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, 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
- 3,941
- +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
- 1,588 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Paces Ferry Wealth Advisors, LLC | 1,024 | $947.8K | 0.39% | −45−4.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,024 | $947.8K | 0.16% | −271−20.9% | Reduced |
| Barton Investment Management | 1,024 | $947.8K | 0.10% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 1,025 | $948.6K | 0.14% | −84−7.6% | Reduced |
| Flynn Zito Capital Management, LLC | 1,025 | $948.7K | 0.35% | +2+0.2% | Added |
| May Hill Capital, LLC | 1,027 | $950.7K | 0.28% | +143+16.2% | Added |
| Foster Group, Inc. | 1,029 | $952.3K | 0.03% | −82−7.4% | Reduced |
| GR Financial Group, LLC | 1,029 | $952.3K | 0.22% | −72−6.5% | Reduced |
| Siligmueller & Norvid Wealth Advisors LLC | 1,031 | $954.3K | 0.43% | +1,031 | New |
| Prairie Wealth Advisors, Inc. | 1,031 | $954.3K | 0.39% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 1,032 | $955.2K | 0.14% | +13+1.3% | Added |
| Promus Capital, LLC | 1,034 | $956.8K | 0.61% | +15+1.5% | Added |
| Profit Investment Management, LLC | 1,035 | $958.0K | 1.20% | 00.0% | Unchanged |
| Volterra Technologies LP | 1,037 | $959.9K | 0.64% | +1,017+5,085.0% | Added |
| Bangor Savings Bank | 1,037 | $960.0K | 0.08% | +43+4.3% | Added |
| Postrock Partners LLC | 1,038 | $960.8K | 0.42% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,039 | $961.7K | 0.00% | +1,039 | New |
| Elm Partners Management LLC | 1,039 | $961.7K | 0.05% | +146+16.3% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,041 | $963.5K | 0.61% | +1+0.1% | Added |
| Syverson Strege & Co | 1,042 | $964.5K | 0.23% | −120−10.3% | Reduced |
| Leigh Baldwin & Co., LLC | 1,042 | $964.6K | 0.54% | +6+0.6% | Added |
| Fort Point Capital Partners LLC | 1,043 | $965.4K | 0.12% | −2,365−69.4% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,060 | $966.1K | 0.34% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 1,044 | $966.4K | 0.07% | −76−6.8% | Reduced |
| Independent Wealth Network Inc. | 1,044 | $966.8K | 0.31% | −2−0.2% | Reduced |
| Garden State Investment Advisory Services LLC | 1,042 | $968.0K | 0.25% | −127−10.9% | Reduced |
| Hallmark Capital Management Inc | 1,046 | $968.2K | 0.06% | −82−7.3% | Reduced |
| Antonelli Financial Advisors, LLC | 1,047 | $969.1K | 0.66% | −30−2.8% | Reduced |
| Armstrong Advisory Group, Inc | 1,048 | $970.3K | 0.07% | +2+0.2% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,049 | $970.9K | 0.02% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 1,050 | $972.0K | 0.90% | −144−12.1% | Reduced |
| Synergy Financial Group, LTD | 1,052 | $973.8K | 0.66% | −32−3.0% | Reduced |
| Capital Square, LLC | 1,054 | $975.6K | 0.50% | +37+3.6% | Added |
| Conestoga Capital Advisors, LLC | 1,055 | $976.5K | 0.02% | −5−0.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,059 | $980.2K | 0.34% | +20+1.9% | Added |
| Richardson Financial Services Inc. | 1,059 | $980.2K | 0.61% | +4+0.4% | Added |
| Frisch Financial Group, Inc. | 1,061 | $981.8K | 0.23% | +64+6.4% | Added |
| Riversedge Advisors, LLC | 1,062 | $982.6K | 0.16% | +47+4.6% | Added |
| Marks Group Wealth Management, Inc | 1,063 | $984.0K | 0.09% | +4+0.4% | Added |
| Whalen Wealth Management Inc. | 1,064 | $984.9K | 0.58% | +246+30.1% | Added |
| Buttonwood Financial Advisors Inc. | 1,065 | $985.4K | 0.34% | −54−4.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,065 | $985.8K | 0.56% | −104−8.9% | Reduced |
| Meridian Investment Counsel Inc. | 1,066 | $986.7K | 0.24% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 1,066 | $986.7K | 0.26% | +1,066 | New |
| First Affirmative Financial Network | 1,067 | $987.8K | 0.46% | +254+31.2% | Added |
| Fermata Advisors, LLC | 1,068 | $988.8K | 0.25% | −202−15.9% | Reduced |
| Armstrong Henry H Associates Inc | 1,071 | $991.4K | 0.09% | −5−0.5% | Reduced |
| CFS Investment Advisory Services, LLC | 1,065 | $992.7K | 0.07% | +22+2.1% | Added |
| TPG Advisors LLC | 1,077 | $996.9K | 0.66% | −100−8.5% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 1,081 | $1.00M | 0.13% | −161−13.0% | Reduced |
| KPP Advisory Services LLC | 1,084 | $1.00M | 0.15% | −30−2.7% | Reduced |
| Helium Advisors LLC | 1,084 | $1.00M | 0.84% | +18+1.7% | Added |
| Richard P Slaughter Associates Inc | 1,086 | $1.01M | 0.22% | −241−18.2% | Reduced |
| Kapstone Financial Advisors LLC | 1,086 | $1.01M | 0.47% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 1,087 | $1.01M | 0.48% | +144+15.3% | Added |
| Summit Asset Management, LLC | 1,088 | $1.01M | 0.15% | −159−12.8% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,090 | $1.01M | 0.66% | −5−0.5% | Reduced |
| Biltmore Wealth Management, LLC | 1,094 | $1.01M | 0.39% | +16+1.5% | Added |
| Austin Wealth Management, LLC | 1,072 | $1.01M | 0.16% | +194+22.1% | Added |
| IFG Advisors, LLC | 1,094 | $1.01M | 0.17% | +1+0.1% | Added |
| Principal Street Partners, LLC | 1,097 | $1.02M | 0.16% | −945−46.3% | Reduced |
| Atlas Private Wealth Advisors | 1,098 | $1.02M | 0.25% | −1,268−53.6% | Reduced |
| Clearview Wealth Advisors LLC | 1,099 | $1.02M | 0.65% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 1,100 | $1.02M | 0.46% | +1+0.1% | Added |
| Wellington Shields & Co., LLC | 1,100 | $1.02M | 0.27% | 00.0% | Unchanged |
| Lane Generational LLC | 1,100 | $1.02M | 0.85% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 1,101 | $1.02M | 0.50% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 1,103 | $1.02M | 0.05% | −376−25.4% | Reduced |
| Capital Wealth Alliance, LLC | 1,105 | $1.02M | 0.51% | +1+0.1% | Added |
| Fortress Financial Solutions, LLC | 1,106 | $1.02M | 1.12% | +39+3.7% | Added |
| Bond & Devick Financial Network, Inc. | 1,107 | $1.02M | 0.31% | −53−4.6% | Reduced |
| First National Bank of Hutchinson | 1,107 | $1.02M | 0.54% | +39+3.7% | Added |
| Claris Financial LLC | 1,110 | $1.03M | 0.58% | +94+9.3% | Added |
| Hemington Wealth Management | 1,112 | $1.03M | 0.13% | −12−1.1% | Reduced |
| Addison Capital Co | 1,114 | $1.03M | 0.30% | 00.0% | Unchanged |
| Citizens Business Bank | 1,115 | $1.03M | 0.17% | +477+74.8% | Added |
| Enclave Advisors LLC | 1,116 | $1.03M | 0.16% | −14−1.2% | Reduced |
| Fusion Capital, LLC | 1,134 | $1.03M | 0.30% | +2+0.2% | Added |
| PKS Advisory Services, LLC | 1,117 | $1.03M | 0.24% | +45+4.2% | Added |
| CPA Asset Management LLC | 1,118 | $1.03M | 0.40% | +4+0.4% | Added |
| Arbor Capital Management Inc | 1,125 | $1.03M | 0.83% | −343−23.4% | Reduced |
| Howard Wealth Management, LLC | 1,118 | $1.04M | 0.48% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 1,120 | $1.04M | 0.20% | +12+1.1% | Added |
| Florida Financial Advisors, LLC | 1,121 | $1.04M | 0.32% | −1,103−49.6% | Reduced |
| Centennial Wealth Advisory LLC | 1,123 | $1.04M | 0.29% | +160+16.6% | Added |
| Trilogy Capital Inc. | 1,123 | $1.04M | 0.05% | −7−0.6% | Reduced |
| Fiscal Wisdom Wealth Management, LLC | 1,102 | $1.04M | 0.99% | +1,102 | New |
| Waterway Wealth Management, LLC | 1,131 | $1.05M | 0.25% | +125+12.4% | Added |
| New Millennium Group LLC | 1,133 | $1.05M | 0.48% | −2,624−69.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,133 | $1.05M | 0.09% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,135 | $1.05M | 0.08% | +34+3.1% | Added |
| Northern Capital Management, Inc. | 1,135 | $1.05M | 0.57% | +1+0.1% | Added |
| Sentry Investment Management LLC | 1,152 | $1.05M | 0.70% | −266−18.8% | Reduced |
| Destiny Capital Corp | 1,141 | $1.06M | 0.58% | −18−1.6% | Reduced |
| Westfuller Advisors, LLC | 1,142 | $1.06M | 0.48% | +418+57.7% | Added |
| Versant Capital Management, Inc | 1,142 | $1.06M | 0.14% | −396−25.7% | Reduced |
| Notis-McConarty Edward | 1,143 | $1.06M | 0.49% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,143 | $1.06M | 0.38% | +187+19.6% | Added |
| Builder Investment Group Inc | 1,150 | $1.06M | 0.24% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 1,151 | $1.07M | 0.71% | +11+1.0% | Added |