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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,260 | $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 |
|---|---|---|---|---|---|
| Athena Investment Management | 210 | $207.9K | 0.12% | +210 | New |
| Stone House Investment Management, LLC | 210 | $208.0K | 0.04% | −54−20.5% | Reduced |
| South Dakota Investment Council | 210 | $208.0K | 0.00% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 210 | $208.0K | 0.10% | +210 | New |
| Carter Financial Group, INC. | 211 | $208.5K | 0.14% | +211 | New |
| Hamilton Point Investment Advisors, LLC | 211 | $208.5K | 0.03% | +211 | New |
| Interactive Financial Advisors | 211 | $208.9K | 0.10% | +211 | New |
| 17 Capital Partners, LLC | 211 | $208.9K | 0.12% | +211 | New |
| Conscious Wealth Investments, LLC | 224 | $209.3K | 0.13% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 212 | $209.9K | 0.10% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 212 | $209.9K | 0.19% | −5−2.3% | Reduced |
| One + One Wealth Management, LLC | 213 | $210.9K | 0.11% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 213 | $210.9K | 0.10% | +213 | New |
| HMV Wealth Advisors, LLC | 213 | $210.9K | 0.14% | +213 | New |
| Grantvest Financial Group LLC | 213 | $210.9K | 0.16% | +213 | New |
| Parker Financial LLC | 213 | $210.9K | 0.09% | −6−2.7% | Reduced |
| My Purposeful Wealth Corp. | 218 | $211.1K | 0.08% | +218 | New |
| M Wealth Management, LLC | 214 | $211.4K | 0.19% | 00.0% | Unchanged |
| Fortress Financial Group, LLC | 214 | $211.8K | 0.18% | +214 | New |
| Cabot Wealth Management Inc | 215 | $212.8K | 0.03% | −14−6.1% | Reduced |
| 10Elms LLP | 215 | $212.8K | 0.20% | +55+34.4% | Added |
| Manske Wealth Management | 215 | $212.8K | 0.07% | +215 | New |
| Heritage Family Offices, LLP | 229 | $212.9K | 0.11% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 216 | $213.8K | 0.11% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 216 | $213.8K | 0.04% | +216 | New |
| Noesis Capital Mangement Corp | 217 | $215.3K | 0.04% | 00.0% | Unchanged |
| Freedom Financial Partners LLC | 218 | $215.7K | 0.09% | 00.0% | Unchanged |
| Ami Investment Management Inc | 218 | $215.8K | 0.06% | −2−0.9% | Reduced |
| Edge Wealth Management LLC | 218 | $215.9K | 0.04% | +218 | New |
| Tandem Financial, LLC | 218 | $215.9K | 0.20% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 230 | $217.6K | 0.45% | 00.0% | Unchanged |
| R Squared Ltd | 220 | $217.8K | 0.12% | −380−63.3% | Reduced |
| Guardian Wealth Advisors, LLC | 220 | $217.8K | 0.13% | −23−9.5% | Reduced |
| Westwood Wealth Management | 220 | $217.8K | 0.07% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 220 | $217.8K | 0.02% | +2+0.9% | Added |
| Sykon Capital LLC | 220 | $217.8K | 0.08% | +220 | New |
| Confluence Investment Management LLC | 221 | $218.8K | 0.00% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 221 | $218.9K | 0.19% | −16−6.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 222 | $219.5K | 0.21% | −6−2.6% | Reduced |
| Landing Point Financial Group, LLC | 222 | $219.8K | 0.14% | 00.0% | Unchanged |
| Operose Advisors LLC | 222 | $219.8K | 0.06% | +107+93.0% | Added |
| Three Cord True Wealth Management, LLC | 222 | $219.8K | 0.16% | +222 | New |
| Capula Management Ltd | 223 | $220.8K | 0.00% | −96,194−99.8% | Reduced |
| Palogic Value Management, L.P. | 223 | $220.8K | 0.09% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 223 | $220.8K | 0.09% | 00.0% | Unchanged |
| Midwestern Financial, LLC | 223 | $221.0K | 0.21% | +223 | New |
| Camelot Portfolios, LLC | 223 | $221.1K | 0.13% | −1,389−86.2% | Reduced |
| Zuckerman Investment Group, LLC | 224 | $221.4K | 0.02% | +224 | New |
| Horan Securities, Inc. | 224 | $221.4K | 0.08% | +224 | New |
| Martel Wealth Advisors Inc | 224 | $221.7K | 0.04% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 224 | $221.7K | 0.99% | +10+4.7% | Added |
| Vestia Personal Wealth Advisors | 225 | $222.7K | 0.15% | −5−2.2% | Reduced |
| Old Point Trust & Financial Services N A | 225 | $222.7K | 0.08% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 225 | $223.0K | 0.12% | −4−1.7% | Reduced |
| HMS Capital Management, LLC | 226 | $223.7K | 0.10% | −50−18.1% | Reduced |
| North Forty Two & Co. | 226 | $223.7K | 0.24% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 226 | $223.7K | 0.27% | +158+232.4% | Added |
| Chemung Canal Trust Co | 227 | $224.7K | 0.05% | +13+6.1% | Added |
| Harbor Advisory Corp | 227 | $224.7K | 0.07% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 227 | $224.7K | 0.15% | +12+5.6% | Added |
| Corepath Wealth Partners LLC | 228 | $224.9K | 0.19% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 227 | $225.0K | 0.08% | +8+3.7% | Added |
| Quartz Partners, LLC | 227 | $225.0K | 0.10% | −90−28.4% | Reduced |
| Cambria Investment Management, L.P. | 228 | $225.7K | 0.02% | +228 | New |
| Astra Wealth Partners LLC | 228 | $225.7K | 0.18% | +228 | New |
| Legacy Financial Group, Inc. | 228 | $225.7K | 0.07% | −17−6.9% | Reduced |
| JMG Financial Group, Ltd. | 228 | $226.1K | 0.01% | −132−36.7% | Reduced |
| Headlands Technologies LLC | 229 | $226.7K | 0.03% | −5,455−96.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 229 | $226.7K | 0.03% | +229 | New |
| Tanglewood Legacy Advisors, LLC | 229 | $226.7K | 0.09% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 238 | $227.3K | 0.11% | +6+2.6% | Added |
| Wilkinson Global Asset Management LLC | 230 | $227.7K | 0.01% | −597−72.2% | Reduced |
| Earnest Partners LLC | 230 | $227.7K | 0.00% | 00.0% | Unchanged |
| Oak Associates, Ltd | 230 | $227.7K | 0.01% | +230 | New |
| Tableaux LLC | 230 | $227.7K | 0.13% | +230 | New |
| Madrid Financial Services | 230 | $227.7K | 0.15% | +230 | New |
| Prospect Financial Group LLC | 231 | $228.7K | 0.24% | +5+2.2% | Added |
| Ball & Co Wealth Management Inc. | 231 | $229.0K | 0.24% | 00.0% | Unchanged |
| Stanich Group LLC | 234 | $229.5K | 0.21% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 232 | $229.7K | 0.06% | +2+0.9% | Added |
| Custos Family Office, LLC | 232 | $230.0K | 0.07% | +232 | New |
| Probity Advisors, Inc. | 233 | $230.7K | 0.04% | −1−0.4% | Reduced |
| Leslie Global Wealth, LLC | 233 | $230.7K | 0.12% | +233 | New |
| Crux Wealth Advisors | 234 | $231.3K | 0.10% | −27−10.3% | Reduced |
| Paragon Capital Management Ltd | 233 | $231.4K | 0.04% | −2−0.9% | Reduced |
| Wealth Advisory Solutions, LLC | 234 | $231.6K | 0.06% | 00.0% | Unchanged |
| Hill Island Financial LLC | 234 | $232.0K | 0.06% | −3−1.3% | Reduced |
| Valued Retirements, Inc. | 234 | $232.0K | 0.26% | −27−10.3% | Reduced |
| Maseco LLP | 235 | $232.1K | 0.01% | +235 | New |
| Demars Financial Group, LLC | 235 | $232.4K | 0.09% | +235 | New |
| JDM Financial Group LLC | 235 | $232.6K | 0.11% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 235 | $232.8K | 0.03% | +235 | New |
| McGowan Group Asset Management, Inc. | 236 | $233.8K | 0.03% | −5−2.1% | Reduced |
| Seldon Capital LP | 238 | $235.6K | 0.10% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 238 | $235.6K | 0.06% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 238 | $236.0K | 0.03% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 239 | $236.6K | 0.17% | +1+0.4% | Added |
| BLVD Private Wealth, LLC | 239 | $236.6K | 0.22% | +239 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 239 | $236.9K | 0.11% | 00.0% | Unchanged |
| Avion Wealth | 240 | $237.0K | 0.05% | +126+110.5% | Added |