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 |
|---|---|---|---|---|---|
| Carr Financial Group Corp | 1,152 | $1.07M | 0.29% | +346+42.9% | Added |
| Strategic Investment Advisors | 1,152 | $1.07M | 0.10% | +17+1.5% | Added |
| Summit Wealth Group LLC | 1,889 | $1.07M | 0.15% | +172+10.0% | Added |
| KC Investment Advisors, LLC | 1,146 | $1.07M | 0.29% | −45−3.8% | Reduced |
| Intelligent Financial Strategies | 1,156 | $1.07M | 0.52% | −65−5.3% | Reduced |
| VisionPoint Advisory Group, LLC | 1,156 | $1.07M | 0.21% | −3−0.3% | Reduced |
| Financial Perspectives, Inc | 1,157 | $1.07M | 0.30% | +37+3.3% | Added |
| TCFG Wealth Management, LLC | 1,157 | $1.07M | 0.42% | −135−10.4% | Reduced |
| Strengthening Families & Communities, LLC | 1,159 | $1.07M | 0.24% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 1,173 | $1.08M | 0.45% | +9+0.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,164 | $1.08M | 0.43% | −242−17.2% | Reduced |
| American State Bank (Iowa) | 1,167 | $1.08M | 0.55% | +13+1.1% | Added |
| Milestone Asset Management Group, LLC | 1,168 | $1.08M | 0.68% | −3−0.3% | Reduced |
| First Commonwealth Financial Corp | 1,168 | $1.08M | 0.18% | −134−10.3% | Reduced |
| Dover Advisors, LLC | 1,168 | $1.08M | 0.43% | +9+0.8% | Added |
| Roxbury Financial LLC | 1,170 | $1.08M | 1.00% | −9−0.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,170 | $1.08M | 0.60% | +35+3.1% | Added |
| Castle Wealth Management LLC | 1,171 | $1.08M | 0.37% | +25+2.2% | Added |
| Interchange Capital Partners, LLC | 1,172 | $1.08M | 0.21% | +150+14.7% | Added |
| PAX Financial Group, LLC | 1,172 | $1.08M | 0.20% | −6−0.5% | Reduced |
| Embree Financial Group | 1,173 | $1.09M | 0.15% | +76+6.9% | Added |
| PBMares Wealth Management LLC | 1,174 | $1.09M | 0.18% | −3−0.3% | Reduced |
| Holistic Planning, LLC | 1,175 | $1.09M | 0.29% | +23+2.0% | Added |
| Wisconsin Wealth Advisors, LLC | 1,176 | $1.09M | 1.04% | +8+0.7% | Added |
| Centerpoint Advisors, LLC | 1,177 | $1.09M | 0.34% | +15+1.3% | Added |
| Concentrum Wealth Management | 1,177 | $1.09M | 0.31% | +181+18.2% | Added |
| Rainier Family Wealth Inc | 1,179 | $1.09M | 0.97% | +192+19.5% | Added |
| Atala Financial Inc | 1,181 | $1.09M | 0.69% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,184 | $1.10M | 0.05% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 1,185 | $1.10M | 0.04% | +14+1.2% | Added |
| Morton Capital Management LLC | 1,185 | $1.10M | 0.18% | −212−15.2% | Reduced |
| Marshall & Sullivan Inc | 1,186 | $1.10M | 0.51% | −26−2.1% | Reduced |
| Sachetta, LLC | 1,186 | $1.10M | 0.41% | −12−1.0% | Reduced |
| Cahill Financial Advisors Inc | 1,187 | $1.10M | 0.13% | +148+14.2% | Added |
| Bedel Financial Consulting, Inc. | 1,190 | $1.10M | 0.14% | +90+8.2% | Added |
| Cahaba Wealth Management, Inc. | 1,191 | $1.10M | 0.08% | −66−5.3% | Reduced |
| Optima Capital LLC | 1,192 | $1.10M | 0.54% | +11+0.9% | Added |
| Mendel Money Management | 1,194 | $1.11M | 0.46% | −29−2.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,200 | $1.11M | 0.17% | +1,200 | New |
| Tobias Financial Advisors, Inc. | 1,200 | $1.11M | 0.17% | +57+5.0% | Added |
| Palisades Hudson Asset Management, L.P. | 1,201 | $1.11M | 0.40% | −43−3.5% | Reduced |
| Victory Financial Group, LLC | 1,203 | $1.11M | 0.15% | +736+157.6% | Added |
| Wescott Financial Advisory Group, LLC | 1,203 | $1.11M | 0.10% | −4−0.3% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,204 | $1.11M | 0.21% | +128+11.9% | Added |
| LVZ Advisors, Inc. | 1,206 | $1.12M | 0.13% | +168+16.2% | Added |
| Henshaw Capital LLC | 1,207 | $1.12M | 0.04% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,207 | $1.12M | 0.13% | −13−1.1% | Reduced |
| Onefund, LLC | 1,209 | $1.12M | 0.72% | +44+3.8% | Added |
| Fairview Capital Investment Management, LLC | 1,209 | $1.12M | 0.06% | −6−0.5% | Reduced |
| Essex LLC | 1,210 | $1.12M | 0.20% | +64+5.6% | Added |
| Aureus Asset Management, LLC | 1,211 | $1.12M | 0.07% | −25−2.0% | Reduced |
| Tred Avon Family Wealth, LLC | 1,213 | $1.12M | 0.39% | +1,213 | New |
| TSFG, LLC | 1,213 | $1.12M | 0.18% | +71+6.2% | Added |
| Invera Wealth Advisors, LLC | 1,214 | $1.12M | 0.69% | −13−1.1% | Reduced |
| Shikiar Asset Management Inc | 1,215 | $1.13M | 0.28% | +18+1.5% | Added |
| Betterment LLC | 1,215 | $1.13M | 0.00% | +141+13.1% | Added |
| Facet Wealth, Inc. | 1,217 | $1.13M | 0.02% | −927−43.2% | Reduced |
| Gill Capital Partners, LLC | 1,217 | $1.13M | 0.34% | +15+1.2% | Added |
| Scott Capital Advisors, LLC | 1,233 | $1.13M | 0.26% | −65−5.0% | Reduced |
| Stableford Capital II LLC | 1,220 | $1.13M | 0.41% | +22+1.8% | Added |
| CFO4Life Group, LLC | 1,226 | $1.13M | 0.16% | +116+10.5% | Added |
| Hutchinson Capital Management | 1,226 | $1.13M | 0.20% | −161−11.6% | Reduced |
| Tevis Investment Management | 1,227 | $1.14M | 0.68% | +1+0.1% | Added |
| Pachira Investments Inc. | 1,227 | $1.14M | 0.64% | +95+8.4% | Added |
| Gilliland Jeter Wealth Management LLC | 1,228 | $1.14M | 0.35% | +26+2.2% | Added |
| GeoWealth Management, LLC | 1,228 | $1.14M | 0.04% | +18+1.5% | Added |
| Crown Wealth Group, LLC | 1,230 | $1.14M | 0.34% | +13+1.1% | Added |
| Resurgent Financial Advisors LLC | 1,232 | $1.14M | 0.56% | −133−9.7% | Reduced |
| Phoenix Wealth Advisors | 1,233 | $1.14M | 0.44% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,233 | $1.14M | 0.28% | −162−11.6% | Reduced |
| New Age Alpha Advisors, LLC | 1,234 | $1.14M | 0.05% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 1,237 | $1.15M | 0.21% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 1,240 | $1.15M | 0.12% | +1+0.1% | Added |
| Proficio Capital Partners LLC | 1,240 | $1.15M | 0.08% | −2,051−62.3% | Reduced |
| Court Place Advisors, LLC | 1,242 | $1.15M | 0.35% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 1,245 | $1.15M | 0.23% | +5+0.4% | Added |
| Aristotle Capital Management, LLC | 1,245 | $1.15M | 0.00% | 00.0% | Unchanged |
| Baader Bank INC | 1,295 | $1.15M | 0.10% | +38+3.0% | Added |
| West Chester Capital Advisors, Inc | 1,247 | $1.15M | 0.58% | −12−1.0% | Reduced |
| David R. Rahn & Associates Inc. | 1,247 | $1.15M | 0.28% | −263−17.4% | Reduced |
| Main Street Group, LTD | 1,249 | $1.16M | 0.34% | +10+0.8% | Added |
| Keating Investment Counselors Inc | 1,250 | $1.16M | 0.33% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,256 | $1.16M | 0.23% | +10+0.8% | Added |
| Evernest Financial Advisors, LLC | 1,257 | $1.16M | 0.33% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 1,267 | $1.17M | 0.12% | +998+371.0% | Added |
| RIA Advisory Group LLC | 1,267 | $1.17M | 0.30% | +2+0.2% | Added |
| RVW Wealth, LLC | 1,268 | $1.17M | 0.09% | +21+1.7% | Added |
| Leonteq Securities AG | 1,268 | $1.17M | 0.06% | +352+38.4% | Added |
| Coordinated Financial Services, Inc. | 1,268 | $1.17M | 0.75% | +1+0.1% | Added |
| Lansing Street Advisors | 1,271 | $1.18M | 0.31% | +85+7.2% | Added |
| WP Advisors, LLC | 1,272 | $1.18M | 0.30% | +12+1.0% | Added |
| Silver Oak Advisory Group, Inc. | 1,278 | $1.18M | 0.53% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 1,280 | $1.18M | 0.43% | +2+0.2% | Added |
| Lawson Kroeker Investment Management Inc | 1,281 | $1.19M | 0.22% | +101+8.6% | Added |
| Financial Consulate, Inc | 1,283 | $1.19M | 0.17% | +1,283 | New |
| Wood Tarver Financial Group, LLC | 1,286 | $1.19M | 0.35% | −1−0.1% | Reduced |
| Heritage Trust Co | 1,287 | $1.19M | 0.13% | −92−6.7% | Reduced |
| Wolff Wiese Magana LLC | 1,287 | $1.19M | 0.68% | +85+7.1% | Added |
| Ritter Daniher Financial Advisory LLC | 1,289 | $1.19M | 0.21% | −100−7.2% | Reduced |
| Cromwell Holdings LLC | 1,289 | $1.19M | 0.64% | −60−4.4% | Reduced |