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, Q4 2025
Institutional positions in Costco Wholesale Corp as of Dec 31, 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
- 4,138
- +272 vs. Q3 2025
- Shares held
- 317.0M
- +21.4M (+7.2%) vs. Q3 2025
- Total value
- $272.0B
- −$1.24B (−0.5%) vs. Q3 2025
- New holders
- 447
- 1,563 more added
- Sold out
- 175
- 1,653 more reduced
75 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signet Private Wealth LLC | 524 | $451.6K | 0.43% | +524 | New |
| Raleigh Capital Management Inc. | 524 | $451.6K | 0.16% | +44+9.2% | Added |
| Eight 31 Financial LLC | 525 | $452.7K | 0.25% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 526 | $453.7K | 0.16% | +250+90.6% | Added |
| Sterling Financial Planning, Inc. | 526 | $454.0K | 0.14% | −57−9.8% | Reduced |
| JMG Financial Group, Ltd. | 528 | $455.3K | 0.01% | +528 | New |
| Opal Wealth Advisors, LLC | 528 | $455.3K | 0.12% | −6−1.1% | Reduced |
| NWM Advisors, LLC | 529 | $456.2K | 0.40% | +529 | New |
| National Wealth Management Group, LLC | 529 | $456.3K | 0.16% | −73−12.1% | Reduced |
| Walker Asset Management, LLC | 529 | $456.5K | 0.25% | −70−11.7% | Reduced |
| Wealth Advisors Northwest LLC | 529 | $456.6K | 0.20% | −31−5.5% | Reduced |
| Mullaney, Keating & Wright, Inc. | 530 | $457.0K | 0.24% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 531 | $457.8K | 0.13% | −155−22.6% | Reduced |
| Unconventional Investor, LLC | 532 | $458.8K | 0.22% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 532 | $458.8K | 0.25% | +532 | New |
| Archvest Wealth Advisors, Inc. | 532 | $458.9K | 0.29% | −8−1.5% | Reduced |
| Kingstone Capital Partners Texas, LLC | 532 | $459.0K | 0.27% | −17−3.1% | Reduced |
| PharVision Advisers, LLC | 533 | $459.6K | 0.23% | +137+34.6% | Added |
| Apeiron RIA LLC | 476 | $460.1K | 0.09% | −33−6.5% | Reduced |
| First Community Trust NA | 534 | $460.5K | 0.34% | −175−24.7% | Reduced |
| Wingate Wealth Advisors, Inc. | 534 | $460.9K | 0.26% | −100−15.8% | Reduced |
| DAGCO, Inc. | 535 | $461.0K | 0.11% | −7−1.3% | Reduced |
| Bayforest Capital Ltd | 535 | $461.4K | 0.34% | +353+194.0% | Added |
| Richmond Investment Services, LLC | 536 | $461.9K | 0.08% | −25−4.5% | Reduced |
| Fiduciary Wealth Partners, LLC | 536 | $462.2K | 0.19% | −5−0.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 537 | $462.7K | 0.03% | −14−2.5% | Reduced |
| Dale Q Rice Investment Management Ltd | 537 | $463.1K | 0.33% | 00.0% | Unchanged |
| Innova Wealth Partners | 538 | $464.0K | 0.23% | +285+112.6% | Added |
| Harbor Group, Inc. | 538 | $464.3K | 0.07% | +175+48.2% | Added |
| PCG Wealth Advisors, LLC | 539 | $464.9K | 0.13% | +3+0.6% | Added |
| Vermillion Wealth Management, Inc. | 539 | $465.1K | 0.19% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 540 | $465.7K | 0.01% | −18−3.2% | Reduced |
| Miramar Capital, LLC | 540 | $465.7K | 0.10% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 540 | $465.7K | 0.36% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 540 | $465.7K | 0.12% | +20+3.8% | Added |
| Consilio Wealth Advisors, LLC | 540 | $466.0K | 0.14% | −73−11.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 541 | $466.5K | 0.05% | +47+9.5% | Added |
| Insight Inv LLC | 542 | $467.4K | 0.26% | −6−1.1% | Reduced |
| Next Level Wealth Planning, LLC | 543 | $468.0K | 0.25% | +35+6.9% | Added |
| Three Bridge Wealth Advisors, LLC | 543 | $468.3K | 0.12% | 00.0% | Unchanged |
| Tannin Capital LLC | 543 | $468.3K | 0.42% | +543 | New |
| Maia Wealth LLC | 470 | $469.1K | 0.08% | +15+3.3% | Added |
| Robinhood Asset Management, LLC | 544 | $469.2K | 0.04% | +544 | New |
| CWS Financial Advisors, LLC | 545 | $470.2K | 0.13% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 546 | $471.0K | 0.09% | 00.0% | Unchanged |
| SPG Advisors LLC | 547 | $471.4K | 4.85% | −41−7.0% | Reduced |
| Adkins Seale Capital Management LLC | 547 | $471.7K | 0.47% | +547 | New |
| Optivise Advisory Services LLC | 548 | $472.2K | 0.27% | −66−10.7% | Reduced |
| Sulzberger Capital Advisors, Inc. | 548 | $472.6K | 0.48% | −35−6.0% | Reduced |
| Delta Investment Management, LLC | 549 | $473.7K | 0.08% | −107−16.3% | Reduced |
| OmniStar Financial Group, Inc. | 553 | $477.0K | 0.28% | +102+22.6% | Added |
| Smith, Salley & Associates | 554 | $478.0K | 0.02% | +222+66.9% | Added |
| Alpha Zero LLC | 555 | $478.6K | 0.26% | −23−4.0% | Reduced |
| Abner Herrman & Brock LLC | 556 | $479.0K | 0.05% | 00.0% | Unchanged |
| Novem Group | 558 | $481.4K | 0.06% | +77+16.0% | Added |
| Monticello Wealth Management, LLC | 559 | $482.1K | 0.03% | +91+19.4% | Added |
| Alaethes Wealth LLC | 561 | $483.8K | 0.14% | −20−3.4% | Reduced |
| Legend Capital Advisors LLC | 561 | $483.8K | 0.27% | +561 | New |
| Valtinson Bruner Financial Planning LLC | 561 | $484.1K | 0.14% | −22−3.8% | Reduced |
| Marietta Investment Partners LLC | 562 | $484.5K | 0.10% | −1,150−67.2% | Reduced |
| Acorn Wealth Advisors, LLC | 562 | $484.7K | 0.14% | −80−12.5% | Reduced |
| Integrity Advisory Solutions, LLC | 563 | $485.8K | 0.07% | −31−5.2% | Reduced |
| Matrix Asset Advisors Inc | 563 | $485.9K | 0.04% | −1−0.2% | Reduced |
| Pennsylvania Capital Management Inc | 565 | $487.2K | 0.13% | −12−2.1% | Reduced |
| Westend Capital Management, LLC | 566 | $488.1K | 0.14% | +226+66.5% | Added |
| Lakeshore Financial Planning, Inc. | 566 | $488.4K | 0.17% | +4+0.7% | Added |
| Invenio Wealth Partners LLC | 567 | $488.9K | 0.18% | −58−9.3% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 567 | $488.9K | 0.24% | 00.0% | Unchanged |
| Prota Financial, LLC | 567 | $489.4K | 0.35% | +567 | New |
| Syntegra Private Wealth Group, LLC | 568 | $489.8K | 0.04% | −4−0.7% | Reduced |
| Stonebridge Financial Group, LLC | 568 | $490.1K | 0.42% | +568 | New |
| Tributary Capital Management, LLC | 570 | $491.5K | 0.05% | −100−14.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 571 | $492.0K | 0.07% | −53−8.5% | Reduced |
| Millennium Capital Advisors, LLC | 572 | $492.8K | 0.29% | +1+0.2% | Added |
| Lowe Brockenbrough & Co Inc | 573 | $494.1K | 0.02% | +18+3.2% | Added |
| KilterHowling LLC | 573 | $494.4K | 0.25% | −77−11.8% | Reduced |
| Sawgrass Asset Management LLC | 574 | $495.0K | 0.06% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 574 | $495.3K | 0.29% | +25+4.6% | Added |
| Elevatus Welath Management | 576 | $496.9K | 0.14% | +8+1.4% | Added |
| Xxi Wealth, LLC | 578 | $498.4K | 0.30% | +578 | New |
| Financial Advisory Corp | 580 | $500.0K | 0.13% | +18+3.2% | Added |
| Kerr Financial Planning Corp | 505 | $500.9K | 0.68% | −4−0.8% | Reduced |
| Paradigm Asset Management Co LLC | 581 | $501.0K | 0.12% | −100−14.7% | Reduced |
| Creative Capital Management Investments LLC | 581 | $501.0K | 0.15% | 00.0% | Unchanged |
| Accel Wealth Management | 582 | $501.5K | 0.14% | −6−1.0% | Reduced |
| Vertex Planning Partners, LLC | 582 | $501.9K | 0.12% | −71−10.9% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 583 | $502.7K | 0.32% | +583 | New |
| Warner Group LLC | 585 | $504.5K | 0.31% | +20+3.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 585 | $504.6K | 0.07% | −6−1.0% | Reduced |
| Wall Street Access Asset Management, LLC | 586 | $505.3K | 0.12% | 00.0% | Unchanged |
| CVFG LLC | 586 | $505.4K | 0.35% | +56+10.6% | Added |
| Cynosure Management, LLC | 586 | $505.8K | 0.05% | +81+16.0% | Added |
| Exeter Financial, LLC | 587 | $505.9K | 0.22% | +1+0.2% | Added |
| Foguth Wealth Management, LLC. | 592 | $506.0K | 0.08% | +592 | New |
| Icapital Wealth LLC | 587 | $506.0K | 0.25% | 00.0% | Unchanged |
| Ade, LLC | 589 | $507.9K | 0.25% | 00.0% | Unchanged |
| Platt Wealth Management LLC | 591 | $509.0K | 0.50% | +591 | New |
| Community Bank & Trust, Waco, Texas | 591 | $510.0K | 0.10% | −94−13.7% | Reduced |
| CoreFirst Bank & Trust | 592 | $510.5K | 0.28% | +125+26.8% | Added |
| BCS Private Wealth Management, Inc. | 593 | $511.4K | 0.17% | 00.0% | Unchanged |