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 | 4,274 | $311.5B |
| Q4 2025 | 4,138 | $272.0B |
| Q3 2025 | 3,941 | $274.4B |
| Q2 2025 | 4,011 | $302.3B |
| Q1 2025 | 3,952 | $287.8B |
| Q4 2024 | 3,941 | $279.6B |
| Q3 2024 | 3,590 | $266.7B |
| Q2 2024 | 3,526 | $258.3B |
| Q1 2024 | 3,419 | $222.0B |
| Q4 2023 | 3,343 | $201.0B |
| Q3 2023 | 3,077 | $169.9B |
| Q2 2023 | 3,041 | $162.0B |
| Q1 2023 | 2,943 | $149.2B |
| Q4 2022 | 2,938 | $137.2B |
| Q3 2022 | 2,825 | $141.6B |
| Q2 2022 | 2,784 | $143.4B |
| Q1 2022 | 2,862 | $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 |
|---|---|---|---|---|---|
| Eley Financial Management, Inc | 5,257 | $5.20M | 2.00% | +45+0.9% | Added |
| TRUE Private Wealth Advisors | 5,252 | $5.20M | 0.58% | −190−3.5% | Reduced |
| Mirador Capital Partners LP | 5,247 | $5.19M | 0.84% | +83+1.6% | Added |
| Cyndeo Wealth Partners, LLC | 5,240 | $5.19M | 0.31% | +47+0.9% | Added |
| Trivant Custom Portfolio Group, LLC | 5,235 | $5.18M | 2.85% | −60−1.1% | Reduced |
| Financial Engines Advisors L.L.C. | 5,232 | $5.18M | 0.01% | +1,039+24.8% | Added |
| Greenfield Savings Bank | 5,215 | $5.16M | 2.34% | −23−0.4% | Reduced |
| Level Four Advisory Services, LLC | 5,203 | $5.15M | 0.19% | −298−5.4% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,199 | $5.15M | 1.17% | +6+0.1% | Added |
| Cim Investment Mangement Inc | 5,359 | $5.11M | 0.97% | +2,675+99.7% | Added |
| Green Harvest Asset Management LLC | 5,156 | $5.10M | 0.11% | +10.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,151 | $5.10M | 0.25% | −5,296−50.7% | Reduced |
| Forefront Wealth Management Inc. | 5,146 | $5.09M | 4.08% | −197−3.7% | Reduced |
| Nichols & Pratt Advisers LLP | 5,139 | $5.09M | 0.34% | +325+6.8% | Added |
| Beaumont Financial Advisors, LLC | 5,127 | $5.08M | 0.37% | −45−0.9% | Reduced |
| Savvy Advisors, Inc. | 5,126 | $5.07M | 0.34% | +1,026+25.0% | Added |
| Claret Asset Management Corp | 5,124 | $5.07M | 0.66% | – | – |
| Trail Ridge Investment Advisors, LLC | 5,397 | $5.07M | 2.44% | −17−0.3% | Reduced |
| Liberty One Investment Management, LLC | 5,118 | $5.07M | 0.51% | −401−7.3% | Reduced |
| Brueske Advisory Services, LLC | 5,117 | $5.07M | 3.44% | +4+0.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 5,113 | $5.06M | 2.37% | −164−3.1% | Reduced |
| GM Advisory Group, Inc. | 5,110 | $5.06M | 0.25% | +1,392+37.4% | Added |
| SageView Advisory Group, LLC | 5,413 | $5.06M | 0.19% | +78+1.5% | Added |
| Sargent Investment Group, LLC | 5,210 | $5.05M | 0.68% | −46−0.9% | Reduced |
| Argus Investors' Counsel, Inc. | 5,097 | $5.05M | 3.58% | −747−12.8% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,081 | $5.03M | 1.27% | −55−1.1% | Reduced |
| West Oak Capital, LLC | 5,077 | $5.03M | 1.99% | +256+5.3% | Added |
| Brentview Investment Management LLC | 5,069 | $5.02M | 2.53% | −85−1.6% | Reduced |
| Rowland & Co Investment Counsel | 5,049 | $5.00M | 1.03% | +34+0.7% | Added |
| Guardian Investment Management | 5,047 | $5.00M | 5.17% | +504+11.1% | Added |
| Fruth Investment Management | 5,040 | $4.99M | 1.36% | −17−0.3% | Reduced |
| Argentarii, LLC | 5,034 | $4.98M | 2.29% | +30+0.6% | Added |
| Sepio Capital, LP | 5,031 | $4.98M | 0.35% | −368−6.8% | Reduced |
| Arjuna Capital | 5,031 | $4.98M | 1.31% | −226−4.3% | Reduced |
| Gifford Fong Associates | 5,016 | $4.97M | 1.14% | 00.0% | Unchanged |
| 111 Capital | 5,013 | $4.96M | 0.85% | +102+2.1% | Added |
| WBH Advisory Inc | 5,005 | $4.95M | 0.42% | −65−1.3% | Reduced |
| Carmignac Gestion | 5,000 | $4.95M | 0.08% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 5,000 | $4.95M | 1.06% | 00.0% | Unchanged |
| Telligent Fund, LP | 5,000 | $4.95M | 4.53% | +300+6.4% | Added |
| Main Street Financial Solutions, LLC | 4,989 | $4.94M | 0.36% | +2,119+73.8% | Added |
| Weaver Capital Management LLC | 4,977 | $4.93M | 1.21% | +16+0.3% | Added |
| S.A. Mason LLC | 4,956 | $4.91M | 2.37% | −98−1.9% | Reduced |
| Cornerstone Wealth Management, LLC | 4,916 | $4.87M | 0.30% | +398+8.8% | Added |
| TBH Global Asset Management, LLC | 4,909 | $4.86M | 1.04% | −849−14.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,908 | $4.86M | 4.86% | −20−0.4% | Reduced |
| Cypress Capital Management LLC (WY) | 4,902 | $4.85M | 5.27% | +116+2.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 4,893 | $4.84M | 0.19% | +822+20.2% | Added |
| Grandfield & Dodd, LLC | 4,883 | $4.83M | 0.28% | +221+4.7% | Added |
| RMR Wealth Builders | 4,869 | $4.82M | 0.44% | +75+1.6% | Added |
| First Pacific Financial | 4,867 | $4.82M | 0.71% | +189+4.0% | Added |
| Catalyst Capital Advisors LLC | 4,863 | $4.81M | 0.10% | −340−6.5% | Reduced |
| Byrne Financial Freedom, LLC | 4,858 | $4.81M | 2.40% | +200+4.3% | Added |
| Aire Advisors, LLC | 4,818 | $4.77M | 0.92% | +116+2.5% | Added |
| Virtu Financial LLC | 4,812 | $4.76M | 0.24% | +4,812 | New |
| Banco de Sabadell, S.A | 4,799 | $4.76M | 3.29% | −189−3.8% | Reduced |
| Perkins Coie Trust Co | 4,799 | $4.75M | 0.81% | +194+4.2% | Added |
| AMG National Trust Bank | 4,792 | $4.74M | 0.12% | −26−0.5% | Reduced |
| National Philanthropic Trust | 4,779 | $4.73M | 0.06% | +4+0.1% | Added |
| Lincluden Management Ltd | 4,775 | $4.73M | 0.52% | −83−1.7% | Reduced |
| Ardent Capital Management, Inc. | 4,774 | $4.73M | 2.27% | 00.0% | Unchanged |
| JSF Financial, LLC | 4,755 | $4.71M | 1.12% | +40+0.8% | Added |
| LM Advisors LLC | 4,752 | $4.70M | 0.61% | −68−1.4% | Reduced |
| Vickerman Investment Advisors, Inc. | 4,751 | $4.70M | 1.01% | +330+7.5% | Added |
| Baxter Bros Inc | 4,741 | $4.69M | 0.57% | −201−4.1% | Reduced |
| Schear Investment Advisers, LLC | 4,740 | $4.69M | 2.32% | −54−1.1% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 4,731 | $4.68M | 0.64% | −1,286−21.4% | Reduced |
| Everhart Financial Group, Inc. | 4,727 | $4.68M | 0.54% | +511+12.1% | Added |
| Processus Wealth & Capital Management, LLC | 4,724 | $4.68M | 3.69% | +95+2.1% | Added |
| Highview Capital Management LLC | 4,701 | $4.65M | 1.80% | −199−4.1% | Reduced |
| Winton Group Ltd | 4,689 | $4.64M | 0.24% | +2,759+143.0% | Added |
| Stanley-Laman Group, Ltd. | 4,688 | $4.64M | 0.69% | −535−10.2% | Reduced |
| Tsai Capital Corp | 4,687 | $4.64M | 3.40% | −216−4.4% | Reduced |
| Kathmere Capital Management, LLC | 4,668 | $4.62M | 0.36% | +275+6.3% | Added |
| Capital Asset Advisory Services LLC | 4,686 | $4.62M | 0.22% | +281+6.4% | Added |
| TriaGen Wealth Management LLC | 4,664 | $4.62M | 1.40% | +292+6.7% | Added |
| Investment Research & Advisory Group, Inc. | 4,658 | $4.61M | 1.73% | +68+1.5% | Added |
| Joel Isaacson & Co., LLC | 4,655 | $4.61M | 0.19% | +323+7.5% | Added |
| Viewpoint Investment Partners Corp | 4,640 | $4.59M | 2.51% | +2,901+166.8% | Added |
| Eisler Capital Management Ltd. | 4,630 | $4.59M | 0.16% | +1,150+33.0% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,633 | $4.59M | 0.05% | −4−0.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,621 | $4.57M | 0.42% | +191+4.3% | Added |
| Little House Capital LLC | 4,617 | $4.57M | 1.14% | +587+14.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,616 | $4.57M | 0.38% | +400+9.5% | Added |
| Essex Financial Services, Inc. | 4,614 | $4.57M | 0.30% | +192+4.3% | Added |
| Columbia Asset Management | 4,613 | $4.57M | 0.90% | −69−1.5% | Reduced |
| Cypress Wealth Services, LLC | 4,604 | $4.56M | 0.82% | +549+13.5% | Added |
| Ambassador Advisors, LLC | 4,604 | $4.56M | 0.71% | −180−3.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,601 | $4.55M | 0.14% | −5,632−55.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,594 | $4.55M | 0.30% | +297+6.9% | Added |
| Mezzasalma Advisors, LLC | 4,591 | $4.54M | 1.36% | +135+3.0% | Added |
| BOK Financial Private Wealth, Inc. | 4,590 | $4.54M | 0.30% | −609−11.7% | Reduced |
| First Business Financial Services, Inc. | 4,584 | $4.54M | 0.41% | +76+1.7% | Added |
| Citizens & Northern Corp | 4,581 | $4.53M | 1.21% | −960−17.3% | Reduced |
| Moser Wealth Advisors, LLC | 4,580 | $4.53M | 2.18% | +206+4.7% | Added |
| Nomura Holdings Inc | 4,578 | $4.53M | 0.04% | −38,654−89.4% | Reduced |
| Sumitomo Life Insurance Co | 4,573 | $4.53M | 0.31% | −284−5.8% | Reduced |
| Cooper Financial Group | 4,567 | $4.52M | 0.53% | −530−10.4% | Reduced |
| SOL Capital Management CO | 4,559 | $4.51M | 0.44% | −75−1.6% | Reduced |
| Alta Wealth Advisors LLC | 4,550 | $4.50M | 2.13% | −49−1.1% | Reduced |