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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.

Q3 2025 vs. Q2 2025

How the institutions holding Costco Wholesale Corp changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of COST: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders4,011713,941+1
Shares305.8M6.28M296.9M−2.55M (−0.9%)
Value$302.3B$6.22B$274.4B−$21.6B (−7.3%)

71 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (170)

Institutions that held Costco Wholesale Corp at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 170 by value.

Institutions new to COST in Q3 2025
InstitutionSharesValue% of portfolio
AXA Investment Managers S.A.390,392$361.4M0.98%
Susquehanna Advisors Group, Inc.219,100$202.8M6.26%
CIBC Bancorp USA Inc.170,899$158.2M0.95%
Mercer Global Advisors Inc118,891$109.7M0.18%
Steadfast Capital Management LP98,330$91.0M1.64%
Aquatic Capital Management LLC56,778$52.6M0.98%
Kepler Cheuvreux (Suisse) SA44,691$41.4M2.23%
Credit Agricole S A21,968$20.3M0.07%
Jain Global LLC17,584$16.3M0.21%
First Horizon Corp16,991$15.7M0.74%
CAPROCK Group, Inc.15,784$14.9M0.37%
Tredje AP-fonden15,658$14.5M0.12%
Renaissance Technologies LLC13,024$12.1M0.02%
Montecito Bank & Trust9,227$8.54M1.33%
Schnieders Capital Management, LLC.8,502$7.87M1.40%
DoubleLine ETF Adviser LP8,474$7.84M2.36%
Concentric Capital Strategies, LP8,464$7.83M0.37%
Clear Street Group Inc.7,480$6.92M0.03%
Shorepoint Capital Partners LLC7,421$6.87M1.37%
Tema ETFs LLC7,327$6.78M0.56%
180 GPS Investments IC Ltd6,377$5.90M3.43%
Qsemble Capital Management, LP6,266$5.80M0.57%
Fieldview Capital Management, LLC6,029$5.58M0.91%
Landscape Capital Management, L.L.C.5,355$4.96M0.31%
Stillwater Wealth Management Group5,057$4.68M3.28%
Concord Investment Counsel Inc.4,924$4.56M1.45%
Valicenti Advisory Services Inc4,573$4.23M0.91%
Mirae Asset Securities (USA) Inc.4,511$4.18M0.18%
Deane Retirement Strategies, Inc.4,507$4.17M1.79%
RWWM, Inc.4,302$3.98M0.28%
PDT Partners, LLC3,900$3.61M0.23%
ISAM Funds (UK) Ltd3,850$3.56M0.73%
Corsicana & Co.3,497$3.24M1.82%
Twin Tree Management, LP3,024$2.80M0.13%
FORA Capital, LLC3,004$2.78M0.49%
Ellsworth Advisors, LLC2,873$2.74M0.59%
Financial Network Wealth Management LLC2,991$2.74M0.85%
Krilogy Financial LLC2,894$2.71M0.10%
Sanders Morris Harris LLC2,879$2.66M0.35%
Torrey Growth & Income Advisors2,746$2.54M0.75%
Sageworth Trust Co2,667$2.47M0.12%
Ally Financial Inc.2,500$2.31M0.29%
SHUTTLEWORTH & Co2,403$2.22M2.02%
Legacy Advisors, LLC2,149$1.99M0.25%
Symmetry Investments LP2,100$1.94M0.16%
KW Wealth Management LLC2,045$1.89M3.23%
WJ Financial Advisors LLC2,045$1.89M1.84%
Regent Peak Wealth Advisors LLC1,972$1.83M0.37%
Access Financial Services, Inc.1,677$1.55M0.56%
Shum Financial Group, Inc.1,626$1.51M1.12%
Wealth Advisors of Tampa Bay, LLC1,590$1.47M0.49%
Davis Capital Management1,476$1.37M0.95%
Advocacy Wealth Management Services, LLC1,469$1.36M0.06%
M&G Plc1,445$1.34M0.01%
Investment Research Partners LLC1,464$1.34M0.60%
Orser Capital Management, LLC1,441$1.33M0.74%
Dynamic Technology Lab Private Ltd1,290$1.19M0.20%
Financial Consulate, Inc1,283$1.19M0.17%
Tred Avon Family Wealth, LLC1,213$1.12M0.39%
Catalyst Funds Management Pty Ltd1,200$1.11M0.17%
Fiscal Wisdom Wealth Management, LLC1,102$1.04M0.99%
Gardner Lewis Asset Management L P1,066$986.7K0.26%
Fuller & Thaler Asset Management, Inc.1,039$961.7K0.00%
Siligmueller & Norvid Wealth Advisors LLC1,031$954.3K0.43%
Almanack Investment Partners, LLC.999$924.7K0.14%
One River Asset Management, LLC988$914.5K2.92%
Limestone Investment Advisors LP977$904.3K0.41%
Permanent Capital Management, LP944$873.8K0.16%
Fiducient Advisors LLC914$846.0K0.10%
Blackstone Group Inc.882$816.4K0.00%
Touchstone Capital, Inc.857$793.7K0.41%
Virtue Asset Management LLC838$775.9K0.64%
XTX Topco Ltd820$759.0K0.04%
Sonoma Allocations LLC795$735.7K0.27%
CenterStar Asset Management, LLC791$731.9K1.39%
Greenspring Advisors, LLC776$718.3K0.13%
Veridan Wealth LLC704$652.0K0.22%
Dynasty Wealth Management, LLC695$643.5K0.01%
Silver Grove Financial Group, Inc.688$636.4K0.60%
a16z Perennial Management, L.P.656$607.2K0.05%
Marino, Stram & Associates LLC648$600.6K0.11%
GreatBanc Trust CO632$585.0K0.40%
South Street Advisors LLC611$565.6K0.07%
Concorde Asset Management, LLC616$563.4K0.24%
National Wealth Management Group, LLC602$557.4K0.21%
Mach-1 Financial Group, Inc.594$550.1K0.09%
Integrity Advisory Solutions, LLC594$550.1K0.09%
Ade, LLC589$545.2K0.28%
Invested Advisors585$542.5K0.79%
Warner Group LLC565$523.1K0.36%
Abner Herrman & Brock LLC556$515.0K0.05%
Beirne Wealth Consulting Services, LLC503$466.0K0.11%
Kerr Financial Planning Corp509$466.0K0.66%
Pathway Financial Advisors LLC503$465.6K0.06%
Corient IA LLC500$462.8K0.35%
Waller Financial Planning Group, Inc498$460.8K0.11%
FreeGulliver LLC486$449.9K0.20%
Equity Wealth Partners, LLC478$442.3K0.36%
SummitTX Capital, L.P.471$436.0K0.02%
Cape Ann Savings Bank465$430.4K0.23%

Sold out (169)

Institutions that held Costco Wholesale Corp at the end of Q2 2025 and filed for Q3 2025 without it.

Showing the largest 100 of 169 by value.

Institutions that sold out of COST in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Railway Pension Investments Ltd58,542$58.0M
Rheos Capital Works Inc.50,000$49.5M
Delta Accumulation, LLC36,700$32.5M
Zurich Insurance Group Ltd32,011$31.7M
Quantbot Technologies LP27,404$27.1M
HRT Financial LP25,591$25.3M
Dundas Partners LLP23,963$23.7M
QVR LLC22,886$22.7M
Hamilton Capital Partners Inc.22,548$22.3M
Sienna Gestion18,961$17.1M
NatWest Group plc13,707$13.6M
Waverton Investment Management Ltd13,658$13.5M
Defender Capital, LLC.11,165$11.1M
Longbow Finance SA7,551$7.48M
Kennedy Capital Management, Inc.7,052$6.98M
Thornburg Investment Management Inc6,152$6.09M
Triglav Skladi, D.O.O.5,800$5.74M
Campbell & CO Investment Adviser LLC4,493$4.45M
Dorsey Wright & Associates4,338$4.29M
Dohj, LLC4,204$4.10M
Prossimo Advisors, LLC3,814$3.78M
Sciencast Management LP3,718$3.68M
Alyeska Investment Group, L.P.3,664$3.63M
Picton Mahoney Asset Management3,614$3.58M
Marvin & Palmer Associates Inc3,083$3.05M
Oak Thistle LLC2,861$2.83M
Susquehanna Portfolio Strategies, LLC2,665$2.64M
Centiva Capital, LP2,532$2.51M
ICONIQ Capital, LLC2,448$2.42M
Paragon Advisors, LLC2,225$2.20M
Maven Securities LTD1,932$1.91M
Eqis Capital Management, Inc.1,660$1.64M
Norris Financial Group, LLC1,650$1.63M
Element Squared LLC1,630$1.61M
Genus Capital Management Inc.1,601$1.58M
Caldwell Investment Management Ltd.1,500$1.48M
Williamson Legacy Group, LLC1,284$1.27M
Martin & Co Inc1,254$1.24M
V-Square Quantitative Management LLC1,231$1.22M
Quantitative Investment Management, LLC1,143$1.13M
Houlihan Financial Resource Group, Ltd.1,046$1.03M
Claudia M.P. Batlle, CRP (R) LLC1,020$1.01M
UBS Oconnor LLC1,000$989.9K
Prosperity Wealth Management, Inc.971$961.2K
Machina Capital S.A.S.884$875.1K
Dark Forest Capital Management LP809$800.9K
Von Berge Wealth Management Group, LLC839$790.3K
Berkshire Money Management, Inc.793$785.1K
Scientech Research LLC792$784.0K
Whitaker-Myers Wealth Managers, LTD.768$760.3K
Axq Capital, LP720$712.8K
Axim Planning & Wealth697$690.0K
Farringdon Capital, Ltd.649$642.5K
Abc Arbitrage SA645$638.5K
Wexford Capital LP621$614.8K
Hirtle Callaghan & Co LLC601$595.0K
TTP Investments, Inc.594$587.8K
Quadrature Capital Ltd591$585.0K
Summit X, LLC561$555.7K
State of Wyoming554$548.4K
Jackson Thornton Asset Management, LLC522$514.6K
Petrus Trust Company, LTA507$501.9K
Cooper Capital Advisors LLC440$435.6K
SMART Wealth LLC424$419.9K
Keebeck Alpha, LP403$398.9K
Seed Wealth Management, Inc.400$396.0K
Point72 (DIFC) Ltd400$396.0K
MinichMacGregor Wealth Management, LLC390$386.5K
Efficient Advisors, LLC385$381.1K
Opulen Financial Group LLC383$379.1K
Advisor Resource Council370$366.3K
Clark Financial Services Group Inc369$365.5K
Beacon Bridge Wealth Partners, LLC357$353.4K
Dock Street Asset Management Inc341$337.6K
Beddow Capital Management Inc330$327.0K
Novus Advisors, LLC323$319.6K
Ion Asset Management Ltd.295$292.0K
MBB Public Markets I LLC289$286.1K
Wealthquest Corp288$285.2K
Inceptionr LLC288$285.1K
Birchcreek Wealth Management, LLC287$283.8K
Hurlow Wealth Management Group, Inc.283$280.2K
Innovator Capital Management, LLC281$278.2K
Avaii Wealth Management, LLC281$278.1K
Gladius Capital Management LP267$264.3K
Isthmus Partners, LLC266$263.3K
Whipplewood Advisors, LLC263$260.4K
Gallo Partners, LP259$256.4K
Sky-Mountain Capital Management, Inc.261$255.1K
Avondale Wealth Management249$246.5K
Parkshore Wealth Management, Inc.249$246.4K
Sagace Wealth Management LLC247$244.5K
Capasso Planning Partners LLC246$243.6K
LCNB Corp243$240.6K
Wedge Capital Management L L P242$239.6K
Altus Wealth Management, LLC242$239.6K
Total Investment Management Inc240$237.5K
Berry Wealth Group, LP239$236.6K
Probity Advisors, Inc.233$230.7K
Stanich Group LLC234$229.5K

Not filed for Q3 2025 yet (71)

Institutions that held Costco Wholesale Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding COST in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank5,749,879$5.69B
EP Wealth Advisors, LLC146,017$144.5M
CIBC World Markets Corp144,987$143.5M
Avantax Advisory Services, Inc.42,784$42.4M
First Horizon Advisors, Inc.21,661$21.4M
E Fund Management Co., Ltd.15,005$14.9M
Atria Wealth Solutions, Inc.10,453$10.3M
Good Life Advisors, LLC9,519$9.42M
Churchill Management Corp9,098$9.01M
TFG Advisers LLC8,795$8.71M
Schnieders Capital Management LLC8,502$8.42M
J. W. Coons Advisors, LLC7,605$7.53M
AlpenGlobal Capital LLC7,473$7.40M
Enterprise Bank & Trust Co7,204$7.13M
Agur Provident & Training Funds Management Ltd5,815$5.76M
Atlas Capital Advisors LLC5,677$5.62M
Grassi Investment Management5,408$5.35M
Moser Wealth Advisors, LLC4,580$4.53M
Congress Wealth Management LLC4,407$4.36M
Wambolt & Associates, LLC4,214$4.16M
Exchange Capital Management, Inc.4,152$4.11M
Acas, LLC3,551$3.48M
Graypoint LLC3,373$3.34M
CHB Investment Group, LLC3,317$3.28M
Bordeaux Wealth Advisors LLC3,268$3.24M
SRN Advisors, LLC3,143$3.11M
Capital Market Strategies LLC2,985$2.95M
My Legacy Advisors, LLC2,951$2.86M
Union Savings Bank2,425$2.28M
Waypoint Wealth Partners Inc.2,198$2.18M
Wealth Group, Ltd.2,176$2.15M
Keudell/Morrison Wealth Management2,105$2.08M
Oliver Lagore Vanvalin Investment Group2,148$2.03M
Copperwynd Financial, LLC1,567$1.55M
Montag & Caldwell, LLC1,443$1.43M
Financial Partners Group, LLC1,406$1.39M
Forte Capital LLC1,396$1.38M
Smith Anglin Financial, LLC1,387$1.37M
Tyler-Stone Wealth Management1,249$1.24M
Martin Worley Group1,092$1.08M
Belmont Capital, LLC1,076$1.07M
PrairieView Partners, LLC1,001$990.0K
North Dallas Bank & Trust Co954$944.4K
Scott Marsh Financial, LLC808$799.1K
Northeast Financial Consultants Inc792$784.0K
Talon Private Wealth, LLC628$622.1K
Foguth Wealth Management, LLC.598$592.2K
Parkside Advisors LLC598$592.0K
Blue Investment Partners LLC588$581.6K
Bingham Private Wealth, LLC570$564.3K
Hamilton Capital, LLC559$553.4K
Centricity Wealth Management, LLC510$504.9K
Clarity Capital Partners LLC475$470.2K
Aurora Private Wealth, Inc.470$466.0K
Legacy Investment Solutions, LLC423$418.7K
Better Money Decisions, LLC387$383.1K
Summit Investment Advisors, Inc.366$348.6K
David Wealth Management LLC303$300.0K
FORM Wealth Advisors, LLC300$297.0K
Greenberg Financial Group304$284.4K
BIP Alliance, LLC255$252.4K
Blue Oak Capital, LLC247$244.5K
DHK Financial Advisors, Inc.245$242.5K
Horan Securities, Inc.224$221.4K
Breed's Hill Capital LLC212$209.9K
Financial Gravity Companies, Inc.147$145.5K
Christopher J. Hasenberg, Inc101$100.0K
Iron Horse Wealth Management, LLC77$76.2K
Vega Investment Solutions53$52.5K
Semmax Financial Advisors Inc.45$44.4K
Parkworth Wealth Management, Inc.8$7.92K