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 |
|---|---|---|---|---|---|
| May Barnhard Investments LLC | 298 | $275.8K | 0.13% | −261−46.7% | Reduced |
| Potentia Wealth | 298 | $276.2K | 0.11% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 298 | $276.2K | 0.09% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 299 | $276.6K | 0.11% | −4−1.3% | Reduced |
| Gables Capital Management Inc. | 299 | $276.8K | 0.12% | +10+3.5% | Added |
| Inspire Advisors, LLC | 300 | $277.4K | 0.03% | +12+4.2% | Added |
| TABR Capital Management, LLC | 303 | $277.5K | 0.19% | −166−35.4% | Reduced |
| Capstone Wealth Management, LLC | 300 | $277.7K | 0.21% | −16−5.1% | Reduced |
| REAP Financial Group, LLC | 300 | $277.7K | 0.06% | −181−37.6% | Reduced |
| Bowman & Co S.C. | 301 | $278.4K | 0.12% | 00.0% | Unchanged |
| Well Done, LLC | 301 | $278.6K | 0.05% | +4+1.3% | Added |
| Hobbs Wealth Management, LLC | 301 | $278.6K | 0.23% | +39+14.9% | Added |
| Maripau Wealth Management LLC | 302 | $279.5K | 0.14% | −16−5.0% | Reduced |
| Montz Harcus Wealth Management LLC | 302 | $279.8K | 0.12% | +9+3.1% | Added |
| DMKC Advisory Services, LLC | 303 | $280.5K | 0.14% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 304 | $281.2K | 0.02% | +17+5.9% | Added |
| Hill Investment Group Partners, LLC | 304 | $281.4K | 0.03% | −4−1.3% | Reduced |
| Heritage Wealth Management, Inc. | 304 | $281.4K | 0.19% | +1+0.3% | Added |
| USAdvisors Wealth Management, LLC | 305 | $282.0K | 0.10% | +16+5.5% | Added |
| Prelude Capital Management, LLC | 305 | $282.3K | 0.02% | −105−25.6% | Reduced |
| Boreal Capital Management LLC | 305 | $282.3K | 0.23% | −45−12.9% | Reduced |
| Brown Wealth Management, LLC | 305 | $282.3K | 0.08% | +11+3.7% | Added |
| Boston Partners | 305 | $282.3K | 0.00% | +305 | New |
| Cora Capital Advisors LLC | 305 | $282.3K | 0.12% | +28+10.1% | Added |
| Coston, McIsaac & Partners | 306 | $283.0K | 0.07% | 00.0% | Unchanged |
| Manuka Financial, LLC | 307 | $283.8K | 0.18% | +1+0.3% | Added |
| Peak Planning Group, LLC | 307 | $283.8K | 0.15% | −3−1.0% | Reduced |
| Indie Asset Partners, LLC | 307 | $284.2K | 0.38% | −30−8.9% | Reduced |
| Clarus Group, Inc. | 307 | $284.2K | 0.10% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 307 | $284.3K | 0.09% | −105−25.5% | Reduced |
| IMZ Advisory Inc | 308 | $284.8K | 0.11% | +29+10.4% | Added |
| Financial Avengers, Inc. | 308 | $285.0K | 0.12% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 308 | $285.1K | 0.08% | −1,167−79.1% | Reduced |
| Planning Directions Inc | 309 | $285.8K | 0.15% | +1+0.3% | Added |
| Nordwand Advisors, LLC | 309 | $285.9K | 0.05% | +1+0.3% | Added |
| West Michigan Advisors, LLC | 309 | $286.0K | 0.07% | −50−13.9% | Reduced |
| Ameraudi Asset Management, Inc. | 309 | $286.0K | 0.17% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 309 | $286.3K | 0.03% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 310 | $286.9K | 0.05% | +310 | New |
| Sunburst Financial Group, LLC | 310 | $287.0K | 0.06% | 00.0% | Unchanged |
| Single Point Partners, LLC | 311 | $287.9K | 0.06% | +19+6.5% | Added |
| BAM Wealth Management, LLC | 311 | $287.9K | 0.22% | +311 | New |
| Villere St Denis J & Co LLC | 312 | $288.8K | 0.03% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 312 | $289.0K | 0.07% | +1+0.3% | Added |
| Tower Wealth Partners, Inc. | 313 | $289.7K | 0.16% | −212−40.4% | Reduced |
| Smithbridge Asset Management Inc | 313 | $289.7K | 0.04% | −1−0.3% | Reduced |
| 1 North Wealth Services LLC | 314 | $290.6K | 0.12% | −10−3.1% | Reduced |
| Accredited Wealth Management, LLC | 578 | $290.7K | 0.23% | +264+84.1% | Added |
| Curat Global, LLC | 315 | $291.5K | 0.27% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 315 | $291.6K | 0.05% | −2,238−87.7% | Reduced |
| Martin Investment Management, LLC | 315 | $291.6K | 0.07% | −24−7.1% | Reduced |
| HughesLittle Investment Management Ltd. | 315 | $291.6K | 0.05% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 316 | $292.5K | 0.24% | +5+1.6% | Added |
| Burr Financial Services, LLC | 316 | $292.5K | 0.22% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 317 | $293.4K | 0.27% | −4−1.2% | Reduced |
| Madden Securities Corp | 317 | $293.4K | 0.09% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 317 | $293.4K | 0.20% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 317 | $293.4K | 0.11% | +40+14.4% | Added |
| Fiduciary Financial Group, LLC | 317 | $293.5K | 0.05% | +9+2.9% | Added |
| Morris Retirement Advisors, LLC | 317 | $293.8K | 0.13% | +5+1.6% | Added |
| Koa Wealth Management, LLC | 318 | $294.3K | 0.22% | 00.0% | Unchanged |
| Parsonex Advisory Services, Inc. | 318 | $294.4K | 0.20% | −4−1.2% | Reduced |
| Twin Lakes Capital Management, LLC | 318 | $294.4K | 0.14% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 318 | $294.4K | 0.18% | −569−64.1% | Reduced |
| S&T Bank | 319 | $295.3K | 0.08% | +13+4.2% | Added |
| MBE Wealth Management, LLC | 319 | $295.6K | 0.13% | −66−17.1% | Reduced |
| Global Financial Private Client, LLC | 320 | $296.2K | 0.11% | +13+4.2% | Added |
| Greenwood Capital Associates LLC | 321 | $297.1K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 322 | $298.1K | 0.06% | +6+1.9% | Added |
| Aspire Growth Partners LLC | 323 | $299.0K | 0.22% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 323 | $299.4K | 0.08% | −5−1.5% | Reduced |
| Armbruster Capital Management, Inc. | 324 | $299.9K | 0.05% | 00.0% | Unchanged |
| Promethium Advisors,llc | 325 | $300.7K | 0.17% | 00.0% | Unchanged |
| Options Solutions, LLC | 325 | $300.8K | 0.23% | −100−23.5% | Reduced |
| Johnson & White Wealth Management, LLC | 325 | $300.8K | 0.14% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 325 | $300.8K | 0.10% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 326 | $301.8K | 0.12% | 00.0% | Unchanged |
| Joel Adams & Associates, Inc. | 326 | $301.8K | 0.24% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 326 | $302.2K | 0.04% | +326 | New |
| OxenFree Capital LLC | 330 | $302.2K | 0.17% | +44+15.4% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 327 | $302.4K | 0.14% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 327 | $302.7K | 0.06% | −16−4.7% | Reduced |
| JNBA Financial Advisors | 327 | $302.7K | 0.03% | +20+6.5% | Added |
| A4 Wealth Advisors LLC | 327 | $302.8K | 0.26% | +327 | New |
| New Insight Wealth Advisors | 328 | $303.2K | 0.11% | −6−1.8% | Reduced |
| IAG Wealth Partners, LLC | 328 | $303.6K | 0.04% | −47−12.5% | Reduced |
| Madison Park Capital Advisors, LLC | 328 | $303.6K | 0.25% | −9−2.7% | Reduced |
| Strid Group, LLC | 329 | $304.5K | 0.04% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 329 | $304.5K | 0.26% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 330 | $305.4K | 0.07% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 330 | $305.5K | 0.11% | +48+17.0% | Added |
| Schulz Wealth, LTD. | 331 | $306.4K | 0.20% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 332 | $307.3K | 0.03% | 00.0% | Unchanged |
| Smith, Salley & Associates | 332 | $307.6K | 0.02% | −60−15.3% | Reduced |
| Flaharty Asset Management, LLC | 333 | $308.2K | 0.04% | −107−24.3% | Reduced |
| ProVise Management Group, LLC | 333 | $308.2K | 0.02% | +53+18.9% | Added |
| Counterpoint Mutual Funds LLC | 333 | $308.2K | 0.02% | +333 | New |
| Verus Financial Partners, Inc. | 333 | $308.4K | 0.03% | +17+5.4% | Added |
| Mayport, LLC | 334 | $308.8K | 0.07% | +8+2.5% | Added |
| Fidelity D & D Bancorp Inc | 334 | $309.2K | 0.17% | 00.0% | Unchanged |