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
- 3,942
- +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 |
|---|---|---|---|---|---|
| EnRich Financial Partners LLC | 258 | $238.8K | 0.07% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 258 | $238.8K | 0.07% | +16+6.6% | Added |
| Kelly Financial Services LLC | 259 | $239.7K | 0.06% | +10+4.0% | Added |
| Cannon Financial Strategists, Inc. | 259 | $239.7K | 0.03% | 00.0% | Unchanged |
| Wheelhouse Advisory Group LLC | 259 | $239.9K | 0.10% | +259 | New |
| Foronjy Financial LLC | 260 | $240.4K | 0.11% | +7+2.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 260 | $240.7K | 0.03% | −77−22.8% | Reduced |
| Madrid Financial Services | 260 | $240.7K | 0.15% | +30+13.0% | Added |
| Vectors Research Management, LLC | 260 | $240.7K | 0.08% | +260 | New |
| Fullcircle Wealth LLC | 256 | $240.8K | 0.08% | +256 | New |
| Cullen Investment Group, Ltd. | 263 | $240.9K | 0.03% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 261 | $241.9K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 261 | $241.9K | 0.03% | 00.0% | Unchanged |
| Awm Capital, LLC | 261 | $241.9K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 262 | $242.5K | 0.02% | 00.0% | Unchanged |
| Lincoln Capital Corp | 263 | $243.4K | 0.09% | −103−28.1% | Reduced |
| Pflug Koory, LLC | 263 | $243.4K | 0.12% | −35−11.7% | Reduced |
| Farmers Trust Co | 263 | $243.4K | 0.04% | +12+4.8% | Added |
| Founders Grove Wealth Partners, LLC | 263 | $243.4K | 0.06% | +31+13.4% | Added |
| Charter Oak Capital Management, LLC | 263 | $243.5K | 0.02% | +7+2.7% | Added |
| Measured Risk Portfolios, Inc. | 263 | $243.6K | 0.26% | +263 | New |
| BridgePort Financial Solutions, LLC | 264 | $244.4K | 0.07% | +4+1.5% | Added |
| McCarthy & Cox | 265 | $245.2K | 0.06% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 265 | $245.3K | 0.04% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 265 | $245.3K | 0.11% | +265 | New |
| Hughes Financial Services, LLC | 268 | $245.5K | 0.04% | +11+4.3% | Added |
| Blackston Financial Advisory Group, LLC | 266 | $246.2K | 0.15% | −13−4.7% | Reduced |
| Ogorek Anthony Joseph | 267 | $247.0K | 0.07% | −4−1.5% | Reduced |
| D L Carlson Investment Group Inc | 267 | $247.1K | 0.04% | −8−2.9% | Reduced |
| Provenance Wealth Advisors, LLC | 267 | $247.1K | 0.03% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 268 | $248.3K | 0.04% | 00.0% | Unchanged |
| William Mack & Associates, Inc. | 268 | $248.5K | 0.13% | −8−2.9% | Reduced |
| Insight Wealth Partners, LLC | 269 | $249.0K | 0.11% | −13−4.6% | Reduced |
| Alexander Labrunerie & Co., Inc. | 269 | $249.0K | 0.09% | −13−4.6% | Reduced |
| Center for Financial Planning, Inc. | 269 | $249.0K | 0.03% | −35−11.5% | Reduced |
| Cottonwood Capital Advisors, LLC | 270 | $249.9K | 0.18% | −175−39.3% | Reduced |
| Advocate Group LLC | 270 | $249.9K | 0.04% | −8−2.9% | Reduced |
| STAR Financial Bank | 271 | $250.8K | 0.15% | +271 | New |
| Treasure Coast Financial Planning | 272 | $251.8K | 0.14% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 273 | $252.7K | 0.05% | −2,508−90.2% | Reduced |
| Bridgefront Capital, LLC | 274 | $253.6K | 0.07% | +274 | New |
| Fortitude Financial, LLC | 274 | $253.6K | 0.28% | +274 | New |
| Vienna Asset Management LLC | 274 | $253.7K | 0.15% | +274 | New |
| Wealthedge Investment Advisors, LLC | 274 | $253.8K | 0.10% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 276 | $255.3K | 0.19% | +10+3.8% | Added |
| Beacon Financial Strategies CORP | 276 | $255.5K | 0.15% | −12−4.2% | Reduced |
| Carmel Capital Partners, LLC | 276 | $255.6K | 0.11% | −243−46.8% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 276 | $255.6K | 0.06% | −66−19.3% | Reduced |
| OLIO Financial Planning | 277 | $256.0K | 0.08% | −29−9.5% | Reduced |
| Paladin Advisory Group, LLC | 277 | $256.4K | 0.20% | −165−37.3% | Reduced |
| IMG Wealth Management, Inc. | 277 | $256.4K | 0.17% | 00.0% | Unchanged |
| Gibbs Wealth Management | 279 | $258.4K | 0.06% | −3,144−91.8% | Reduced |
| BlueStem Wealth Partners, LLC | 279 | $258.5K | 0.03% | +44+18.7% | Added |
| Dupree Financial Group, LLC | 280 | $259.1K | 0.10% | +73+35.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 280 | $259.2K | 0.13% | 00.0% | Unchanged |
| Verus Wealth Management, LLC | 280 | $259.2K | 0.24% | 00.0% | Unchanged |
| Nixon Capital, LLC | 280 | $259.2K | 0.08% | 00.0% | Unchanged |
| Custos Family Office, LLC | 280 | $259.6K | 0.15% | +48+20.7% | Added |
| Johnson Financial Group, LLC | 281 | $260.1K | 0.02% | +281 | New |
| Advance Capital Management, Inc. | 283 | $261.7K | 0.01% | −138−32.8% | Reduced |
| SwitchPoint Financial Planning, LLC | 283 | $262.3K | 0.19% | −2−0.7% | Reduced |
| Rockbridge Investment Management, LCC | 283 | $262.3K | 0.03% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 284 | $262.7K | 0.10% | 00.0% | Unchanged |
| BetterWealth, LLC | 284 | $262.9K | 0.06% | +7+2.5% | Added |
| Silver Coast Investments LLC | 284 | $262.9K | 0.09% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 285 | $263.8K | 0.09% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 286 | $264.9K | 0.10% | −189−39.8% | Reduced |
| SWP Financial LLC | 286 | $265.0K | 0.13% | −23−7.4% | Reduced |
| Avid Wealth Partners LLC | 287 | $265.7K | 0.13% | −38−11.7% | Reduced |
| Evolution Wealth Advisors, LLC | 287 | $265.7K | 0.04% | −27−8.6% | Reduced |
| Holistic Financial Partners | 288 | $266.1K | 0.11% | +9+3.2% | Added |
| NewSquare Capital LLC | 288 | $266.6K | 0.02% | +28+10.8% | Added |
| Acorn Financial Advisory Services Inc | 288 | $266.6K | 0.04% | +8+2.9% | Added |
| Charles Schwab Trust Co | 289 | $267.5K | 0.02% | −300−50.9% | Reduced |
| Royal Fund Management, LLC | 289 | $267.5K | 0.03% | −35−10.8% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 289 | $267.5K | 0.16% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 289 | $267.6K | 0.05% | 00.0% | Unchanged |
| PFS Partners, LLC | 289 | $267.9K | 0.13% | +21+7.8% | Added |
| B&D White Capital Company, LLC | 290 | $268.4K | 0.03% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 290 | $268.4K | 0.27% | 00.0% | Unchanged |
| Capital City Trust Co | 291 | $269.4K | 0.07% | −50−14.7% | Reduced |
| Grant Street Asset Management, Inc. | 292 | $270.3K | 0.06% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 292 | $270.3K | 0.09% | 00.0% | Unchanged |
| Presper Financial Architects, LLC | 292 | $270.3K | 0.16% | +27+10.2% | Added |
| St. Louis Trust Co | 293 | $271.2K | 0.03% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 293 | $271.4K | 0.21% | +3+1.0% | Added |
| Financial Enhancement Group LLC | 297 | $271.9K | 0.04% | +39+15.1% | Added |
| Quilter Plc | 294 | $272.1K | 0.00% | −11−3.6% | Reduced |
| Regimen Wealth, LLC | 295 | $272.9K | 0.08% | +1+0.3% | Added |
| Farnam Financial LLC | 295 | $273.1K | 0.21% | 00.0% | Unchanged |
| Trust Co | 296 | $274.0K | 0.03% | +6+2.1% | Added |
| Mullooly Asset Management, Inc. | 296 | $274.0K | 0.11% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 293 | $274.0K | 0.18% | +293 | New |
| Stephens Consulting, LLC | 296 | $274.3K | 0.09% | −6−2.0% | Reduced |
| Rodgers Brothers Inc. | 297 | $274.9K | 0.03% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 297 | $274.9K | 0.12% | 00.0% | Unchanged |
| Seros Financial, LLC | 297 | $275.0K | 0.17% | −3−1.0% | Reduced |
| White Lighthouse Investment Management Inc. | 297 | $275.1K | 0.04% | +2+0.7% | Added |
| REDW Wealth LLC | 297 | $275.1K | 0.10% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 298 | $275.8K | 0.19% | 00.0% | Unchanged |