 1,180 | $1.17M | 0.22% | 00.0% | Unchanged |
| Atala Financial Inc | 1,181 | $1.17M | 0.81% | 00.0% | Unchanged |
| Optima Capital LLC | 1,181 | $1.17M | 0.63% | +75+6.8% | Added |
| Waters Parkerson & Co., LLC | 1,184 | $1.17M | 0.06% | 00.0% | Unchanged |
| Lansing Street Advisors | 1,186 | $1.17M | 0.35% | +638+116.4% | Added |
| KC Investment Advisors, LLC | 1,191 | $1.18M | 0.41% | −3−0.3% | Reduced |
| Northstar Financial Companies, Inc. | 1,194 | $1.18M | 1.23% | −6−0.5% | Reduced |
| Acropolis Investment Management, LLC | 1,195 | $1.18M | 0.06% | +18+1.5% | Added |
| Sharper & Granite LLC | 1,204 | $1.18M | 0.45% | −35−2.8% | Reduced |
| Shikiar Asset Management Inc | 1,197 | $1.19M | 0.33% | −565−32.1% | Reduced |
| Heartland Bank & Trust Co | 1,198 | $1.19M | 0.56% | −32−2.6% | Reduced |
| Sachetta, LLC | 1,198 | $1.19M | 0.47% | −25−2.0% | Reduced |
| Surience Private Wealth LLC | 1,200 | $1.19M | 1.12% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1,202 | $1.19M | 0.39% | +6+0.5% | Added |
| Gill Capital Partners, LLC | 1,202 | $1.19M | 0.38% | −39−3.1% | Reduced |
| Wolff Wiese Magana LLC | 1,202 | $1.19M | 0.74% | +54+4.7% | Added |
| Wescott Financial Advisory Group, LLC | 1,207 | $1.19M | 0.11% | −17−1.4% | Reduced |
| Henshaw Capital LLC | 1,207 | $1.19M | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,207 | $1.20M | 0.09% | −323−21.1% | Reduced |
| GeoWealth Management, LLC | 1,210 | $1.20M | 0.05% | −636−34.5% | Reduced |
| Marshall & Sullivan Inc | 1,212 | $1.20M | 0.58% | +2+0.2% | Added |
| Fairview Capital Investment Management, LLC | 1,215 | $1.20M | 0.06% | −10−0.8% | Reduced |
| Abbot Financial Management, Inc. | 1,216 | $1.20M | 0.56% | +303+33.2% | Added |
| Crown Wealth Group, LLC | 1,217 | $1.20M | 0.45% | +42+3.6% | Added |
| Revolve Wealth Partners, LLC | 1,220 | $1.21M | 0.16% | −50−3.9% | Reduced |