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 |
|---|---|---|---|---|---|
| Corundum Group, Inc. | 1,371 | $1.36M | 0.60% | +6+0.4% | Added |
| Clearwater Capital Advisors, LLC | 1,373 | $1.36M | 0.12% | −52−3.6% | Reduced |
| Heritage Trust Co | 1,379 | $1.37M | 0.16% | −14−1.0% | Reduced |
| Park Square Financial Group, LLC | 1,382 | $1.37M | 0.99% | +4+0.3% | Added |
| Thompson Davis & Co., Inc. | 1,384 | $1.37M | 0.93% | −13−0.9% | Reduced |
| Childress Capital Advisors, LLC | 1,384 | $1.37M | 0.34% | +101+7.9% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,385 | $1.37M | 1.07% | −57−4.0% | Reduced |
| Eagle Global Advisors LLC | 1,387 | $1.37M | 0.06% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 1,387 | $1.37M | 0.12% | −12−0.9% | Reduced |
| Hutchinson Capital Management | 1,387 | $1.37M | 0.25% | −106−7.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,387 | $1.37M | 0.93% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 1,388 | $1.37M | 1.09% | −23−1.6% | Reduced |
| Gratus Wealth Advisors, LLC | 1,388 | $1.37M | 0.21% | −5−0.4% | Reduced |
| Wealth Architects, LLC | 1,388 | $1.37M | 0.14% | −100−6.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,389 | $1.37M | 0.34% | +8+0.6% | Added |
| Motiv8 Investments LLC | 1,390 | $1.38M | 0.84% | +118+9.3% | Added |
| Pollock Investment Advisors, LLC | 1,390 | $1.38M | 1.12% | −200−12.6% | Reduced |
| Fire Capital Management LLC | 1,391 | $1.38M | 0.87% | +41+3.0% | Added |
| River Street Advisors LLC | 1,391 | $1.38M | 0.59% | +1+0.1% | Added |
| Pasadena Private Wealth, LLC | 1,392 | $1.38M | 0.24% | +4+0.3% | Added |
| Laurel Wealth Advisors LLC | 1,393 | $1.38M | 0.21% | −37−2.6% | Reduced |
| BXM Wealth LLC | 1,394 | $1.38M | 1.64% | +5+0.4% | Added |
| Advisors Preferred, LLC | 1,400 | $1.38M | 0.23% | −15,982−91.9% | Reduced |
| Acorns Advisers, LLC | 1,395 | $1.38M | 0.01% | +164+13.3% | Added |
| Clarion Wealth Managment Partners, LLC | 1,395 | $1.38M | 1.51% | +1,395 | New |
| Forte Capital LLC | 1,396 | $1.38M | 0.15% | −56−3.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,397 | $1.38M | 0.00% | +10+0.7% | Added |
| Morton Capital Management LLC | 1,397 | $1.38M | 0.25% | +235+20.2% | Added |
| Mathes Company, Inc. | 1,399 | $1.39M | 0.51% | −7−0.5% | Reduced |
| Merrion Investment Management Co, LLC | 1,400 | $1.39M | 0.90% | +75+5.7% | Added |
| Hikari Tsushin, Inc. | 1,400 | $1.39M | 0.10% | 00.0% | Unchanged |
| Retirement Solution Inc. | 1,400 | $1.39M | 0.35% | +545+63.7% | Added |
| Founders Financial Alliance, LLC | 1,401 | $1.39M | 0.32% | +293+26.4% | Added |
| First Nebraska Trust Co | 1,402 | $1.39M | 0.13% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 1,406 | $1.39M | 0.50% | −147−9.5% | Reduced |
| Fulcrum Capital LLC | 1,406 | $1.39M | 0.29% | −112−7.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,406 | $1.39M | 0.56% | −75−5.1% | Reduced |
| Richard W. Paul & Associates, LLC | 1,409 | $1.39M | 0.50% | −11−0.8% | Reduced |
| Greatmark Investment Partners, Inc. | 1,409 | $1.39M | 0.18% | +33+2.4% | Added |
| Oarsman Capital, Inc. | 1,410 | $1.40M | 0.22% | +60+4.4% | Added |
| Sentry Investment Management LLC | 1,418 | $1.40M | 0.77% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,412 | $1.40M | 0.15% | −12−0.8% | Reduced |
| Tradewinds Capital Management, LLC | 1,414 | $1.40M | 0.35% | −109−7.2% | Reduced |
| Schulhoff & Co Inc | 1,414 | $1.40M | 0.62% | −6−0.4% | Reduced |
| World Equity Group, Inc. | 1,418 | $1.40M | 0.38% | −8,204−85.3% | Reduced |
| Arbor Capital Management Inc | 1,468 | $1.40M | 1.22% | −97−6.2% | Reduced |
| Virtus Investment Advisers, Inc. | 1,419 | $1.40M | 0.47% | −72−4.8% | Reduced |
| 1776 Wealth LLC | 1,419 | $1.40M | 0.58% | −44−3.0% | Reduced |
| JBR Co Financial Management Inc | 1,420 | $1.41M | 0.69% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,420 | $1.41M | 0.15% | +240+20.3% | Added |
| Five Oceans Advisors | 1,421 | $1.41M | 0.60% | −23−1.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,427 | $1.41M | 0.75% | −156−9.9% | Reduced |
| KLCM Advisors, Inc. | 1,427 | $1.41M | 0.15% | −138−8.8% | Reduced |
| Sentry LLC | 1,428 | $1.41M | 0.28% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,429 | $1.41M | 0.06% | −35−2.4% | Reduced |
| Argent Advisors, Inc. | 1,431 | $1.42M | 0.44% | +37+2.7% | Added |
| Berkshire Bank | 1,435 | $1.42M | 0.32% | +24+1.7% | Added |
| Veracity Capital LLC | 1,437 | $1.42M | 0.49% | −47−3.2% | Reduced |
| Chancellor Financial Group WB LP | 1,437 | $1.42M | 1.11% | −50−3.4% | Reduced |
| First National Bank & Trust Co of Newtown | 1,440 | $1.43M | 0.29% | −25−1.7% | Reduced |
| Montag & Caldwell, LLC | 1,443 | $1.43M | 0.31% | 00.0% | Unchanged |
| Sage Advisors, LLC | 1,444 | $1.43M | 1.02% | −88−5.7% | Reduced |
| Bender Robert & Associates | 1,445 | $1.43M | 0.32% | −6−0.4% | Reduced |
| Evanson Asset Management, LLC | 1,446 | $1.43M | 0.09% | +819+130.6% | Added |
| Provident Co of the Employees of the Hebrew University LTD | 1,448 | $1.43M | 1.43% | +1,448 | New |
| Signet Investment Advisory Group, Inc. | 1,456 | $1.44M | 0.74% | −8−0.5% | Reduced |
| Paulson Wealth Management Inc. | 1,456 | $1.44M | 0.37% | +10+0.7% | Added |
| Heritage Financial Services, LLC | 1,457 | $1.44M | 0.14% | +5+0.3% | Added |
| Sloy Dahl & Holst, LLC | 1,464 | $1.45M | 0.20% | +110+8.1% | Added |
| 3Chopt Investment Partners, LLC | 1,465 | $1.45M | 0.35% | +16+1.1% | Added |
| Paragon Capital Management Inc | 1,467 | $1.45M | 1.11% | −25−1.7% | Reduced |
| Riverpark Capital Management LLC | 1,468 | $1.45M | 2.36% | −106−6.7% | Reduced |
| First Command Advisory Services, Inc. | 1,472 | $1.46M | 0.01% | −4−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,472 | $1.46M | 0.71% | +101+7.4% | Added |
| SNS Financial Group, LLC | 1,473 | $1.46M | 0.14% | +3+0.2% | Added |
| Anfield Capital Management, LLC | 1,475 | $1.46M | 0.48% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,475 | $1.46M | 0.50% | −36−2.4% | Reduced |
| Petros Family Wealth, LLC | 1,475 | $1.46M | 1.33% | −214−12.7% | Reduced |
| Duncan Williams Asset Management, LLC | 1,478 | $1.46M | 0.46% | +121+8.9% | Added |
| GW Henssler & Associates Ltd | 1,479 | $1.46M | 0.08% | −21−1.4% | Reduced |
| LBMC Investment Advisors, LLC | 1,481 | $1.47M | 0.10% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,481 | $1.47M | 0.34% | −16−1.1% | Reduced |
| Hilltop Partners LLC | 1,488 | $1.47M | 0.45% | +288+24.0% | Added |
| Radnor Capital Management, LLC | 1,492 | $1.48M | 0.24% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 1,495 | $1.48M | 0.64% | +1+0.1% | Added |
| Burton Enright Welch | 1,496 | $1.48M | 0.26% | +105+7.5% | Added |
| Caldwell Investment Management Ltd. | 1,500 | $1.48M | 1.28% | −900−37.5% | Reduced |
| Putney Financial Group LLC | 1,500 | $1.48M | 1.50% | +32+2.2% | Added |
| Sax Wealth Advisors, LLC | 1,500 | $1.49M | 0.09% | +88+6.2% | Added |
| Weaver Consulting Group | 1,505 | $1.49M | 0.41% | +19+1.3% | Added |
| Marietta Investment Partners LLC | 1,507 | $1.49M | 0.33% | +918+155.9% | Added |
| JT Stratford LLC | 1,508 | $1.49M | 0.23% | +329+27.9% | Added |
| David R. Rahn & Associates Inc. | 1,510 | $1.49M | 0.40% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 1,510 | $1.50M | 2.69% | −6−0.4% | Reduced |
| Wrapmanager Inc | 1,510 | $1.50M | 0.36% | +29+2.0% | Added |
| Adirondack Trust Co | 1,512 | $1.50M | 0.54% | −33−2.1% | Reduced |
| D'Orazio & Associates, Inc. | 1,513 | $1.50M | 0.21% | −26−1.7% | Reduced |
| Levin Capital Strategies, L.P. | 1,513 | $1.50M | 0.15% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 1,514 | $1.50M | 0.13% | +1+0.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,514 | $1.50M | 0.11% | +176+13.2% | Added |