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 |
|---|---|---|---|---|---|
| Fourth Dimension Wealth, LLC | 381 | $352.3K | 0.13% | −178−31.8% | Reduced |
| Caerus Investment Advisors, LLC | 383 | $354.5K | 0.15% | +383 | New |
| Fulcrum Equity Management | 383 | $354.6K | 0.36% | −66−14.7% | Reduced |
| Lathrop Investment Management Corp | 384 | $355.0K | 0.07% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 384 | $355.6K | 0.18% | +40+11.6% | Added |
| Silver Lake Advisory, LLC | 386 | $357.1K | 0.14% | +1+0.3% | Added |
| Everest Management Corp. | 386 | $357.3K | 0.23% | −13−3.3% | Reduced |
| Capital Management Associates, Inc | 386 | $357.7K | 0.10% | −66−14.6% | Reduced |
| Jeppson Wealth Management, LLC | 388 | $359.2K | 0.11% | +14+3.7% | Added |
| LifePlan Investment Advisors, Inc. | 388 | $359.3K | 0.15% | +23+6.3% | Added |
| Fingerlakes Wealth Management, Inc. | 388 | $359.4K | 0.23% | +388 | New |
| Integrity Wealth Solutions LLC | 388 | $359.5K | 0.16% | −33−7.8% | Reduced |
| PFG Private Wealth Management, LLC | 388 | $359.5K | 0.16% | +110+39.6% | Added |
| Wealth Dimensions Group, Ltd. | 389 | $359.8K | 0.07% | −36−8.5% | Reduced |
| MPS Loria Financial Planners, LLC | 389 | $359.9K | 0.10% | −1−0.3% | Reduced |
| Boston Research & Management Inc | 390 | $361.0K | 0.08% | +100+34.5% | Added |
| Syntax Research, Inc. | 392 | $362.8K | 0.23% | 00.0% | Unchanged |
| V. M. Manning & Co., Inc. | 387 | $363.9K | 0.33% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 393 | $364.0K | 0.14% | −32−7.5% | Reduced |
| Griffith & Werner, Inc. | 398 | $364.1K | 0.19% | +398 | New |
| GoalVest Advisory LLC | 394 | $364.7K | 0.08% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 394 | $364.9K | 0.13% | 00.0% | Unchanged |
| Trust Co of Kansas | 394 | $365.0K | 0.17% | +34+9.4% | Added |
| Summit Financial Strategies, Inc. | 395 | $365.7K | 0.03% | +37+10.3% | Added |
| Elgethun Capital Management | 400 | $365.9K | 0.07% | +16+4.2% | Added |
| Sawyer & Company, Inc | 370 | $366.0K | 0.14% | +110+42.3% | Added |
| PharVision Advisers, LLC | 396 | $366.5K | 0.21% | +93+30.7% | Added |
| Alliance Wealth Advisors, LLC | 397 | $367.5K | 0.09% | +103+35.0% | Added |
| BCGM Wealth Management, LLC | 397 | $367.6K | 0.10% | +397 | New |
| Granite Group Advisors, LLC | 398 | $368.4K | 0.22% | −2−0.5% | Reduced |
| Paul Damon & Associates, Inc. | 398 | $368.4K | 0.18% | +69+21.0% | Added |
| Country Trust Bank | 398 | $368.4K | 0.01% | +114+40.1% | Added |
| Corton Capital Inc. | 398 | $368.4K | 0.91% | +398 | New |
| Eldridge Investment Advisors, Inc. | 399 | $369.6K | 0.08% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 400 | $370.0K | 0.00% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 400 | $370.3K | 0.06% | −1−0.2% | Reduced |
| Grace & White Inc | 400 | $370.3K | 0.07% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 401 | $371.2K | 0.06% | −2−0.5% | Reduced |
| First Citizens Financial Corp | 401 | $371.2K | 0.18% | +51+14.6% | Added |
| 4J Wealth Management LLC | 402 | $372.1K | 0.22% | 00.0% | Unchanged |
| BNP Paribas | 403 | $372.7K | 0.01% | −174−30.2% | Reduced |
| Auto-Owners Insurance Co | 405 | $374.9K | 0.01% | −25−5.8% | Reduced |
| Retirement Income Solutions, Inc | 405 | $374.9K | 0.06% | +25+6.6% | Added |
| Gilbert & Cook, Inc. | 405 | $375.2K | 0.05% | +64+18.8% | Added |
| Virtue Capital Management, LLC | 1,830 | $375.6K | 0.08% | +1,051+134.9% | Added |
| Stonebridge Financial Group, LLC | 406 | $375.8K | 0.03% | +406 | New |
| Guidance Point Advisors, LLC | 404 | $376.1K | 0.09% | −2−0.5% | Reduced |
| Compagnie Lombard Odier SCmA | 407 | $376.7K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 407 | $376.8K | 0.08% | +275+208.3% | Added |
| Triumph Capital Management | 408 | $377.3K | 0.10% | +110+36.9% | Added |
| Long Road Investment Counsel, LLC | 408 | $377.7K | 0.13% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 408 | $377.7K | 0.10% | 00.0% | Unchanged |
| Summit Financial Consulting LLC | 408 | $377.7K | 0.30% | +100+32.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 408 | $377.9K | 0.13% | −43−9.5% | Reduced |
| Thrive Capital Management, LLC | 410 | $379.4K | 0.10% | −4−1.0% | Reduced |
| Ledgewood Wealth Advisors, LLC | 410 | $379.5K | 0.22% | 00.0% | Unchanged |
| SP Asset Management LLC | 410 | $379.9K | 0.03% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 411 | $380.6K | 0.14% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 412 | $381.4K | 0.30% | −456−52.5% | Reduced |
| Staley Capital Advisers Inc | 412 | $381.4K | 0.02% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 412 | $381.4K | 0.13% | 00.0% | Unchanged |
| Cathy Pareto & Associates, Inc | 412 | $381.8K | 0.29% | −3−0.7% | Reduced |
| Nicollet Investment Management, Inc. | 413 | $382.0K | 0.12% | −76−15.5% | Reduced |
| Tacita Capital Inc | 413 | $382.3K | 0.23% | +9+2.2% | Added |
| NCM Capital Management, LLC | 413 | $382.3K | 0.15% | −3−0.7% | Reduced |
| United Bank | 414 | $383.2K | 0.05% | +59+16.6% | Added |
| Meridian Financial Partners LLC | 419 | $383.3K | 0.16% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 415 | $384.1K | 0.28% | −1−0.2% | Reduced |
| Revisor Wealth Management LLC | 409 | $384.2K | 0.13% | +45+12.4% | Added |
| Northwest Capital Management Inc | 415 | $384.4K | 0.40% | −160−27.8% | Reduced |
| Goodman Advisory Group, LLC | 419 | $387.8K | 0.10% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 420 | $388.4K | 0.18% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 420 | $388.8K | 0.05% | 00.0% | Unchanged |
| Covenant Partners, LLC | 420 | $388.8K | 0.11% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 420 | $388.8K | 0.07% | +53+14.4% | Added |
| Granite Bay Wealth Management, LLC | 422 | $390.4K | 0.10% | −904−68.2% | Reduced |
| Braun-Bostich & Associates Inc. | 422 | $390.6K | 0.25% | −7−1.6% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 423 | $391.6K | 0.25% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 423 | $392.0K | 0.00% | 00.0% | Unchanged |
| Seascape Capital Management | 423 | $392.0K | 0.11% | +7+1.7% | Added |
| H&H Retirement Design & Management INC | 431 | $394.3K | 0.21% | +2+0.5% | Added |
| Amplius Wealth Advisors, LLC | 426 | $394.3K | 0.03% | −445−51.1% | Reduced |
| Viawealth, LLC | 427 | $395.0K | 0.22% | +15+3.6% | Added |
| Precedent Wealth Partners, LLC | 427 | $395.2K | 0.09% | −65−13.2% | Reduced |
| New World Advisors LLC | 428 | $396.2K | 0.07% | −35−7.6% | Reduced |
| Moulton Wealth Management, Inc | 428 | $396.6K | 0.29% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 429 | $396.9K | 0.18% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 430 | $398.0K | 0.14% | +217+101.9% | Added |
| Rexford Capital Inc | 431 | $398.9K | 0.31% | +9+2.1% | Added |
| Wealthstar Advisors, LLC | 431 | $399.1K | 0.16% | −3−0.7% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 432 | $399.7K | 0.23% | +8+1.9% | Added |
| Crowley Wealth Management, Inc. | 432 | $399.9K | 0.32% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 435 | $402.6K | 0.08% | 00.0% | Unchanged |
| Davidson Kahn Capital Management, LLC | 435 | $402.8K | 0.22% | +14+3.3% | Added |
| Charter Capital Management, LLC | 435 | $403.0K | 0.22% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 436 | $403.6K | 0.30% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 436 | $403.7K | 0.10% | +98+29.0% | Added |
| Quarry LP | 437 | $404.5K | 0.10% | +88+25.2% | Added |
| Code Waechter LLC | 428 | $405.1K | 0.26% | −1−0.2% | Reduced |
| Grange Capital, LLC | 438 | $405.4K | 0.39% | 00.0% | Unchanged |