Costco Wholesale Corp
COST- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000909832
In the last 90 days, Costco Wholesale Corp insiders filed 0 open-market purchases and 2 sales; 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
- 4,011
- +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
- 1,749 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 |
|---|---|---|---|---|---|
| Courier Capital LLC | 8,435 | $8.35M | 0.51% | −27−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 8,393 | $8.31M | 0.08% | +1,203+16.7% | Added |
| Cypress Capital Group | 8,313 | $8.23M | 1.02% | +196+2.4% | Added |
| RFG Advisory, LLC | 8,305 | $8.22M | 0.19% | +1,715+26.0% | Added |
| Chelsea Counsel Co | 8,300 | $8.22M | 4.07% | −140−1.7% | Reduced |
| Lake Street Financial LLC | 8,291 | $8.21M | 1.17% | +412+5.2% | Added |
| Lion Street Advisors, LLC | 8,242 | $8.16M | 2.48% | −280−3.3% | Reduced |
| Twin Capital Management Inc | 8,215 | $8.13M | 0.86% | +22+0.3% | Added |
| International Assets Investment Management, LLC | 8,205 | $8.12M | 0.66% | −750−8.4% | Reduced |
| Temasek Holdings (Private) Ltd | 8,202 | $8.12M | 0.03% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 8,200 | $8.12M | 0.66% | +5,578+212.7% | Added |
| Griffin Asset Management, Inc. | 8,187 | $8.10M | 0.96% | −258−3.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 8,175 | $8.09M | 2.25% | −110−1.3% | Reduced |
| Belpointe Asset Management LLC | 8,166 | $8.08M | 0.34% | +673+9.0% | Added |
| Secure Asset Management, LLC | 8,158 | $8.08M | 1.50% | −153−1.8% | Reduced |
| Bradyco, Inc. | 8,479 | $8.07M | 5.92% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 8,152 | $8.07M | 0.71% | −128−1.5% | Reduced |
| Zevenbergen Capital Investments LLC | 8,130 | $8.05M | 0.16% | +35+0.4% | Added |
| Abn Amro Investment Solutions | 8,120 | $8.04M | 0.16% | −36,070−81.6% | Reduced |
| Wealthcare Advisory Partners LLC | 8,112 | $8.03M | 0.18% | +941+13.1% | Added |
| Hudson Value Partners, LLC | 8,109 | $8.03M | 2.77% | −1,148−12.4% | Reduced |
| Strategic Global Advisors, LLC | 8,092 | $8.01M | 1.30% | +469+6.2% | Added |
| Connecticut Wealth Management, LLC | 8,091 | $8.01M | 0.38% | −75−0.9% | Reduced |
| Change Path, LLC | 8,068 | $7.99M | 0.21% | +168+2.1% | Added |
| Pitcairn Co | 8,052 | $7.97M | 0.52% | −1,786−18.2% | Reduced |
| Banque Pictet & Cie SA | 8,036 | $7.96M | 0.08% | −269−3.2% | Reduced |
| Legacy Private Trust Co. | 8,003 | $7.92M | 0.51% | +95+1.2% | Added |
| HCR Wealth Advisors | 7,991 | $7.91M | 0.93% | +112+1.4% | Added |
| Banque Cantonale Vaudoise | 7,978 | $7.90M | 0.32% | +357+4.7% | Added |
| Hartford Financial Management Inc. | 7,977 | $7.90M | 2.16% | −6,224−43.8% | Reduced |
| Syon Capital LLC | 7,969 | $7.89M | 0.52% | +1,053+15.2% | Added |
| Petix & Botte Co | 7,960 | $7.88M | 1.93% | +30+0.4% | Added |
| Legacy Trust | 7,949 | $7.87M | 1.93% | −1,366−14.7% | Reduced |
| William Allan, LLC | 7,940 | $7.86M | 4.58% | −100−1.2% | Reduced |
| Auxier Asset Management | 7,925 | $7.85M | 1.15% | −65−0.8% | Reduced |
| RAM Investment Partners, LLC | 7,925 | $7.85M | 1.65% | +21+0.3% | Added |
| Gilder Gagnon Howe & Co LLC | 7,921 | $7.84M | 0.08% | −734−8.5% | Reduced |
| Bull Street Advisors, LLC | 7,893 | $7.81M | 3.76% | −188−2.3% | Reduced |
| Fidelis Capital Partners, LLC | 8,053 | $7.80M | 0.71% | +111+1.4% | Added |
| Frank, Rimerman Advisors LLC | 7,859 | $7.78M | 0.52% | +107+1.4% | Added |
| Schmidt P J Investment Management Inc | 7,849 | $7.77M | 1.34% | +199+2.6% | Added |
| Canada Post Corp Registered Pension Plan | 7,846 | $7.77M | 0.46% | +7,846 | New |
| Fulton Bank, N.A. | 7,803 | $7.72M | 0.29% | −7−0.1% | Reduced |
| Leeward Financial Partners, LLC | 7,799 | $7.72M | 2.45% | +2,505+47.3% | Added |
| St Germain D J Co Inc | 7,761 | $7.68M | 0.33% | +88+1.1% | Added |
| Consolidated Planning Corp | 7,750 | $7.67M | 0.96% | +395+5.4% | Added |
| Cape Cod Five Cents Savings Bank | 8,642 | $7.66M | 0.71% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 7,732 | $7.65M | 0.61% | +7,294+1,665.3% | Added |
| Covington Investment Advisors Inc. | 7,701 | $7.62M | 1.09% | −227−2.9% | Reduced |
| Spinnaker Trust | 7,677 | $7.60M | 0.46% | +184+2.5% | Added |
| Sagespring Wealth Partners, LLC | 7,672 | $7.59M | 0.16% | +584+8.2% | Added |
| Rench Wealth Management, Inc. | 7,651 | $7.57M | 2.40% | +133+1.8% | Added |
| StoneX Group Inc. | 7,627 | $7.55M | 0.37% | +445+6.2% | Added |
| Journey Strategic Wealth LLC | 7,623 | $7.55M | 0.24% | +768+11.2% | Added |
| Atlantic Trust, LLC | 7,621 | $7.54M | 1.43% | +252+3.4% | Added |
| Indiana Trust & Investment Management CO | 7,613 | $7.54M | 2.49% | +33+0.4% | Added |
| J. W. Coons Advisors, LLC | 7,605 | $7.53M | 1.70% | +2,800+58.3% | Added |
| Weik Capital Management | 7,595 | $7.52M | 2.98% | −463−5.7% | Reduced |
| Bahl & Gaynor Inc | 7,593 | $7.52M | 0.04% | −17−0.2% | Reduced |
| Highline Wealth Partners LLC | 7,584 | $7.51M | 2.22% | +103+1.4% | Added |
| 180 Wealth Advisors, LLC | 7,582 | $7.51M | 1.05% | −196−2.5% | Reduced |
| Westover Capital Advisors, LLC | 7,582 | $7.51M | 1.50% | −149−1.9% | Reduced |
| Townsend Asset Management Corp | 7,559 | $7.48M | 2.71% | −61−0.8% | Reduced |
| Longbow Finance SA | 7,551 | $7.48M | 0.80% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 7,552 | $7.48M | 0.10% | −3,281−30.3% | Reduced |
| Oak Harvest Investment Services | 7,543 | $7.47M | 0.94% | −83−1.1% | Reduced |
| Rehmann Capital Advisory Group | 7,536 | $7.46M | 0.45% | −206−2.7% | Reduced |
| Fischer Financial Services, Inc. | 7,537 | $7.46M | 2.19% | −13−0.2% | Reduced |
| Mather Group, LLC. | 7,517 | $7.44M | 0.08% | −173−2.2% | Reduced |
| Fiduciary Group LLC | 7,499 | $7.42M | 0.70% | −84−1.1% | Reduced |
| Jackson Square Capital, LLC | 7,493 | $7.42M | 1.65% | +85+1.1% | Added |
| Integrity Alliance, LLC. | 7,485 | $7.41M | 0.41% | −9,559−56.1% | Reduced |
| AlpenGlobal Capital LLC | 7,473 | $7.40M | 4.43% | +75+1.0% | Added |
| Carroll Investors, Inc | 7,469 | $7.39M | 3.91% | +93+1.3% | Added |
| Chronos Wealth Management, LLC | 7,458 | $7.38M | 3.82% | −240−3.1% | Reduced |
| S.E.E.D. Planning Group LLC | 7,441 | $7.37M | 2.31% | −790−9.6% | Reduced |
| Pecaut & Co. | 7,426 | $7.35M | 2.44% | −20−0.3% | Reduced |
| Asset Planning,Inc | 7,404 | $7.33M | 5.52% | −28−0.4% | Reduced |
| Eastover Investment Advisors LLC | 7,373 | $7.30M | 3.27% | +4,813+188.0% | Added |
| Certified Advisory Corp | 7,367 | $7.29M | 0.76% | +419+6.0% | Added |
| SG Americas Securities, LLC | 7,344 | $7.27M | 0.03% | −55,612−88.3% | Reduced |
| Fairfield Financial Advisors, LTD | 7,344 | $7.27M | 2.55% | +442+6.4% | Added |
| River Wealth Advisors LLC | 7,329 | $7.26M | 0.90% | +183+2.6% | Added |
| Thematics Asset Management | 7,322 | $7.25M | 0.33% | −261−3.4% | Reduced |
| Hilltop Holdings Inc. | 7,316 | $7.24M | 0.46% | +1,145+18.6% | Added |
| Soltis Investment Advisors LLC | 7,295 | $7.22M | 0.57% | +3,963+118.9% | Added |
| Analyst IMS Investment Management Services Ltd. | 7,247 | $7.17M | 0.24% | +22+0.3% | Added |
| Apollon Financial, LLC | 7,232 | $7.16M | 1.49% | +427+6.3% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 7,226 | $7.16M | 1.57% | +2,738+61.0% | Added |
| Sawgrass Asset Management LLC | 7,209 | $7.14M | 0.81% | +76+1.1% | Added |
| Enterprise Bank & Trust Co | 7,204 | $7.13M | 2.67% | −89−1.2% | Reduced |
| First National Advisers, LLC | 7,203 | $7.13M | 1.04% | +152+2.2% | Added |
| NJ State Employees Deferred Compensation Plan | 7,200 | $7.13M | 0.84% | 00.0% | Unchanged |
| L & S Advisors Inc | 7,176 | $7.10M | 0.70% | +1,388+24.0% | Added |
| Arista Wealth Management, LLC | 7,145 | $7.07M | 0.98% | +3,416+91.6% | Added |
| Holderness Investments Co | 7,133 | $7.06M | 1.52% | +190+2.7% | Added |
| Narwhal Capital Management | 7,131 | $7.06M | 0.57% | −446−5.9% | Reduced |
| Tranquility Partners, LLC | 7,101 | $7.03M | 2.51% | −34−0.5% | Reduced |
| Group One Trading, L.P. | 7,100 | $7.03M | 0.23% | −7,488−51.3% | Reduced |
| Dana Investment Advisors, Inc. | 7,099 | $7.03M | 0.23% | −128−1.8% | Reduced |