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 |
|---|---|---|---|---|---|
| Gouws Capital LLC | 12,763 | $11.8M | 6.49% | +130+1.0% | Added |
| SRS Capital Advisors, Inc. | 12,735 | $11.8M | 0.17% | +6,529+105.2% | Added |
| Numerai GP LLC | 12,719 | $11.8M | 1.66% | +6,662+110.0% | Added |
| Nikulski Financial, Inc. | 12,713 | $11.8M | 2.96% | +181+1.4% | Added |
| Broadleaf Partners, LLC | 12,694 | $11.7M | 2.45% | −218−1.7% | Reduced |
| Wilsey Asset Management Inc | 12,690 | $11.7M | 2.15% | −40.0% | Reduced |
| Boston Family Office LLC | 12,659 | $11.7M | 0.75% | −22−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 12,640 | $11.7M | 0.39% | −4,755−27.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,631 | $11.7M | 0.47% | −4,010−24.1% | Reduced |
| Savant Capital, LLC | 12,615 | $11.7M | 0.07% | +1,070+9.3% | Added |
| ZEGA Investments, LLC | 12,603 | $11.7M | 2.68% | +7,240+135.0% | Added |
| Greenleaf Trust | 12,541 | $11.6M | 0.11% | −3,441−21.5% | Reduced |
| Signaturefd, LLC | 12,538 | $11.6M | 0.18% | −251−2.0% | Reduced |
| Kercheville Advisors, LLC | 12,530 | $11.6M | 3.50% | −35−0.3% | Reduced |
| Vision Capital Management, Inc. | 12,529 | $11.6M | 1.43% | +1,287+11.4% | Added |
| Moors & Cabot, Inc. | 12,493 | $11.6M | 0.50% | −276−2.2% | Reduced |
| Bleakley Financial Group, LLC | 12,490 | $11.6M | 0.27% | −38−0.3% | Reduced |
| CFM Wealth Partners LLC | 12,436 | $11.5M | 1.67% | +285+2.3% | Added |
| Glenview Trust Co | 12,425 | $11.5M | 0.18% | +1,298+11.7% | Added |
| Diversify Wealth Management, LLC | 12,339 | $11.5M | 0.66% | +754+6.5% | Added |
| Simmons Bank | 12,338 | $11.4M | 0.76% | +87+0.7% | Added |
| Webster Bank, N. A. | 12,331 | $11.4M | 1.10% | −186−1.5% | Reduced |
| HWG Holdings LP | 12,314 | $11.4M | 2.89% | +50.0% | Added |
| Blue Fin Capital, Inc. | 12,311 | $11.4M | 1.79% | −155−1.2% | Reduced |
| Resources Management Corp | 12,271 | $11.4M | 1.47% | +200+1.7% | Added |
| CX Institutional | 12,236 | $11.3M | 0.34% | +5,172+73.2% | Added |
| Osborne Partners Capital Management, LLC | 12,214 | $11.3M | 0.57% | +102+0.8% | Added |
| Plato Investment Management Ltd | 12,287 | $11.3M | 0.76% | +83+0.7% | Added |
| SlateStone Wealth, LLC | 12,185 | $11.3M | 0.98% | −636−5.0% | Reduced |
| GDS Wealth Management | 12,127 | $11.2M | 0.74% | +1,472+13.8% | Added |
| Moran Wealth Management, LLC | 12,087 | $11.2M | 0.34% | +383+3.3% | Added |
| Principal Securities, Inc. | 12,058 | $11.2M | 0.18% | +479+4.1% | Added |
| Copeland Capital Management, LLC | 12,038 | $11.1M | 0.23% | −3,940−24.7% | Reduced |
| Cypress Asset Management Inc | 12,037 | $11.1M | 2.53% | +167+1.4% | Added |
| Modern Wealth Management, LLC | 12,008 | $11.1M | 0.22% | +3,471+40.7% | Added |
| MUFG Securities Americas Inc. | 11,959 | $11.1M | 0.71% | +2,126+21.6% | Added |
| Virtu Financial LLC | 11,953 | $11.1M | 0.62% | +7,141+148.4% | Added |
| Prudential PLC | 11,901 | $11.0M | 0.08% | −4,691−28.3% | Reduced |
| KMG Fiduciary Partners, LLC | 11,887 | $11.0M | 0.74% | +460+4.0% | Added |
| Quest Investment Management LLC | 11,873 | $11.0M | 1.15% | −1,752−12.9% | Reduced |
| Texas Yale Capital Corp. | 11,845 | $11.0M | 0.35% | +274+2.4% | Added |
| Rice Partnership, LLC | 11,835 | $11.0M | 1.56% | −1,405−10.6% | Reduced |
| Telos Capital Management, Inc. | 11,708 | $10.8M | 1.04% | +932+8.6% | Added |
| Journey Advisory Group, LLC | 11,690 | $10.8M | 0.80% | −635−5.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,681 | $10.8M | 0.71% | −380−3.2% | Reduced |
| NorthRock Partners, LLC | 11,666 | $10.8M | 0.20% | +291+2.6% | Added |
| TLW Wealth Management, LLC | 11,654 | $10.8M | 6.17% | −1,984−14.5% | Reduced |
| 1st Source Bank | 11,651 | $10.8M | 0.57% | +25+0.2% | Added |
| TCG Advisory Services, LLC | 11,640 | $10.8M | 0.40% | +2,575+28.4% | Added |
| AlphaCore Capital LLC | 11,637 | $10.8M | 0.36% | −50.0% | Reduced |
| Payden & Rygel | 11,600 | $10.7M | 0.90% | −5,100−30.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 11,580 | $10.7M | 0.96% | +1,405+13.8% | Added |
| Guardian Partners Inc. | 11,663 | $10.7M | 0.91% | +102+0.9% | Added |
| Hoffman, Alan N Investment Management | 11,544 | $10.7M | 4.66% | +28+0.2% | Added |
| Community Financial Services Group, LLC | 11,543 | $10.7M | 1.96% | −146−1.2% | Reduced |
| McBroom & Associates, LLC | 11,527 | $10.7M | 5.07% | −140−1.2% | Reduced |
| Pallas Capital Advisors LLC | 11,523 | $10.7M | 0.39% | −595−4.9% | Reduced |
| Richard C. Young & CO., LTD. | 11,475 | $10.6M | 0.99% | +11,233+4,641.7% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 11,463 | $10.6M | 5.62% | −239−2.0% | Reduced |
| Meridian Wealth Advisors, LLC | 11,450 | $10.6M | 1.50% | +503+4.6% | Added |
| Dillon & Associates Inc | 11,428 | $10.6M | 1.36% | +7+0.1% | Added |
| Capital Planning Advisors, LLC | 11,416 | $10.6M | 1.45% | −977−7.9% | Reduced |
| Valeo Financial Advisors, LLC | 11,407 | $10.6M | 0.24% | −619−5.1% | Reduced |
| Evexia Wealth LLC | 11,258 | $10.5M | 3.15% | +1,379+14.0% | Added |
| Stokes Capital Advisors, LLC | 11,366 | $10.5M | 2.45% | +472+4.3% | Added |
| Empirical Capital Management, LLC | 11,350 | $10.5M | 7.10% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 11,346 | $10.5M | 0.51% | +532+4.9% | Added |
| GPM Growth Investors, Inc. | 11,327 | $10.5M | 4.03% | −98−0.9% | Reduced |
| Focus Financial Network, Inc. | 11,320 | $10.5M | 0.37% | +358+3.3% | Added |
| Prosperity Consulting Group, LLC | 11,318 | $10.5M | 0.52% | −30.0% | Reduced |
| American Money Management, LLC | 11,275 | $10.4M | 1.74% | −96−0.8% | Reduced |
| WoodTrust Financial Corp | 11,219 | $10.4M | 1.24% | −135−1.2% | Reduced |
| Garrison Bradford & Associates Inc | 11,207 | $10.4M | 11.08% | +85+0.8% | Added |
| Richards, Merrill & Peterson, Inc. | 11,175 | $10.3M | 4.47% | +698+6.7% | Added |
| Clarity Wealth Advisors, LLC | 11,114 | $10.3M | 2.27% | −219−1.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 11,079 | $10.3M | 5.68% | +48+0.4% | Added |
| Mengis Capital Management, Inc. | 11,079 | $10.3M | 2.02% | −8−0.1% | Reduced |
| Baldwin Investment Management, LLC | 11,048 | $10.2M | 1.17% | +1,058+10.6% | Added |
| First Western Trust Bank | 11,017 | $10.2M | 0.47% | −483−4.2% | Reduced |
| GHP Investment Advisors, Inc. | 10,908 | $10.1M | 0.42% | −425−3.8% | Reduced |
| North Star Investment Management Corp. | 10,902 | $10.1M | 0.65% | −17−0.2% | Reduced |
| Diversified Trust Co | 10,891 | $10.1M | 0.20% | +379+3.6% | Added |
| Kesler, Norman & Wride, LLC | 10,993 | $10.1M | 1.98% | +224+2.1% | Added |
| Bensler, LLC | 10,822 | $10.0M | 1.04% | −154−1.4% | Reduced |
| Quadrant Capital Group LLC | 10,805 | $10.0M | 0.33% | −477−4.2% | Reduced |
| Larson Financial Group LLC | 10,796 | $9.99M | 0.35% | +917+9.3% | Added |
| Fifth Third Wealth Advisors LLC | 10,785 | $9.98M | 0.37% | +563+5.5% | Added |
| VestGen Advisors, LLC | 10,776 | $9.97M | 0.33% | +6,555+155.3% | Added |
| CapWealth Advisors, LLC | 10,730 | $9.93M | 0.68% | −215−2.0% | Reduced |
| Hanson & Doremus Investment Management | 10,729 | $9.93M | 1.25% | −232−2.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 10,684 | $9.89M | 0.46% | −302−2.7% | Reduced |
| Tower Bridge Advisors | 10,654 | $9.86M | 0.98% | +947+9.8% | Added |
| Knuff & Co LLC | 10,613 | $9.82M | 2.85% | +280+2.7% | Added |
| Contravisory Investment Management, Inc. | 10,587 | $9.80M | 1.90% | −350−3.2% | Reduced |
| SFE Investment Counsel | 10,567 | $9.78M | 1.56% | −86−0.8% | Reduced |
| One Capital Management, LLC | 10,518 | $9.74M | 0.31% | −462−4.2% | Reduced |
| Luts & Greenleigh Group, Inc | 10,516 | $9.73M | 8.74% | +12+0.1% | Added |
| Gladstone Institutional Advisory LLC | 10,467 | $9.69M | 0.37% | −1,013−8.8% | Reduced |
| Harbour Investments, Inc. | 10,457 | $9.68M | 0.22% | +76+0.7% | Added |
| Angeles Wealth Management, LLC | 10,412 | $9.64M | 0.59% | −19−0.2% | Reduced |