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 |
|---|---|---|---|---|---|
| Camelot Portfolios, LLC | 223 | $206.8K | 0.12% | 00.0% | Unchanged |
| Midwestern Financial, LLC | 224 | $206.9K | 0.18% | +1+0.4% | Added |
| Pinkerton Retirement Specialists, LLC | 224 | $207.3K | 0.02% | −5−2.2% | Reduced |
| AJ Advisors, LLC | 224 | $207.6K | 0.08% | −25−10.0% | Reduced |
| Corepath Wealth Partners LLC | 228 | $207.8K | 0.15% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 225 | $208.3K | 0.01% | −5−2.2% | Reduced |
| Old Point Trust & Financial Services N A | 225 | $208.3K | 0.07% | 00.0% | Unchanged |
| Exit Wealth Advisors, LLC. | 225 | $208.5K | 0.14% | +225 | New |
| Midwest Capital Advisors, LLC | 226 | $208.8K | 0.10% | +1+0.4% | Added |
| Astra Wealth Partners LLC | 226 | $209.2K | 0.15% | −2−0.9% | Reduced |
| HMS Capital Management, LLC | 226 | $209.2K | 0.09% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 226 | $209.2K | 0.05% | +17+8.1% | Added |
| TruNorth Capital Management, LLC | 226 | $209.2K | 0.04% | +48+27.0% | Added |
| Oldfather Financial Services, LLC | 226 | $209.6K | 0.07% | −1−0.4% | Reduced |
| Harbor Advisory Corp | 227 | $210.1K | 0.06% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 227 | $210.1K | 0.09% | +227 | New |
| FSA Advisors, Inc. | 227 | $211.0K | 0.17% | +227 | New |
| Defined Financial Planning LLC | 231 | $211.3K | 0.18% | −41−15.1% | Reduced |
| FMB Wealth Management | 229 | $212.0K | 0.09% | −17−6.9% | Reduced |
| Leslie Global Wealth, LLC | 229 | $212.0K | 0.10% | −4−1.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 229 | $212.0K | 0.08% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 229 | $212.0K | 0.10% | 00.0% | Unchanged |
| Berman McAleer LLC | 229 | $212.0K | 0.03% | +229 | New |
| Noesis Capital Mangement Corp | 230 | $212.5K | 0.03% | +13+6.0% | Added |
| Wealth Advisory Solutions, LLC | 230 | $212.9K | 0.05% | −4−1.7% | Reduced |
| Earnest Partners LLC | 230 | $212.9K | 0.00% | 00.0% | Unchanged |
| Oak Associates, Ltd | 230 | $213.0K | 0.01% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 231 | $213.8K | 0.12% | +6+2.7% | Added |
| Ball & Co Wealth Management Inc. | 231 | $214.0K | 0.14% | 00.0% | Unchanged |
| BLVD Private Wealth, LLC | 232 | $214.7K | 0.18% | −7−2.9% | Reduced |
| Landing Point Financial Group, LLC | 232 | $214.8K | 0.11% | +10+4.5% | Added |
| Paragon Capital Management Ltd | 232 | $214.8K | 0.04% | −1−0.4% | Reduced |
| Chemung Canal Trust Co | 233 | $215.7K | 0.04% | +6+2.6% | Added |
| Newport Capital Group, LLC | 233 | $215.9K | 0.14% | −11−4.5% | Reduced |
| Prospect Financial Group LLC | 234 | $216.6K | 0.21% | +3+1.3% | Added |
| Brass Tax Wealth Management, Inc | 234 | $216.7K | 0.04% | −28−10.7% | Reduced |
| Fortress Wealth Group, LLC | 238 | $217.1K | 0.09% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 235 | $217.3K | 0.08% | 00.0% | Unchanged |
| Surience Private Wealth LLC | 235 | $217.5K | 0.21% | −965−80.4% | Reduced |
| JDM Financial Group LLC | 235 | $217.5K | 0.09% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 220 | $217.8K | 0.18% | −41−15.7% | Reduced |
| Hill Island Financial LLC | 235 | $217.9K | 0.05% | +1+0.4% | Added |
| Meriwether Wealth & Planning, LLC | 236 | $218.4K | 0.13% | −7−2.9% | Reduced |
| McGowan Group Asset Management, Inc. | 236 | $218.8K | 0.03% | 00.0% | Unchanged |
| Haven Private, LLC | 237 | $219.4K | 0.10% | −280−54.2% | Reduced |
| Avion Wealth | 238 | $220.0K | 0.05% | −2−0.8% | Reduced |
| Seldon Capital LP | 238 | $220.3K | 0.08% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 238 | $220.3K | 0.06% | +10+4.4% | Added |
| Dakota Community Bank & Trust NA | 239 | $221.2K | 0.87% | +15+6.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 240 | $221.8K | 0.09% | +1+0.4% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 240 | $221.8K | 0.01% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 237 | $221.9K | 0.10% | −8−3.3% | Reduced |
| Opus Capital Group, LLC | 240 | $222.0K | 0.02% | +2+0.8% | Added |
| Genesis Wealth Advisors, LLC | 240 | $222.2K | 0.16% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 240 | $222.2K | 0.13% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 240 | $222.2K | 0.03% | −53−18.1% | Reduced |
| Marshall Financial Group LLC | 241 | $222.7K | 0.04% | −15−5.9% | Reduced |
| Uhlmann Price Securities, LLC | 240 | $222.8K | 0.14% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 241 | $223.3K | 0.04% | +241 | New |
| First PREMIER Bank | 242 | $224.0K | 0.05% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 242 | $224.0K | 0.07% | 00.0% | Unchanged |
| WPG Advisers, LLC | 242 | $224.0K | 0.17% | −1−0.4% | Reduced |
| Compton Financial Group, LLC | 242 | $224.4K | 0.05% | 00.0% | Unchanged |
| Crux Wealth Advisors | 243 | $224.9K | 0.09% | +9+3.8% | Added |
| Opes Wealth Management LLC | 243 | $224.9K | 0.04% | +27+12.5% | Added |
| Spectrum Investment Advisors, Inc. | 243 | $225.2K | 0.12% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 244 | $225.9K | 0.24% | −14−5.4% | Reduced |
| Mystic Asset Management, Inc. | 244 | $225.9K | 0.05% | +6+2.5% | Added |
| Tounjian Advisory Partners, LLC | 244 | $226.8K | 0.08% | −2,986−92.4% | Reduced |
| Guardian Wealth Advisors, LLC | 245 | $226.8K | 0.13% | +25+11.4% | Added |
| Dumont & Blake Investment Advisors LLC | 246 | $227.7K | 0.06% | −4−1.6% | Reduced |
| S. R. Schill & Associates | 246 | $227.8K | 0.16% | −72−22.6% | Reduced |
| Watershed Private Wealth LLC | 248 | $229.2K | 0.07% | 00.0% | Unchanged |
| Holcombe Financial, Inc. | 249 | $230.3K | 0.16% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 249 | $230.5K | 0.11% | −99−28.4% | Reduced |
| Outlook Wealth Advisors, LLC | 249 | $230.5K | 0.06% | +4+1.6% | Added |
| F&V Capital Management, LLC | 250 | $231.0K | 0.05% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 250 | $231.4K | 0.40% | −36−12.6% | Reduced |
| Perkins Capital Management Inc | 250 | $231.4K | 0.20% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 250 | $231.4K | 0.10% | −3−1.2% | Reduced |
| Wittenberg Investment Management, Inc. | 250 | $231.4K | 0.09% | 00.0% | Unchanged |
| Schiavi & Co LLC | 250 | $231.4K | 0.08% | +250 | New |
| Uniting Wealth Partners, LLC | 250 | $231.4K | 0.05% | +250 | New |
| Montis Financial, LLC | 251 | $231.9K | 0.05% | −131−34.3% | Reduced |
| Valued Retirements, Inc. | 234 | $232.0K | 0.26% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 253 | $233.9K | 0.16% | +1+0.4% | Added |
| One Wealth Advisors, LLC | 253 | $234.2K | 0.03% | −7−2.7% | Reduced |
| Innova Wealth Partners | 253 | $234.2K | 0.13% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 253 | $234.5K | 0.06% | +3+1.2% | Added |
| Stapp Wealth Management, PLLC | 254 | $235.1K | 0.32% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 254 | $235.1K | 0.06% | +50+24.5% | Added |
| Vanguard Capital Wealth Advisors | 254 | $235.4K | 0.19% | +10+4.1% | Added |
| Oxinas Partners Wealth Management LLC | 256 | $236.7K | 0.13% | −26−9.2% | Reduced |
| Park Capital Management, LLC | 256 | $237.0K | 0.19% | −21−7.6% | Reduced |
| GFI Investment Counsel Ltd. | 257 | $237.9K | 0.02% | 00.0% | Unchanged |
| Cedar Point Capital Partners, LLC | 257 | $237.9K | 0.16% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 257 | $237.9K | 0.14% | +30+13.2% | Added |
| Tandem Financial, LLC | 257 | $238.0K | 0.09% | +39+17.9% | Added |
| Aster Capital Management (DIFC) Ltd | 258 | $238.8K | 0.12% | −1,065−80.5% | Reduced |
| Balentine LLC | 258 | $238.8K | 0.01% | −9−3.4% | Reduced |