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 |
|---|---|---|---|---|---|
| Drucker Wealth 3.0, LLC | 655 | $565.0K | 0.10% | −30−4.4% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 656 | $565.7K | 0.00% | +75+12.9% | Added |
| Magnolia Capital Advisors LLC | 656 | $565.7K | 0.12% | +110+20.1% | Added |
| Advisor Resource Council | 589 | $568.7K | 0.20% | +589 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 660 | $568.8K | 0.17% | −43−6.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 660 | $569.0K | 0.18% | +82+14.2% | Added |
| Van Strum & Towne Inc. | 662 | $570.8K | 0.16% | −20−2.9% | Reduced |
| Bingham Private Wealth, LLC | 663 | $572.0K | 0.49% | +663 | New |
| Park Place Capital Corp | 665 | $573.5K | 0.12% | −2−0.3% | Reduced |
| Cornerstone National Bank & Trust Co | 665 | $573.5K | 0.23% | +5+0.8% | Added |
| Blankinship & Foster, LLC | 666 | $574.3K | 0.12% | −5−0.7% | Reduced |
| Ameliora Wealth Management Ltd. | 666 | $574.3K | 0.17% | +36+5.7% | Added |
| Copia Wealth Management | 668 | $576.0K | 0.41% | −122−15.4% | Reduced |
| Echo45 Advisors LLC | 669 | $576.7K | 0.33% | −29−4.2% | Reduced |
| Caliber Wealth Management, LLC | 669 | $577.0K | 0.06% | +14+2.1% | Added |
| Culbertson A N & Co Inc | 670 | $577.8K | 0.08% | 00.0% | Unchanged |
| Hartmann Taylor Wealth Management, LLC | 672 | $579.5K | 0.39% | 00.0% | Unchanged |
| Hiley Hunt Wealth Management | 672 | $579.7K | 0.26% | +1+0.1% | Added |
| Veridan Wealth LLC | 673 | $580.5K | 0.20% | −31−4.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 591 | $580.7K | 0.09% | +19+3.3% | Added |
| Clarity Wealth Development LLC | 675 | $582.2K | 0.49% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 675 | $582.3K | 0.14% | −5−0.7% | Reduced |
| Beacon Financial Advisory LLC | 675 | $582.3K | 0.13% | −241−26.3% | Reduced |
| Momentous Wealth Management, Inc. | 676 | $582.7K | 0.33% | +19+2.9% | Added |
| Maripau Wealth Management LLC | 680 | $584.6K | 0.27% | +378+125.2% | Added |
| Compagnie Lombard Odier SCmA | 678 | $584.7K | 0.01% | +271+66.6% | Added |
| Peoples Financial Services Corp. | 679 | $585.5K | 0.27% | −84−11.0% | Reduced |
| Williams & Novak, LLC | 679 | $585.6K | 0.44% | −75−9.9% | Reduced |
| Private Wealth Asset Management, LLC | 681 | $586.9K | 0.06% | +13+1.9% | Added |
| Warther Private Wealth, LLC | 682 | $588.1K | 0.14% | +41+6.4% | Added |
| KFG Wealth Management, LLC | 683 | $588.8K | 0.08% | −87−11.3% | Reduced |
| SFM, LLC | 684 | $589.9K | 0.35% | +9+1.3% | Added |
| Paladin Wealth, LLC | 685 | $590.7K | 0.40% | −50−6.8% | Reduced |
| Correct Capital Wealth Management | 685 | $590.7K | 0.11% | 00.0% | Unchanged |
| M1 Capital Management LLC | 685 | $590.7K | 0.25% | +41+6.4% | Added |
| Gibson Capital, LLC | 686 | $591.6K | 0.11% | −289−29.6% | Reduced |
| Veracity Capital LLC | 686 | $591.8K | 0.18% | −65−8.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 687 | $592.3K | 0.05% | 00.0% | Unchanged |
| Tidemark, LLC | 689 | $593.9K | 0.17% | −23−3.2% | Reduced |
| Verum Partners LLC | 689 | $594.4K | 0.12% | −7−1.0% | Reduced |
| B&D White Capital Company, LLC | 690 | $595.0K | 0.07% | +400+137.9% | Added |
| BankPlus Wealth Management LLC | 689 | $595.1K | 0.33% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 690 | $595.1K | 0.08% | +373+117.7% | Added |
| XY Planning Network, Inc. | 690 | $595.3K | 0.10% | +135+24.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 691 | $595.9K | 0.01% | −4,337−86.3% | Reduced |
| Colter Lewis Investment Partners LLC | 693 | $597.6K | 0.69% | +693 | New |
| Clean Yield Group | 693 | $597.6K | 0.17% | −12−1.7% | Reduced |
| Foundation Wealth Management, LLC | 691 | $598.2K | 0.39% | −8−1.1% | Reduced |
| Capital Squared Financial LLC | 695 | $599.1K | 0.47% | +47+7.3% | Added |
| Boomfish Wealth Group, LLC | 695 | $599.2K | 0.32% | −324−31.8% | Reduced |
| Rosenberg Matthew Hamilton | 695 | $599.3K | 0.12% | +1+0.1% | Added |
| Phillips Wealth Planners LLC | 610 | $599.5K | 0.48% | −37−5.7% | Reduced |
| Quantum Financial Advisors, LLC | 695 | $599.6K | 0.07% | +1+0.1% | Added |
| Iams Wealth Management, LLC | 695 | $599.6K | 0.22% | +87+14.3% | Added |
| Cascade Wealth Advisors, Inc | 624 | $599.7K | 0.28% | 00.0% | Unchanged |
| LRI Investments, LLC | 700 | $603.3K | 0.05% | −9−1.3% | Reduced |
| HRC Wealth Management, LLC | 700 | $603.3K | 0.29% | −57−7.5% | Reduced |
| APCM Wealth Management for Individuals | 700 | $604.1K | 0.08% | +6+0.9% | Added |
| Palisade Asset Management, LLC | 702 | $605.4K | 0.06% | +10+1.4% | Added |
| Well Done, LLC | 702 | $605.4K | 0.09% | +401+133.2% | Added |
| WealthBridge Capital Management, LLC | 702 | $605.4K | 0.14% | −81−10.3% | Reduced |
| Berkshire Money Management, Inc. | 702 | $605.5K | 0.06% | +702 | New |
| Abound Wealth Management | 703 | $606.1K | 0.14% | −62−8.1% | Reduced |
| White Pine Capital LLC | 705 | $608.0K | 0.17% | 00.0% | Unchanged |
| Bravias Capital Group, LLC | 707 | $609.8K | 0.37% | −138−16.3% | Reduced |
| Asio Capital, LLC | 708 | $610.5K | 0.09% | −2−0.3% | Reduced |
| Hendershot Investments Inc. | 708 | $610.5K | 0.08% | +11+1.6% | Added |
| Riverstone Advisors, LLC | 710 | $612.3K | 0.29% | −22−3.0% | Reduced |
| Ipsen Advisor Group LLC | 711 | $612.9K | 0.44% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 711 | $613.1K | 0.15% | −17−2.3% | Reduced |
| Financial Management Professionals, Inc. | 712 | $613.8K | 0.06% | −74−9.4% | Reduced |
| Elm3 Financial Group, LLC | 714 | $615.6K | 0.51% | −73−9.3% | Reduced |
| Oder Investment Management, LLC | 714 | $615.6K | 0.45% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 715 | $616.6K | 0.17% | −1−0.1% | Reduced |
| Gambit Capital Management, LLC | 715 | $616.6K | 0.44% | +715 | New |
| Chapin Davis, Inc. | 715 | $616.6K | 0.14% | −2−0.3% | Reduced |
| Orin Green Financial, LLC | 716 | $617.0K | 0.25% | −2−0.3% | Reduced |
| Aberdeen Wealth Management LLC | 716 | $617.5K | 0.29% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 717 | $618.3K | 0.02% | −269−27.3% | Reduced |
| Eurizon SLJ Capital Ltd | 717 | $618.3K | 0.24% | +717 | New |
| Collective Family Office LLC | 718 | $619.2K | 0.14% | −5−0.7% | Reduced |
| Dark Forest Capital Management LP | 718 | $619.2K | 0.03% | +718 | New |
| Dempze Nancy E | 718 | $619.2K | 0.32% | +75+11.7% | Added |
| EdgeRock Capital LLC | 718 | $619.6K | 0.16% | −237−24.8% | Reduced |
| Karani Asset Management LLC | 719 | $620.0K | 0.54% | −2−0.3% | Reduced |
| Key Financial Inc | 719 | $620.0K | 0.11% | 00.0% | Unchanged |
| Ninepoint Partners LP | 720 | $620.9K | 0.07% | 00.0% | Unchanged |
| Private Client Services, LLC | 720 | $621.3K | 0.19% | −41−5.4% | Reduced |
| Old Port Advisors | 721 | $621.8K | 0.15% | −17−2.3% | Reduced |
| Smith & Howard Wealth Management, LLC | 721 | $621.9K | 0.14% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 721 | $622.0K | 0.37% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 722 | $622.3K | 0.18% | +722 | New |
| Rooted Wealth Advisors, Inc. | 636 | $622.3K | 0.18% | +22+3.6% | Added |
| Oakmont Advisory Group, LLC | 723 | $623.3K | 0.67% | +723 | New |
| Poehling Capital Management, LLC | 723 | $623.5K | 0.13% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 724 | $624.3K | 0.20% | +225+45.1% | Added |
| Sandy Cove Advisors, LLC | 724 | $624.4K | 0.18% | −48−6.2% | Reduced |
| Pine Harbor Wealth Management, LLC | 725 | $624.8K | 0.19% | +10+1.4% | Added |
| H&H Retirement Design & Management INC | 646 | $625.2K | 0.32% | +215+49.9% | Added |
| TigerOak Management, L.L.C. | 725 | $625.2K | 0.19% | 00.0% | Unchanged |