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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 1,290 | $1.19M | 0.20% | +1,290 | New |
| Montgomery Investment Management Inc | 1,290 | $1.19M | 0.42% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,296 | $1.20M | 0.05% | +283+27.9% | Added |
| Tilia Fiduciary Partners, Inc. | 1,299 | $1.20M | 0.70% | −316−19.6% | Reduced |
| Parthenon LLC | 1,303 | $1.21M | 0.13% | +50+4.0% | Added |
| Stablepoint Partners, LLC | 1,304 | $1.21M | 0.19% | −15−1.1% | Reduced |
| Intrepid Financial Planning Group LLC | 1,305 | $1.21M | 0.46% | −240−15.5% | Reduced |
| Wrapmanager Inc | 1,306 | $1.21M | 0.37% | −204−13.5% | Reduced |
| YANKCOM Partnership | 1,308 | $1.21M | 0.55% | +12+0.9% | Added |
| Plante Moran Financial Advisors, LLC | 1,308 | $1.21M | 0.08% | −206−13.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 1,310 | $1.21M | 0.80% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,316 | $1.21M | 0.19% | +94+7.7% | Added |
| Lee Financial Co | 1,314 | $1.22M | 0.15% | +81+6.6% | Added |
| MorganRosel Wealth Management, LLC | 1,314 | $1.22M | 0.32% | −500−27.6% | Reduced |
| Western Pacific Wealth Management, LP | 1,316 | $1.22M | 1.19% | −736−35.9% | Reduced |
| Nabity-Jensen Investment Management Inc | 1,316 | $1.22M | 0.84% | −25−1.9% | Reduced |
| Integrated Investment Consultants, LLC | 1,317 | $1.22M | 0.21% | −23−1.7% | Reduced |
| Winthrop Advisory Group LLC | 1,319 | $1.22M | 0.11% | +96+7.8% | Added |
| Gleason Group, Inc. | 1,320 | $1.22M | 0.12% | +2+0.2% | Added |
| Chapman Financial Group, LLC | 1,325 | $1.23M | 0.85% | 00.0% | Unchanged |
| Finward Bancorp | 1,326 | $1.23M | 0.93% | 00.0% | Unchanged |
| Sunbeam Capital Management, LLC | 1,327 | $1.23M | 0.76% | +4+0.3% | Added |
| Allied Investment Advisors, LLC | 1,327 | $1.23M | 0.20% | −250−15.9% | Reduced |
| Values Added Financial LLC | 1,328 | $1.23M | 0.55% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,330 | $1.23M | 0.68% | −18−1.3% | Reduced |
| Leo Wealth, LLC | 1,330 | $1.23M | 0.16% | −1,472−52.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 1,334 | $1.23M | 0.59% | −122−8.4% | Reduced |
| Redmond Asset Management, LLC | 1,335 | $1.24M | 0.30% | 00.0% | Unchanged |
| Sym Financial Corp | 1,336 | $1.24M | 0.13% | −615−31.5% | Reduced |
| Missouri Trust & Investment Co | 1,338 | $1.24M | 0.37% | −5−0.4% | Reduced |
| Vision Financial Markets LLC | 1,340 | $1.24M | 1.06% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 1,340 | $1.24M | 0.28% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 1,340 | $1.24M | 0.43% | +1+0.1% | Added |
| WestHill Financial Advisors, Inc. | 1,342 | $1.24M | 0.24% | 00.0% | Unchanged |
| Brown Financial Advisors | 1,343 | $1.24M | 0.46% | +42+3.2% | Added |
| Thompson Davis & Co., Inc. | 1,344 | $1.24M | 0.77% | −40−2.9% | Reduced |
| Corundum Group, Inc. | 1,345 | $1.24M | 0.51% | −26−1.9% | Reduced |
| Sentinus, LLC | 1,346 | $1.25M | 0.27% | +1+0.1% | Added |
| Keystone Financial Group | 1,349 | $1.25M | 0.10% | +45+3.5% | Added |
| Maxele Advisors, LLC | 1,349 | $1.25M | 1.08% | +5+0.4% | Added |
| Fulcrum Capital LLC | 1,353 | $1.25M | 0.26% | −53−3.8% | Reduced |
| Baring Financial LLC | 1,353 | $1.25M | 0.85% | −7−0.5% | Reduced |
| BSW Wealth Partners | 1,357 | $1.26M | 0.16% | +4+0.3% | Added |
| Sage Rhino Capital LLC | 1,360 | $1.26M | 0.24% | −2−0.1% | Reduced |
| Colonial River Wealth Management, LLC | 1,364 | $1.26M | 0.47% | −188−12.1% | Reduced |
| Tradewinds Capital Management, LLC | 1,366 | $1.26M | 0.28% | −48−3.4% | Reduced |
| San Luis Wealth Advisors LLC | 1,366 | $1.26M | 0.23% | +765+127.3% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,327 | $1.27M | 0.95% | −58−4.2% | Reduced |
| Northern Oak Wealth Management Inc | 1,370 | $1.27M | 0.16% | +5+0.4% | Added |
| Radnor Capital Management, LLC | 1,372 | $1.27M | 0.19% | −120−8.0% | Reduced |
| Laurel Wealth Advisors LLC | 1,373 | $1.27M | 0.18% | −20−1.4% | Reduced |
| Waldron Private Wealth LLC | 1,373 | $1.27M | 0.05% | −56−3.9% | Reduced |
| Winthrop Capital Management, LLC | 1,374 | $1.27M | 0.31% | +81+6.3% | Added |
| Wealth Architects, LLC | 1,376 | $1.27M | 0.12% | −12−0.9% | Reduced |
| Argent Advisors, Inc. | 1,378 | $1.28M | 0.38% | −53−3.7% | Reduced |
| Biltmore Family Office, LLC | 1,381 | $1.28M | 0.18% | +95+7.4% | Added |
| Eagle Global Advisors LLC | 1,384 | $1.28M | 0.05% | −3−0.2% | Reduced |
| Abbot Financial Management, Inc. | 1,385 | $1.28M | 0.55% | +169+13.9% | Added |
| Kennebec Savings Bank | 1,386 | $1.28M | 1.17% | +31+2.3% | Added |
| Meadow Creek Wealth Advisors LLC | 1,387 | $1.28M | 0.85% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 1,400 | $1.28M | 0.19% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,390 | $1.29M | 0.08% | −303−17.9% | Reduced |
| Pollock Investment Advisors, LLC | 1,390 | $1.29M | 1.01% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,391 | $1.29M | 0.47% | −30−2.1% | Reduced |
| Schulhoff & Co Inc | 1,391 | $1.29M | 0.55% | −23−1.6% | Reduced |
| Family Legacy Financial Solutions, LLC | 1,391 | $1.29M | 0.99% | +250+21.9% | Added |
| Gen-Wealth Partners Inc | 1,392 | $1.29M | 0.44% | +258+22.8% | Added |
| Maridea Wealth Management LLC | 1,379 | $1.29M | 0.20% | +971+238.0% | Added |
| Midwest Financial Group LLC | 1,397 | $1.29M | 0.62% | +107+8.3% | Added |
| Berkshire Bank | 1,398 | $1.29M | 0.28% | −37−2.6% | Reduced |
| JBR Co Financial Management Inc | 1,399 | $1.29M | 0.55% | −21−1.5% | Reduced |
| Mathes Company, Inc. | 1,399 | $1.29M | 0.46% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,399 | $1.30M | 0.18% | +11+0.8% | Added |
| Riverpark Capital Management LLC | 1,400 | $1.30M | 2.34% | −68−4.6% | Reduced |
| Hikari Tsushin, Inc. | 1,400 | $1.30M | 0.09% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 1,400 | $1.30M | 0.91% | +12+0.9% | Added |
| Retirement Solution Inc. | 1,402 | $1.30M | 0.31% | +2+0.1% | Added |
| First Nebraska Trust Co | 1,402 | $1.30M | 0.12% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 1,402 | $1.30M | 0.11% | +29+2.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,402 | $1.30M | 0.12% | −10−0.7% | Reduced |
| Pasadena Private Wealth, LLC | 1,403 | $1.30M | 0.19% | +11+0.8% | Added |
| Diligent Investors, LLC | 1,404 | $1.30M | 0.33% | +135+10.6% | Added |
| Bender Robert & Associates | 1,404 | $1.30M | 0.28% | −41−2.8% | Reduced |
| First Command Advisory Services, Inc. | 1,405 | $1.30M | 0.01% | −67−4.6% | Reduced |
| HBW Advisory Services LLC | 1,405 | $1.30M | 0.15% | −171−10.9% | Reduced |
| Sharper & Granite LLC | 1,406 | $1.30M | 0.47% | +202+16.8% | Added |
| Whelan Financial | 1,407 | $1.30M | 0.41% | +120+9.3% | Added |
| Chaney Capital Management, Inc. | 1,407 | $1.30M | 0.46% | +348+32.9% | Added |
| Greatmark Investment Partners, Inc. | 1,409 | $1.30M | 0.16% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 1,411 | $1.31M | 0.75% | +43+3.1% | Added |
| BluePath Capital Management, LLC | 1,412 | $1.31M | 0.96% | +132+10.3% | Added |
| Chancellor Financial Group WB LP | 1,412 | $1.31M | 0.93% | −25−1.7% | Reduced |
| McAdam, LLC | 1,414 | $1.31M | 0.06% | +279+24.6% | Added |
| RMG Wealth Management LLC | 3,317 | $1.31M | 0.18% | +3,043+1,110.6% | Added |
| BXM Wealth LLC | 1,415 | $1.31M | 1.24% | +21+1.5% | Added |
| 3Chopt Investment Partners, LLC | 1,416 | $1.31M | 0.30% | −49−3.3% | Reduced |
| Balyasny Asset Management LLC | 1,417 | $1.31M | 0.00% | −51,344−97.3% | Reduced |
| Clarion Wealth Managment Partners, LLC | 1,418 | $1.31M | 1.30% | +23+1.6% | Added |
| Heartwood Wealth Advisors LLC | 1,419 | $1.31M | 0.12% | −1−0.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,423 | $1.32M | 0.00% | +26+1.9% | Added |