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 |
|---|---|---|---|---|---|
| Ameraudi Asset Management, Inc. | 309 | $305.9K | 0.16% | 00.0% | Unchanged |
| SWP Financial LLC | 309 | $306.1K | 0.17% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 309 | $306.1K | 0.03% | −7−2.2% | Reduced |
| Peak Planning Group, LLC | 310 | $306.5K | 0.20% | +16+5.4% | Added |
| Sunburst Financial Group, LLC | 310 | $306.9K | 0.07% | +9+3.0% | Added |
| ORBA Wealth Advisors, L.L.C. | 311 | $307.9K | 0.28% | −1,154−78.8% | Reduced |
| Global Wealth Strategies & Associates | 311 | $307.9K | 0.09% | −55−15.0% | Reduced |
| Villere St Denis J & Co LLC | 312 | $308.9K | 0.03% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 312 | $309.0K | 0.14% | +7+2.3% | Added |
| CSM Advisors, LLC | 313 | $309.0K | 0.01% | +10+3.3% | Added |
| Verus Financial Partners, Inc. | 316 | $310.5K | 0.03% | +13+4.3% | Added |
| Smithbridge Asset Management Inc | 314 | $310.8K | 0.05% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 314 | $310.8K | 0.05% | +314 | New |
| Accredited Wealth Management, LLC | 314 | $310.9K | 0.25% | 00.0% | Unchanged |
| HughesLittle Investment Management Ltd. | 315 | $311.8K | 0.06% | 00.0% | Unchanged |
| Curat Global, LLC | 315 | $311.8K | 0.30% | +60+23.5% | Added |
| Parkwoods Wealth Partners, LLC | 315 | $311.8K | 0.18% | +61+24.0% | Added |
| Smith Thornton Advisors LLC | 315 | $311.9K | 0.18% | +5+1.6% | Added |
| Capstone Wealth Management, LLC | 316 | $312.5K | 0.27% | −2−0.6% | Reduced |
| Burr Financial Services, LLC | 316 | $312.8K | 0.26% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 316 | $312.8K | 0.08% | −10−3.1% | Reduced |
| Madden Securities Corp | 317 | $313.8K | 0.11% | 00.0% | Unchanged |
| Koa Wealth Management, LLC | 318 | $314.7K | 0.25% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 318 | $314.8K | 0.19% | 00.0% | Unchanged |
| S. R. Schill & Associates | 318 | $314.9K | 0.23% | −127−28.5% | Reduced |
| Maripau Wealth Management LLC | 318 | $315.0K | 0.16% | −191−37.5% | Reduced |
| New Covenant Trust Company, N.A. | 321 | $316.2K | 0.28% | −6−1.8% | Reduced |
| Summitry LLC | 320 | $316.6K | 0.01% | −133−29.4% | Reduced |
| Sharp Financial Services, LLC | 320 | $316.8K | 0.20% | +2+0.6% | Added |
| Capital Squared Financial LLC | 320 | $317.0K | 0.37% | +320 | New |
| Greenwood Capital Associates LLC | 321 | $317.8K | 0.04% | −190−37.2% | Reduced |
| Center For Asset Management LLC | 345 | $318.2K | 0.20% | −51−12.9% | Reduced |
| Northeast Financial Group, Inc. | 321 | $318.4K | 0.10% | −11−3.3% | Reduced |
| Parsonex Advisory Services, Inc. | 322 | $318.8K | 0.27% | +322 | New |
| Aspire Growth Partners LLC | 323 | $319.3K | 0.26% | −33−9.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 322 | $319.4K | 0.11% | −11−3.3% | Reduced |
| Novus Advisors, LLC | 323 | $319.6K | 0.49% | −783−70.8% | Reduced |
| Omega Financial Group, LLC | 323 | $319.7K | 0.12% | +323 | New |
| Gold Investment Management Ltd. | 325 | $320.4K | 0.12% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 324 | $320.7K | 0.06% | −7−2.1% | Reduced |
| 1 North Wealth Services LLC | 324 | $320.7K | 0.13% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 324 | $320.7K | 0.07% | +324 | New |
| Royal Fund Management, LLC | 324 | $320.7K | 0.03% | +63+24.1% | Added |
| Promethium Advisors,llc | 325 | $321.6K | 0.20% | 00.0% | Unchanged |
| Avid Wealth Partners LLC | 325 | $321.7K | 0.18% | +106+48.4% | Added |
| Talisman Wealth Advisors LLC | 325 | $321.8K | 0.29% | +7+2.2% | Added |
| Johnson & White Wealth Management, LLC | 325 | $322.0K | 0.16% | 00.0% | Unchanged |
| Mayport, LLC | 326 | $322.3K | 0.08% | +8+2.5% | Added |
| Murphy Pohlad Asset Management LLC | 326 | $322.7K | 0.14% | 00.0% | Unchanged |
| Joel Adams & Associates, Inc. | 326 | $322.7K | 0.29% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 326 | $322.7K | 0.03% | +293+887.9% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 327 | $323.4K | 0.17% | +57+21.1% | Added |
| Adamsbrown Wealth Consultants LLC | 328 | $324.9K | 0.09% | +81+32.8% | Added |
| Strid Group, LLC | 329 | $325.7K | 0.05% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 329 | $325.7K | 0.29% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 329 | $325.7K | 0.17% | +73+28.5% | Added |
| Kondo Wealth Advisors, Inc. | 330 | $326.3K | 0.14% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 330 | $326.4K | 0.07% | +11+3.4% | Added |
| Gould Capital, LLC | 330 | $326.7K | 0.22% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 330 | $327.0K | 0.13% | 00.0% | Unchanged |
| TKG Advisors, LLC | 331 | $327.7K | 0.15% | −10−2.9% | Reduced |
| Schulz Wealth, LTD. | 331 | $327.7K | 0.24% | +3+0.9% | Added |
| First Financial Bank - Trust Division | 332 | $328.7K | 0.03% | −1−0.3% | Reduced |
| New Insight Wealth Advisors | 334 | $330.2K | 0.14% | −4−1.2% | Reduced |
| Fidelity D & D Bancorp Inc | 334 | $330.6K | 0.20% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 334 | $330.6K | 0.10% | +9+2.8% | Added |
| Widmann Financial Services, Inc. | 335 | $331.5K | 0.23% | −75−18.3% | Reduced |
| Indie Asset Partners, LLC | 337 | $333.6K | 0.61% | −112−24.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 337 | $333.6K | 0.05% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 337 | $333.6K | 0.28% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 337 | $333.7K | 0.06% | −11−3.2% | Reduced |
| G2 Capital Management, LLC | 338 | $334.2K | 0.09% | −6−1.7% | Reduced |
| Martin Investment Management, LLC | 339 | $335.6K | 0.09% | 00.0% | Unchanged |
| Dock Street Asset Management Inc | 341 | $337.6K | 0.03% | −68−16.6% | Reduced |
| Capital City Trust Co | 341 | $337.6K | 0.09% | −4−1.2% | Reduced |
| Aspiring Ventures, LLC | 341 | $337.7K | 0.15% | +44+14.8% | Added |
| Gilbert & Cook, Inc. | 341 | $337.9K | 0.05% | 00.0% | Unchanged |
| Lynx Investment Advisory | 342 | $338.1K | 0.22% | +1+0.3% | Added |
| Wealthspan Partners, LLC | 342 | $338.5K | 0.14% | +42+14.0% | Added |
| Cornerstone Wealth Advisors, Inc. | 342 | $338.7K | 0.09% | +2+0.6% | Added |
| Vantage Financial Partners, LLC | 342 | $338.8K | 0.08% | +13+4.0% | Added |
| Sensible Money, LLC | 343 | $339.1K | 0.13% | +1+0.3% | Added |
| 4WEALTH Advisors, Inc. | 343 | $339.4K | 0.35% | +343 | New |
| M. Kulyk & Associates, LLC | 343 | $339.5K | 0.07% | +13+3.9% | Added |
| Cottage Street Advisors LLC | 344 | $340.3K | 0.18% | −9−2.5% | Reduced |
| Per Stirling Capital Management, LLC. | 344 | $340.6K | 0.04% | −6−1.7% | Reduced |
| Fairfield, Bush & Co. | 344 | $340.7K | 0.19% | +62+22.0% | Added |
| Alliance Wealth Management Group | 344 | $340.9K | 0.09% | 00.0% | Unchanged |
| Define Financial, LLC | 346 | $342.6K | 0.23% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 347 | $343.2K | 0.17% | +6+1.8% | Added |
| Endeavor Private Wealth, Inc. | 347 | $344.0K | 0.16% | +17+5.2% | Added |
| Wells Trecaso Financial Group, LLC | 348 | $344.5K | 0.11% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 348 | $344.8K | 0.14% | −40−10.3% | Reduced |
| Towercrest Capital Management | 348 | $344.9K | 0.06% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 349 | $345.5K | 0.17% | 00.0% | Unchanged |
| Quarry LP | 349 | $345.5K | 0.08% | +349 | New |
| Addison Advisors LLC | 349 | $345.5K | 0.09% | +1+0.3% | Added |
| Coerente Capital Management | 350 | $346.5K | 0.06% | −125−26.3% | Reduced |
| First Citizens Financial Corp | 350 | $346.5K | 0.19% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 350 | $346.5K | 0.29% | +350 | New |