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Livermore
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Costco Wholesale Corp

COST
Exchange
Nasdaq
Industry
Retail-Variety Stores
SEC CIK
0000909832

No open-market purchases or sales by Costco Wholesale Corp insiders were filed in the last 90 days; 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, Q3 2025

Institutional positions in Costco Wholesale Corp as of Sep 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
3,942
+1 vs. Q2 2025
Shares held
296.9M
−2.55M (−0.9%) vs. Q2 2025
Total value
$274.4B
−$21.6B (−7.3%) vs. Q2 2025
New holders
170
1,660 more added
Sold out
169
1,589 more reduced

71 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 3,942 institutions
Q1 2021: 2,359 institutionsQ2 2021: 2,394 institutionsQ3 2021: 2,463 institutionsQ4 2021: 2,823 institutionsQ1 2022: 2,863 institutionsQ2 2022: 2,785 institutionsQ3 2022: 2,826 institutionsQ4 2022: 2,939 institutionsQ1 2023: 2,944 institutionsQ2 2023: 3,042 institutionsQ3 2023: 3,078 institutionsQ4 2023: 3,344 institutionsQ1 2024: 3,420 institutionsQ2 2024: 3,527 institutionsQ3 2024: 3,591 institutionsQ4 2024: 3,942 institutionsQ1 2025: 3,953 institutionsQ2 2025: 4,012 institutionsQ3 2025: 3,942 institutionsQ4 2025: 4,139 institutionsQ1 2026: 4,275 institutionsQ2 2026: 4,261 institutions
Value heldQ3 2025: $274.4B
Q1 2021: $104.1BQ2 2021: $119.0BQ3 2021: $134.3BQ4 2021: $170.2BQ1 2022: $172.4BQ2 2022: $143.4BQ3 2022: $141.6BQ4 2022: $137.2BQ1 2023: $149.2BQ2 2023: $162.0BQ3 2023: $169.9BQ4 2023: $201.0BQ1 2024: $222.0BQ2 2024: $258.3BQ3 2024: $266.7BQ4 2024: $279.6BQ1 2025: $287.8BQ2 2025: $302.3BQ3 2025: $274.4BQ4 2025: $272.0BQ1 2026: $311.5BQ2 2026: $301.8B
Institutions holding COST and their total value by quarter
QuarterHoldersValue
Q2 20264,261$301.8B
Q1 20264,275$311.5B
Q4 20254,139$272.0B
Q3 20253,942$274.4B
Q2 20254,012$302.3B
Q1 20253,953$287.8B
Q4 20243,942$279.6B
Q3 20243,591$266.7B
Q2 20243,527$258.3B
Q1 20243,420$222.0B
Q4 20233,344$201.0B
Q3 20233,078$169.9B
Q2 20233,042$162.0B
Q1 20232,944$149.2B
Q4 20222,939$137.2B
Q3 20222,826$141.6B
Q2 20222,785$143.4B
Q1 20222,863$172.4B
Q4 20212,823$170.2B
Q3 20212,463$134.3B
Q2 20212,394$119.0B
Q1 20212,359$104.1B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q2 2025.

Institutions holding COST in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Delos Wealth Advisors, LLC1$9260.00%00.0%Unchanged
Wealth Preservation Advisors, LLC1$9260.00%00.0%Unchanged
Bridge Generations Wealth Management LLC1$9260.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$9260.02%00.0%Unchanged
Navigoe, LLC2$1.00K0.00%+2New
Investment Counsel Co of Nevada2$1.85K0.00%00.0%Unchanged
HFM Investment Advisors, LLC3$2.78K0.00%−5−62.5%Reduced
Fiduciary Advisors, Inc.3$2.78K0.00%00.0%Unchanged
Cohalo Advisory LLC3$2.78K0.22%00.0%Unchanged
Broadwater Capital Management LLC3$2.78K0.00%−2,967−99.9%Reduced
Islay Capital Management, LLC3$2.78K0.00%+1+50.0%Added
Horrell Capital Management, Inc.3$2.83K0.00%00.0%Unchanged
DecisionPoint Financial, LLC4$3.67K0.00%00.0%Unchanged
Burkett Financial Services, LLC4$3.72K0.00%00.0%Unchanged
TD Capital Management LLC7$6.68K0.00%00.0%Unchanged
Perritt Capital Management Inc8$7.41K0.00%−8−50.0%Reduced
Bare Financial Services, Inc8$7.41K0.00%+5+166.7%Added
Investors Research Corp9$8.33K0.00%00.0%Unchanged
PayPay Securities Corp10$9.00K0.32%+2+25.0%Added
Lummis Asset Management, LP10$9.26K0.01%00.0%Unchanged
Alexis Investment Partners, LLC10$9.26K0.00%+10New
Clal Insurance Enterprises Holdings Ltd11$10.0K0.00%−1−8.3%Reduced
Keener Financial Planning LLC11$10.0K0.00%00.0%Unchanged
Prudent Man Investment Management, Inc.11$10.1K0.01%00.0%Unchanged
Morgan Dempsey Capital Management LLC11$10.2K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.11$10.2K0.00%+11New
United Financial Planning Group LLC12$11.1K0.01%+12New
Virtus ETF Advisers LLC13$12.0K0.01%−112−89.6%Reduced
Longfellow Investment Management Co LLC13$12.0K0.00%00.0%Unchanged
Innovative Advisory Group, LLC13$12.0K0.01%00.0%Unchanged
Advanced Portfolio Management, LLC13$12.0K0.03%+13New
Park Square Financial Group, LLC13$12.0K0.05%−1,369−99.1%Reduced
Kathleen S. Wright Associates Inc.15$13.9K0.01%00.0%Unchanged
1620 Investment Advisors, Inc.16$14.4K0.01%−1−5.9%Reduced
Bay Harbor Wealth Management, LLC16$14.8K0.00%+1+6.7%Added
XY Capital Ltd17$15.7K0.01%+17New
Financial Freedom, LLC17$16.1K0.01%00.0%Unchanged
Corundum Trust Company, INC18$16.7K0.04%+18New
Insight Financial Services19$17.6K0.01%00.0%Unchanged
WestEnd Advisors, LLC19$17.6K0.00%+3+18.8%Added
Robbins Farley LLC20$18.5K0.01%+20New
Fairway Wealth LLC21$19.1K0.01%00.0%Unchanged
Mechanics Financial Corp21$19.4K0.01%00.0%Unchanged
Sellwood Investment Partners LLC21$19.4K0.01%+21New
Mma Asset Management LLC22$20.4K0.01%+22New
Catherine Avery Investment Management LLC23$21.3K0.01%−5−17.9%Reduced
Sagard Holdings Management Inc.24$22.2K0.11%00.0%Unchanged
Brown Shipley& Co Ltd25$23.1K0.01%00.0%Unchanged
North Ridge Wealth Advisors, Inc.25$23.1K0.01%00.0%Unchanged
Bulwark Capital Corp25$23.1K0.02%00.0%Unchanged
Frazier Financial Advisors, LLC25$23.3K0.01%−18−41.9%Reduced
Evolution Wealth Management Inc.26$23.7K0.02%−24−48.0%Reduced
MJT & Associates Financial Advisory Group, Inc.27$25.0K0.02%+8+42.1%Added
Evolution Advisers, Inc.28$25.0K0.01%00.0%Unchanged
Minot DeBlois Advisors LLC28$25.6K0.02%+9+47.4%Added
C M Bidwell & Associates Ltd30$27.8K0.01%00.0%Unchanged
Gordian Capital Singapore Pte Ltd31$28.7K0.04%−250−89.0%Reduced
LFA - Lugano Financial Advisors SA31$28.7K0.02%00.0%Unchanged
DiNuzzo Private Wealth, Inc.31$29.2K0.00%00.0%Unchanged
Barrett & Company, Inc.32$29.6K0.01%−11−25.6%Reduced
Rogco, LP32$29.6K0.01%−9−22.0%Reduced
Hurley Capital, LLC33$30.8K0.02%+18+120.0%Added
Abich Financial Wealth Management LLC37$34.2K0.01%+37New
Rakuten Investment Management, Inc.286$35.0K0.00%+286New
Collier Financial38$35.2K0.03%+38New
Penserra Capital Management LLC39$36.0K0.00%00.0%Unchanged
AXS Investments LLC39$36.1K0.01%+39New
Imprint Wealth LLC39$36.1K0.12%+39New
Rocky Mountain Advisers, LLC40$37.0K0.01%00.0%Unchanged
Your Advocates Ltd., LLP40$37.0K0.01%00.0%Unchanged
Chesapeake Asset Management LLC41$38.0K0.03%00.0%Unchanged
West Financial Advisors, LLC41$38.0K0.01%00.0%Unchanged
Redmont Wealth Advisors LLC43$39.8K0.06%00.0%Unchanged
Holos Integrated Wealth LLC43$40.0K0.02%00.0%Unchanged
Financial Connections Group, Inc.43$40.0K0.02%00.0%Unchanged
Stephenson National Bank & Trust44$40.7K0.01%+2+4.8%Added
PMV Capital Advisers, LLC45$41.7K0.08%00.0%Unchanged
Morton Brown Family Wealth, LLC45$42.1K0.01%−6−11.8%Reduced
Marquette Asset Management, LLC46$42.6K0.01%+44+2,200.0%Added
Reyes Financial Architecture, Inc.48$44.6K0.03%−69−59.0%Reduced
Signature Resources Capital Management, LLC48$44.6K0.02%−53−52.5%Reduced
SWAN Capital LLC50$46.3K0.02%−5−9.1%Reduced
Access Investment Management LLC50$46.3K0.01%00.0%Unchanged
MPWM Advisory Solutions, LLC58$53.5K0.03%−56−49.1%Reduced
Principia Wealth Advisory, LLC58$53.7K0.04%+35+152.2%Added
Lowe Wealth Advisors, LLC59$54.6K0.02%−5−7.8%Reduced
Retirement Wealth Solutions LLC59$54.9K0.04%−12−16.9%Reduced
Kentucky Trust Co60$55.5K0.03%−30−33.3%Reduced
Bank & Trust Co60$55.5K0.04%00.0%Unchanged
Manning & Napier Advisors LLC61$56.5K0.00%+61New
Pingora Partners LLC62$57.4K0.04%00.0%Unchanged
Ransom Advisory, Ltd64$59.2K0.03%00.0%Unchanged
Aspect Partners, LLC64$59.2K0.03%+9+16.4%Added
Sarver Vrooman Wealth Advisors65$60.2K0.04%00.0%Unchanged
Evergreen Private Wealth LLC68$62.9K0.03%00.0%Unchanged
Clear Investment Research, LLC68$63.3K0.08%−8−10.5%Reduced
Kilter Group LLC71$65.7K0.03%+7+10.9%Added
Carolina Wealth Advisors, LLC72$66.6K0.03%−50−41.0%Reduced
Friedenthal Financial72$66.8K0.03%−363−83.4%Reduced
Atlantic Private Wealth, LLC75$69.4K0.04%00.0%Unchanged