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 |
|---|---|---|---|---|---|
| Capital Market Strategies LLC | 2,985 | $2.95M | 2.05% | −243−7.5% | Reduced |
| Retirement Guys Formula LLC | 2,987 | $2.96M | 1.12% | +113+3.9% | Added |
| Truvestments Capital LLC | 2,987 | $2.96M | 0.59% | −118−3.8% | Reduced |
| Southeast Asset Advisors Inc. | 2,994 | $2.96M | 0.35% | +275+10.1% | Added |
| Leavell Investment Management, Inc. | 2,996 | $2.97M | 0.13% | +703+30.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $2.97M | 0.84% | 00.0% | Unchanged |
| Waycross Partners, LLC | 3,000 | $2.97M | 0.28% | 00.0% | Unchanged |
| Western Financial Corp | 3,003 | $2.97M | 1.59% | −69−2.2% | Reduced |
| Creekmur Asset Management LLC | 3,005 | $2.97M | 0.53% | +1,532+104.0% | Added |
| Apella Capital, LLC | 3,000 | $2.98M | 0.08% | −5−0.2% | Reduced |
| BBR Partners, LLC | 3,010 | $2.98M | 0.19% | −5−0.2% | Reduced |
| Hudson Canyon Capital Management | 3,014 | $2.98M | 1.86% | −111−3.6% | Reduced |
| NBC Securities, Inc. | 3,016 | $2.99M | 0.24% | −95−3.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,018 | $2.99M | 1.59% | +2+0.1% | Added |
| Commonwealth Financial Services, LLC | 3,020 | $2.99M | 0.58% | −11−0.4% | Reduced |
| Inscription Capital, LLC | 3,024 | $2.99M | 0.43% | +1,290+74.4% | Added |
| Whitener Capital Management, Inc. | 3,030 | $3.00M | 0.79% | −10−0.3% | Reduced |
| Alerus Financial NA | 3,030 | $3.00M | 0.22% | +52+1.7% | Added |
| Lakeshore Capital Group, Inc. | 3,037 | $3.01M | 2.67% | −56−1.8% | Reduced |
| Nvest Financial, LLC | 3,037 | $3.01M | 1.57% | +253+9.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 3,041 | $3.01M | 0.98% | +79+2.7% | Added |
| Strong Tower Advisory Services | 3,056 | $3.03M | 0.60% | +116+3.9% | Added |
| Strategic Financial Services, Inc, | 3,071 | $3.04M | 0.16% | −45−1.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,074 | $3.04M | 1.39% | −30−1.0% | Reduced |
| Transcend Wealth Collective, LLC | 3,076 | $3.04M | 0.24% | −61−1.9% | Reduced |
| Marvin & Palmer Associates Inc | 3,083 | $3.05M | 2.62% | −292−8.7% | Reduced |
| Waterloo Capital, L.P. | 3,085 | $3.05M | 0.25% | +728+30.9% | Added |
| IPG Investment Advisors LLC | 3,085 | $3.05M | 0.60% | −64−2.0% | Reduced |
| Tounjian Advisory Partners, LLC | 3,230 | $3.06M | 0.59% | −40−1.2% | Reduced |
| Quent Capital, LLC | 3,091 | $3.06M | 0.30% | +471+18.0% | Added |
| LGT Group Foundation | 3,095 | $3.06M | 0.04% | −1,084−25.9% | Reduced |
| BigSur Wealth Management LLC | 3,113 | $3.08M | 0.78% | +30+1.0% | Added |
| Cove Private Wealth, LLC | 3,115 | $3.08M | 1.09% | +959+44.5% | Added |
| Wealth Management Partners, LLC | 3,110 | $3.09M | 1.09% | −29−0.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,140 | $3.11M | 0.12% | −7,523−70.6% | Reduced |
| Seneschal Advisors, LLC | 3,142 | $3.11M | 2.45% | +11+0.4% | Added |
| Geneva Capital Management LLC | 3,143 | $3.11M | 0.05% | −105−3.2% | Reduced |
| SRN Advisors, LLC | 3,143 | $3.11M | 2.83% | +148+4.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,146 | $3.11M | 0.58% | +75+2.4% | Added |
| BCM Advisors, LLC | 3,335 | $3.12M | 0.66% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 3,155 | $3.12M | 1.04% | 00.0% | Unchanged |
| Wright Investors Service Inc | 3,159 | $3.13M | 0.94% | +798+33.8% | Added |
| Washburn Capital Management, Inc. | 3,165 | $3.13M | 1.84% | −9−0.3% | Reduced |
| RNC Capital Management LLC | 3,170 | $3.14M | 0.15% | +56+1.8% | Added |
| Birinyi Associates Inc | 3,181 | $3.15M | 0.92% | +1,906+149.5% | Added |
| Sage Mountain Advisors LLC | 3,182 | $3.15M | 0.20% | +466+17.2% | Added |
| Natural Investments, LLC | 3,184 | $3.15M | 0.82% | +57+1.8% | Added |
| Advisor OS, LLC | 3,187 | $3.16M | 0.31% | +157+5.2% | Added |
| Mairs & Power Inc | 3,188 | $3.16M | 0.03% | +488+18.1% | Added |
| FWL Investment Management, LLC | 3,192 | $3.16M | 0.97% | +138+4.5% | Added |
| Johnson Financial Group, Inc. | 3,196 | $3.16M | 0.14% | +606+23.4% | Added |
| Sava Infond d.o.o. | 3,200 | $3.17M | 0.50% | −240−7.0% | Reduced |
| Capital Performance Advisors LLP | 3,206 | $3.17M | 0.62% | +112+3.6% | Added |
| High Net Worth Advisory Group LLC | 3,209 | $3.18M | 0.84% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 3,349 | $3.18M | 0.74% | −229−6.4% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 3,226 | $3.19M | 0.55% | −30−0.9% | Reduced |
| Klingman & Associates, LLC | 3,229 | $3.20M | 0.18% | +161+5.2% | Added |
| Hendley & Co Inc | 3,242 | $3.21M | 1.12% | −10.0% | Reduced |
| NVWM, LLC | 3,249 | $3.22M | 0.78% | +45+1.4% | Added |
| Graybill Bartz & Assoc Ltd | 3,250 | $3.22M | 1.05% | −23−0.7% | Reduced |
| Strategic Investment Solutions, Inc. | 3,254 | $3.22M | 0.98% | +3+0.1% | Added |
| Winch Advisory Services, LLC | 3,260 | $3.23M | 0.79% | −11−0.3% | Reduced |
| Crawford Investment Counsel Inc | 3,263 | $3.23M | 0.06% | +10.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,265 | $3.23M | 0.16% | +116+3.7% | Added |
| Bordeaux Wealth Advisors LLC | 3,268 | $3.24M | 0.41% | +32+1.0% | Added |
| Evoke Wealth, LLC | 3,276 | $3.24M | 0.08% | +1,206+58.3% | Added |
| FCG Investment Co | 3,277 | $3.24M | 1.69% | −320−8.9% | Reduced |
| Connable Office Inc | 3,279 | $3.25M | 0.32% | +24+0.7% | Added |
| Pointe Capital Management LLC | 3,285 | $3.25M | 1.69% | 00.0% | Unchanged |
| LMR Partners LLP | 3,289 | $3.26M | 0.05% | +3,289 | New |
| Proficio Capital Partners LLC | 3,291 | $3.26M | 0.20% | +516+18.6% | Added |
| Walkner Condon Financial Advisors LLC | 3,292 | $3.26M | 0.60% | +75+2.3% | Added |
| Lynch Asset Management, Inc. | 3,300 | $3.27M | 1.15% | +900+37.5% | Added |
| Prosperity Financial Group, Inc. | 3,300 | $3.27M | 1.39% | +29+0.9% | Added |
| Icon Wealth Advisors, LLC | 3,305 | $3.27M | 0.23% | +335+11.3% | Added |
| Westhampton Capital, LLC | 3,306 | $3.27M | 1.69% | −6−0.2% | Reduced |
| Westbourne Investments, Inc. | 3,313 | $3.28M | 1.75% | +5+0.2% | Added |
| Wellspring Financial Advisors, LLC | 3,314 | $3.28M | 0.33% | +333+11.2% | Added |
| SFMG, LLC | 3,314 | $3.28M | 0.25% | −54−1.6% | Reduced |
| CHB Investment Group, LLC | 3,317 | $3.28M | 1.67% | +284+9.4% | Added |
| Insight Advisors, LLC | 3,340 | $3.31M | 0.53% | −31−0.9% | Reduced |
| Am Investment Strategies LLC | 3,342 | $3.31M | 0.78% | −36−1.1% | Reduced |
| IFC Advisors LLC | 3,345 | $3.31M | 0.62% | +7+0.2% | Added |
| Hodges Capital Management Inc. | 3,356 | $3.32M | 0.32% | −67−2.0% | Reduced |
| Fortis Capital Advisors, LLC | 3,361 | $3.33M | 0.60% | +39+1.2% | Added |
| Wealth Alliance | 3,367 | $3.33M | 0.37% | −50−1.5% | Reduced |
| Verus Capital Partners, LLC | 3,369 | $3.34M | 0.30% | −39−1.1% | Reduced |
| Sculati Wealth Management, LLC | 3,371 | $3.34M | 1.25% | −126−3.6% | Reduced |
| Graypoint LLC | 3,373 | $3.34M | 0.19% | +95+2.9% | Added |
| Glen Eagle Advisors, LLC | 3,380 | $3.35M | 0.51% | −34−1.0% | Reduced |
| Armis Advisers, LLC | 3,441 | $3.35M | 0.27% | +674+24.4% | Added |
| Triton Wealth Management, PLLC | 3,589 | $3.35M | 1.43% | +3,589 | New |
| Brown, Lisle/Cummings, Inc. | 3,396 | $3.36M | 0.89% | +5+0.1% | Added |
| Inspire Trust Co, N.A. | 3,400 | $3.37M | 0.69% | +200+6.3% | Added |
| MeadowBrook Investment Advisors LLC | 3,401 | $3.37M | 3.12% | −57−1.6% | Reduced |
| Vestor Capital, LLC | 72,576 | $3.37M | 0.33% | +71,154+5,003.8% | Added |
| SevenBridge Financial Group, LLC | 3,403 | $3.37M | 0.59% | +617+22.1% | Added |
| Fort Point Capital Partners LLC | 3,408 | $3.37M | 0.34% | +9+0.3% | Added |
| Elmwood Wealth Management, Inc. | 3,417 | $3.38M | 1.34% | −128−3.6% | Reduced |
| WealthShield Partners, LLC | 3,419 | $3.38M | 0.41% | −92−2.6% | Reduced |