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 | 4,274 | $311.5B |
| Q4 2025 | 4,138 | $272.0B |
| Q3 2025 | 3,941 | $274.4B |
| Q2 2025 | 4,011 | $302.3B |
| Q1 2025 | 3,952 | $287.8B |
| Q4 2024 | 3,941 | $279.6B |
| Q3 2024 | 3,590 | $266.7B |
| Q2 2024 | 3,526 | $258.3B |
| Q1 2024 | 3,419 | $222.0B |
| Q4 2023 | 3,343 | $201.0B |
| Q3 2023 | 3,077 | $169.9B |
| Q2 2023 | 3,041 | $162.0B |
| Q1 2023 | 2,943 | $149.2B |
| Q4 2022 | 2,938 | $137.2B |
| Q3 2022 | 2,825 | $141.6B |
| Q2 2022 | 2,784 | $143.4B |
| Q1 2022 | 2,862 | $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 |
|---|---|---|---|---|---|
| Chelsea Counsel Co | 8,300 | $7.68M | 3.41% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 8,296 | $7.68M | 0.16% | +184+2.3% | Added |
| Anchor Investment Management, LLC | 8,287 | $7.67M | 0.64% | +135+1.7% | Added |
| HCR Wealth Advisors | 8,362 | $7.67M | 0.79% | +371+4.6% | Added |
| Cape Cod Five Cents Savings Bank | 8,642 | $7.66M | 0.71% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 8,230 | $7.62M | 0.54% | +2,937+55.5% | Added |
| Calamos Wealth Management LLC | 8,226 | $7.61M | 0.28% | +1,666+25.4% | Added |
| Hudson Value Partners, LLC | 8,212 | $7.60M | 2.39% | +103+1.3% | Added |
| Fidelis Capital Partners, LLC | 8,204 | $7.59M | 0.59% | +151+1.9% | Added |
| Cypress Capital Group | 8,169 | $7.56M | 0.90% | −144−1.7% | Reduced |
| Zevenbergen Capital Investments LLC | 8,140 | $7.53M | 0.15% | +10+0.1% | Added |
| Griffin Asset Management, Inc. | 8,135 | $7.53M | 0.85% | −52−0.6% | Reduced |
| Joel Isaacson & Co., LLC | 8,119 | $7.51M | 0.27% | +3,464+74.4% | Added |
| National Asset Management, Inc. | 8,113 | $7.51M | 0.36% | −1,997−19.8% | Reduced |
| Banque Pictet & Cie SA | 8,112 | $7.51M | 0.08% | +76+0.9% | Added |
| LS Investment Advisors, LLC | 8,054 | $7.46M | 1.05% | −1,092−11.9% | Reduced |
| Secure Asset Management, LLC | 8,074 | $7.41M | 1.22% | −84−1.0% | Reduced |
| Fairfield Financial Advisors, LTD | 7,977 | $7.38M | 2.49% | +633+8.6% | Added |
| Schmidt P J Investment Management Inc | 7,962 | $7.37M | 1.22% | +113+1.4% | Added |
| Petix & Botte Co | 7,960 | $7.37M | 1.70% | 00.0% | Unchanged |
| Legacy Trust | 7,956 | $7.36M | 1.45% | +7+0.1% | Added |
| Syon Capital LLC | 7,927 | $7.34M | 0.39% | −42−0.5% | Reduced |
| Hartford Financial Management Inc. | 7,923 | $7.33M | 1.94% | −54−0.7% | Reduced |
| Auxier Asset Management | 7,899 | $7.31M | 1.02% | −26−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,895 | $7.31M | 0.26% | +1,504+23.5% | Added |
| Connecticut Wealth Management, LLC | 7,890 | $7.30M | 0.32% | −201−2.5% | Reduced |
| Meritage Portfolio Management | 7,881 | $7.29M | 0.49% | −781−9.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 7,851 | $7.27M | 0.07% | −70−0.9% | Reduced |
| Traynor Capital Management, Inc. | 7,840 | $7.26M | 0.42% | +3,468+79.3% | Added |
| Cardinal Point Capital Management, ULC | 7,824 | $7.25M | 0.51% | +92+1.2% | Added |
| Chicago Partners Investment Group LLC | 7,842 | $7.25M | 0.19% | +1,867+31.2% | Added |
| Buckingham Strategic Partners | 7,851 | $7.25M | 0.08% | +299+4.0% | Added |
| Journey Strategic Wealth LLC | 7,821 | $7.24M | 0.20% | +198+2.6% | Added |
| Bradyco, Inc. | 7,819 | $7.24M | 8.21% | −660−7.8% | Reduced |
| Bull Street Advisors, LLC | 7,818 | $7.24M | 3.38% | −75−1.0% | Reduced |
| Mather Group, LLC. | 7,810 | $7.23M | 0.07% | +293+3.9% | Added |
| Rench Wealth Management, Inc. | 7,802 | $7.22M | 2.12% | +151+2.0% | Added |
| St Germain D J Co Inc | 7,786 | $7.21M | 0.29% | +25+0.3% | Added |
| Frank, Rimerman Advisors LLC | 7,772 | $7.19M | 0.46% | −87−1.1% | Reduced |
| Fulton Bank, N.A. | 7,748 | $7.17M | 0.25% | −55−0.7% | Reduced |
| Covington Investment Advisors Inc. | 7,710 | $7.14M | 0.93% | +9+0.1% | Added |
| Oak Harvest Investment Services | 7,696 | $7.12M | 0.83% | +153+2.0% | Added |
| Skopos Labs, Inc. | 7,213 | $7.11M | 0.96% | −164−2.2% | Reduced |
| Spinnaker Trust | 7,658 | $7.09M | 0.39% | −19−0.2% | Reduced |
| Change Path, LLC | 7,647 | $7.08M | 0.17% | −421−5.2% | Reduced |
| Eisler Capital Management Ltd. | 7,691 | $7.06M | 0.16% | +3,061+66.1% | Added |
| Fischer Financial Services, Inc. | 7,612 | $7.04M | 1.90% | +75+1.0% | Added |
| StoneX Group Inc. | 7,610 | $7.04M | 0.31% | −17−0.2% | Reduced |
| Townsend Asset Management Corp | 7,609 | $7.04M | 2.51% | +50+0.7% | Added |
| Erste Asset Management GmbH | 7,658 | $7.03M | 0.07% | −16,353−68.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 7,589 | $7.02M | 1.92% | −586−7.2% | Reduced |
| Abn Amro Investment Solutions | 7,582 | $7.02M | 0.14% | −538−6.6% | Reduced |
| Weik Capital Management | 7,582 | $7.02M | 2.62% | −13−0.2% | Reduced |
| Ayrshire Capital Management LLC | 7,549 | $6.99M | 3.24% | −1,049−12.2% | Reduced |
| Indiana Trust & Investment Management CO | 7,528 | $6.97M | 2.12% | −85−1.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,521 | $6.96M | 0.41% | −1,308−14.8% | Reduced |
| Carroll Investors, Inc | 7,517 | $6.94M | 3.36% | +48+0.6% | Added |
| RAM Investment Partners, LLC | 7,495 | $6.94M | 1.30% | −430−5.4% | Reduced |
| Bahl & Gaynor Inc | 7,482 | $6.93M | 0.03% | −111−1.5% | Reduced |
| Clear Street Group Inc. | 7,480 | $6.92M | 0.03% | +7,480 | New |
| Westover Capital Advisors, LLC | 7,479 | $6.92M | 1.28% | −103−1.4% | Reduced |
| Highline Wealth Partners LLC | 7,433 | $6.88M | 1.85% | −151−2.0% | Reduced |
| Fiduciary Group LLC | 7,431 | $6.88M | 0.60% | −68−0.9% | Reduced |
| Apollon Financial, LLC | 7,429 | $6.88M | 1.14% | +197+2.7% | Added |
| Shorepoint Capital Partners LLC | 7,421 | $6.87M | 1.37% | +7,421 | New |
| Hilltop Holdings Inc. | 7,419 | $6.87M | 0.36% | +103+1.4% | Added |
| Asset Planning,Inc | 7,396 | $6.85M | 4.95% | −8−0.1% | Reduced |
| Rehmann Capital Advisory Group | 7,397 | $6.84M | 0.37% | −139−1.8% | Reduced |
| Certified Advisory Corp | 7,359 | $6.81M | 0.65% | −8−0.1% | Reduced |
| Sagespring Wealth Partners, LLC | 7,331 | $6.79M | 0.13% | −341−4.4% | Reduced |
| Tema ETFs LLC | 7,327 | $6.78M | 0.56% | +7,327 | New |
| 180 Wealth Advisors, LLC | 7,325 | $6.78M | 0.83% | −257−3.4% | Reduced |
| Ronald Blue Trust, Inc. | 7,302 | $6.76M | 0.08% | +287+4.1% | Added |
| Alps Advisors Inc | 7,295 | $6.75M | 0.04% | −2,736−27.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,290 | $6.75M | 0.35% | +260+3.7% | Added |
| River Wealth Advisors LLC | 7,288 | $6.75M | 0.79% | −41−0.6% | Reduced |
| Voleon Capital Management LP | 7,276 | $6.73M | 0.16% | −1,273−14.9% | Reduced |
| Kingsman Wealth Management, Inc. | 7,274 | $6.73M | 3.75% | −1,187−14.0% | Reduced |
| Clarius Group, LLC | 7,270 | $6.73M | 0.40% | −1,313−15.3% | Reduced |
| Smartleaf Asset Management LLC | 7,335 | $6.73M | 0.42% | +1,330+22.1% | Added |
| First National Advisers, LLC | 7,263 | $6.72M | 0.91% | +60+0.8% | Added |
| S.E.E.D. Planning Group LLC | 7,229 | $6.69M | 1.95% | −212−2.8% | Reduced |
| HBK Sorce Advisory LLC | 7,004 | $6.69M | 0.17% | −17−0.2% | Reduced |
| Everence Capital Management Inc | 7,216 | $6.68M | 0.40% | −3,367−31.8% | Reduced |
| Chronos Wealth Management, LLC | 7,212 | $6.68M | 3.27% | −246−3.3% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 7,226 | $6.67M | 1.37% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 7,190 | $6.66M | 0.28% | +2,645+58.2% | Added |
| Arista Wealth Management, LLC | 7,163 | $6.63M | 0.82% | +18+0.3% | Added |
| CoreCap Advisors, LLC | 7,156 | $6.62M | 0.24% | +771+12.1% | Added |
| Alapocas Investment Partners, Inc. | 7,140 | $6.61M | 4.53% | −2,108−22.8% | Reduced |
| Stenger Family Office, LLC | 7,069 | $6.57M | 1.39% | +1,041+17.3% | Added |
| Pecaut & Co. | 7,086 | $6.56M | 2.11% | −340−4.6% | Reduced |
| Continuum Advisory, LLC | 7,073 | $6.55M | 0.69% | +975+16.0% | Added |
| Atlantic Trust, LLC | 7,066 | $6.54M | 1.12% | −555−7.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,020 | $6.53M | 2.19% | −35−0.5% | Reduced |
| Sittner & Nelson, LLC | 7,017 | $6.50M | 2.36% | +2,705+62.7% | Added |
| StrongBox Wealth, LLC | 7,004 | $6.48M | 2.19% | +579+9.0% | Added |
| KP Management LLC | 7,000 | $6.48M | 2.27% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 6,999 | $6.48M | 0.44% | +107+1.6% | Added |
| Elite Wealth Management, Inc. | 6,995 | $6.48M | 1.68% | +4,026+135.6% | Added |