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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 1,222 | $1.21M | 0.22% | +78+6.8% | Added |
| Intelligent Financial Strategies | 1,221 | $1.21M | 0.64% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 1,223 | $1.21M | 0.12% | +278+29.4% | Added |
| Mendel Money Management | 1,223 | $1.21M | 0.54% | −33−2.6% | Reduced |
| Baader Bank INC | 1,257 | $1.21M | 0.10% | −182−12.6% | Reduced |
| LaFleur & Godfrey LLC | 1,223 | $1.21M | 0.15% | −32−2.5% | Reduced |
| Accurate Wealth Management, LLC | 1,250 | $1.21M | 0.19% | +114+10.0% | Added |
| Tevis Investment Management | 1,226 | $1.21M | 0.78% | −76−5.8% | Reduced |
| Invera Wealth Advisors, LLC | 1,227 | $1.21M | 0.79% | −9−0.7% | Reduced |
| Formidable Asset Management, LLC | 1,286 | $1.22M | 0.20% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,231 | $1.22M | 0.16% | −207−14.4% | Reduced |
| Phoenix Wealth Advisors | 1,233 | $1.22M | 0.51% | −5−0.4% | Reduced |
| Lee Financial Co | 1,233 | $1.22M | 0.18% | +90+7.9% | Added |
| New Age Alpha Advisors, LLC | 1,234 | $1.22M | 0.05% | +212+20.7% | Added |
| Aureus Asset Management, LLC | 1,236 | $1.22M | 0.08% | +47+4.0% | Added |
| Signal Advisors Wealth, LLC | 1,236 | $1.22M | 0.10% | −508−29.1% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,237 | $1.22M | 0.24% | +1+0.1% | Added |
| Seven Mile Advisory | 1,237 | $1.22M | 0.74% | −14−1.1% | Reduced |
| Van Cleef Asset Management,Inc | 1,239 | $1.23M | 0.13% | −99−7.4% | Reduced |
| Main Street Group, LTD | 1,239 | $1.23M | 0.40% | −25−2.0% | Reduced |
| Madison Wealth Partners, Inc | 1,240 | $1.23M | 0.27% | +12+1.0% | Added |
| Court Place Advisors, LLC | 1,242 | $1.23M | 0.39% | +2+0.2% | Added |
| Evelyn Partners Investment Management Services Ltd | 1,242 | $1.23M | 0.18% | −80−6.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,244 | $1.23M | 0.48% | −24−1.9% | Reduced |
| Texas Capital Bancshares Inc | 1,245 | $1.23M | 0.45% | −1−0.1% | Reduced |
| Aristotle Capital Management, LLC | 1,245 | $1.23M | 0.00% | 00.0% | Unchanged |
| BCS Wealth Management | 1,246 | $1.23M | 0.27% | +553+79.8% | Added |
| West Paces Advisors Inc. | 1,246 | $1.23M | 0.26% | +7+0.6% | Added |
| Brown Miller Wealth Management, LLC | 1,246 | $1.23M | 0.38% | +248+24.8% | Added |
| RVW Wealth, LLC | 1,247 | $1.23M | 0.10% | −157−11.2% | Reduced |
| Summit Asset Management, LLC | 1,247 | $1.23M | 0.20% | +2+0.2% | Added |
| Tyler-Stone Wealth Management | 1,249 | $1.24M | 0.20% | +34+2.8% | Added |
| Keating Investment Counselors Inc | 1,250 | $1.24M | 0.37% | −10−0.8% | Reduced |
| Parthenon LLC | 1,253 | $1.24M | 0.14% | +25+2.0% | Added |
| Martin & Co Inc | 1,254 | $1.24M | 0.23% | +10+0.8% | Added |
| Cahaba Wealth Management, Inc. | 1,257 | $1.24M | 0.10% | −127−9.2% | Reduced |
| Evernest Financial Advisors, LLC | 1,257 | $1.24M | 0.40% | +102+8.8% | Added |
| West Chester Capital Advisors, Inc | 1,259 | $1.25M | 0.62% | −23−1.8% | Reduced |
| WP Advisors, LLC | 1,260 | $1.25M | 0.34% | +13+1.0% | Added |
| Seelaus Asset Management LLC | 1,262 | $1.25M | 1.11% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,265 | $1.25M | 0.37% | −224−15.0% | Reduced |
| Coordinated Financial Services, Inc. | 1,267 | $1.25M | 0.87% | +1,267 | New |
| Diligent Investors, LLC | 1,269 | $1.26M | 0.30% | +248+24.3% | Added |
| Fermata Advisors, LLC | 1,270 | $1.26M | 0.34% | −767−37.7% | Reduced |
| Clarus Wealth Advisors | 1,276 | $1.26M | 0.58% | +219+20.7% | Added |
| Providence Wealth Advisors, LLC | 1,296 | $1.26M | 0.87% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 1,278 | $1.26M | 0.61% | +238+22.9% | Added |
| Buckhead Capital Management LLC | 1,278 | $1.27M | 0.49% | −20−1.5% | Reduced |
| BluePath Capital Management, LLC | 1,280 | $1.27M | 1.11% | +32+2.6% | Added |
| Williamson Legacy Group, LLC | 1,284 | $1.27M | 1.07% | +66+5.4% | Added |
| Wood Tarver Financial Group, LLC | 1,287 | $1.27M | 0.38% | −147−10.3% | Reduced |
| Biltmore Family Office, LLC | 1,286 | $1.27M | 0.22% | −86−6.3% | Reduced |
| Whelan Financial | 1,287 | $1.27M | 0.46% | +78+6.5% | Added |
| Scott Capital Advisors, LLC | 1,298 | $1.28M | 0.35% | −100−7.2% | Reduced |
| Montgomery Investment Management Inc | 1,290 | $1.28M | 0.49% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 1,290 | $1.28M | 0.67% | +206+19.0% | Added |
| Smith Shellnut Wilson LLC | 1,291 | $1.28M | 0.55% | −21−1.6% | Reduced |
| TCFG Wealth Management, LLC | 1,292 | $1.28M | 0.58% | +14+1.1% | Added |
| Winthrop Capital Management, LLC | 1,293 | $1.28M | 0.32% | −181−12.3% | Reduced |
| YANKCOM Partnership | 1,296 | $1.28M | 0.63% | −49−3.6% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,295 | $1.28M | 0.24% | −463−26.3% | Reduced |
| Brown Financial Advisors | 1,301 | $1.29M | 0.50% | −110−7.8% | Reduced |
| First Commonwealth Financial Corp | 1,302 | $1.29M | 0.28% | +8+0.6% | Added |
| Keystone Financial Group | 1,304 | $1.29M | 0.12% | +30+2.4% | Added |
| Wilson & Boucher Capital Management, LLC | 1,310 | $1.30M | 0.90% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,371 | $1.30M | 0.09% | +535+64.0% | Added |
| LifeWealth Investments, LLC | 1,318 | $1.30M | 0.22% | +111+9.2% | Added |
| Gleason Group, Inc. | 1,318 | $1.30M | 0.14% | +2+0.2% | Added |
| Stablepoint Partners, LLC | 1,319 | $1.31M | 0.22% | −8−0.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,323 | $1.31M | 0.30% | +1,166+742.7% | Added |
| Sunbeam Capital Management, LLC | 1,323 | $1.31M | 0.99% | +254+23.8% | Added |
| Chapman Financial Group, LLC | 1,325 | $1.31M | 1.11% | +1,325 | New |
| Granite Bay Wealth Management, LLC | 1,326 | $1.31M | 0.42% | 00.0% | Unchanged |
| Finward Bancorp | 1,326 | $1.31M | 1.04% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,327 | $1.31M | 0.27% | +96+7.8% | Added |
| Values Added Financial LLC | 1,328 | $1.31M | 0.64% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,395 | $1.32M | 0.37% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,334 | $1.32M | 0.16% | −13−1.0% | Reduced |
| Redmond Asset Management, LLC | 1,335 | $1.32M | 0.32% | +10+0.8% | Added |
| Sterling Investment Counsel, LLC | 1,338 | $1.32M | 0.78% | −706−34.5% | Reduced |
| Capital Wealth Planning, LLC | 1,338 | $1.32M | 0.01% | +815+155.8% | Added |
| Skyline Advisors, Inc. | 1,339 | $1.33M | 0.49% | −164−10.9% | Reduced |
| Vision Financial Markets LLC | 1,340 | $1.33M | 1.25% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 1,340 | $1.33M | 0.33% | −13−1.0% | Reduced |
| Integrated Investment Consultants, LLC | 1,340 | $1.33M | 0.26% | +6+0.4% | Added |
| Nabity-Jensen Investment Management Inc | 1,341 | $1.33M | 0.98% | −194−12.6% | Reduced |
| WestHill Financial Advisors, Inc. | 1,342 | $1.33M | 0.28% | −1−0.1% | Reduced |
| BIP Wealth, LLC | 1,343 | $1.33M | 0.08% | −76−5.4% | Reduced |
| Missouri Trust & Investment Co | 1,343 | $1.33M | 0.43% | −3−0.2% | Reduced |
| Maxele Advisors, LLC | 1,344 | $1.33M | 1.16% | +10+0.7% | Added |
| Sentinus, LLC | 1,345 | $1.33M | 0.33% | +46+3.5% | Added |
| West Bancorporation Inc | 1,348 | $1.33M | 0.84% | −3−0.2% | Reduced |
| Cromwell Holdings LLC | 1,349 | $1.34M | 0.81% | +215+19.0% | Added |
| BSW Wealth Partners | 1,353 | $1.34M | 0.18% | −3−0.2% | Reduced |
| Kennebec Savings Bank | 1,355 | $1.34M | 1.31% | +36+2.7% | Added |
| Baring Financial LLC | 1,360 | $1.35M | 1.01% | −631−31.7% | Reduced |
| Sage Rhino Capital LLC | 1,362 | $1.35M | 0.29% | +1+0.1% | Added |
| Northern Oak Wealth Management Inc | 1,365 | $1.35M | 0.17% | −48−3.4% | Reduced |
| Resurgent Financial Advisors LLC | 1,365 | $1.35M | 0.74% | +31+2.3% | Added |
| Hofer & Associates. Inc | 1,368 | $1.35M | 0.85% | +7+0.5% | Added |