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 |
|---|---|---|---|---|---|
| Park Capital Management, LLC | 277 | $274.2K | 0.25% | +12+4.5% | Added |
| IMG Wealth Management, Inc. | 277 | $274.2K | 0.21% | +22+8.6% | Added |
| Cora Capital Advisors LLC | 277 | $274.2K | 0.12% | −59−17.6% | Reduced |
| Advocate Group LLC | 278 | $275.2K | 0.05% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 278 | $275.2K | 0.14% | +1+0.4% | Added |
| Blackston Financial Advisory Group, LLC | 279 | $276.2K | 0.17% | +279 | New |
| Holistic Financial Partners | 279 | $276.7K | 0.12% | +30+12.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 280 | $277.2K | 0.16% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 280 | $277.2K | 0.02% | +3+1.1% | Added |
| Verus Wealth Management, LLC | 280 | $277.2K | 0.28% | +7+2.6% | Added |
| Nixon Capital, LLC | 280 | $277.2K | 0.09% | +280 | New |
| Acorn Financial Advisory Services Inc | 280 | $277.2K | 0.05% | +280 | New |
| Avaii Wealth Management, LLC | 281 | $278.1K | 0.12% | +281 | New |
| Gordian Capital Singapore Pte Ltd | 281 | $278.2K | 0.42% | −320−53.2% | Reduced |
| Innovator Capital Management, LLC | 281 | $278.2K | 4.27% | −16−5.4% | Reduced |
| Oxinas Partners Wealth Management LLC | 282 | $278.8K | 0.14% | +29+11.5% | Added |
| Alexander Labrunerie & Co., Inc. | 282 | $279.2K | 0.11% | −18−6.0% | Reduced |
| Rakuten Securities, Inc. | 282 | $279.2K | 0.11% | +18+6.8% | Added |
| Insight Wealth Partners, LLC | 282 | $279.2K | 0.15% | +48+20.5% | Added |
| Hurlow Wealth Management Group, Inc. | 283 | $280.2K | 0.08% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 283 | $280.5K | 0.03% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 284 | $280.9K | 0.11% | +26+10.1% | Added |
| Silver Coast Investments LLC | 284 | $281.1K | 0.10% | +8+2.9% | Added |
| Country Trust Bank | 284 | $281.1K | 0.01% | +200+238.1% | Added |
| Asset Allocation Strategies LLC | 285 | $281.7K | 0.06% | +34+13.5% | Added |
| Hall Laurie J Trustee | 285 | $282.1K | 0.09% | −13−4.4% | Reduced |
| SwitchPoint Financial Planning, LLC | 285 | $282.5K | 0.23% | +8+2.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 286 | $283.1K | 0.46% | 00.0% | Unchanged |
| OxenFree Capital LLC | 286 | $283.1K | 0.17% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 287 | $283.8K | 0.16% | −58−16.8% | Reduced |
| Stonebridge Capital Advisors LLC | 287 | $283.9K | 0.02% | −320−52.7% | Reduced |
| Greenberg Financial Group | 304 | $284.4K | 0.11% | +44+16.9% | Added |
| Inspire Advisors, LLC | 288 | $284.8K | 0.03% | +50+21.0% | Added |
| Inceptionr LLC | 288 | $285.1K | 0.07% | −235−44.9% | Reduced |
| Beacon Financial Strategies CORP | 288 | $285.1K | 0.18% | 00.0% | Unchanged |
| Wealthquest Corp | 288 | $285.2K | 0.02% | +40+16.1% | Added |
| USAdvisors Wealth Management, LLC | 289 | $286.0K | 0.11% | −108−27.2% | Reduced |
| MBB Public Markets I LLC | 289 | $286.1K | 0.03% | −63−17.9% | Reduced |
| Gables Capital Management Inc. | 289 | $286.1K | 0.14% | +20+7.4% | Added |
| Summit Wealth Partners, LLC | 289 | $286.2K | 0.05% | −2−0.7% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 290 | $286.9K | 0.23% | +6+2.1% | Added |
| Atlas Wealth Partners, LLC | 290 | $287.0K | 0.33% | −50−14.7% | Reduced |
| Trust Co | 290 | $287.1K | 0.03% | −96−24.9% | Reduced |
| B&D White Capital Company, LLC | 290 | $287.1K | 0.04% | −10−3.3% | Reduced |
| Boston Research & Management Inc | 290 | $287.1K | 0.07% | 00.0% | Unchanged |
| Carson Advisory Inc. | 291 | $288.5K | 0.18% | 00.0% | Unchanged |
| Single Point Partners, LLC | 292 | $289.0K | 0.06% | −1−0.3% | Reduced |
| DMKC Advisory Services, LLC | 303 | $289.0K | 0.15% | +25+9.0% | Added |
| Sterling Financial Group, Inc. | 292 | $289.1K | 0.10% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 292 | $289.1K | 0.07% | +66+29.2% | Added |
| St. Louis Trust Co | 293 | $290.1K | 0.04% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 293 | $290.1K | 0.04% | +4+1.4% | Added |
| Montz Harcus Wealth Management LLC | 293 | $290.1K | 0.14% | −36−10.9% | Reduced |
| Tillman Hartley LLC | 294 | $291.0K | 0.08% | +26+9.7% | Added |
| Brown Wealth Management, LLC | 294 | $291.0K | 0.09% | +29+10.9% | Added |
| Alliance Wealth Advisors, LLC | 294 | $291.0K | 0.07% | +59+25.1% | Added |
| Regimen Wealth, LLC | 294 | $291.4K | 0.09% | 00.0% | Unchanged |
| Ion Asset Management Ltd. | 295 | $292.0K | 0.02% | −105−26.3% | Reduced |
| Farnam Financial LLC | 295 | $292.0K | 0.26% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 295 | $292.0K | 0.14% | +77+35.3% | Added |
| White Lighthouse Investment Management Inc. | 295 | $292.2K | 0.05% | −1−0.3% | Reduced |
| CTC Alternative Strategies, Ltd. | 296 | $293.0K | 0.26% | +296 | New |
| Mullooly Asset Management, Inc. | 296 | $293.1K | 0.12% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 297 | $294.0K | 0.04% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 297 | $294.0K | 0.14% | 00.0% | Unchanged |
| Well Done, LLC | 297 | $294.0K | 0.06% | +37+14.2% | Added |
| REDW Wealth LLC | 297 | $294.1K | 0.12% | +1+0.3% | Added |
| Triumph Capital Management | 298 | $294.6K | 0.09% | +18+6.4% | Added |
| Riverbend Wealth Management, LLC | 298 | $294.7K | 0.22% | +20+7.2% | Added |
| Pflug Koory, LLC | 298 | $295.0K | 0.15% | 00.0% | Unchanged |
| Potentia Wealth | 298 | $295.2K | 0.17% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 298 | $295.4K | 0.10% | 00.0% | Unchanged |
| FORM Wealth Advisors, LLC | 300 | $297.0K | 0.04% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 300 | $297.0K | 0.21% | 00.0% | Unchanged |
| Seros Financial, LLC | 300 | $297.1K | 0.19% | +8+2.7% | Added |
| Bowman & Co S.C. | 301 | $297.7K | 0.13% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 317 | $297.9K | 0.22% | +93+41.5% | Added |
| Stephens Consulting, LLC | 302 | $299.0K | 0.07% | +7+2.4% | Added |
| Disciplined Investments, LLC | 303 | $299.8K | 0.13% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 303 | $300.0K | 0.23% | −1−0.3% | Reduced |
| PharVision Advisers, LLC | 303 | $300.0K | 0.43% | +303 | New |
| David Wealth Management LLC | 303 | $300.0K | 0.22% | +3+1.0% | Added |
| Center for Financial Planning, Inc. | 304 | $300.9K | 0.03% | −30−9.0% | Reduced |
| BlueChip Wealth Advisors LLC | 304 | $301.0K | 0.13% | −23−7.0% | Reduced |
| Quilter Plc | 305 | $301.9K | 0.01% | −4−1.3% | Reduced |
| Verde Capital Management | 305 | $302.1K | 0.07% | +7+2.3% | Added |
| S&T Bank | 306 | $302.9K | 0.09% | +9+3.0% | Added |
| Coston, McIsaac & Partners | 306 | $303.0K | 0.08% | 00.0% | Unchanged |
| OLIO Financial Planning | 306 | $303.3K | 0.10% | +21+7.4% | Added |
| Manuka Financial, LLC | 306 | $303.4K | 0.17% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 308 | $303.7K | 0.05% | +3+1.0% | Added |
| Global Financial Private Client, LLC | 307 | $303.9K | 0.11% | 00.0% | Unchanged |
| JNBA Financial Advisors | 307 | $303.9K | 0.03% | +10+3.4% | Added |
| Clarus Group, Inc. | 307 | $303.9K | 0.11% | +307 | New |
| Measured Wealth Private Client Group, LLC | 307 | $303.9K | 0.09% | +307 | New |
| Financial Avengers, Inc. | 308 | $304.4K | 0.14% | +1+0.3% | Added |
| Summit Financial Consulting LLC | 308 | $304.9K | 0.27% | −99−24.3% | Reduced |
| Hill Investment Group Partners, LLC | 308 | $304.9K | 0.04% | +12+4.1% | Added |
| Planning Directions Inc | 308 | $305.3K | 0.17% | −41−11.7% | Reduced |
| Nordwand Advisors, LLC | 308 | $305.8K | 0.05% | +308 | New |