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 |
|---|---|---|---|---|---|
| Quintet Private Bank (Europe) S.A. | 2,020 | $2.00M | 0.12% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 2,018 | $2.00M | 0.24% | +189+10.3% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 2,015 | $1.99M | 1.24% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 2,014 | $1.99M | 0.57% | +248+14.0% | Added |
| Pines Wealth Management, LLC | 2,013 | $1.99M | 0.70% | +81+4.2% | Added |
| RiverPark Advisors, LLC | 2,001 | $1.98M | 1.22% | −152−7.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 2,000 | $1.98M | 1.37% | 00.0% | Unchanged |
| Disciplined Investors, L.L.C. | 2,000 | $1.98M | 1.54% | 00.0% | Unchanged |
| Private Management Group Inc | 1,994 | $1.97M | 0.06% | +1,018+104.3% | Added |
| L2 Asset Management, LLC | 1,994 | $1.97M | 0.32% | +100+5.3% | Added |
| Fortis Capital Management LLC | 1,991 | $1.97M | 0.31% | +499+33.4% | Added |
| MidWestOne Financial Group, Inc. | 1,990 | $1.97M | 0.26% | +27+1.4% | Added |
| Bolthouse Investments, LLC | 1,989 | $1.97M | 1.95% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,988 | $1.97M | 0.28% | −7−0.4% | Reduced |
| Providence First Trust Co | 1,980 | $1.96M | 0.69% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 1,978 | $1.96M | 0.49% | +80+4.2% | Added |
| Nicholson Wealth Management Group, LLC | 1,977 | $1.96M | 1.21% | +92+4.9% | Added |
| St. Clair Advisors, LLC | 1,975 | $1.96M | 0.51% | 00.0% | Unchanged |
| LCM Capital Management Inc | 1,972 | $1.95M | 1.01% | +14+0.7% | Added |
| Broadway Wealth Solutions, Inc. | 1,970 | $1.95M | 1.21% | +366+22.8% | Added |
| Lineweaver Wealth Advisors, LLC | 1,964 | $1.94M | 0.31% | +60+3.2% | Added |
| Claro Advisors LLC | 1,962 | $1.94M | 0.32% | −773−28.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,956 | $1.94M | 0.12% | −70−3.5% | Reduced |
| Centennial Bank | 1,956 | $1.94M | 0.81% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 1,955 | $1.93M | 0.21% | −135−6.5% | Reduced |
| UMA Financial Services, Inc. | 1,953 | $1.93M | 0.30% | +127+7.0% | Added |
| Sym Financial Corp | 1,951 | $1.93M | 0.22% | +156+8.7% | Added |
| Market Street Wealth Management Advisors LLC | 1,943 | $1.92M | 0.31% | −193−9.0% | Reduced |
| Oakworth Capital, Inc. | 1,943 | $1.92M | 0.12% | +33+1.7% | Added |
| Maven Securities LTD | 1,932 | $1.91M | 0.50% | −1,367−41.4% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 2,781 | $1.91M | 1.08% | −93−3.2% | Reduced |
| Birmingham Capital Management Co Inc | 1,930 | $1.91M | 0.84% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,930 | $1.91M | 0.27% | +20+1.0% | Added |
| Camden Capital, LLC | 1,931 | $1.91M | 0.18% | +22+1.2% | Added |
| AAFMAA Wealth Management & Trust LLC | 1,929 | $1.91M | 0.79% | −132−6.4% | Reduced |
| Global Assets Advisory, LLC | 1,933 | $1.91M | 0.75% | −1,227−38.8% | Reduced |
| Bennett Selby Investments LP | 1,925 | $1.91M | 0.68% | +816+73.6% | Added |
| Zullo Investment Group, Inc. | 1,924 | $1.91M | 0.77% | +14+0.7% | Added |
| Rollins Financial Advisors, LLC | 1,923 | $1.90M | 0.30% | +220+12.9% | Added |
| Matisse Capital | 1,913 | $1.89M | 0.90% | +107+5.9% | Added |
| Vaughan David Investments LLC | 1,903 | $1.88M | 0.04% | +51+2.8% | Added |
| Legacy Edge Advisors, LLC | 1,899 | $1.88M | 0.25% | +14+0.7% | Added |
| Susquehanna Fundamental Investments, LLC | 1,899 | $1.88M | 0.05% | −2,804−59.6% | Reduced |
| ORG Wealth Partners, LLC | 1,898 | $1.88M | 0.45% | −27−1.4% | Reduced |
| General Partner, Inc. | 1,892 | $1.87M | 1.10% | 00.0% | Unchanged |
| Modus Advisors, LLC | 1,889 | $1.87M | 0.56% | +73+4.0% | Added |
| KWB Wealth | 1,973 | $1.87M | 0.23% | −17−0.9% | Reduced |
| Ashton Thomas Securities, LLC | 1,885 | $1.87M | 0.45% | −15−0.8% | Reduced |
| Sonata Capital Group Inc | 1,877 | $1.86M | 0.74% | +98+5.5% | Added |
| Orrstown Financial Services Inc | 1,874 | $1.86M | 0.39% | +6+0.3% | Added |
| Canandaigua National Bank & Trust Co | 1,868 | $1.85M | 0.17% | −38−2.0% | Reduced |
| Texas Bank & Trust Co | 1,867 | $1.85M | 0.73% | +55+3.0% | Added |
| Lodestar Private Asset Management LLC | 1,867 | $1.85M | 0.21% | +148+8.6% | Added |
| RF&L Wealth Management, LLC | 1,865 | $1.85M | 1.19% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,864 | $1.84M | 0.69% | +26+1.4% | Added |
| Cross Staff Investments Inc | 1,860 | $1.84M | 1.37% | −50−2.6% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 1,851 | $1.84M | 0.73% | −53−2.8% | Reduced |
| BayBridge Capital Group, LLC | 1,855 | $1.84M | 1.18% | +26+1.4% | Added |
| Red Wave Investments LLC | 1,853 | $1.83M | 0.60% | 00.0% | Unchanged |
| Kennedy Investment Group | 1,849 | $1.83M | 0.78% | −222−10.7% | Reduced |
| Abundance Wealth Counselors | 1,848 | $1.83M | 0.34% | +20+1.1% | Added |
| Evermay Wealth Management LLC | 1,846 | $1.83M | 0.22% | +18+1.0% | Added |
| waypoint wealth counsel | 1,846 | $1.83M | 0.91% | +237+14.7% | Added |
| Traveka Wealth, LLC | 1,843 | $1.82M | 0.97% | +16+0.9% | Added |
| Abacus Wealth Partners, LLC | 1,843 | $1.82M | 0.28% | +6+0.3% | Added |
| Chris Bulman Inc | 1,842 | $1.82M | 1.04% | −31−1.7% | Reduced |
| Gries Financial LLC | 1,834 | $1.82M | 0.33% | +69+3.9% | Added |
| St. Johns Investment Management Company, LLC | 1,833 | $1.81M | 0.83% | +20+1.1% | Added |
| Hudson Valley Investment Advisors Inc | 1,832 | $1.81M | 0.20% | −80−4.2% | Reduced |
| Traphagen Investment Advisors LLC | 1,831 | $1.81M | 0.17% | −94−4.9% | Reduced |
| Redwood Investment Management, LLC | 1,827 | $1.81M | 0.19% | −401−18.0% | Reduced |
| Arbor Investment Advisors, LLC | 1,826 | $1.81M | 0.23% | +4+0.2% | Added |
| Laraway Financial Inc | 1,822 | $1.80M | 1.37% | −15−0.8% | Reduced |
| WJ Wealth Management, LLC | 1,822 | $1.80M | 0.57% | +300+19.7% | Added |
| Roberts Capital Advisors, LLC | 1,821 | $1.80M | 1.33% | 00.0% | Unchanged |
| Navalign, LLC | 1,821 | $1.80M | 0.50% | −6−0.3% | Reduced |
| Horst & Graben Wealth Management LLC | 1,814 | $1.80M | 0.30% | +1+0.1% | Added |
| MorganRosel Wealth Management, LLC | 1,814 | $1.80M | 0.49% | +40+2.3% | Added |
| Fiduciary Family Office, LLC | 1,813 | $1.79M | 0.59% | −105−5.5% | Reduced |
| Opinicus Capital, Inc. | 1,812 | $1.79M | 1.36% | +26+1.5% | Added |
| Essex Savings Bank | 1,809 | $1.79M | 0.43% | −7−0.4% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,807 | $1.79M | 0.07% | +242+15.5% | Added |
| Toth Financial Advisory Corp | 1,806 | $1.79M | 0.21% | +92+5.4% | Added |
| Richwood Investment Advisors, LLC | 1,804 | $1.79M | 1.47% | −7−0.4% | Reduced |
| Prudent Man Advisors, LLC | 1,801 | $1.78M | 0.57% | +437+32.0% | Added |
| Union Heritage Capital, LLC | 1,800 | $1.78M | 0.62% | 00.0% | Unchanged |
| Gould Asset Management LLC | 1,798 | $1.78M | 0.35% | −71−3.8% | Reduced |
| Crews Bank & Trust | 1,797 | $1.78M | 0.28% | −11−0.6% | Reduced |
| Panoramic Capital Partners, LLC | 1,801 | $1.78M | 1.23% | +19+1.1% | Added |
| Ledyard National Bank | 1,792 | $1.77M | 0.17% | −206−10.3% | Reduced |
| RiverFront Investment Group, LLC | 1,789 | $1.77M | 0.03% | +826+85.8% | Added |
| Legacy Financial Advisors, Inc. | 1,788 | $1.77M | 0.28% | +54+3.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,786 | $1.77M | 0.28% | +82+4.8% | Added |
| Petra Financial Advisors Inc | 1,782 | $1.76M | 1.12% | +797+80.9% | Added |
| Aprio Wealth Management, LLC | 1,779 | $1.76M | 0.20% | +158+9.7% | Added |
| Zions Bancorporation, National Association | 1,778 | $1.76M | 0.09% | +38+2.2% | Added |
| Impact Capital Partners LLC | 1,773 | $1.76M | 0.58% | +51+3.0% | Added |
| Heritage Wealth Management, Inc. | 1,771 | $1.75M | 0.57% | 00.0% | Unchanged |
| Great Waters Wealth Management | 1,770 | $1.75M | 0.23% | +9+0.5% | Added |
| Patton Albertson Miller Group, LLC | 1,766 | $1.75M | 0.23% | +746+73.1% | Added |