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
- 3,941
- +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
- 1,588 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 |
|---|---|---|---|---|---|
| Kidder Stephen W | 497 | $460.0K | 0.13% | −50−9.1% | Reduced |
| HighMark Wealth Management LLC | 487 | $460.3K | 0.20% | −14−2.8% | Reduced |
| Waller Financial Planning Group, Inc | 498 | $460.8K | 0.11% | +498 | New |
| WealthCollab, LLC | 498 | $461.0K | 0.21% | +2+0.4% | Added |
| Planned Solutions, Inc. | 499 | $461.9K | 0.16% | +10+2.0% | Added |
| Kaufman Rossin Wealth, LLC | 499 | $462.1K | 0.25% | −361−42.0% | Reduced |
| Avenir Corp | 500 | $462.8K | 0.05% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 500 | $462.8K | 0.29% | 00.0% | Unchanged |
| Corient IA LLC | 500 | $462.8K | 0.35% | +500 | New |
| Narus Financial Partners, LLC | 500 | $463.0K | 0.13% | +49+10.9% | Added |
| Greenhouse Wealth Management, LLC | 501 | $463.6K | 0.28% | +1+0.2% | Added |
| Navis Wealth Advisors, LLC | 501 | $464.1K | 0.35% | +127+34.0% | Added |
| Christensen, King & Associates Investment Services, Inc. | 502 | $464.4K | 0.20% | +21+4.4% | Added |
| Detalus Advisors, LLC | 502 | $465.1K | 0.12% | −5−1.0% | Reduced |
| Pathway Financial Advisors LLC | 503 | $465.6K | 0.06% | +503 | New |
| Kerr Financial Planning Corp | 509 | $466.0K | 0.66% | +509 | New |
| Elite Financial, Inc. | 510 | $466.0K | 0.21% | −54−9.6% | Reduced |
| Beirne Wealth Consulting Services, LLC | 503 | $466.0K | 0.11% | +503 | New |
| Smart Money Group LLC | 504 | $466.3K | 0.14% | −671−57.1% | Reduced |
| Campbell Newman Asset Management Inc | 505 | $467.4K | 0.03% | 00.0% | Unchanged |
| Cynosure Management, LLC | 505 | $467.9K | 0.05% | 00.0% | Unchanged |
| Valley National Advisers Inc | 506 | $468.0K | 0.07% | −2,052−80.2% | Reduced |
| Morris Financial Concepts, Inc. | 507 | $469.2K | 0.17% | −13−2.5% | Reduced |
| Clay Northam Wealth Management, LLC | 507 | $469.3K | 0.27% | −12−2.3% | Reduced |
| CAP Partners, LLC | 507 | $469.6K | 0.27% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 508 | $470.2K | 0.02% | −318−38.5% | Reduced |
| Plimoth Trust Co LLC | 508 | $470.2K | 0.11% | −48−8.6% | Reduced |
| Omnia Family Wealth, LLC | 508 | $470.2K | 0.15% | −36−6.6% | Reduced |
| Motive Wealth Advisors | 508 | $470.2K | 0.20% | −17−3.2% | Reduced |
| Saxon Interests, Inc. | 499 | $470.7K | 0.18% | −65−11.5% | Reduced |
| Next Level Wealth Planning, LLC | 508 | $470.7K | 0.27% | +72+16.5% | Added |
| Rodgers & Associates, LTD | 510 | $472.1K | 0.05% | −12−2.3% | Reduced |
| Security National Bank of So Dak | 511 | $473.0K | 0.24% | −5−1.0% | Reduced |
| Security Financial Services, INC. | 512 | $473.9K | 0.08% | +23+4.7% | Added |
| Willis Johnson & Associates, Inc. | 514 | $476.1K | 0.03% | −8−1.5% | Reduced |
| SOA Wealth Advisors, LLC. | 17,778 | $476.5K | 0.08% | +161+0.9% | Added |
| Core Wealth Advisors, Inc. | 515 | $476.6K | 0.12% | +58+12.7% | Added |
| Apeiron RIA LLC | 509 | $476.6K | 0.11% | −114−18.3% | Reduced |
| Yarbrough Capital, LLC | 515 | $476.7K | 0.01% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 517 | $478.6K | 0.03% | 00.0% | Unchanged |
| Tumwater Wealth Management, LLC | 518 | $479.5K | 0.21% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 519 | $480.0K | 0.01% | 00.0% | Unchanged |
| Aspen Capital Management, LLC | 519 | $480.0K | 0.12% | +28+5.7% | Added |
| Asset Allocation & Management Company, LLC | 520 | $481.0K | 0.20% | 00.0% | Unchanged |
| Farrell Financial LLC | 520 | $481.2K | 0.30% | −2−0.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 520 | $481.3K | 0.11% | +30+6.1% | Added |
| Dynamic Wealth Strategies, LLC | 522 | $483.2K | 0.32% | +61+13.2% | Added |
| MAS Advisors LLC | 524 | $485.0K | 0.77% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 524 | $485.0K | 0.15% | +109+26.3% | Added |
| Accretive Wealth Partners, LLC | 525 | $485.5K | 0.15% | +20+4.0% | Added |
| Eight 31 Financial LLC | 525 | $486.0K | 0.27% | +25+5.0% | Added |
| Clifford Group, LLC | 525 | $486.4K | 0.38% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 526 | $488.4K | 0.20% | +45+9.4% | Added |
| Abel Hall, LLC | 528 | $488.5K | 0.20% | +82+18.4% | Added |
| Acorn Creek Capital LLC | 528 | $489.1K | 0.18% | +55+11.6% | Added |
| Summitry LLC | 530 | $490.4K | 0.02% | +210+65.6% | Added |
| Hopwood Financial Services, Inc. | 530 | $490.6K | 0.33% | −10−1.9% | Reduced |
| Mullaney, Keating & Wright, Inc. | 530 | $490.6K | 0.27% | 00.0% | Unchanged |
| CVFG LLC | 530 | $490.6K | 0.35% | +16+3.1% | Added |
| Unconventional Investor, LLC | 532 | $492.4K | 0.25% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 534 | $494.3K | 0.03% | −349−39.5% | Reduced |
| Opal Wealth Advisors, LLC | 534 | $494.3K | 0.14% | −69−11.4% | Reduced |
| Aletheian Wealth Advisors LLC | 535 | $495.2K | 0.23% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 536 | $496.2K | 0.14% | +11+2.1% | Added |
| Running Point Capital Advisors, LLC | 537 | $496.6K | 0.13% | +144+36.6% | Added |
| Vermillion Wealth Management, Inc. | 539 | $499.2K | 0.13% | +40+8.0% | Added |
| Miramar Capital, LLC | 540 | $499.8K | 0.11% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 540 | $499.8K | 0.40% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 540 | $500.0K | 0.45% | +32+6.3% | Added |
| Worth Financial Advisory Group, LLC | 541 | $500.4K | 0.28% | −26−4.6% | Reduced |
| Prudent Investors Network | 541 | $500.4K | 0.12% | −4−0.7% | Reduced |
| Western Financial Corp | 541 | $500.7K | 0.22% | −2,462−82.0% | Reduced |
| Fiduciary Wealth Partners, LLC | 541 | $500.8K | 0.21% | +102+23.2% | Added |
| DAGCO, Inc. | 542 | $501.9K | 0.13% | −30−5.2% | Reduced |
| Landaas & Co | 542 | $502.0K | 0.11% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 543 | $502.6K | 0.13% | −395−42.1% | Reduced |
| StoneCrest Wealth Management, Inc. | 543 | $502.6K | 0.22% | −10−1.8% | Reduced |
| Aspen Investment Management Inc | 543 | $503.0K | 0.19% | −555−50.5% | Reduced |
| Summa Corp. | 544 | $503.5K | 0.22% | +44+8.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 544 | $503.8K | 0.20% | −6−1.1% | Reduced |
| CWS Financial Advisors, LLC | 545 | $504.6K | 0.14% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 546 | $505.0K | 0.09% | −12−2.2% | Reduced |
| Quest Partners LLC | 546 | $505.4K | 0.03% | +61+12.6% | Added |
| Magnolia Capital Advisors LLC | 546 | $505.4K | 0.13% | +10+1.9% | Added |
| Dale Q Rice Investment Management Ltd | 537 | $506.3K | 0.36% | 00.0% | Unchanged |
| Insight Inv LLC | 548 | $507.2K | 0.30% | −25−4.4% | Reduced |
| Kingstone Capital Partners Texas, LLC | 549 | $508.0K | 0.29% | +1+0.2% | Added |
| North Berkeley Wealth Management, LLC | 549 | $508.5K | 0.40% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 550 | $509.1K | 0.61% | −62−10.1% | Reduced |
| LGT Fund Management Co Ltd. | 555 | $509.1K | 0.04% | +200+56.3% | Added |
| Semus Wealth Partners LLC | 550 | $509.3K | 0.29% | +2+0.4% | Added |
| Beaird Harris Wealth Management, LLC | 551 | $509.6K | 0.04% | −15−2.7% | Reduced |
| Salomon & Ludwin, LLC | 557 | $509.9K | 0.05% | +106+23.5% | Added |
| Voya Financial Advisors, Inc. | 560 | $513.4K | 0.05% | −89−13.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 555 | $513.7K | 0.03% | −175−24.0% | Reduced |
| Independent Family Office, LLC | 555 | $513.7K | 0.22% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 557 | $514.8K | 0.17% | +36+6.9% | Added |
| Abner Herrman & Brock LLC | 556 | $515.0K | 0.05% | +556 | New |
| First Financial Bankshares Inc | 558 | $516.5K | 0.01% | +44+8.6% | Added |
| Wealth Advisors Northwest LLC | 560 | $517.9K | 0.25% | +5+0.9% | Added |