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 |
|---|---|---|---|---|---|
| Allred Capital Management, LLC | 3,468 | $3.43M | 1.28% | −42−1.2% | Reduced |
| 44 Wealth Management LLC | 3,466 | $3.43M | 1.22% | +3+0.1% | Added |
| Aft, Forsyth & Company, Inc. | 3,453 | $3.42M | 1.75% | +32+0.9% | Added |
| Benedict Financial Advisors Inc | 3,452 | $3.42M | 0.77% | −85−2.4% | Reduced |
| Ascent Wealth Partners, LLC | 3,445 | $3.41M | 0.42% | +1,709+98.4% | Added |
| Manchester Capital Management LLC | 3,440 | $3.41M | 0.45% | +189+5.8% | Added |
| Core Wealth Partners LLC | 3,434 | $3.40M | 1.73% | +606+21.4% | Added |
| David Loasby | 3,564 | $3.40M | 0.29% | −34−0.9% | Reduced |
| Fox Hill Wealth Management | 3,428 | $3.39M | 1.74% | −160−4.5% | Reduced |
| Gibbs Wealth Management | 3,423 | $3.39M | 0.65% | +3,197+1,414.6% | Added |
| Terra Nova Asset Management LLC | 3,420 | $3.39M | 2.37% | +12+0.4% | Added |
| WealthShield Partners, LLC | 3,419 | $3.38M | 0.41% | −92−2.6% | Reduced |
| Elmwood Wealth Management, Inc. | 3,417 | $3.38M | 1.34% | −128−3.6% | Reduced |
| Fort Point Capital Partners LLC | 3,408 | $3.37M | 0.34% | +9+0.3% | Added |
| SevenBridge Financial Group, LLC | 3,403 | $3.37M | 0.59% | +617+22.1% | Added |
| Vestor Capital, LLC | 72,576 | $3.37M | 0.33% | +71,154+5,003.8% | Added |
| MeadowBrook Investment Advisors LLC | 3,401 | $3.37M | 3.12% | −57−1.6% | Reduced |
| Inspire Trust Co, N.A. | 3,400 | $3.37M | 0.69% | +200+6.3% | Added |
| Brown, Lisle/Cummings, Inc. | 3,396 | $3.36M | 0.89% | +5+0.1% | Added |
| Triton Wealth Management, PLLC | 3,589 | $3.35M | 1.43% | +3,589 | New |
| Armis Advisers, LLC | 3,441 | $3.35M | 0.27% | +674+24.4% | Added |
| Glen Eagle Advisors, LLC | 3,380 | $3.35M | 0.51% | −34−1.0% | Reduced |
| Graypoint LLC | 3,373 | $3.34M | 0.19% | +95+2.9% | Added |
| Sculati Wealth Management, LLC | 3,371 | $3.34M | 1.25% | −126−3.6% | Reduced |
| Verus Capital Partners, LLC | 3,369 | $3.34M | 0.30% | −39−1.1% | Reduced |
| Wealth Alliance | 3,367 | $3.33M | 0.37% | −50−1.5% | Reduced |
| Fortis Capital Advisors, LLC | 3,361 | $3.33M | 0.60% | +39+1.2% | Added |
| Hodges Capital Management Inc. | 3,356 | $3.32M | 0.32% | −67−2.0% | Reduced |
| IFC Advisors LLC | 3,345 | $3.31M | 0.62% | +7+0.2% | Added |
| Am Investment Strategies LLC | 3,342 | $3.31M | 0.78% | −36−1.1% | Reduced |
| Insight Advisors, LLC | 3,340 | $3.31M | 0.53% | −31−0.9% | Reduced |
| CHB Investment Group, LLC | 3,317 | $3.28M | 1.67% | +284+9.4% | Added |
| SFMG, LLC | 3,314 | $3.28M | 0.25% | −54−1.6% | Reduced |
| Wellspring Financial Advisors, LLC | 3,314 | $3.28M | 0.33% | +333+11.2% | Added |
| Westbourne Investments, Inc. | 3,313 | $3.28M | 1.75% | +5+0.2% | Added |
| Westhampton Capital, LLC | 3,306 | $3.27M | 1.69% | −6−0.2% | Reduced |
| Icon Wealth Advisors, LLC | 3,305 | $3.27M | 0.23% | +335+11.3% | Added |
| Prosperity Financial Group, Inc. | 3,300 | $3.27M | 1.39% | +29+0.9% | Added |
| Lynch Asset Management, Inc. | 3,300 | $3.27M | 1.15% | +900+37.5% | Added |
| Walkner Condon Financial Advisors LLC | 3,292 | $3.26M | 0.60% | +75+2.3% | Added |
| Proficio Capital Partners LLC | 3,291 | $3.26M | 0.20% | +516+18.6% | Added |
| LMR Partners LLP | 3,289 | $3.26M | 0.05% | +3,289 | New |
| Pointe Capital Management LLC | 3,285 | $3.25M | 1.69% | 00.0% | Unchanged |
| Connable Office Inc | 3,279 | $3.25M | 0.32% | +24+0.7% | Added |
| FCG Investment Co | 3,277 | $3.24M | 1.69% | −320−8.9% | Reduced |
| Evoke Wealth, LLC | 3,276 | $3.24M | 0.08% | +1,206+58.3% | Added |
| Bordeaux Wealth Advisors LLC | 3,268 | $3.24M | 0.41% | +32+1.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,265 | $3.23M | 0.16% | +116+3.7% | Added |
| Crawford Investment Counsel Inc | 3,263 | $3.23M | 0.06% | +10.0% | Added |
| Winch Advisory Services, LLC | 3,260 | $3.23M | 0.79% | −11−0.3% | Reduced |
| Strategic Investment Solutions, Inc. | 3,254 | $3.22M | 0.98% | +3+0.1% | Added |
| Graybill Bartz & Assoc Ltd | 3,250 | $3.22M | 1.05% | −23−0.7% | Reduced |
| NVWM, LLC | 3,249 | $3.22M | 0.78% | +45+1.4% | Added |
| Hendley & Co Inc | 3,242 | $3.21M | 1.12% | −10.0% | Reduced |
| Klingman & Associates, LLC | 3,229 | $3.20M | 0.18% | +161+5.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 3,226 | $3.19M | 0.55% | −30−0.9% | Reduced |
| Castle Rock Wealth Management, LLC | 3,349 | $3.18M | 0.74% | −229−6.4% | Reduced |
| High Net Worth Advisory Group LLC | 3,209 | $3.18M | 0.84% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 3,206 | $3.17M | 0.62% | +112+3.6% | Added |
| Sava Infond d.o.o. | 3,200 | $3.17M | 0.50% | −240−7.0% | Reduced |
| Johnson Financial Group, Inc. | 3,196 | $3.16M | 0.14% | +606+23.4% | Added |
| FWL Investment Management, LLC | 3,192 | $3.16M | 0.97% | +138+4.5% | Added |
| Mairs & Power Inc | 3,188 | $3.16M | 0.03% | +488+18.1% | Added |
| Advisor OS, LLC | 3,187 | $3.16M | 0.31% | +157+5.2% | Added |
| Natural Investments, LLC | 3,184 | $3.15M | 0.82% | +57+1.8% | Added |
| Sage Mountain Advisors LLC | 3,182 | $3.15M | 0.20% | +466+17.2% | Added |
| Birinyi Associates Inc | 3,181 | $3.15M | 0.92% | +1,906+149.5% | Added |
| RNC Capital Management LLC | 3,170 | $3.14M | 0.15% | +56+1.8% | Added |
| Washburn Capital Management, Inc. | 3,165 | $3.13M | 1.84% | −9−0.3% | Reduced |
| Wright Investors Service Inc | 3,159 | $3.13M | 0.94% | +798+33.8% | Added |
| SS&H Financial Advisors, Inc. | 3,155 | $3.12M | 1.04% | 00.0% | Unchanged |
| BCM Advisors, LLC | 3,335 | $3.12M | 0.66% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,146 | $3.11M | 0.58% | +75+2.4% | Added |
| Geneva Capital Management LLC | 3,143 | $3.11M | 0.05% | −105−3.2% | Reduced |
| SRN Advisors, LLC | 3,143 | $3.11M | 2.83% | +148+4.9% | Added |
| Seneschal Advisors, LLC | 3,142 | $3.11M | 2.45% | +11+0.4% | Added |
| Parallax Volatility Advisers, L.P. | 3,140 | $3.11M | 0.12% | −7,523−70.6% | Reduced |
| Wealth Management Partners, LLC | 3,110 | $3.09M | 1.09% | −29−0.9% | Reduced |
| Cove Private Wealth, LLC | 3,115 | $3.08M | 1.09% | +959+44.5% | Added |
| BigSur Wealth Management LLC | 3,113 | $3.08M | 0.78% | +30+1.0% | Added |
| LGT Group Foundation | 3,095 | $3.06M | 0.04% | −1,084−25.9% | Reduced |
| Quent Capital, LLC | 3,091 | $3.06M | 0.30% | +471+18.0% | Added |
| Tounjian Advisory Partners, LLC | 3,230 | $3.06M | 0.59% | −40−1.2% | Reduced |
| IPG Investment Advisors LLC | 3,085 | $3.05M | 0.60% | −64−2.0% | Reduced |
| Waterloo Capital, L.P. | 3,085 | $3.05M | 0.25% | +728+30.9% | Added |
| Marvin & Palmer Associates Inc | 3,083 | $3.05M | 2.62% | −292−8.7% | Reduced |
| Transcend Wealth Collective, LLC | 3,076 | $3.04M | 0.24% | −61−1.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,074 | $3.04M | 1.39% | −30−1.0% | Reduced |
| Strategic Financial Services, Inc, | 3,071 | $3.04M | 0.16% | −45−1.4% | Reduced |
| Strong Tower Advisory Services | 3,056 | $3.03M | 0.60% | +116+3.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 3,041 | $3.01M | 0.98% | +79+2.7% | Added |
| Nvest Financial, LLC | 3,037 | $3.01M | 1.57% | +253+9.1% | Added |
| Lakeshore Capital Group, Inc. | 3,037 | $3.01M | 2.67% | −56−1.8% | Reduced |
| Whitener Capital Management, Inc. | 3,030 | $3.00M | 0.79% | −10−0.3% | Reduced |
| Alerus Financial NA | 3,030 | $3.00M | 0.22% | +52+1.7% | Added |
| Inscription Capital, LLC | 3,024 | $2.99M | 0.43% | +1,290+74.4% | Added |
| Commonwealth Financial Services, LLC | 3,020 | $2.99M | 0.58% | −11−0.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,018 | $2.99M | 1.59% | +2+0.1% | Added |
| NBC Securities, Inc. | 3,016 | $2.99M | 0.24% | −95−3.1% | Reduced |
| Hudson Canyon Capital Management | 3,014 | $2.98M | 1.86% | −111−3.6% | Reduced |