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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 404 | $400.0K | 0.14% | +44+12.2% | Added |
| Firethorn Wealth Partners, LLC | 406 | $402.0K | 0.17% | +9+2.3% | Added |
| Guidance Point Advisors, LLC | 406 | $402.1K | 0.10% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 406 | $402.2K | 0.17% | +5+1.2% | Added |
| Compagnie Lombard Odier SCmA | 407 | $402.9K | 0.01% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 407 | $403.0K | 0.15% | −26−6.0% | Reduced |
| Pennington Partners & Co., LLC | 407 | $403.0K | 0.22% | −41−9.2% | Reduced |
| Maridea Wealth Management LLC | 408 | $403.6K | 0.11% | −416−50.5% | Reduced |
| Long Road Investment Counsel, LLC | 408 | $403.9K | 0.15% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 408 | $403.9K | 0.11% | 00.0% | Unchanged |
| SP Asset Management LLC | 410 | $405.8K | 0.03% | +6+1.5% | Added |
| DecisionMap Wealth Management, LLC | 410 | $405.9K | 0.28% | −11−2.6% | Reduced |
| Ledgewood Wealth Advisors, LLC | 410 | $405.9K | 0.26% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 410 | $405.9K | 0.04% | +194+89.8% | Added |
| H&H Retirement Design & Management INC | 429 | $406.1K | 0.22% | −1−0.2% | Reduced |
| Libra Wealth LLC | 410 | $406.2K | 0.13% | +22+5.7% | Added |
| FSA Wealth Management LLC | 411 | $407.0K | 0.16% | +13+3.3% | Added |
| Viawealth, LLC | 412 | $407.5K | 0.24% | +1+0.2% | Added |
| Staley Capital Advisers Inc | 412 | $407.9K | 0.02% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 412 | $407.9K | 0.18% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 412 | $408.0K | 0.14% | +158+62.2% | Added |
| Eagle Bay Advisors LLC | 413 | $408.4K | 0.34% | −10−2.4% | Reduced |
| Thrive Capital Management, LLC | 414 | $409.5K | 0.13% | +414 | New |
| Ring Mountain Capital, LLC | 431 | $410.1K | 0.25% | +30+7.5% | Added |
| Optiver Holding B.V. | 415 | $410.8K | 0.01% | −1,709−80.5% | Reduced |
| Blueshift Asset Management, LLC | 415 | $410.8K | 0.13% | +415 | New |
| Cathy Pareto & Associates, Inc | 415 | $411.1K | 0.34% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 416 | $411.8K | 0.17% | +3+0.7% | Added |
| AGH Wealth Advisors, LLC | 416 | $411.8K | 0.34% | +3+0.7% | Added |
| Seascape Capital Management | 416 | $412.0K | 0.13% | −8−1.9% | Reduced |
| Mason Investment Advisory Services, Inc. | 417 | $412.5K | 0.02% | +1+0.2% | Added |
| Goodman Advisory Group, LLC | 419 | $414.8K | 0.14% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 419 | $415.0K | 0.20% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 420 | $415.4K | 0.21% | +2+0.5% | Added |
| Covenant Partners, LLC | 420 | $415.8K | 0.12% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 420 | $415.8K | 0.05% | +25+6.3% | Added |
| George Kaiser Family Foundation | 420 | $415.8K | 0.06% | +129+44.3% | Added |
| Integrity Wealth Solutions LLC | 421 | $416.3K | 0.20% | −2−0.5% | Reduced |
| Advance Capital Management, Inc. | 421 | $416.3K | 0.02% | +4+1.0% | Added |
| Davidson Kahn Capital Management, LLC | 421 | $416.9K | 0.27% | +23+5.8% | Added |
| Rexford Capital Inc | 422 | $417.8K | 0.35% | +422 | New |
| Ariadne Wealth Management, LP | 427 | $418.4K | 0.20% | −29−6.4% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 423 | $418.6K | 0.29% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 423 | $418.7K | 0.22% | +7+1.7% | Added |
| Legacy Investment Solutions, LLC | 423 | $418.7K | 0.22% | +423 | New |
| GW&K Investment Management, LLC | 423 | $419.0K | 0.00% | +120+39.6% | Added |
| Clark Asset Management, LLC | 424 | $419.7K | 0.06% | +29+7.3% | Added |
| SMART Wealth LLC | 424 | $419.9K | 0.13% | −111−20.7% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 424 | $420.1K | 0.27% | +84+24.7% | Added |
| Wealth Dimensions Group, Ltd. | 425 | $420.3K | 0.09% | +16+3.9% | Added |
| Options Solutions, LLC | 425 | $420.7K | 0.15% | −200−32.0% | Reduced |
| Martin Capital Partners, LLC | 425 | $421.0K | 0.17% | +425 | New |
| Investment Advisory Group, LLC | 426 | $421.7K | 0.13% | +22+5.4% | Added |
| Moulton Wealth Management, Inc | 428 | $422.3K | 0.32% | +1+0.2% | Added |
| Gitterman Wealth Management, LLC | 427 | $422.5K | 0.10% | −123−22.4% | Reduced |
| Phillips Financial Management, LLC | 426 | $422.7K | 0.03% | +42+10.9% | Added |
| Wealthcare Capital Partners, LLC | 429 | $424.3K | 0.21% | +21+5.1% | Added |
| Braun-Bostich & Associates Inc. | 429 | $424.7K | 0.29% | +13+3.1% | Added |
| Code Waechter LLC | 429 | $424.7K | 0.30% | +20+4.9% | Added |
| Kure Advisory, LLC | 429 | $425.2K | 0.28% | +46+12.0% | Added |
| Auto-Owners Insurance Co | 430 | $425.7K | 0.01% | −3,717−89.6% | Reduced |
| Affiance Financial, LLC | 430 | $426.6K | 0.09% | −142−24.8% | Reduced |
| Crowley Wealth Management, Inc. | 432 | $427.7K | 0.39% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 434 | $429.5K | 0.16% | +52+13.6% | Added |
| Friedenthal Financial | 435 | $430.3K | 0.24% | +108+33.0% | Added |
| Stordahl Capital Management, Inc. | 435 | $430.6K | 0.10% | −7−1.6% | Reduced |
| Charter Capital Management, LLC | 435 | $431.0K | 0.25% | +435 | New |
| Hickory Point Bank & Trust | 436 | $431.6K | 0.35% | −3−0.7% | Reduced |
| Next Level Wealth Planning, LLC | 436 | $432.0K | 0.28% | −5−1.1% | Reduced |
| Grange Capital, LLC | 438 | $433.6K | 0.45% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 439 | $434.6K | 0.10% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 439 | $434.6K | 0.41% | +259+143.9% | Added |
| Cooper Capital Advisors LLC | 440 | $435.6K | 0.42% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 440 | $435.6K | 0.06% | −16−3.5% | Reduced |
| Mayfair Advisory Group, LLC | 445 | $436.2K | 0.21% | +26+6.2% | Added |
| Raleigh Capital Management Inc. | 441 | $436.7K | 0.18% | +103+30.5% | Added |
| HHM Wealth Advisors, LLC | 441 | $436.9K | 0.05% | −65−12.8% | Reduced |
| Bouchey Financial Group Ltd | 441 | $437.0K | 0.04% | +5+1.1% | Added |
| Stewardship Advisors, LLC | 442 | $437.6K | 0.11% | −69−13.5% | Reduced |
| Paladin Advisory Group, LLC | 442 | $437.6K | 0.33% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 443 | $438.5K | 0.35% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 470 | $439.7K | 0.04% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 445 | $440.5K | 0.30% | 00.0% | Unchanged |
| Abel Hall, LLC | 446 | $441.3K | 0.20% | +14+3.2% | Added |
| Salomon & Ludwin, LLC | 451 | $443.0K | 0.04% | 00.0% | Unchanged |
| Next Level Private LLC | 448 | $443.9K | 0.14% | +1+0.2% | Added |
| Fulcrum Equity Management | 449 | $444.6K | 0.46% | +20+4.7% | Added |
| Novak & Powell Financial Services, Inc. | 449 | $444.6K | 0.31% | +82+22.3% | Added |
| Latko Wealth Management, Ltd. | 449 | $445.0K | 0.25% | +449 | New |
| Scholtz & Company, LLC | 450 | $445.5K | 0.20% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 450 | $445.5K | 0.46% | +100+28.6% | Added |
| Means Investment Co., Inc. | 451 | $446.2K | 0.04% | +4+0.9% | Added |
| Narus Financial Partners, LLC | 451 | $446.3K | 0.14% | −1−0.2% | Reduced |
| Perissos Private Wealth Management, LLC | 451 | $446.8K | 0.35% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 451 | $447.3K | 0.14% | −15−3.2% | Reduced |
| Capital Management Associates, Inc | 452 | $447.4K | 0.14% | −417−48.0% | Reduced |
| Seaside Wealth Management, Inc. | 453 | $448.5K | 0.14% | +7+1.6% | Added |
| Birchbrook, Inc. | 455 | $450.4K | 0.24% | −1−0.2% | Reduced |
| Flagship Wealth Advisors, LLC | 455 | $450.4K | 0.17% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 456 | $451.0K | 0.15% | −46−9.2% | Reduced |