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; 4,261 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
- 4,012
- +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 | 4,261 | $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 |
|---|---|---|---|---|---|
| Total Investment Management Inc | 240 | $237.5K | 0.03% | −3−1.2% | Reduced |
| Cascade Investment Advisors, Inc. | 240 | $237.6K | 0.15% | −111−31.6% | Reduced |
| Genesis Wealth Advisors, LLC | 240 | $237.6K | 0.18% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 240 | $237.6K | 0.01% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 240 | $237.9K | 0.17% | +240 | New |
| Oxford Asset Management LLP | 241 | $238.6K | 0.08% | −80−24.9% | Reduced |
| First PREMIER Bank | 242 | $239.0K | 0.06% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 242 | $239.3K | 0.02% | +1+0.4% | Added |
| Altus Wealth Management, LLC | 242 | $239.6K | 0.11% | −84−25.8% | Reduced |
| East Coast Asset Management, LLC. | 242 | $239.6K | 0.08% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 242 | $239.6K | 0.00% | +5+2.1% | Added |
| Tucker Asset Management LLC | 242 | $239.6K | 0.08% | +21+9.5% | Added |
| Compton Financial Group, LLC | 242 | $239.8K | 0.06% | +242 | New |
| WPG Advisers, LLC | 243 | $240.6K | 0.20% | −49−16.8% | Reduced |
| Meriwether Wealth & Planning, LLC | 243 | $240.6K | 0.15% | −11−4.3% | Reduced |
| LCNB Corp | 243 | $240.6K | 0.08% | +20+9.0% | Added |
| Spectrum Investment Advisors, Inc. | 243 | $240.6K | 0.14% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 244 | $241.8K | 0.16% | −16−6.2% | Reduced |
| Vanguard Capital Wealth Advisors | 244 | $241.8K | 0.24% | −9−3.6% | Reduced |
| Manitou Investment Management Ltd. | 245 | $242.5K | 0.05% | 00.0% | Unchanged |
| DHK Financial Advisors, Inc. | 245 | $242.5K | 0.14% | +4+1.7% | Added |
| Outlook Wealth Advisors, LLC | 245 | $242.5K | 0.06% | +5+2.1% | Added |
| Sawyer & Company, Inc | 260 | $243.3K | 0.09% | −100−27.8% | Reduced |
| FMB Wealth Management | 246 | $243.6K | 0.12% | +15+6.5% | Added |
| Capasso Planning Partners LLC | 246 | $243.6K | 0.14% | 00.0% | Unchanged |
| Sagace Wealth Management LLC | 247 | $244.5K | 0.18% | −226−47.8% | Reduced |
| Blue Oak Capital, LLC | 247 | $244.5K | 0.13% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 245 | $245.0K | 0.13% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 248 | $245.1K | 0.09% | −16−6.1% | Reduced |
| Holcombe Financial, Inc. | 249 | $246.3K | 0.19% | 00.0% | Unchanged |
| Parkshore Wealth Management, Inc. | 249 | $246.4K | 0.12% | +9+3.8% | Added |
| Kelly Financial Services LLC | 249 | $246.5K | 0.07% | 00.0% | Unchanged |
| Avondale Wealth Management | 249 | $246.5K | 0.14% | −105−29.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 249 | $246.5K | 0.02% | −13−5.0% | Reduced |
| AJ Advisors, LLC | 249 | $246.6K | 0.11% | +25+11.2% | Added |
| Wallace Advisory Group, LLC | 261 | $246.8K | 0.18% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 250 | $247.0K | 0.06% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 250 | $247.5K | 0.25% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 250 | $247.5K | 0.11% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 250 | $247.5K | 0.06% | +4+1.6% | Added |
| Dunhill Financial, LLC | 250 | $247.5K | 0.07% | −2−0.8% | Reduced |
| Farmers Trust Co | 251 | $248.5K | 0.05% | −150−37.4% | Reduced |
| Hughes Financial Services, LLC | 257 | $249.0K | 0.04% | −7−2.7% | Reduced |
| Crew Capital Management, Ltd. | 252 | $249.8K | 0.18% | +9+3.7% | Added |
| Financial Enhancement Group LLC | 258 | $250.4K | 0.04% | −10−3.7% | Reduced |
| One Wealth Capital Management, LLC | 253 | $250.5K | 0.12% | −30−10.6% | Reduced |
| Innova Wealth Partners | 253 | $250.5K | 0.15% | +1+0.4% | Added |
| Foronjy Financial LLC | 253 | $250.8K | 0.12% | +253 | New |
| Stapp Wealth Management, PLLC | 254 | $251.4K | 0.36% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 255 | $252.4K | 0.28% | 00.0% | Unchanged |
| BIP Alliance, LLC | 255 | $252.4K | 0.10% | +2+0.8% | Added |
| GK Wealth Management LLC | 255 | $252.7K | 0.25% | +29+12.8% | Added |
| Charter Oak Capital Management, LLC | 256 | $253.5K | 0.02% | +1+0.4% | Added |
| Marshall Financial Group LLC | 256 | $253.5K | 0.05% | −33−11.4% | Reduced |
| Cedar Point Capital Partners, LLC | 257 | $254.4K | 0.18% | +2+0.8% | Added |
| GFI Investment Counsel Ltd. | 257 | $254.4K | 0.03% | +257 | New |
| OneAscent Investment Solutions LLC | 258 | $255.0K | 0.27% | +258 | New |
| Sky-Mountain Capital Management, Inc. | 261 | $255.1K | 0.17% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 258 | $255.4K | 0.08% | 00.0% | Unchanged |
| Gallo Partners, LP | 259 | $256.4K | 0.17% | −2,189−89.4% | Reduced |
| Cannon Financial Strategists, Inc. | 259 | $256.4K | 0.04% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 260 | $257.4K | 0.04% | +19+7.9% | Added |
| BridgePort Financial Solutions, LLC | 260 | $257.4K | 0.09% | +260 | New |
| NewSquare Capital LLC | 260 | $257.7K | 0.02% | +101+63.5% | Added |
| Requisite Capital Management, LLC | 261 | $258.4K | 0.06% | +32+14.0% | Added |
| Buck Wealth Strategies, LLC | 261 | $258.4K | 0.04% | +6+2.4% | Added |
| Awm Capital, LLC | 261 | $258.6K | 0.03% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 261 | $259.0K | 0.01% | +261 | New |
| Brass Tax Wealth Management, Inc | 262 | $259.3K | 0.05% | +9+3.6% | Added |
| IMA Wealth, Inc. | 262 | $259.4K | 0.03% | +3+1.2% | Added |
| Hobbs Wealth Management, LLC | 262 | $259.4K | 0.25% | +11+4.4% | Added |
| Whipplewood Advisors, LLC | 263 | $260.4K | 0.14% | −96−26.7% | Reduced |
| Cullen Investment Group, Ltd. | 263 | $260.6K | 0.04% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 274 | $262.0K | 0.04% | +274 | New |
| Presper Financial Architects, LLC | 265 | $262.0K | 0.19% | +265 | New |
| McCarthy & Cox | 265 | $262.2K | 0.07% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 265 | $262.3K | 0.04% | 00.0% | Unchanged |
| Tradewinds, LLC. | 266 | $263.0K | 0.20% | −690−72.2% | Reduced |
| Merkkuri Wealth Advisors LLC | 266 | $263.0K | 0.20% | −3−1.1% | Reduced |
| Defined Financial Planning LLC | 272 | $263.2K | 0.23% | −116−29.9% | Reduced |
| Isthmus Partners, LLC | 266 | $263.3K | 0.03% | +1+0.4% | Added |
| Legacy Financial Strategies, LLC | 266 | $263.4K | 0.05% | +37+16.2% | Added |
| Balentine LLC | 267 | $264.3K | 0.01% | −733−73.3% | Reduced |
| Gladius Capital Management LP | 267 | $264.3K | 0.41% | −679−71.8% | Reduced |
| Provenance Wealth Advisors, LLC | 267 | $264.3K | 0.04% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 268 | $265.5K | 0.05% | −30−10.1% | Reduced |
| PFS Partners, LLC | 268 | $265.6K | 0.13% | 00.0% | Unchanged |
| IMZ Advisory Inc | 279 | $265.7K | 0.11% | −101−26.6% | Reduced |
| Monograph Wealth Advisors, LLC | 269 | $266.4K | 0.03% | +2+0.7% | Added |
| Horizon Investment Services, LLC | 269 | $266.4K | 0.12% | +19+7.6% | Added |
| Ogorek Anthony Joseph | 271 | $268.0K | 0.08% | −1−0.4% | Reduced |
| Treasure Coast Financial Planning | 272 | $269.3K | 0.16% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 274 | $271.3K | 0.11% | +2+0.7% | Added |
| TPG Financial Advisors, LLC | 274 | $271.5K | 0.11% | −10−3.5% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 289 | $271.6K | 0.18% | +289 | New |
| D L Carlson Investment Group Inc | 275 | $272.2K | 0.05% | −1−0.4% | Reduced |
| William Mack & Associates, Inc. | 276 | $273.6K | 0.17% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 277 | $274.1K | 0.09% | +15+5.7% | Added |
| BetterWealth, LLC | 277 | $274.2K | 0.07% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 277 | $274.2K | 0.12% | −5−1.8% | Reduced |