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 |
|---|---|---|---|---|---|
| Lodestone Wealth Management LLC | 1,640 | $1.52M | 0.68% | +62+3.9% | Added |
| MEMBERS Trust Co | 1,641 | $1.52M | 0.05% | −39−2.3% | Reduced |
| Citizens National Bank Trust Department | 1,646 | $1.52M | 0.27% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,646 | $1.52M | 0.17% | +312+23.4% | Added |
| Consolidated Portfolio Review Corp | 1,654 | $1.53M | 0.19% | +80+5.1% | Added |
| Stonebridge Financial Planning Group, LLC | 1,649 | $1.53M | 0.57% | −75−4.4% | Reduced |
| Perpetual Ltd | 1,655 | $1.53M | 0.02% | +871+111.1% | Added |
| FLC Capital Advisors | 1,657 | $1.53M | 0.30% | −12−0.7% | Reduced |
| Meyer Handelman Co | 1,658 | $1.53M | 0.05% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 1,658 | $1.53M | 0.65% | +12+0.7% | Added |
| Robinswood Financial LLC | 1,659 | $1.54M | 0.51% | +2+0.1% | Added |
| Fred Alger Management, LLC | 1,662 | $1.54M | 0.01% | −10,713−86.6% | Reduced |
| EPG Wealth Management LLC | 1,664 | $1.54M | 0.42% | +53+3.3% | Added |
| Hara Capital LLC | 1,677 | $1.55M | 0.91% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 1,677 | $1.55M | 0.56% | +1,677 | New |
| CLG LLC | 1,680 | $1.56M | 0.42% | +132+8.5% | Added |
| Bridgewater Advisors Inc. | 1,686 | $1.56M | 0.11% | −94−5.3% | Reduced |
| Atlas Legacy Advisors, LLC | 1,683 | $1.56M | 0.30% | +118+7.5% | Added |
| Peddock Capital Advisors, LLC | 1,686 | $1.56M | 0.34% | +20+1.2% | Added |
| CRA Financial Services, LLC | 1,687 | $1.56M | 0.21% | +44+2.7% | Added |
| Safeguard Investment Advisory Group, LLC | 1,689 | $1.56M | 0.39% | −40−2.3% | Reduced |
| Sander Capital Advisors Inc | 1,693 | $1.57M | 0.66% | +3+0.2% | Added |
| Abundance Wealth Counselors | 1,693 | $1.57M | 0.27% | −155−8.4% | Reduced |
| Pioneer Trust Bank N A | 1,693 | $1.57M | 0.37% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,693 | $1.57M | 0.62% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 1,697 | $1.57M | 0.16% | −135−7.4% | Reduced |
| Purkiss Capital Advisors LLC | 1,699 | $1.57M | 0.75% | +97+6.1% | Added |
| Panoramic Capital Partners, LLC | 1,700 | $1.57M | 1.01% | −101−5.6% | Reduced |
| Pullen Investment Management, LLC | 1,702 | $1.58M | 0.85% | −16−0.9% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 1,704 | $1.58M | 0.55% | −31−1.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,706 | $1.58M | 0.66% | +234+15.9% | Added |
| Amussen Hunsaker Associates LLC | 1,702 | $1.58M | 0.16% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 1,710 | $1.58M | 0.01% | +315+22.6% | Added |
| Paul R. Ried Financial Group, LLC | 1,711 | $1.58M | 0.80% | +25+1.5% | Added |
| Quadcap Wealth Management, LLC | 1,711 | $1.58M | 0.19% | +26+1.5% | Added |
| Marietta Investment Partners LLC | 1,712 | $1.58M | 0.31% | +205+13.6% | Added |
| Beacon Capital Management, LLC | 1,712 | $1.58M | 0.23% | +22+1.3% | Added |
| Net Worth Advisory Group | 1,715 | $1.59M | 0.46% | −477−21.8% | Reduced |
| Fortis Group Advisors, LLC | 1,747 | $1.59M | 0.27% | −78−4.3% | Reduced |
| Ledyard National Bank | 1,721 | $1.59M | 0.14% | −71−4.0% | Reduced |
| Trueblood Wealth Management, LLC | 1,725 | $1.60M | 0.62% | +63+3.8% | Added |
| Moloney Securities Asset Management, LLC | 1,727 | $1.60M | 0.19% | +14+0.8% | Added |
| Cito Capital Group, LLC | 1,727 | $1.60M | 0.46% | 00.0% | Unchanged |
| BIP Wealth, LLC | 1,728 | $1.60M | 0.08% | +385+28.7% | Added |
| Crescent Sterling, Ltd. | 1,728 | $1.60M | 1.68% | +812+88.6% | Added |
| London Co of Virginia | 1,730 | $1.60M | 0.01% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 1,731 | $1.60M | 0.85% | +341+24.5% | Added |
| Logan Capital Management Inc | 1,735 | $1.61M | 0.07% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,736 | $1.61M | 0.07% | −42,776−96.1% | Reduced |
| Central Pacific Bank - Trust Division | 1,741 | $1.61M | 0.19% | +20+1.2% | Added |
| Cheviot Value Management, LLC | 1,745 | $1.61M | 0.17% | +55+3.3% | Added |
| Guardian Financial Partners, LLC | 1,744 | $1.61M | 0.68% | +27+1.6% | Added |
| United Community Bank | 1,745 | $1.62M | 0.50% | +38+2.2% | Added |
| Canvas Wealth Advisors, LLC | 1,766 | $1.62M | 0.29% | +157+9.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,752 | $1.62M | 0.04% | +118+7.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,756 | $1.63M | 0.24% | −30−1.7% | Reduced |
| Olistico Wealth, LLC | 1,760 | $1.63M | 0.86% | 00.0% | Unchanged |
| Bank of Hawaii | 1,760 | $1.63M | 0.08% | +99+6.0% | Added |
| Sovereign Financial Group, Inc. | 1,766 | $1.63M | 0.31% | +22+1.3% | Added |
| Heritage Wealth Management, Inc. | 1,768 | $1.64M | 0.48% | −3−0.2% | Reduced |
| Great Waters Wealth Management | 1,773 | $1.64M | 0.19% | +3+0.2% | Added |
| Impact Capital Partners LLC | 1,775 | $1.64M | 0.49% | +2+0.1% | Added |
| Crewe Advisors LLC | 1,775 | $1.64M | 0.16% | +61+3.6% | Added |
| Avidian Wealth Solutions, LLC | 1,775 | $1.64M | 0.06% | +107+6.4% | Added |
| Fiduciary Family Office, LLC | 1,778 | $1.65M | 0.47% | −35−1.9% | Reduced |
| Legacy Financial Advisors, Inc. | 1,782 | $1.65M | 0.23% | −6−0.3% | Reduced |
| Advisory Resource Group | 1,783 | $1.65M | 0.30% | +141+8.6% | Added |
| DMG Group, LLC | 1,784 | $1.65M | 1.14% | +60+3.5% | Added |
| First International Bank & Trust | 1,785 | $1.65M | 0.57% | +62+3.6% | Added |
| Arrowroot Family Office, LLC | 1,787 | $1.65M | 0.66% | +90+5.3% | Added |
| Traveka Wealth, LLC | 1,796 | $1.66M | 0.74% | −47−2.6% | Reduced |
| Union Heritage Capital, LLC | 1,800 | $1.67M | 0.54% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 1,800 | $1.67M | 0.25% | −123−6.4% | Reduced |
| Baker Boyer National Bank | 1,802 | $1.67M | 0.55% | −235−11.5% | Reduced |
| Crews Bank & Trust | 1,803 | $1.67M | 0.24% | +6+0.3% | Added |
| Richwood Investment Advisors, LLC | 1,804 | $1.67M | 1.31% | 00.0% | Unchanged |
| Welch Group, LLC | 1,808 | $1.67M | 0.07% | +53+3.0% | Added |
| Traphagen Investment Advisors LLC | 1,809 | $1.67M | 0.14% | −22−1.2% | Reduced |
| Gries Financial LLC | 1,809 | $1.67M | 0.26% | −25−1.4% | Reduced |
| Essex Savings Bank | 1,812 | $1.68M | 0.38% | +3+0.2% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 1,839 | $1.68M | 0.61% | −12−0.6% | Reduced |
| Arbor Investment Advisors, LLC | 1,819 | $1.68M | 0.21% | −7−0.4% | Reduced |
| Laraway Financial Inc | 1,819 | $1.68M | 1.15% | −3−0.2% | Reduced |
| Texas Bank & Trust Co | 1,823 | $1.69M | 0.64% | −44−2.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,825 | $1.69M | 0.76% | +398+27.9% | Added |
| Petra Financial Advisors Inc | 1,825 | $1.69M | 0.98% | +43+2.4% | Added |
| Retirement Guys Formula LLC | 1,833 | $1.70M | 0.60% | −1,154−38.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,834 | $1.70M | 0.10% | −122−6.2% | Reduced |
| Navalign, LLC | 1,835 | $1.70M | 0.45% | +14+0.8% | Added |
| Aprio Wealth Management, LLC | 1,838 | $1.70M | 0.17% | +59+3.3% | Added |
| Horst & Graben Wealth Management LLC | 1,839 | $1.70M | 0.26% | +25+1.4% | Added |
| Evermay Wealth Management LLC | 1,839 | $1.70M | 0.19% | −7−0.4% | Reduced |
| Red Wave Investments LLC | 1,842 | $1.71M | 0.52% | −11−0.6% | Reduced |
| MBM Wealth Consultants, LLC | 1,843 | $1.71M | 0.42% | +189+11.4% | Added |
| Toth Financial Advisory Corp | 1,850 | $1.71M | 0.18% | +44+2.4% | Added |
| Chris Bulman Inc | 1,851 | $1.71M | 0.86% | +9+0.5% | Added |
| Abacus Wealth Partners, LLC | 1,857 | $1.72M | 0.25% | +14+0.8% | Added |
| Cross Staff Investments Inc | 1,860 | $1.72M | 1.20% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 1,861 | $1.72M | 0.64% | −16−0.9% | Reduced |
| Costello Asset Management, INC | 1,864 | $1.73M | 0.58% | 00.0% | Unchanged |