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 |
|---|---|---|---|---|---|
| Terra Nova Asset Management LLC | 3,420 | $3.39M | 2.37% | +12+0.4% | Added |
| Gibbs Wealth Management | 3,423 | $3.39M | 0.65% | +3,197+1,414.6% | Added |
| Fox Hill Wealth Management | 3,428 | $3.39M | 1.74% | −160−4.5% | Reduced |
| David Loasby | 3,564 | $3.40M | 0.29% | −34−0.9% | Reduced |
| Core Wealth Partners LLC | 3,434 | $3.40M | 1.73% | +606+21.4% | Added |
| Manchester Capital Management LLC | 3,440 | $3.41M | 0.45% | +189+5.8% | Added |
| Ascent Wealth Partners, LLC | 3,445 | $3.41M | 0.42% | +1,709+98.4% | Added |
| Benedict Financial Advisors Inc | 3,452 | $3.42M | 0.77% | −85−2.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,453 | $3.42M | 1.75% | +32+0.9% | Added |
| 44 Wealth Management LLC | 3,466 | $3.43M | 1.22% | +3+0.1% | Added |
| Allred Capital Management, LLC | 3,468 | $3.43M | 1.28% | −42−1.2% | Reduced |
| Coppell Advisory Solutions LLC | 3,486 | $3.43M | 0.41% | −2,968−46.0% | Reduced |
| Westmount Partners, LLC | 3,471 | $3.44M | 0.94% | +17+0.5% | Added |
| HM Payson & Co | 3,473 | $3.44M | 0.05% | −44−1.3% | Reduced |
| Advisory Alpha, LLC | 3,473 | $3.44M | 0.11% | +332+10.6% | Added |
| Deltec Asset Management LLC | 3,485 | $3.45M | 0.62% | 00.0% | Unchanged |
| Figure 8 Investment Strategies LLC | 3,486 | $3.45M | 3.37% | −42−1.2% | Reduced |
| Premier Path Wealth Partners, LLC | 3,490 | $3.46M | 0.48% | +135+4.0% | Added |
| Gsa Capital Partners LLP | 3,498 | $3.46M | 0.24% | +3,498 | New |
| Nadler Financial Group, Inc. | 3,499 | $3.46M | 0.35% | −264−7.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 3,499 | $3.46M | 0.27% | +106+3.1% | Added |
| Capital Investment Advisory Services, LLC | 3,504 | $3.47M | 0.28% | +386+12.4% | Added |
| BlackDiamond Wealth Management Inc. | 3,521 | $3.47M | 2.00% | +106+3.1% | Added |
| Fortitude Advisory Group L.L.C. | 3,509 | $3.47M | 1.99% | +10.0% | Added |
| Acas, LLC | 3,551 | $3.48M | 2.33% | −64−1.8% | Reduced |
| Seamount Financial Group Inc | 3,516 | $3.48M | 1.79% | +1,176+50.3% | Added |
| Jacobi Capital Management LLC | 3,517 | $3.48M | 0.23% | +335+10.5% | Added |
| O'Brien Greene & Co. Inc | 3,519 | $3.48M | 1.14% | −49−1.4% | Reduced |
| Chatham Capital Group, Inc. | 3,519 | $3.48M | 0.53% | +200+6.0% | Added |
| Hedeker Wealth, LLC | 3,520 | $3.48M | 0.81% | −291−7.6% | Reduced |
| Shepherd Financial Partners LLC | 3,523 | $3.49M | 0.37% | +45+1.3% | Added |
| FIL Ltd | 3,538 | $3.50M | 0.00% | +2,616+283.7% | Added |
| Founders Financial Securities LLC | 3,541 | $3.50M | 0.27% | −66−1.8% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 153,029 | $3.51M | 1.80% | +7,158+4.9% | Added |
| BancorpSouth Bank | 3,542 | $3.51M | 0.23% | +13+0.4% | Added |
| GSB Wealth Management, LLC | 3,542 | $3.51M | 0.86% | −130−3.5% | Reduced |
| Enhancing Capital LLC | 3,545 | $3.51M | 2.68% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 3,546 | $3.51M | 1.65% | +184+5.5% | Added |
| Beutel, Goodman & Co Ltd. | 3,552 | $3.52M | 0.02% | −340−8.7% | Reduced |
| Jericho Financial, LLP | 3,553 | $3.52M | 2.32% | −75−2.1% | Reduced |
| Carl P. Sherr & Co., LLC | 3,555 | $3.52M | 1.78% | 00.0% | Unchanged |
| Aries Wealth Management | 3,564 | $3.53M | 0.92% | −123−3.3% | Reduced |
| Capital Planning LLC | 3,567 | $3.53M | 1.11% | +140+4.1% | Added |
| Condor Capital Management | 3,568 | $3.53M | 0.31% | −58−1.6% | Reduced |
| RMB Capital Management, LLC | 3,581 | $3.55M | 0.07% | +2,359+193.0% | Added |
| West Branch Capital LLC | 3,586 | $3.55M | 1.05% | +154+4.5% | Added |
| Wulff, Hansen & Co. | 3,592 | $3.56M | 3.04% | +63+1.8% | Added |
| ORG Partners LLC | 3,610 | $3.56M | 0.76% | +295+8.9% | Added |
| Atticus Wealth Management, LLC | 3,598 | $3.56M | 0.96% | +41+1.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 3,606 | $3.57M | 0.67% | +136+3.9% | Added |
| Fairbanks Capital Management, Inc. | 3,609 | $3.57M | 2.04% | +203+6.0% | Added |
| Picton Mahoney Asset Management | 3,614 | $3.58M | 0.05% | −632−14.9% | Reduced |
| Arrow Financial Corp | 3,621 | $3.58M | 0.38% | −79−2.1% | Reduced |
| Turn8 Private Wealth Inc. | 3,666 | $3.59M | 2.59% | +90+2.5% | Added |
| Werlinich Asset Management, LLC | 3,628 | $3.59M | 1.96% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 3,632 | $3.60M | 2.57% | 00.0% | Unchanged |
| First National Corp | 3,644 | $3.61M | 0.73% | +9+0.2% | Added |
| Decatur Capital Management, Inc. | 3,650 | $3.61M | 1.58% | 00.0% | Unchanged |
| Finivi Inc. | 3,650 | $3.61M | 2.45% | +74+2.1% | Added |
| Platform Technology Partners | 3,661 | $3.62M | 0.95% | −3−0.1% | Reduced |
| Alyeska Investment Group, L.P. | 3,664 | $3.63M | 0.01% | +3,664 | New |
| Ironwood Financial, llc | 3,845 | $3.64M | 0.78% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,675 | $3.64M | 0.27% | +793+27.5% | Added |
| Beaton Management Co. Inc. | 3,680 | $3.64M | 1.78% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 3,680 | $3.64M | 0.59% | +537+17.1% | Added |
| Harfst & Associates, Inc. | 3,688 | $3.65M | 0.75% | −796−17.8% | Reduced |
| Aviance Capital Partners, LLC | 3,694 | $3.66M | 0.48% | +9+0.2% | Added |
| Peloton Wealth Strategists | 3,703 | $3.67M | 1.47% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,704 | $3.67M | 0.18% | +54+1.5% | Added |
| Legacy Wealth Management, LLC | 3,713 | $3.68M | 1.12% | −120−3.1% | Reduced |
| Eads & Heald Wealth Management | 3,714 | $3.68M | 1.82% | −173−4.5% | Reduced |
| Sand Hill Global Advisors, LLC | 3,715 | $3.68M | 0.14% | +73+2.0% | Added |
| Sciencast Management LP | 3,718 | $3.68M | 0.76% | +2,008+117.4% | Added |
| Aviso Wealth Management | 3,733 | $3.70M | 1.73% | +583+18.5% | Added |
| Oxler Private Wealth LLC | 3,745 | $3.71M | 1.16% | +4+0.1% | Added |
| Garner Asset Management Corp | 3,750 | $3.71M | 1.72% | −299−7.4% | Reduced |
| Princeton Capital Management LLC | 3,756 | $3.72M | 1.10% | +131+3.6% | Added |
| New Millennium Group LLC | 3,757 | $3.72M | 2.06% | +699+22.9% | Added |
| Hilltop National Bank | 3,758 | $3.72M | 0.97% | +3,758 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 3,768 | $3.73M | 0.52% | −477−11.2% | Reduced |
| Clarkston Capital Partners, LLC | 3,785 | $3.75M | 0.08% | +258+7.3% | Added |
| Constitution Capital LLC | 3,800 | $3.76M | 1.92% | −725−16.0% | Reduced |
| Pensionfund Sabic | 3,800 | $3.76M | 1.07% | −100−2.6% | Reduced |
| Norway Savings Bank | 3,801 | $3.76M | 1.93% | +108+2.9% | Added |
| Triasima Portfolio Management inc. | 3,805 | $3.77M | 0.69% | +416+12.3% | Added |
| Prossimo Advisors, LLC | 3,814 | $3.78M | 3.03% | −369−8.8% | Reduced |
| NorthStar Asset Management LLC | 3,822 | $3.78M | 2.00% | +12+0.3% | Added |
| Oxford Financial Group Ltd | 3,827 | $3.79M | 0.23% | −64−1.6% | Reduced |
| Norden Group LLC | 3,831 | $3.79M | 0.41% | +720+23.1% | Added |
| Capstone Financial Advisors, Inc. | 3,841 | $3.80M | 0.22% | +10.0% | Added |
| Sivia Capital Partners, LLC | 3,853 | $3.81M | 1.30% | +165+4.5% | Added |
| Precision Wealth Strategies, LLC | 3,854 | $3.82M | 1.24% | +655+20.5% | Added |
| Moody Lynn & Lieberson, LLC | 3,856 | $3.82M | 0.22% | +16+0.4% | Added |
| Golden State Equity Partners | 3,866 | $3.83M | 0.71% | +679+21.3% | Added |
| Jessup Wealth Management, Inc | 3,868 | $3.83M | 1.54% | −91−2.3% | Reduced |
| Golden State Wealth Management, LLC | 3,882 | $3.84M | 0.47% | −217−5.3% | Reduced |
| Centric Wealth Management | 3,922 | $3.85M | 0.92% | +358+10.0% | Added |
| Peak Asset Management, LLC | 3,899 | $3.86M | 0.71% | −5−0.1% | Reduced |
| IMS Capital Management | 3,904 | $3.86M | 1.80% | −133−3.3% | Reduced |
| Wisconsin Capital Management LLC | 3,907 | $3.87M | 2.14% | +29+0.7% | Added |