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 |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 473 | $451.0K | 0.28% | +14+3.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 456 | $451.4K | 0.12% | −35−7.1% | Reduced |
| Meritas Wealth Management, LLC | 456 | $451.4K | 0.25% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 457 | $452.1K | 0.13% | +170+59.2% | Added |
| Bell Investment Advisors, Inc | 457 | $452.4K | 0.08% | +304+198.7% | Added |
| Ironsides Asset Advisors, LLC | 457 | $452.4K | 0.13% | +16+3.6% | Added |
| Chiron Capital Management, LLC | 458 | $453.4K | 0.39% | −5−1.1% | Reduced |
| Founders Capital Management | 458 | $453.4K | 0.27% | 00.0% | Unchanged |
| Optimize Financial Inc | 459 | $454.4K | 0.28% | −2−0.4% | Reduced |
| Dynamic Wealth Strategies, LLC | 461 | $456.4K | 0.33% | −39−7.8% | Reduced |
| Alliance Wealth Advisors, LLC | 461 | $456.4K | 0.25% | 00.0% | Unchanged |
| Jacksonville Wealth Management, LLC | 461 | $456.6K | 0.37% | +31+7.2% | Added |
| Windsor Capital Management, LLC | 462 | $457.4K | 0.13% | −300−39.4% | Reduced |
| Brucke Financial, Inc. | 463 | $458.1K | 0.32% | −22−4.5% | Reduced |
| New World Advisors LLC | 463 | $458.4K | 0.10% | +212+84.5% | Added |
| Fonville Wealth Management LLC | 464 | $459.3K | 0.12% | +22+5.0% | Added |
| Tripletail Wealth Management, LLC | 466 | $459.5K | 0.66% | +466 | New |
| Johnson Bixby & Associates, LLC | 466 | $460.8K | 0.06% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 466 | $461.3K | 0.11% | −338−42.0% | Reduced |
| Victory Financial Group, LLC | 467 | $462.3K | 0.07% | +14+3.1% | Added |
| Armor Investment Advisors, LLC | 468 | $463.3K | 0.17% | 00.0% | Unchanged |
| Gordian Advisors LLC | 468 | $463.7K | 0.33% | +14+3.1% | Added |
| TABR Capital Management, LLC | 469 | $464.5K | 0.40% | +19+4.2% | Added |
| Northwest Wealth Management, LLC | 470 | $465.4K | 0.08% | −13−2.7% | Reduced |
| Aurora Private Wealth, Inc. | 470 | $466.0K | 0.34% | −37−7.3% | Reduced |
| Foster & Motley Inc | 471 | $466.0K | 0.03% | +30+6.8% | Added |
| Sharkey, Howes & Javer | 472 | $467.3K | 0.06% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 472 | $467.3K | 0.04% | +13+2.8% | Added |
| FSB Premier Wealth Management, Inc. | 472 | $467.7K | 0.17% | +120+34.1% | Added |
| Acorn Creek Capital LLC | 473 | $468.6K | 0.19% | +4+0.9% | Added |
| GSG Advisors LLC | 474 | $469.7K | 0.14% | +12+2.6% | Added |
| Glass Jacobson Investment Advisors llc | 475 | $470.0K | 0.18% | −371−43.9% | Reduced |
| Clarity Capital Partners LLC | 475 | $470.2K | 0.17% | −63−11.7% | Reduced |
| Westshore Wealth, LLC | 475 | $470.2K | 0.18% | 00.0% | Unchanged |
| RS Crum Inc. | 478 | $472.9K | 0.11% | −12−2.4% | Reduced |
| Guerra Pan Advisors, LLC | 478 | $473.2K | 0.31% | +51+11.9% | Added |
| Foster Victor Wealth Advisors, LLC | 483 | $473.9K | 0.03% | +73+17.8% | Added |
| High Note Wealth, LLC | 479 | $474.2K | 0.11% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 481 | $474.5K | 0.23% | +111+30.0% | Added |
| REAP Financial Group, LLC | 481 | $476.2K | 0.11% | −12−2.4% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 481 | $476.5K | 0.22% | 00.0% | Unchanged |
| Quest Partners LLC | 485 | $480.1K | 0.05% | −462−48.8% | Reduced |
| Maia Wealth LLC | 486 | $480.6K | 0.09% | −33−6.4% | Reduced |
| Five Pine Wealth Management | 486 | $480.8K | 0.36% | +1+0.2% | Added |
| Bourgeon Capital Management LLC | 487 | $482.1K | 0.10% | +17+3.6% | Added |
| CGC Financial Services, LLC | 487 | $482.3K | 0.16% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 489 | $483.8K | 0.23% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 489 | $484.0K | 0.16% | −35−6.7% | Reduced |
| Planned Solutions, Inc. | 489 | $484.1K | 0.19% | 00.0% | Unchanged |
| Truepoint, Inc. | 489 | $484.1K | 0.01% | −12−2.4% | Reduced |
| Security Financial Services, INC. | 489 | $484.1K | 0.09% | +46+10.4% | Added |
| Grant Private Wealth Management Inc | 489 | $484.4K | 0.27% | −121−19.8% | Reduced |
| Waddell & Associates, LLC | 490 | $484.9K | 0.05% | +255+108.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 490 | $485.1K | 0.14% | 00.0% | Unchanged |
| Team Financial Group, LLC | 490 | $485.3K | 0.24% | +11+2.3% | Added |
| Gillespie Robinson & Grimm Inc | 491 | $486.1K | 0.04% | −5−1.0% | Reduced |
| Aspen Capital Management, LLC | 491 | $486.5K | 0.14% | +9+1.9% | Added |
| Precedent Wealth Partners, LLC | 492 | $487.1K | 0.12% | +14+2.9% | Added |
| Floyd Financial Group LLC | 494 | $487.6K | 0.45% | −153−23.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 493 | $488.0K | 0.01% | −321−39.4% | Reduced |
| Schaeffer Financial LLC | 493 | $488.0K | 0.48% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 494 | $489.0K | 0.05% | −68−12.1% | Reduced |
| LWM Advisory Services, LLC | 495 | $490.0K | 0.34% | −58−10.5% | Reduced |
| WealthCollab, LLC | 496 | $491.0K | 0.28% | 00.0% | Unchanged |
| Cornerstone Enterprises, LLC | 496 | $491.0K | 0.26% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 497 | $491.7K | 0.12% | −13−2.5% | Reduced |
| Geneva Partners, LLC | 498 | $493.0K | 0.20% | −2−0.4% | Reduced |
| Vermillion Wealth Management, Inc. | 499 | $494.2K | 0.24% | 00.0% | Unchanged |
| Avenir Corp | 500 | $495.0K | 0.05% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 500 | $495.0K | 0.33% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 500 | $495.0K | 0.33% | 00.0% | Unchanged |
| Summa Corp. | 500 | $495.0K | 0.26% | +19+4.0% | Added |
| EHP Funds Inc. | 500 | $495.0K | 0.57% | +500 | New |
| Greenhouse Wealth Management, LLC | 500 | $495.5K | 0.32% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 501 | $495.9K | 0.24% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 501 | $495.9K | 0.07% | +58+13.1% | Added |
| Black Diamond Financial, LLC | 502 | $497.3K | 0.08% | −27−5.1% | Reduced |
| Edge Financial Advisors LLC | 504 | $498.7K | 0.26% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 514 | $498.8K | 0.17% | +73+16.6% | Added |
| Francis Financial, Inc. | 504 | $498.9K | 0.12% | +285+130.1% | Added |
| Accretive Wealth Partners, LLC | 505 | $499.5K | 0.16% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 505 | $499.9K | 0.04% | 00.0% | Unchanged |
| Cynosure Management, LLC | 505 | $500.4K | 0.06% | +72+16.6% | Added |
| Petrus Trust Company, LTA | 507 | $501.9K | 0.05% | −272−34.9% | Reduced |
| CAP Partners, LLC | 507 | $502.0K | 0.32% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 507 | $502.2K | 0.15% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 508 | $502.9K | 0.28% | −133−20.7% | Reduced |
| Archvest Wealth Advisors, Inc. | 508 | $503.0K | 0.44% | 00.0% | Unchanged |
| Financial Advisory Corp | 508 | $503.0K | 0.15% | +20+4.1% | Added |
| Alpine Woods Capital Investors, LLC | 509 | $503.9K | 0.12% | +93+22.4% | Added |
| Centricity Wealth Management, LLC | 510 | $504.9K | 0.40% | +21+4.3% | Added |
| Hidden Cove Wealth Management, LLC | 510 | $505.3K | 0.37% | +55+12.1% | Added |
| Great Diamond Partners, LLC | 513 | $507.8K | 0.11% | +173+50.9% | Added |
| First Financial Bankshares Inc | 514 | $508.8K | 0.01% | −83−13.9% | Reduced |
| CVFG LLC | 514 | $508.9K | 0.40% | +102+24.8% | Added |
| Yarbrough Capital, LLC | 515 | $509.8K | 0.02% | 00.0% | Unchanged |
| Security National Bank of So Dak | 516 | $510.8K | 0.28% | −30−5.5% | Reduced |
| Dale Q Rice Investment Management Ltd | 537 | $510.9K | 0.42% | −537−50.0% | Reduced |
| Haven Private, LLC | 517 | $511.8K | 0.23% | +275+113.6% | Added |
| Ssi Investment Management LLC | 517 | $511.8K | 0.04% | −404−43.9% | Reduced |