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 |
|---|---|---|---|---|---|
| Wellington Grp LLC | 729 | $628.7K | 0.21% | +729 | New |
| WBI Investments | 730 | $629.1K | 0.16% | +274+60.1% | Added |
| Southland Equity Partners LLC | 730 | $629.8K | 0.12% | +7+1.0% | Added |
| Emerald Advisers, LLC | 731 | $630.4K | 0.02% | −19−2.5% | Reduced |
| Floyd Financial Group LLC | 640 | $630.6K | 0.43% | +71+12.5% | Added |
| J.Safra Asset Management Corp | 733 | $632.5K | 0.03% | 00.0% | Unchanged |
| Scott Capital Advisors, LLC | 734 | $632.6K | 0.14% | −499−40.5% | Reduced |
| Kera Capital Partners, Inc. | 673 | $633.1K | 0.08% | −204−23.3% | Reduced |
| Eaton Financial Holdings Company, LLC | 736 | $634.8K | 0.17% | −5,005−87.2% | Reduced |
| Trust Co of the South | 737 | $635.5K | 0.10% | −804−52.2% | Reduced |
| Capstone Wealth Management Group, LLC | 737 | $635.8K | 0.27% | +248+50.7% | Added |
| South Plains Financial, Inc. | 738 | $636.4K | 0.38% | +56+8.2% | Added |
| McRae Capital Management Inc | 738 | $636.4K | 0.13% | −190−20.5% | Reduced |
| Scarborough Advisors, LLC | 739 | $636.9K | 0.11% | +3+0.4% | Added |
| Aspen Grove Capital, LLC | 739 | $638.1K | 0.11% | −3−0.4% | Reduced |
| Selective Wealth Management, Inc. | 668 | $639.3K | 0.20% | −142−17.5% | Reduced |
| Jacobsen Capital Management | 743 | $640.7K | 0.21% | −23−3.0% | Reduced |
| Benchmark Financial, LLC | 743 | $641.1K | 0.64% | +743 | New |
| AIMZ Investment Advisors, LLC | 744 | $641.6K | 0.18% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 746 | $643.6K | 0.09% | −454−37.8% | Reduced |
| LeClair Wealth Partners LLC | 748 | $645.0K | 0.37% | −21−2.7% | Reduced |
| Aua Capital Management, LLC | 750 | $646.8K | 0.32% | 00.0% | Unchanged |
| Clarendon Private LLC | 751 | $647.3K | 0.55% | −38−4.8% | Reduced |
| Swisher Financial Concepts, Inc. | 751 | $647.6K | 0.37% | +21+2.9% | Added |
| WJ Wealth Management, LLC | 751 | $647.6K | 0.28% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 752 | $648.9K | 0.10% | +54+7.7% | Added |
| Firestone Capital Management | 753 | $649.3K | 0.14% | +7+0.9% | Added |
| Murphy & Mullick Capital Management Corp | 754 | $650.5K | 0.47% | +82+12.2% | Added |
| Austin Private Wealth, LLC | 755 | $651.0K | 0.05% | −20−2.6% | Reduced |
| Strategic Planning, Inc. | 758 | $653.5K | 0.35% | 00.0% | Unchanged |
| Rise Advisors, LLC | 758 | $653.6K | 0.23% | −26−3.3% | Reduced |
| LGT Fund Management Co Ltd. | 755 | $653.6K | 0.05% | +200+36.0% | Added |
| Callahan Advisors, LLC | 758 | $653.9K | 0.05% | −12−1.6% | Reduced |
| Blossom Wealth Management | 759 | $654.4K | 1.08% | −13−1.7% | Reduced |
| SilverOak Wealth Management LLC | 759 | $654.5K | 0.10% | +2+0.3% | Added |
| Per Stirling Capital Management, LLC. | 760 | $655.5K | 0.07% | +395+108.2% | Added |
| MN Wealth Advisors, LLC | 761 | $656.4K | 0.33% | +66+9.5% | Added |
| Beacon Financial Group | 762 | $657.1K | 0.07% | −118−13.4% | Reduced |
| Seizert Capital Partners, LLC | 763 | $658.0K | 0.03% | 00.0% | Unchanged |
| First Growth Capital LLC | 676 | $661.2K | 0.59% | +676 | New |
| Riverwater Partners LLC | 767 | $661.4K | 0.26% | −12−1.5% | Reduced |
| Presidio Capital Management, LLC | 769 | $663.5K | 0.20% | +108+16.3% | Added |
| Empire Financial Management Company, LLC | 770 | $664.0K | 0.14% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 771 | $664.9K | 0.44% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 772 | $665.5K | 0.23% | −18−2.3% | Reduced |
| 1776 Wealth LLC | 772 | $665.7K | 0.25% | −26−3.3% | Reduced |
| KFA Private Wealth Group, LLC | 773 | $666.8K | 0.16% | +53+7.4% | Added |
| Austin Wealth Management, LLC | 729 | $667.2K | 0.10% | −343−32.0% | Reduced |
| Braeburn Wealth Management LLC | 773 | $667.3K | 0.34% | +773 | New |
| Alpha Financial Partners, LLC | 776 | $669.0K | 0.41% | +11+1.4% | Added |
| Virtue Capital Management, LLC | 783 | $669.1K | 0.10% | −1,047−57.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 776 | $669.2K | 0.10% | −43−5.3% | Reduced |
| Investment Partners Asset Management, Inc. | 777 | $670.0K | 0.42% | −10−1.3% | Reduced |
| Strid Group, LLC | 777 | $670.0K | 0.08% | +448+136.2% | Added |
| Successful Portfolios LLC | 725 | $670.6K | 0.34% | +100+16.0% | Added |
| West Chester Capital Advisors, Inc | 778 | $670.9K | 0.39% | −469−37.6% | Reduced |
| Leigh Baldwin & Co., LLC | 778 | $671.0K | 0.44% | −264−25.3% | Reduced |
| First City Capital Management, Inc. | 779 | $671.8K | 0.35% | −10−1.3% | Reduced |
| Wealth Management Associates, Inc. | 779 | $671.9K | 0.23% | −3−0.4% | Reduced |
| Affinity Capital Advisors, LLC | 780 | $672.4K | 0.09% | +38+5.1% | Added |
| Thrive Wealth Management, LLC | 780 | $673.0K | 0.10% | −3−0.4% | Reduced |
| Ruggaard & Associates LLC | 781 | $673.5K | 0.27% | −3−0.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 785 | $677.5K | 0.05% | −27−3.3% | Reduced |
| Oakmont Investment Advisors, Inc. | 784 | $677.7K | 0.50% | +784 | New |
| BDFS Capital LLC | 789 | $680.6K | 0.34% | +789 | New |
| MGO Private Wealth, LLC | 790 | $681.2K | 0.42% | −3−0.4% | Reduced |
| 1248 Management, LLC | 790 | $681.2K | 0.36% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 790 | $681.2K | 0.03% | +790 | New |
| Medallion Wealth Advisors, LLC | 790 | $681.3K | 0.23% | +51+6.9% | Added |
| Clark Asset Management, LLC | 792 | $683.0K | 0.07% | +337+74.1% | Added |
| KRS Capital Management, LLC | 792 | $683.1K | 0.39% | +12+1.5% | Added |
| HORAN Wealth, LLC | 793 | $683.9K | 0.11% | +20+2.6% | Added |
| Virtue Asset Management LLC | 793 | $684.0K | 0.55% | −45−5.4% | Reduced |
| Symmetry Partners, LLC | 796 | $686.6K | 0.04% | −80−9.1% | Reduced |
| KWMG, LLC | 797 | $687.0K | 0.06% | +24+3.1% | Added |
| Winthrop Partners - WNY, LLC | 799 | $689.0K | 0.37% | +799 | New |
| Advyzon Investment Management, LLC | 799 | $689.0K | 0.08% | +175+28.0% | Added |
| Empirical Asset Management, LLC | 39,576 | $689.2K | 0.19% | −73−0.2% | Reduced |
| Trademark Financial Management, LLC | 799 | $689.3K | 0.38% | −75−8.6% | Reduced |
| Carlson Capital L P | 800 | $689.9K | 0.33% | +800 | New |
| Delta Accumulation, LLC | 800 | $689.9K | 0.70% | +800 | New |
| Legacy Wealth Partners, LLC | 800 | $689.9K | 0.18% | +800 | New |
| Advisortrust Partners, LLC | 801 | $690.5K | 0.30% | +801 | New |
| Monument Capital Management | 801 | $690.7K | 0.17% | −6−0.7% | Reduced |
| Riverview Trust Co | 803 | $692.5K | 0.83% | +5+0.6% | Added |
| Edge Financial Advisors LLC | 399 | $693.9K | 0.29% | −33−7.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 806 | $695.2K | 0.13% | +193+31.5% | Added |
| Darwin Advisors, LLC | 808 | $697.1K | 0.22% | +16+2.0% | Added |
| Capital Square, LLC | 809 | $697.6K | 0.36% | −245−23.2% | Reduced |
| Financial Planning Hawaii, Inc. | 811 | $699.1K | 0.40% | +811 | New |
| World Equity Group, Inc. | 812 | $699.9K | 0.20% | −8,333−91.1% | Reduced |
| Mindset Wealth Management, LLC | 812 | $700.2K | 0.18% | −8−1.0% | Reduced |
| Shade Tree Advisors LLC | 813 | $701.1K | 0.53% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 813 | $701.3K | 0.07% | +150+22.6% | Added |
| Beta Wealth Group, Inc. | 813 | $701.4K | 0.28% | 00.0% | Unchanged |
| Close Asset Management Ltd | 814 | $702.0K | 0.02% | +53+7.0% | Added |
| James J. Burns & Company, LLC | 815 | $702.9K | 0.10% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 817 | $704.7K | 0.14% | −1−0.1% | Reduced |
| Vista Investment Partners LLC | 818 | $705.4K | 0.19% | −100−10.9% | Reduced |
| Tactive Advisors, LLC | 818 | $705.7K | 0.21% | −110−11.9% | Reduced |