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 |
|---|---|---|---|---|---|
| Latko Wealth Management, Ltd. | 334 | $309.6K | 0.16% | −115−25.6% | Reduced |
| Cooper/Haims Advisors, LLC | 335 | $310.1K | 0.14% | +40+13.6% | Added |
| Talisman Wealth Advisors LLC | 335 | $310.3K | 0.26% | +10+3.1% | Added |
| Cornerstone Capital, Inc. | 337 | $311.9K | 0.03% | −65−16.2% | Reduced |
| Wealthspan Partners, LLC | 337 | $311.9K | 0.12% | −5−1.5% | Reduced |
| Yeomans Consulting Group, Inc. | 341 | $312.8K | 0.11% | −51−13.0% | Reduced |
| Kondo Wealth Advisors, Inc. | 338 | $313.0K | 0.13% | +8+2.4% | Added |
| HF Advisory Group, LLC | 339 | $313.6K | 0.12% | −9−2.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 339 | $313.8K | 0.07% | −170−33.4% | Reduced |
| Lynx Investment Advisory | 340 | $314.6K | 0.19% | −2−0.6% | Reduced |
| Westend Capital Management, LLC | 340 | $314.7K | 0.09% | +6+1.8% | Added |
| Parkwoods Wealth Partners, LLC | 340 | $314.7K | 0.11% | +25+7.9% | Added |
| Stamos Capital Partners, L.P. | 341 | $315.6K | 0.06% | +341 | New |
| Addison Advisors LLC | 341 | $315.6K | 0.07% | −8−2.3% | Reduced |
| Smith Thornton Advisors LLC | 341 | $315.7K | 0.17% | +26+8.3% | Added |
| Carson Advisory Inc. | 341 | $316.0K | 0.17% | +50+17.2% | Added |
| Waddell & Associates, LLC | 342 | $316.6K | 0.03% | −148−30.2% | Reduced |
| Sensible Money, LLC | 343 | $317.2K | 0.11% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 343 | $317.2K | 0.07% | +1+0.3% | Added |
| 4WEALTH Advisors, Inc. | 343 | $317.4K | 0.29% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 345 | $319.3K | 0.05% | −28−7.5% | Reduced |
| Coerente Capital Management | 345 | $319.3K | 0.06% | −5−1.4% | Reduced |
| Waterfront Wealth Inc. | 339 | $320.7K | 0.07% | +15+4.6% | Added |
| Heck Capital Advisors, LLC | 347 | $321.2K | 0.02% | +21+6.4% | Added |
| Libra Wealth LLC | 347 | $321.5K | 0.10% | −63−15.4% | Reduced |
| Latitude Advisors, LLC | 348 | $322.1K | 0.15% | +1+0.3% | Added |
| LaFleur & Godfrey LLC | 348 | $322.5K | 0.04% | −875−71.5% | Reduced |
| Penobscot Wealth Management | 349 | $322.7K | 0.10% | −14−3.9% | Reduced |
| Scholtz & Company, LLC | 350 | $324.0K | 0.14% | −100−22.2% | Reduced |
| Chung Wu Investment Group, LLC | 350 | $324.0K | 0.27% | −100−22.2% | Reduced |
| Aldebaran Financial Inc. | 350 | $324.0K | 0.32% | +95+37.3% | Added |
| Harmony Asset Management LLC | 350 | $324.0K | 0.11% | −57−14.0% | Reduced |
| Legacy Financial Strategies, LLC | 350 | $324.1K | 0.06% | +84+31.6% | Added |
| Aspiring Ventures, LLC | 353 | $326.4K | 0.12% | +12+3.5% | Added |
| Flywheel Private Wealth LLC | 353 | $326.7K | 0.26% | 00.0% | Unchanged |
| Seek First Inc. | 353 | $327.0K | 0.24% | −5−1.4% | Reduced |
| Means Investment Co., Inc. | 354 | $327.5K | 0.03% | −97−21.5% | Reduced |
| Center For Asset Management LLC | 355 | $328.6K | 0.18% | +10+2.9% | Added |
| Townsend & Associates, Inc | 351 | $328.6K | 0.03% | −119−25.3% | Reduced |
| GatePass Capital, LLC | 356 | $329.6K | 0.19% | −13−3.5% | Reduced |
| Widmann Financial Services, Inc. | 357 | $330.3K | 0.21% | +22+6.6% | Added |
| Define Financial, LLC | 358 | $331.1K | 0.20% | +12+3.5% | Added |
| Lantern Wealth Advisors, LLC | 358 | $331.4K | 0.18% | +358 | New |
| DDFG, Inc | 358 | $331.5K | 0.08% | −5−1.4% | Reduced |
| A&I Financial Services, LLC | 362 | $332.1K | 0.16% | +4+1.1% | Added |
| Fountainhead AM, LLC | 359 | $332.1K | 0.04% | +359 | New |
| Sharp Financial Services, LLC | 360 | $333.4K | 0.18% | +40+12.5% | Added |
| Alliance Wealth Management Group | 361 | $333.7K | 0.07% | +17+4.9% | Added |
| Ariadne Wealth Management, LP | 361 | $333.9K | 0.15% | −66−15.5% | Reduced |
| Pegasus Asset Management, Inc. | 361 | $334.2K | 0.11% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 361 | $334.2K | 0.03% | −29−7.4% | Reduced |
| Wealthcare Capital Management LLC | 362 | $334.8K | 0.03% | +2+0.6% | Added |
| Financial Council Asset Management Inc | 362 | $335.1K | 0.15% | +13+3.7% | Added |
| Horizon Investment Services, LLC | 362 | $335.4K | 0.13% | +93+34.6% | Added |
| Asset Allocation Strategies LLC | 363 | $335.9K | 0.07% | +78+27.4% | Added |
| Blue Bell Private Wealth Management, LLC | 363 | $336.0K | 0.05% | −12−3.2% | Reduced |
| Lynch & Associates | 363 | $336.0K | 0.06% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 363 | $336.0K | 0.16% | −3−0.8% | Reduced |
| Harbor Group, Inc. | 363 | $336.2K | 0.05% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 364 | $336.7K | 0.11% | +5+1.4% | Added |
| Portland Global Advisors LLC | 364 | $336.9K | 0.04% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 364 | $336.9K | 0.21% | 00.0% | Unchanged |
| Towercrest Capital Management | 365 | $337.4K | 0.05% | +17+4.9% | Added |
| Per Stirling Capital Management, LLC. | 365 | $338.0K | 0.04% | +21+6.1% | Added |
| Hourglass Capital, LLC | 366 | $338.8K | 0.08% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 367 | $339.7K | 0.05% | −23−5.9% | Reduced |
| PUREfi Wealth, LLC | 367 | $339.8K | 0.26% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 367 | $339.9K | 0.13% | +93+33.9% | Added |
| Family Office Research LLC | 367 | $340.0K | 0.15% | −20−5.2% | Reduced |
| Lakeridge Wealth Management LLC | 368 | $340.5K | 0.15% | −345−48.4% | Reduced |
| Barnes Wealth Management Group, Inc | 368 | $340.6K | 0.19% | +4+1.1% | Added |
| Stonehearth Capital Management, LLC | 369 | $341.6K | 0.13% | −22−5.6% | Reduced |
| Sutton Place Investors LLC | 369 | $341.6K | 0.19% | −7−1.9% | Reduced |
| Diversified Portfolios, Inc. | 370 | $342.5K | 0.03% | −4−1.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 370 | $343.1K | 0.11% | +48+14.9% | Added |
| Keeler Thomas Management LLC | 373 | $345.3K | 0.14% | −4−1.1% | Reduced |
| Eagle Bay Advisors LLC | 374 | $346.1K | 0.27% | −39−9.4% | Reduced |
| Rede Wealth, LLC | 374 | $346.1K | 0.27% | +374 | New |
| 626 Financial, LLC | 374 | $346.2K | 0.15% | −7−1.8% | Reduced |
| Tillman Hartley LLC | 374 | $346.2K | 0.09% | +80+27.2% | Added |
| Ferguson Shapiro LLC | 374 | $346.2K | 0.11% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 375 | $346.7K | 0.07% | +1+0.3% | Added |
| Sierra Ocean, LLC | 375 | $346.8K | 0.29% | −218−36.8% | Reduced |
| Chiron Capital Management, LLC | 375 | $347.1K | 0.30% | −83−18.1% | Reduced |
| Denver Wealth Management, Inc. | 376 | $347.7K | 0.13% | −30−7.4% | Reduced |
| Port Capital LLC | 376 | $348.0K | 0.01% | −12−3.1% | Reduced |
| Hoey Investments, Inc | 377 | $349.0K | 0.05% | −20−5.0% | Reduced |
| Acute Investment Advisory, LLC | 377 | $349.0K | 2.93% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 377 | $349.0K | 0.16% | +377 | New |
| Gitterman Wealth Management, LLC | 378 | $349.7K | 0.08% | −49−11.5% | Reduced |
| Kure Advisory, LLC | 378 | $349.7K | 0.22% | −51−11.9% | Reduced |
| DecisionMap Wealth Management, LLC | 378 | $349.9K | 0.22% | −32−7.8% | Reduced |
| WNY Asset Management, LLC | 378 | $350.1K | 0.03% | −2−0.5% | Reduced |
| GK Wealth Management LLC | 378 | $350.2K | 0.26% | +123+48.2% | Added |
| Cedar Mountain Advisors, LLC | 379 | $350.7K | 0.07% | +18+5.0% | Added |
| Brogan Financial, Inc. | 379 | $350.9K | 0.15% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 379 | $351.2K | 0.06% | +42+12.5% | Added |
| Topsail Wealth Management, LLC | 380 | $351.7K | 0.06% | −4−1.0% | Reduced |
| Capco Asset Management, LLC | 380 | $351.7K | 0.08% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 380 | $351.7K | 0.21% | +180+90.0% | Added |