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 |
|---|---|---|---|---|---|
| Activest Wealth Management | 350 | $346.6K | 0.08% | +12+3.6% | Added |
| Wolverine Asset Management LLC | 351 | $347.5K | 0.01% | +303+631.3% | Added |
| Summit Investment Advisors, Inc. | 366 | $348.6K | 0.29% | +2+0.5% | Added |
| SOA Wealth Advisors, LLC. | 17,617 | $348.9K | 0.07% | −2,963−14.4% | Reduced |
| Flywheel Private Wealth LLC | 353 | $349.4K | 0.28% | −55−13.5% | Reduced |
| LGT Fund Management Co Ltd. | 355 | $351.4K | 0.03% | −2,000−84.9% | Reduced |
| Sherbrooke Park Advisers LLC | 355 | $351.4K | 0.15% | −97−21.5% | Reduced |
| United Bank | 355 | $351.4K | 0.04% | −3−0.8% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 357 | $353.4K | 0.14% | +357 | New |
| Revisor Wealth Management LLC | 364 | $353.5K | 0.13% | +2+0.6% | Added |
| Seek First Inc. | 358 | $354.3K | 0.29% | +9+2.6% | Added |
| Iams Wealth Management, LLC | 358 | $354.4K | 0.16% | +358 | New |
| A&I Financial Services, LLC | 358 | $354.4K | 0.20% | +27+8.2% | Added |
| Summit Financial Strategies, Inc. | 358 | $354.4K | 0.03% | +5+1.4% | Added |
| West Michigan Advisors, LLC | 359 | $355.4K | 0.10% | +22+6.5% | Added |
| Reston Wealth Management LLC | 359 | $355.8K | 0.12% | +86+31.5% | Added |
| Trust Co of Kansas | 360 | $356.0K | 0.17% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 360 | $356.1K | 0.04% | −156−30.2% | Reduced |
| Cedar Mountain Advisors, LLC | 361 | $357.2K | 0.07% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 361 | $357.4K | 0.12% | +361 | New |
| Penobscot Wealth Management | 363 | $358.9K | 0.13% | +9+2.5% | Added |
| Lynch & Associates | 363 | $359.3K | 0.07% | +3+0.8% | Added |
| Harbor Group, Inc. | 363 | $359.4K | 0.06% | 00.0% | Unchanged |
| DDFG, Inc | 363 | $359.5K | 0.09% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 364 | $360.3K | 0.21% | +7+2.0% | Added |
| Pinney & Scofield, Inc. | 364 | $360.3K | 0.24% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 364 | $360.3K | 0.19% | +35+10.6% | Added |
| Portland Global Advisors LLC | 364 | $360.3K | 0.04% | +63+20.9% | Added |
| LifePlan Investment Advisors, Inc. | 365 | $361.4K | 0.18% | 00.0% | Unchanged |
| Lincoln Capital Corp | 366 | $362.3K | 0.14% | −4−1.1% | Reduced |
| Hourglass Capital, LLC | 366 | $362.3K | 0.09% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 366 | $362.3K | 0.18% | +119+48.2% | Added |
| Rather & Kittrell, Inc. | 367 | $363.3K | 0.07% | +19+5.5% | Added |
| PUREfi Wealth, LLC | 367 | $363.4K | 0.29% | +18+5.2% | Added |
| V. M. Manning & Co., Inc. | 387 | $363.9K | 0.40% | +387 | New |
| GatePass Capital, LLC | 369 | $365.4K | 0.24% | −2−0.5% | Reduced |
| Clark Financial Services Group Inc | 369 | $365.5K | 0.22% | +369 | New |
| Advisor Resource Council | 370 | $366.3K | 0.18% | −6,096−94.3% | Reduced |
| Karani Asset Management LLC | 370 | $366.3K | 0.35% | −1,003−73.1% | Reduced |
| Millennium Capital Advisors, LLC | 371 | $367.7K | 0.25% | +20+5.7% | Added |
| Jackson Hole Capital Partners, LLC | 373 | $369.2K | 0.07% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 373 | $369.5K | 0.08% | +373 | New |
| Diversified Portfolios, Inc. | 374 | $370.2K | 0.04% | +9+2.5% | Added |
| Ferguson Shapiro LLC | 374 | $370.3K | 0.12% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 374 | $370.3K | 0.13% | −27−6.7% | Reduced |
| Navis Wealth Advisors, LLC | 374 | $370.6K | 0.31% | +5+1.4% | Added |
| Intellectus Partners, LLC | 374 | $370.7K | 0.08% | +10+2.7% | Added |
| IAG Wealth Partners, LLC | 375 | $371.2K | 0.05% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 375 | $371.2K | 0.06% | +22+6.2% | Added |
| Sutton Place Investors LLC | 376 | $372.2K | 0.22% | +32+9.3% | Added |
| Keeler Thomas Management LLC | 377 | $373.2K | 0.16% | −1,735−82.1% | Reduced |
| Acute Investment Advisory, LLC | 377 | $373.2K | 3.04% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 377 | $373.3K | 0.19% | −27−6.7% | Reduced |
| Brogan Financial, Inc. | 379 | $374.8K | 0.17% | +1+0.3% | Added |
| WNY Asset Management, LLC | 380 | $376.1K | 0.04% | +15+4.1% | Added |
| Capco Asset Management, LLC | 380 | $376.2K | 0.08% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 380 | $376.2K | 0.07% | 00.0% | Unchanged |
| 626 Financial, LLC | 381 | $377.2K | 0.18% | −48−11.2% | Reduced |
| Montis Financial, LLC | 382 | $378.6K | 0.11% | 00.0% | Unchanged |
| Opulen Financial Group LLC | 383 | $379.1K | 0.31% | +383 | New |
| Elgethun Capital Management | 384 | $379.8K | 0.08% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 384 | $380.0K | 0.07% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 384 | $380.1K | 0.07% | −17−4.2% | Reduced |
| Topsail Wealth Management, LLC | 384 | $380.1K | 0.07% | +34+9.7% | Added |
| LeConte Wealth Management, LLC | 385 | $381.1K | 0.26% | +128+49.8% | Added |
| Efficient Advisors, LLC | 385 | $381.1K | 0.02% | +385 | New |
| Silver Lake Advisory, LLC | 385 | $381.4K | 0.16% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 385 | $381.4K | 0.17% | −55−12.5% | Reduced |
| Better Money Decisions, LLC | 387 | $383.1K | 0.23% | +4+1.0% | Added |
| Family Office Research LLC | 387 | $383.4K | 0.18% | 00.0% | Unchanged |
| Port Capital LLC | 388 | $384.0K | 0.02% | −83−17.6% | Reduced |
| MPS Loria Financial Planners, LLC | 390 | $385.9K | 0.11% | +1+0.3% | Added |
| N.E.W. Advisory Services LLC | 390 | $386.0K | 0.04% | −128−24.7% | Reduced |
| Meridian Wealth Partners, LLC | 390 | $386.1K | 0.06% | −22−5.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 390 | $386.5K | 0.08% | −175−31.0% | Reduced |
| Yeomans Consulting Group, Inc. | 392 | $386.5K | 0.16% | +24+6.5% | Added |
| Stonehearth Capital Management, LLC | 391 | $387.1K | 0.16% | 00.0% | Unchanged |
| Syntax Research, Inc. | 392 | $388.1K | 0.28% | 00.0% | Unchanged |
| Smith, Salley & Associates | 392 | $388.4K | 0.02% | −49−11.1% | Reduced |
| Running Point Capital Advisors, LLC | 393 | $388.6K | 0.11% | −30−7.1% | Reduced |
| GoalVest Advisory LLC | 394 | $390.0K | 0.10% | +117+42.2% | Added |
| RBA Wealth Management, LLC | 394 | $390.1K | 0.15% | −30−7.1% | Reduced |
| Gunderson Capital Management Inc. | 396 | $391.8K | 0.16% | −126−24.1% | Reduced |
| Hoey Investments, Inc | 397 | $393.0K | 0.06% | −1−0.3% | Reduced |
| Severin Investments, LLC | 399 | $394.9K | 0.37% | −176−30.6% | Reduced |
| Everest Management Corp. | 399 | $395.0K | 0.28% | +23+6.1% | Added |
| Eldridge Investment Advisors, Inc. | 399 | $395.3K | 0.08% | 00.0% | Unchanged |
| Grace & White Inc | 400 | $396.0K | 0.07% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 400 | $396.0K | 0.30% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 400 | $396.0K | 0.24% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 400 | $396.0K | 0.03% | +400 | New |
| Cohen & Steers, Inc. | 400 | $396.0K | 0.00% | −50−11.1% | Reduced |
| Quantum Private Wealth, LLC | 401 | $396.9K | 0.13% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 401 | $397.0K | 0.07% | −102−20.3% | Reduced |
| Cornerstone Capital, Inc. | 402 | $398.0K | 0.04% | −60−13.0% | Reduced |
| 4J Wealth Management LLC | 402 | $398.0K | 0.27% | −2−0.5% | Reduced |
| Sage Private Wealth Group, LLC | 402 | $398.4K | 0.26% | +77+23.7% | Added |
| Providence Capital Advisors, LLC | 403 | $398.9K | 0.07% | +96+31.3% | Added |
| Keebeck Alpha, LP | 403 | $398.9K | 0.65% | +177+78.3% | Added |
| Tacita Capital Inc | 404 | $399.9K | 0.26% | 00.0% | Unchanged |