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Costco Wholesale Corp

COST
Exchange
Nasdaq
Industry
Retail-Variety Stores
SEC CIK
0000909832

No open-market purchases or sales by Costco Wholesale Corp insiders were filed in the last 90 days; 4,260 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
4,012
+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
1,750 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.

Institutional holdersQ2 2025: 4,012 institutions
Q1 2021: 2,359 institutionsQ2 2021: 2,394 institutionsQ3 2021: 2,463 institutionsQ4 2021: 2,823 institutionsQ1 2022: 2,863 institutionsQ2 2022: 2,785 institutionsQ3 2022: 2,826 institutionsQ4 2022: 2,939 institutionsQ1 2023: 2,944 institutionsQ2 2023: 3,042 institutionsQ3 2023: 3,078 institutionsQ4 2023: 3,344 institutionsQ1 2024: 3,420 institutionsQ2 2024: 3,527 institutionsQ3 2024: 3,591 institutionsQ4 2024: 3,942 institutionsQ1 2025: 3,953 institutionsQ2 2025: 4,012 institutionsQ3 2025: 3,942 institutionsQ4 2025: 4,139 institutionsQ1 2026: 4,275 institutionsQ2 2026: 4,260 institutions
Value heldQ2 2025: $302.3B
Q1 2021: $104.1BQ2 2021: $119.0BQ3 2021: $134.3BQ4 2021: $170.2BQ1 2022: $172.4BQ2 2022: $143.4BQ3 2022: $141.6BQ4 2022: $137.2BQ1 2023: $149.2BQ2 2023: $162.0BQ3 2023: $169.9BQ4 2023: $201.0BQ1 2024: $222.0BQ2 2024: $258.3BQ3 2024: $266.7BQ4 2024: $279.6BQ1 2025: $287.8BQ2 2025: $302.3BQ3 2025: $274.4BQ4 2025: $272.0BQ1 2026: $311.5BQ2 2026: $301.8B
Institutions holding COST and their total value by quarter
QuarterHoldersValue
Q2 20264,260$301.8B
Q1 20264,275$311.5B
Q4 20254,139$272.0B
Q3 20253,942$274.4B
Q2 20254,012$302.3B
Q1 20253,953$287.8B
Q4 20243,942$279.6B
Q3 20243,591$266.7B
Q2 20243,527$258.3B
Q1 20243,420$222.0B
Q4 20233,344$201.0B
Q3 20233,078$169.9B
Q2 20233,042$162.0B
Q1 20232,944$149.2B
Q4 20222,939$137.2B
Q3 20222,826$141.6B
Q2 20222,785$143.4B
Q1 20222,863$172.4B
Q4 20212,823$170.2B
Q3 20212,463$134.3B
Q2 20212,394$119.0B
Q1 20212,359$104.1B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q1 2025.

Institutions holding COST in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Pin Oak Investment Advisors Inc100$94.0K0.08%−73−42.2%Reduced
Bruce G. Allen Investments, LLC95$94.0K0.07%−1−1.0%Reduced
Howard Hughes Medical Institute95$94.0K0.04%+95New
North Capital, Inc.96$95.0K0.08%−3−3.0%Reduced
Quaker Wealth Management, LLC97$96.1K0.03%+97New
GFG Capital, LLC97$96.1K0.03%+97New
Binnacle Investments Inc98$97.0K0.06%−2−2.0%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.100$99.0K0.05%00.0%Unchanged
Christopher J. Hasenberg, Inc101$100.0K0.04%+28+38.4%Added
Signature Resources Capital Management, LLC101$100.2K0.06%+58+134.9%Added
Core Alternative Capital107$105.9K0.03%00.0%Unchanged
Smallwood Wealth Investment Management, LLC111$109.9K0.06%00.0%Unchanged
Caitong International Asset Management Co., Ltd111$109.9K0.08%+111New
Mendota Financial Group, LLC113$111.9K0.11%00.0%Unchanged
MPWM Advisory Solutions, LLC114$112.6K0.07%−14−10.9%Reduced
Reyes Financial Architecture, Inc.117$116.0K0.10%+46+64.8%Added
Covestor Ltd117$116.0K0.07%−9−7.1%Reduced
Acima Private Wealth, LLC121$119.8K0.04%00.0%Unchanged
Carolina Wealth Advisors, LLC122$120.8K0.06%+6+5.2%Added
Proffitt & Goodson Inc122$120.8K0.02%+23+23.2%Added
Moisand Fitzgerald Tamayo, LLC122$120.9K0.02%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC124$122.7K0.01%−4−3.1%Reduced
Nkcfo LLC124$123.0K0.05%+24+24.0%Added
Evelyn Partners Asset Management Ltd125$123.7K0.03%00.0%Unchanged
Virtus ETF Advisers LLC125$123.7K0.08%+125New
DHJJ Financial Advisors, Ltd.128$126.7K0.05%+4+3.2%Added
Proathlete Wealth Management LLC127$127.0K0.04%00.0%Unchanged
Luminist Capital LLC130$128.2K0.13%+2+1.6%Added
Mizuho Securities Co. Ltd.130$128.7K0.46%+130New
New England Capital Financial Advisors LLC130$129.0K0.06%00.0%Unchanged
Cranbrook Wealth Management, LLC132$130.8K0.03%+20+17.9%Added
Nalls Sherbakoff Group, LLC135$133.6K0.10%+100+285.7%Added
Harbor Asset Planning, Inc.138$136.6K0.13%+138New
VSM Wealth Advisory, LLC139$137.2K0.05%+5+3.7%Added
Private Wealth Management Group, LLC141$139.1K0.05%−3−2.1%Reduced
Cherry Tree Wealth Management, LLC142$140.1K0.03%−22−13.4%Reduced
Richardson Capital Management LLC142$140.6K0.07%00.0%Unchanged
Tobam146$145.0K0.06%−113−43.6%Reduced
Financial Gravity Companies, Inc.147$145.5K0.03%+147New
Mid-American Wealth Advisory Group, Inc.149$147.5K0.07%+149New
Ramirez Asset Management, Inc.150$148.5K0.02%+25+20.0%Added
Financiere des Professionnels - Fonds d,investissement inc.152$150.5K0.01%+152New
Cape Investment Advisory, Inc.153$151.1K0.06%−10−6.1%Reduced
Inlight Wealth Management, LLC154$152.5K0.08%−1−0.6%Reduced
Adalta Capital Management LLC155$153.4K0.08%−5−3.1%Reduced
Cedar Wealth Management, LLC155$153.8K0.05%+13+9.2%Added
Cornerstone Planning Group LLC163$154.2K0.03%−84−34.0%Reduced
Jackson, Grant Investment Advisers, Inc.157$155.4K0.06%00.0%Unchanged
Ridgewood Investments LLC159$157.4K0.07%+11+7.4%Added
Atlantic Edge Private Wealth Management, LLC162$160.4K0.04%00.0%Unchanged
True Wealth Design, LLC164$162.1K0.06%+13+8.6%Added
Byrne Asset Management LLC172$170.3K0.11%+5+3.0%Added
Redwood Park Advisors LLC173$171.1K0.13%00.0%Unchanged
Consultiva Wealth Management, Corp.173$171.3K0.53%00.0%Unchanged
Graney & King, LLC173$171.3K0.11%+11+6.8%Added
Bellwether Advisors, LLC175$173.2K0.03%−34−16.3%Reduced
Nexus Investment Management ULC175$173.2K0.03%+75+75.0%Added
CBIZ Investment Advisory Services, LLC176$174.1K0.01%+3+1.7%Added
TruNorth Capital Management, LLC178$176.2K0.04%−138−43.7%Reduced
Piscataqua Savings Bank179$177.2K0.15%+4+2.3%Added
Valued Wealth Advisors LLC180$178.1K0.09%−5−2.7%Reduced
Essex Investment Management Co LLC180$178.2K0.03%00.0%Unchanged
Raffa Wealth Management, LLC181$179.2K0.04%+139+331.0%Added
Financially Speaking Inc182$180.2K0.12%+156+600.0%Added
Financial Network Wealth Advisors LLC182$180.3K0.22%+3+1.7%Added
Longview Financial Advisors LLC183$181.2K0.11%−1−0.5%Reduced
Clark Wealth Partners184$181.9K0.12%+17+10.2%Added
Family CFO Inc190$188.1K0.09%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.193$191.0K0.00%+40+26.1%Added
BOCHK Asset Management Ltd200$198.0K0.06%−150−42.9%Reduced
E Fund Management (Hong Kong) Co., Ltd.200$198.0K0.19%−8−3.8%Reduced
POM Investment Strategies, LLC200$198.0K0.14%−6−2.9%Reduced
Pandora Wealth, Inc.200$198.0K0.12%00.0%Unchanged
Rialto Wealth Management, LLC200$198.0K0.06%+5+2.6%Added
Westpac Banking Corp201$199.0K0.01%+201New
Kohmann Bosshard Financial Services, LLC202$200.1K0.02%−12−5.6%Reduced
WESPAC Advisors SoCal, LLC202$200.1K0.04%−233−53.6%Reduced
Shufro Rose & Co LLC212$200.5K0.02%−460−68.5%Reduced
WBI Investments203$200.7K0.05%−103−33.7%Reduced
Sterling Group Wealth Management, LLC204$201.9K0.11%−100−32.9%Reduced
One Wealth Management Investment & Advisory Services, LLC204$201.9K0.26%−77−27.4%Reduced
Roberts Glore & Co Inc204$201.9K0.06%+204New
McCarthy Asset Management, Inc.204$201.9K0.14%+204New
Horizon Kinetics Asset Management LLC205$202.9K0.00%+205New
21 West Wealth Management LLC205$202.9K0.20%+205New
Keynote Financial Services LLC206$203.9K0.14%−50−19.5%Reduced
Coyle Financial Counsel LLC206$203.9K0.05%+206New
jvl associates llc206$203.9K0.07%+206New
Atwater Malick LLC207$204.9K0.06%+207New
Wills Financial Group LLC207$205.2K0.09%+207New
Dupree Financial Group, LLC207$205.2K0.08%−71−25.5%Reduced
Signature Wealth Management Partners, LLC207$205.3K0.12%+207New
Versor Investments LP208$205.9K0.04%−609−74.5%Reduced
Astoria Strategic Wealth, Inc.208$205.9K0.06%+208New
New Perspectives, Inc208$205.9K0.10%+208New
Grove Street Fiduciary, LLC209$206.9K0.10%−5−2.3%Reduced
Wiser Wealth Management, Inc209$206.9K0.05%+209New
Northstar Advisory Group, LLC209$206.9K0.10%+209New
Fenimore Asset Management Inc210$207.9K0.00%+210New
Redwood Financial Network Corp210$207.9K0.14%+210New