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 |
|---|---|---|---|---|---|
| Linden Thomas Advisory Services, LLC | 3,983 | $3.94M | 0.43% | +921+30.1% | Added |
| Drake & Associates, LLC | 3,976 | $3.94M | 0.96% | +1,075+37.1% | Added |
| Ameritas Advisory Services, LLC | 3,968 | $3.93M | 0.20% | −1,958−33.0% | Reduced |
| Aaron Wealth Advisors | 3,964 | $3.92M | 0.40% | +811+25.7% | Added |
| Armstrong, Fleming & Moore, Inc | 3,955 | $3.92M | 2.13% | +3,955 | New |
| First Bank & Trust | 3,952 | $3.91M | 0.70% | −155−3.8% | Reduced |
| Bollard Group LLC | 3,949 | $3.91M | 0.09% | +117+3.1% | Added |
| Skopos Labs, Inc. | 7,377 | $3.90M | 0.51% | +2,877+63.9% | Added |
| Synergy Financial Management, LLC | 3,927 | $3.89M | 0.44% | +21+0.5% | Added |
| Compton Wealth Advisory Group, LLC | 3,927 | $3.89M | 0.98% | +47+1.2% | Added |
| Aspire Capital Advisors LLC | 3,926 | $3.89M | 1.07% | −76−1.9% | Reduced |
| Wisconsin Capital Management LLC | 3,907 | $3.87M | 2.14% | +29+0.7% | Added |
| IMS Capital Management | 3,904 | $3.86M | 1.80% | −133−3.3% | Reduced |
| Peak Asset Management, LLC | 3,899 | $3.86M | 0.71% | −5−0.1% | Reduced |
| Centric Wealth Management | 3,922 | $3.85M | 0.92% | +358+10.0% | Added |
| Golden State Wealth Management, LLC | 3,882 | $3.84M | 0.47% | −217−5.3% | Reduced |
| Jessup Wealth Management, Inc | 3,868 | $3.83M | 1.54% | −91−2.3% | Reduced |
| Golden State Equity Partners | 3,866 | $3.83M | 0.71% | +679+21.3% | Added |
| Moody Lynn & Lieberson, LLC | 3,856 | $3.82M | 0.22% | +16+0.4% | Added |
| Precision Wealth Strategies, LLC | 3,854 | $3.82M | 1.24% | +655+20.5% | Added |
| Sivia Capital Partners, LLC | 3,853 | $3.81M | 1.30% | +165+4.5% | Added |
| Capstone Financial Advisors, Inc. | 3,841 | $3.80M | 0.22% | +10.0% | Added |
| Norden Group LLC | 3,831 | $3.79M | 0.41% | +720+23.1% | Added |
| Oxford Financial Group Ltd | 3,827 | $3.79M | 0.23% | −64−1.6% | Reduced |
| NorthStar Asset Management LLC | 3,822 | $3.78M | 2.00% | +12+0.3% | Added |
| Prossimo Advisors, LLC | 3,814 | $3.78M | 3.03% | −369−8.8% | Reduced |
| Triasima Portfolio Management inc. | 3,805 | $3.77M | 0.69% | +416+12.3% | Added |
| Norway Savings Bank | 3,801 | $3.76M | 1.93% | +108+2.9% | Added |
| Pensionfund Sabic | 3,800 | $3.76M | 1.07% | −100−2.6% | Reduced |
| Constitution Capital LLC | 3,800 | $3.76M | 1.92% | −725−16.0% | Reduced |
| Clarkston Capital Partners, LLC | 3,785 | $3.75M | 0.08% | +258+7.3% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 3,768 | $3.73M | 0.52% | −477−11.2% | Reduced |
| Hilltop National Bank | 3,758 | $3.72M | 0.97% | +3,758 | New |
| New Millennium Group LLC | 3,757 | $3.72M | 2.06% | +699+22.9% | Added |
| Princeton Capital Management LLC | 3,756 | $3.72M | 1.10% | +131+3.6% | Added |
| Garner Asset Management Corp | 3,750 | $3.71M | 1.72% | −299−7.4% | Reduced |
| Oxler Private Wealth LLC | 3,745 | $3.71M | 1.16% | +4+0.1% | Added |
| Aviso Wealth Management | 3,733 | $3.70M | 1.73% | +583+18.5% | Added |
| Sciencast Management LP | 3,718 | $3.68M | 0.76% | +2,008+117.4% | Added |
| Sand Hill Global Advisors, LLC | 3,715 | $3.68M | 0.14% | +73+2.0% | Added |
| Eads & Heald Wealth Management | 3,714 | $3.68M | 1.82% | −173−4.5% | Reduced |
| Legacy Wealth Management, LLC | 3,713 | $3.68M | 1.12% | −120−3.1% | Reduced |
| Venturi Wealth Management, LLC | 3,704 | $3.67M | 0.18% | +54+1.5% | Added |
| Peloton Wealth Strategists | 3,703 | $3.67M | 1.47% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 3,694 | $3.66M | 0.48% | +9+0.2% | Added |
| Harfst & Associates, Inc. | 3,688 | $3.65M | 0.75% | −796−17.8% | Reduced |
| Brookwood Investment Group LLC | 3,680 | $3.64M | 0.59% | +537+17.1% | Added |
| Beaton Management Co. Inc. | 3,680 | $3.64M | 1.78% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,675 | $3.64M | 0.27% | +793+27.5% | Added |
| Ironwood Financial, llc | 3,845 | $3.64M | 0.78% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 3,664 | $3.63M | 0.01% | +3,664 | New |
| Platform Technology Partners | 3,661 | $3.62M | 0.95% | −3−0.1% | Reduced |
| Finivi Inc. | 3,650 | $3.61M | 2.45% | +74+2.1% | Added |
| Decatur Capital Management, Inc. | 3,650 | $3.61M | 1.58% | 00.0% | Unchanged |
| First National Corp | 3,644 | $3.61M | 0.73% | +9+0.2% | Added |
| RMR Capital Management, LLC | 3,632 | $3.60M | 2.57% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 3,628 | $3.59M | 1.96% | 00.0% | Unchanged |
| Turn8 Private Wealth Inc. | 3,666 | $3.59M | 2.59% | +90+2.5% | Added |
| Arrow Financial Corp | 3,621 | $3.58M | 0.38% | −79−2.1% | Reduced |
| Picton Mahoney Asset Management | 3,614 | $3.58M | 0.05% | −632−14.9% | Reduced |
| Fairbanks Capital Management, Inc. | 3,609 | $3.57M | 2.04% | +203+6.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 3,606 | $3.57M | 0.67% | +136+3.9% | Added |
| Atticus Wealth Management, LLC | 3,598 | $3.56M | 0.96% | +41+1.2% | Added |
| ORG Partners LLC | 3,610 | $3.56M | 0.76% | +295+8.9% | Added |
| Wulff, Hansen & Co. | 3,592 | $3.56M | 3.04% | +63+1.8% | Added |
| West Branch Capital LLC | 3,586 | $3.55M | 1.05% | +154+4.5% | Added |
| RMB Capital Management, LLC | 3,581 | $3.55M | 0.07% | +2,359+193.0% | Added |
| Condor Capital Management | 3,568 | $3.53M | 0.31% | −58−1.6% | Reduced |
| Capital Planning LLC | 3,567 | $3.53M | 1.11% | +140+4.1% | Added |
| Aries Wealth Management | 3,564 | $3.53M | 0.92% | −123−3.3% | Reduced |
| Carl P. Sherr & Co., LLC | 3,555 | $3.52M | 1.78% | 00.0% | Unchanged |
| Jericho Financial, LLP | 3,553 | $3.52M | 2.32% | −75−2.1% | Reduced |
| Beutel, Goodman & Co Ltd. | 3,552 | $3.52M | 0.02% | −340−8.7% | Reduced |
| Prosperitas Financial LLC | 3,546 | $3.51M | 1.65% | +184+5.5% | Added |
| Enhancing Capital LLC | 3,545 | $3.51M | 2.68% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 3,542 | $3.51M | 0.86% | −130−3.5% | Reduced |
| BancorpSouth Bank | 3,542 | $3.51M | 0.23% | +13+0.4% | Added |
| Roehl & Yi Investment Advisors, LLC | 153,029 | $3.51M | 1.80% | +7,158+4.9% | Added |
| Founders Financial Securities LLC | 3,541 | $3.50M | 0.27% | −66−1.8% | Reduced |
| FIL Ltd | 3,538 | $3.50M | 0.00% | +2,616+283.7% | Added |
| Shepherd Financial Partners LLC | 3,523 | $3.49M | 0.37% | +45+1.3% | Added |
| Hedeker Wealth, LLC | 3,520 | $3.48M | 0.81% | −291−7.6% | Reduced |
| O'Brien Greene & Co. Inc | 3,519 | $3.48M | 1.14% | −49−1.4% | Reduced |
| Chatham Capital Group, Inc. | 3,519 | $3.48M | 0.53% | +200+6.0% | Added |
| Jacobi Capital Management LLC | 3,517 | $3.48M | 0.23% | +335+10.5% | Added |
| Seamount Financial Group Inc | 3,516 | $3.48M | 1.79% | +1,176+50.3% | Added |
| Acas, LLC | 3,551 | $3.48M | 2.33% | −64−1.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,509 | $3.47M | 1.99% | +10.0% | Added |
| BlackDiamond Wealth Management Inc. | 3,521 | $3.47M | 2.00% | +106+3.1% | Added |
| Capital Investment Advisory Services, LLC | 3,504 | $3.47M | 0.28% | +386+12.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 3,499 | $3.46M | 0.27% | +106+3.1% | Added |
| Nadler Financial Group, Inc. | 3,499 | $3.46M | 0.35% | −264−7.0% | Reduced |
| Gsa Capital Partners LLP | 3,498 | $3.46M | 0.24% | +3,498 | New |
| Premier Path Wealth Partners, LLC | 3,490 | $3.46M | 0.48% | +135+4.0% | Added |
| Figure 8 Investment Strategies LLC | 3,486 | $3.45M | 3.37% | −42−1.2% | Reduced |
| Deltec Asset Management LLC | 3,485 | $3.45M | 0.62% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,473 | $3.44M | 0.11% | +332+10.6% | Added |
| HM Payson & Co | 3,473 | $3.44M | 0.05% | −44−1.3% | Reduced |
| Westmount Partners, LLC | 3,471 | $3.44M | 0.94% | +17+0.5% | Added |
| Coppell Advisory Solutions LLC | 3,486 | $3.43M | 0.41% | −2,968−46.0% | Reduced |