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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,261 | $301.8B |
| Q1 2026 | 4,275 | $311.5B |
| Q4 2025 | 4,139 | $272.0B |
| Q3 2025 | 3,942 | $274.4B |
| Q2 2025 | 4,012 | $302.3B |
| Q1 2025 | 3,953 | $287.8B |
| Q4 2024 | 3,942 | $279.6B |
| Q3 2024 | 3,591 | $266.7B |
| Q2 2024 | 3,527 | $258.3B |
| Q1 2024 | 3,420 | $222.0B |
| Q4 2023 | 3,344 | $201.0B |
| Q3 2023 | 3,078 | $169.9B |
| Q2 2023 | 3,042 | $162.0B |
| Q1 2023 | 2,944 | $149.2B |
| Q4 2022 | 2,939 | $137.2B |
| Q3 2022 | 2,826 | $141.6B |
| Q2 2022 | 2,785 | $143.4B |
| Q1 2022 | 2,863 | $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 |
|---|---|---|---|---|---|
| Essential Partners LLC | 76 | $70.4K | 0.02% | −655−89.6% | Reduced |
| Red Tortoise LLC | 81 | $75.1K | 0.03% | +81 | New |
| Kings Path Partners LLC | 84 | $77.8K | 0.03% | 00.0% | Unchanged |
| Breakwater Investment Management | 84 | $77.8K | 0.03% | +3+3.7% | Added |
| Lavaca Capital LLC | 85 | $78.7K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 86 | $79.6K | 0.03% | −923−91.5% | Reduced |
| Winnow Wealth LLC | 89 | $82.4K | 0.06% | +89 | New |
| O'Brien Wealth Partners LLC | 93 | $86.1K | 0.01% | +22+31.0% | Added |
| Howard Hughes Medical Institute | 95 | $87.9K | 0.05% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 95 | $87.9K | 0.06% | 00.0% | Unchanged |
| North Capital, Inc. | 97 | $89.8K | 0.07% | +1+1.0% | Added |
| Quaker Wealth Management, LLC | 97 | $89.8K | 0.03% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 100 | $92.6K | 0.01% | −75−42.9% | Reduced |
| Binnacle Investments Inc | 100 | $92.6K | 0.05% | +2+2.0% | Added |
| Pin Oak Investment Advisors Inc | 100 | $92.6K | 0.07% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 103 | $95.3K | 0.03% | −18−14.9% | Reduced |
| Core Alternative Capital | 105 | $97.2K | 0.03% | −2−1.9% | Reduced |
| Cape Investment Advisory, Inc. | 112 | $103.7K | 0.10% | −41−26.8% | Reduced |
| Redwood Park Advisors LLC | 113 | $104.2K | 0.08% | −60−34.7% | Reduced |
| Mendota Financial Group, LLC | 113 | $104.6K | 0.08% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 113 | $104.6K | 0.08% | +113 | New |
| DHJJ Financial Advisors, Ltd. | 116 | $107.4K | 0.04% | −12−9.4% | Reduced |
| Covestor Ltd | 118 | $109.0K | 0.06% | +1+0.9% | Added |
| Luminist Capital LLC | 119 | $109.2K | 0.09% | −11−8.5% | Reduced |
| Proffitt & Goodson Inc | 122 | $112.9K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 122 | $113.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 123 | $114.0K | 0.02% | +123 | New |
| Peck Wealth Management, LLC | 129 | $119.4K | 0.11% | +129 | New |
| New England Capital Financial Advisors LLC | 130 | $120.8K | 0.05% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 131 | $121.3K | 0.06% | +20+18.0% | Added |
| Richardson Capital Management LLC | 131 | $121.3K | 0.06% | −11−7.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 132 | $122.1K | 0.01% | +8+6.5% | Added |
| Nalls Sherbakoff Group, LLC | 135 | $125.0K | 0.08% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 135 | $125.0K | 0.03% | +135 | New |
| Harbor Asset Planning, Inc. | 138 | $127.7K | 0.11% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 139 | $128.3K | 0.04% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 142 | $131.0K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 144 | $133.3K | 0.02% | −37−20.4% | Reduced |
| Clear Street Markets LLC | 144 | $133.3K | 0.04% | +144 | New |
| Strategic Advocates LLC | 145 | $134.3K | 0.03% | +145 | New |
| Tobam | 146 | $135.0K | 0.05% | 00.0% | Unchanged |
| True Wealth Design, LLC | 149 | $137.7K | 0.04% | −15−9.1% | Reduced |
| Ramirez Asset Management, Inc. | 150 | $138.8K | 0.02% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 150 | $138.8K | 0.04% | +150 | New |
| Inlight Wealth Management, LLC | 152 | $140.7K | 0.07% | −2−1.3% | Reduced |
| Adalta Capital Management LLC | 155 | $143.5K | 0.07% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 155 | $143.8K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 157 | $145.3K | 0.05% | 00.0% | Unchanged |
| Caitlin John, LLC | 159 | $147.4K | 0.10% | +159 | New |
| Atlantic Edge Private Wealth Management, LLC | 162 | $150.0K | 0.04% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 162 | $150.0K | 0.04% | −145−47.2% | Reduced |
| Private Wealth Management Group, LLC | 166 | $153.3K | 0.04% | +25+17.7% | Added |
| Clark Wealth Partners | 181 | $156.1K | 0.10% | −3−1.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 169 | $156.4K | 0.01% | −80−32.1% | Reduced |
| Byrne Asset Management LLC | 170 | $157.4K | 0.10% | −2−1.2% | Reduced |
| Sofos Investments, Inc. | 171 | $158.3K | 0.03% | +171 | New |
| CBIZ Investment Advisory Services, LLC | 173 | $160.0K | 0.01% | −3−1.7% | Reduced |
| Consultiva Wealth Management, Corp. | 173 | $160.1K | 0.45% | 00.0% | Unchanged |
| Graney & King, LLC | 173 | $160.2K | 0.11% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 178 | $165.3K | 0.05% | +51+40.2% | Added |
| Piscataqua Savings Bank | 179 | $165.7K | 0.13% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 180 | $166.6K | 0.03% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 182 | $168.5K | 0.08% | +173+1,922.2% | Added |
| Wiser Advisor Group LLC | 182 | $168.8K | 0.21% | +182 | New |
| Cornerstone Planning Group LLC | 183 | $168.8K | 0.03% | +20+12.3% | Added |
| Noble Wealth Management PBC | 183 | $169.4K | 0.09% | +183 | New |
| Longview Financial Advisors LLC | 183 | $169.4K | 0.10% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 186 | $172.2K | 0.08% | +6+3.3% | Added |
| Bey-Douglas LLC | 191 | $176.9K | 0.13% | +191 | New |
| Financial Network Wealth Advisors LLC | 191 | $177.0K | 0.19% | +9+4.9% | Added |
| Quest 10 Wealth Builders, Inc. | 198 | $183.0K | 0.17% | −24−10.8% | Reduced |
| Pandora Wealth, Inc. | 200 | $185.1K | 0.11% | 00.0% | Unchanged |
| Westpac Banking Corp | 201 | $186.1K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 201 | $186.1K | 0.05% | +1+0.5% | Added |
| POM Investment Strategies, LLC | 202 | $187.0K | 0.10% | +2+1.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 203 | $188.0K | 0.00% | +10+5.2% | Added |
| Financially Speaking Inc | 207 | $191.6K | 0.13% | +25+13.7% | Added |
| South Dakota Investment Council | 210 | $194.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 211 | $195.3K | 0.05% | −11−5.0% | Reduced |
| Stone House Investment Management, LLC | 211 | $195.4K | 0.03% | +1+0.5% | Added |
| Maseco LLP | 212 | $196.1K | 0.01% | −23−9.8% | Reduced |
| Evelyn Partners Asset Management Ltd | 212 | $196.2K | 0.04% | +87+69.6% | Added |
| Manitou Investment Management Ltd. | 215 | $199.0K | 0.03% | −30−12.2% | Reduced |
| 10Elms LLP | 215 | $199.0K | 0.18% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 216 | $199.9K | 0.10% | 00.0% | Unchanged |
| Brookmont Capital Management | 217 | $200.5K | 0.11% | +217 | New |
| Shufro Rose & Co LLC | 212 | $200.5K | 0.02% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 218 | $201.8K | 0.04% | 00.0% | Unchanged |
| Freedom Financial Partners LLC | 218 | $202.0K | 0.08% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 219 | $202.7K | 0.04% | −5−2.2% | Reduced |
| Millington Financial Advisors, LLC | 217 | $203.1K | 0.10% | +217 | New |
| Zuckerman Investment Group, LLC | 220 | $203.3K | 0.02% | −4−1.8% | Reduced |
| Westwood Wealth Management | 220 | $203.6K | 0.07% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 221 | $204.6K | 0.00% | −4,642−95.5% | Reduced |
| Confluence Investment Management LLC | 221 | $204.6K | 0.00% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 221 | $205.0K | 0.03% | +10+4.7% | Added |
| Conscious Wealth Investments, LLC | 225 | $205.1K | 0.12% | +1+0.4% | Added |
| Barnes Dennig Private Wealth Management LLC | 222 | $205.5K | 0.22% | −4−1.8% | Reduced |
| Palogic Value Management, L.P. | 223 | $206.4K | 0.09% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 223 | $206.5K | 0.08% | 00.0% | Unchanged |