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 | 4,274 | $311.5B |
| Q4 2025 | 4,138 | $272.0B |
| Q3 2025 | 3,941 | $274.4B |
| Q2 2025 | 4,011 | $302.3B |
| Q1 2025 | 3,952 | $287.8B |
| Q4 2024 | 3,941 | $279.6B |
| Q3 2024 | 3,590 | $266.7B |
| Q2 2024 | 3,526 | $258.3B |
| Q1 2024 | 3,419 | $222.0B |
| Q4 2023 | 3,343 | $201.0B |
| Q3 2023 | 3,077 | $169.9B |
| Q2 2023 | 3,041 | $162.0B |
| Q1 2023 | 2,943 | $149.2B |
| Q4 2022 | 2,938 | $137.2B |
| Q3 2022 | 2,825 | $141.6B |
| Q2 2022 | 2,784 | $143.4B |
| Q1 2022 | 2,862 | $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 |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 1,516 | $1.50M | 0.14% | +31+2.1% | Added |
| Boltwood Capital Management | 1,518 | $1.50M | 0.43% | +54+3.7% | Added |
| Canvas Wealth Advisors, LLC | 1,609 | $1.50M | 0.30% | +93+6.1% | Added |
| Colonial River Wealth Management, LLC | 1,552 | $1.51M | 0.65% | −129−7.7% | Reduced |
| Milestone Asset Management, LLC | 1,522 | $1.51M | 0.32% | −253−14.3% | Reduced |
| Lazari Capital Management, Inc. | 1,523 | $1.51M | 0.57% | +23+1.5% | Added |
| Columbia Advisory Partners LLC | 1,523 | $1.51M | 1.14% | −50−3.2% | Reduced |
| Ewa, LLC | 1,524 | $1.51M | 0.47% | +22+1.5% | Added |
| Zhang Financial LLC | 1,526 | $1.51M | 0.07% | +36+2.4% | Added |
| Mosaic Family Wealth Partners, LLC | 1,531 | $1.52M | 0.19% | +70+4.8% | Added |
| Excalibur Management Corp | 1,533 | $1.52M | 0.57% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,538 | $1.52M | 0.23% | +21+1.4% | Added |
| DT Investment Partners, LLC | 1,543 | $1.53M | 0.14% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,543 | $1.53M | 0.15% | −8−0.5% | Reduced |
| Intrepid Financial Planning Group LLC | 1,545 | $1.53M | 0.64% | −270−14.9% | Reduced |
| CLG LLC | 1,548 | $1.53M | 0.48% | +207+15.4% | Added |
| LifeSteps Financial, Inc. | 1,548 | $1.53M | 1.05% | +65+4.4% | Added |
| Bernard Wealth Management Corp. | 1,555 | $1.54M | 0.71% | −39−2.4% | Reduced |
| Prentice Wealth Management LLC | 1,557 | $1.54M | 0.40% | −21−1.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,560 | $1.54M | 0.27% | 00.0% | Unchanged |
| Heirloom Wealth Management | 1,560 | $1.54M | 0.41% | −44−2.7% | Reduced |
| Atlas Legacy Advisors, LLC | 1,565 | $1.55M | 0.34% | +332+26.9% | Added |
| BKD Wealth Advisors, LLC | 1,565 | $1.55M | 0.03% | +81+5.5% | Added |
| Altfest L J & Co Inc | 1,566 | $1.55M | 0.18% | −4−0.3% | Reduced |
| Copperwynd Financial, LLC | 1,567 | $1.55M | 0.39% | −84−5.1% | Reduced |
| MSH Capital Advisors LLC | 1,571 | $1.56M | 0.45% | −37−2.3% | Reduced |
| Consilium Wealth Advisory, LLC | 1,572 | $1.56M | 0.66% | +36+2.3% | Added |
| Consolidated Portfolio Review Corp | 1,574 | $1.56M | 0.22% | +494+45.7% | Added |
| Flavin Financial Services, Inc. | 1,574 | $1.56M | 1.51% | −10−0.6% | Reduced |
| HBW Advisory Services LLC | 1,576 | $1.56M | 0.19% | +150+10.5% | Added |
| Allied Investment Advisors, LLC | 1,577 | $1.56M | 0.27% | +45+2.9% | Added |
| Lodestone Wealth Management LLC | 1,578 | $1.56M | 0.76% | −76−4.6% | Reduced |
| Stonebrook Private Inc. | 1,578 | $1.56M | 0.37% | +20+1.3% | Added |
| Octavia Wealth Advisors, LLC | 1,583 | $1.57M | 0.18% | −74−4.5% | Reduced |
| Custom Index Systems, LLC | 1,585 | $1.57M | 0.75% | +182+13.0% | Added |
| Magnus Financial Group LLC | 1,585 | $1.57M | 0.14% | +147+10.2% | Added |
| Global Strategic Investment Solutions, LLC | 1,587 | $1.57M | 0.17% | +18+1.1% | Added |
| Corps Capital Advisors, LLC | 1,597 | $1.58M | 2.54% | +50+3.2% | Added |
| RFP Financial Group LLC | 1,598 | $1.58M | 0.65% | −77−4.6% | Reduced |
| Northern Financial Advisors Inc | 1,599 | $1.58M | 1.19% | +18+1.1% | Added |
| Genus Capital Management Inc. | 1,601 | $1.58M | 0.20% | −142−8.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,602 | $1.59M | 0.04% | −307−16.1% | Reduced |
| Purkiss Capital Advisors LLC | 1,602 | $1.59M | 0.88% | +317+24.7% | Added |
| LexAurum Advisors, LLC | 1,607 | $1.59M | 0.25% | +69+4.5% | Added |
| EPG Wealth Management LLC | 1,611 | $1.59M | 0.48% | −386−19.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,615 | $1.60M | 0.98% | −39−2.4% | Reduced |
| Hemenway Trust Co LLC | 1,626 | $1.61M | 0.12% | +35+2.2% | Added |
| Element Squared LLC | 1,630 | $1.61M | 1.01% | +1,630 | New |
| BankPlus Trust Department | 1,630 | $1.61M | 0.48% | +160+10.9% | Added |
| Alteri Wealth LLC | 1,630 | $1.61M | 0.63% | −194−10.6% | Reduced |
| Red Mountain Financial, LLC | 1,632 | $1.62M | 1.79% | +25+1.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,634 | $1.62M | 0.05% | −566−25.7% | Reduced |
| Personal Cfo Solutions, LLC | 1,634 | $1.62M | 0.30% | +115+7.6% | Added |
| Fortem Financial Group, LLC | 1,635 | $1.62M | 0.52% | −510−23.8% | Reduced |
| CenterBook Partners LP | 1,638 | $1.62M | 0.09% | +1,241+312.6% | Added |
| Advisory Resource Group | 1,642 | $1.63M | 0.31% | −51−3.0% | Reduced |
| WESPAC Advisors, LLC | 1,642 | $1.63M | 1.14% | −54−3.2% | Reduced |
| CRA Financial Services, LLC | 1,643 | $1.63M | 0.25% | +49+3.1% | Added |
| Citizens National Bank Trust Department | 1,646 | $1.63M | 0.32% | −195−10.6% | Reduced |
| Shira Ridge Wealth Management | 1,646 | $1.63M | 0.74% | −3−0.2% | Reduced |
| Norris Financial Group, LLC | 1,650 | $1.63M | 0.67% | +187+12.8% | Added |
| Financial & Tax Architects, LLC | 1,650 | $1.63M | 0.40% | +51+3.2% | Added |
| MBM Wealth Consultants, LLC | 1,654 | $1.64M | 0.44% | −78−4.5% | Reduced |
| Robinswood Financial LLC | 1,657 | $1.64M | 0.58% | +34+2.1% | Added |
| Meyer Handelman Co | 1,658 | $1.64M | 0.05% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,660 | $1.64M | 0.13% | +44+2.7% | Added |
| Bank of Hawaii | 1,661 | $1.64M | 0.09% | +45+2.8% | Added |
| Trueblood Wealth Management, LLC | 1,662 | $1.65M | 0.69% | +65+4.1% | Added |
| Kavar Capital Partners Group, LLC | 1,664 | $1.65M | 0.24% | −200−10.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,665 | $1.65M | 0.45% | −666−28.6% | Reduced |
| Peddock Capital Advisors, LLC | 1,666 | $1.65M | 0.38% | −102−5.8% | Reduced |
| Avidian Wealth Solutions, LLC | 1,668 | $1.65M | 0.07% | −49−2.9% | Reduced |
| FLC Capital Advisors | 1,669 | $1.65M | 0.34% | +209+14.3% | Added |
| Cheviot Value Management, LLC | 1,690 | $1.66M | 0.19% | 00.0% | Unchanged |
| Hara Capital LLC | 1,677 | $1.66M | 1.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,677 | $1.66M | 0.16% | +18+1.1% | Added |
| MEMBERS Trust Co | 1,680 | $1.66M | 0.06% | +585+53.4% | Added |
| Bridgewater Advisors Inc. | 1,780 | $1.66M | 0.13% | −17−0.9% | Reduced |
| Quadcap Wealth Management, LLC | 1,685 | $1.67M | 0.21% | −6−0.4% | Reduced |
| Paul R. Ried Financial Group, LLC | 1,686 | $1.67M | 1.01% | −49−2.8% | Reduced |
| Beacon Capital Management, LLC | 1,690 | $1.67M | 0.23% | +45+2.7% | Added |
| Sander Capital Advisors Inc | 1,690 | $1.67M | 0.76% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 1,693 | $1.68M | 0.43% | −470−21.7% | Reduced |
| Atwood & Palmer Inc | 1,693 | $1.68M | 0.10% | −61−3.5% | Reduced |
| Register Financial Advisors LLC | 1,693 | $1.68M | 0.73% | +1,113+191.9% | Added |
| Arrowroot Family Office, LLC | 1,697 | $1.68M | 0.75% | +1,697 | New |
| Amussen Hunsaker Associates LLC | 1,702 | $1.69M | 0.19% | +64+3.9% | Added |
| United Community Bank | 1,707 | $1.69M | 0.58% | −253−12.9% | Reduced |
| Moloney Securities Asset Management, LLC | 1,713 | $1.70M | 0.21% | −12−0.7% | Reduced |
| Crewe Advisors LLC | 1,714 | $1.70M | 0.24% | −89−4.9% | Reduced |
| Guardian Financial Partners, LLC | 1,717 | $1.70M | 0.76% | +50+3.0% | Added |
| Summit Wealth Group LLC | 1,717 | $1.70M | 0.43% | +1,717 | New |
| Pullen Investment Management, LLC | 1,718 | $1.70M | 1.02% | −13−0.8% | Reduced |
| Associated Banc-Corp | 1,719 | $1.70M | 0.05% | −46−2.6% | Reduced |
| Central Pacific Bank - Trust Division | 1,721 | $1.70M | 0.22% | −100−5.5% | Reduced |
| First International Bank & Trust | 1,723 | $1.71M | 0.59% | +28+1.7% | Added |
| Stonebridge Financial Planning Group, LLC | 1,724 | $1.71M | 0.71% | −13−0.7% | Reduced |
| DMG Group, LLC | 1,724 | $1.71M | 1.33% | −34−1.9% | Reduced |
| Cito Capital Group, LLC | 1,727 | $1.71M | 0.60% | 00.0% | Unchanged |
| London Co of Virginia | 1,730 | $1.71M | 0.01% | 00.0% | Unchanged |