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 |
|---|---|---|---|---|---|
| Washington Trust Advisors, Inc. | 918 | $791.6K | 0.06% | +110+13.6% | Added |
| Family Management Corp | 918 | $791.6K | 0.10% | +271+41.9% | Added |
| Greystone Financial Group, LLC | 919 | $792.5K | 0.12% | +32+3.6% | Added |
| Provident Investment Management, Inc. | 920 | $793.4K | 0.07% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 923 | $796.0K | 0.08% | +80+9.5% | Added |
| Lifeworks Advisors, LLC | 924 | $796.8K | 0.10% | +103+12.5% | Added |
| Live Oak Private Wealth LLC | 926 | $798.5K | 0.11% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 926 | $798.7K | 0.12% | +145+18.6% | Added |
| Helium Advisors LLC | 927 | $799.0K | 0.81% | −157−14.5% | Reduced |
| Berkshire Bank | 927 | $799.4K | 0.16% | −471−33.7% | Reduced |
| One Charles Private Wealth Services, LLC | 928 | $800.2K | 0.21% | −29−3.0% | Reduced |
| Millstone Evans Group, LLC | 928 | $800.3K | 0.47% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 928 | $800.3K | 0.25% | −1,014−52.2% | Reduced |
| VisionPoint Advisory Group, LLC | 929 | $801.2K | 0.16% | −227−19.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 803 | $801.4K | 0.23% | +395+96.8% | Added |
| Mascoma Wealth Management LLC | 930 | $802.0K | 0.17% | −12−1.3% | Reduced |
| Howard Financial Services, Ltd. | 930 | $802.3K | 0.09% | −16−1.7% | Reduced |
| Affinity Wealth Management LLC | 932 | $803.5K | 0.11% | −15−1.6% | Reduced |
| Crescent Grove Advisors, LLC | 932 | $803.7K | 0.08% | +246+35.9% | Added |
| Davies Financial Advisors, Inc. | 933 | $804.6K | 1.49% | −1,149−55.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 934 | $805.4K | 0.10% | +87+10.3% | Added |
| First Financial Corp | 934 | $805.4K | 0.30% | 00.0% | Unchanged |
| Advisory Advocates, LLC | 934 | $805.8K | 0.80% | +934 | New |
| Elevation Wealth Management LLC | 934 | $805.8K | 0.77% | +934 | New |
| Bridgewealth Advisory Group, LLC | 935 | $805.9K | 0.18% | −24−2.5% | Reduced |
| Conestoga Capital Advisors, LLC | 935 | $806.3K | 0.01% | −120−11.4% | Reduced |
| Tradewinds, LLC. | 935 | $806.3K | 0.19% | −39−4.0% | Reduced |
| Avanza Fonder AB | 936 | $807.2K | 0.02% | +936 | New |
| Holistic Planning, LLC | 936 | $807.4K | 0.17% | −239−20.3% | Reduced |
| Arrowroot Family Office, LLC | 937 | $808.0K | 0.29% | −850−47.6% | Reduced |
| Long Road Investment Counsel, LLC | 938 | $808.9K | 0.31% | +530+129.9% | Added |
| Meridian Investment Counsel Inc. | 939 | $809.7K | 0.20% | −127−11.9% | Reduced |
| Smith, Moore & Co. | 939 | $809.9K | 0.06% | −196−17.3% | Reduced |
| Gradient Capital Advisors, LLC | 939 | $810.1K | 0.21% | +5+0.5% | Added |
| Box Hill Private Wealth LLC | 943 | $813.5K | 0.82% | +943 | New |
| May Hill Capital, LLC | 948 | $817.6K | 0.22% | −79−7.7% | Reduced |
| Arbor Capital Management Inc | 935 | $817.8K | 0.69% | −190−16.9% | Reduced |
| Pacifica Partners Inc. | 958 | $818.6K | 0.36% | +118+14.0% | Added |
| Argyle Capital Partners, LLC | 952 | $820.8K | 0.60% | +37+4.0% | Added |
| Breakwater Capital Group | 953 | $821.8K | 0.11% | −25−2.6% | Reduced |
| Papamarkou Wellner Asset Management inc. | 953 | $821.8K | 0.49% | +91+10.6% | Added |
| Brown Miller Wealth Management, LLC | 954 | $822.4K | 0.23% | −17−1.8% | Reduced |
| Cardinal Strategic Wealth Guidance | 955 | $823.5K | 0.22% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 955 | $823.5K | 0.74% | +955 | New |
| Avenue 1 Advisors, LLC | 956 | $824.4K | 0.25% | 00.0% | Unchanged |
| Goldenstone Wealth Management LLC | 956 | $824.6K | 0.62% | +956 | New |
| Fullerton Fund Management Co Ltd. | 959 | $827.0K | 0.04% | −1,548−61.7% | Reduced |
| TSG Advice Partners, LLC | 959 | $827.1K | 0.13% | +959 | New |
| Fermata Advisors, LLC | 960 | $828.2K | 0.20% | −108−10.1% | Reduced |
| LJI Wealth Management, LLC | 961 | $828.7K | 0.13% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 961 | $828.7K | 0.08% | +37+4.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 961 | $828.9K | 0.04% | +2+0.2% | Added |
| Mraz, Amerine & Associates, Inc. | 962 | $829.6K | 0.12% | −42−4.2% | Reduced |
| Nolet Wealth Management, LLC | 964 | $831.6K | 0.46% | +964 | New |
| Vance Wealth, Inc. | 965 | $831.9K | 0.25% | −23−2.3% | Reduced |
| Waycross Investment Management Co | 966 | $833.0K | 0.73% | +1+0.1% | Added |
| Trinity Financial Advisors LLC | 969 | $835.7K | 0.23% | −34−3.4% | Reduced |
| North Dallas Bank & Trust Co | 970 | $836.5K | 0.55% | +970 | New |
| Nestegg Advisors, Inc. | 970 | $836.5K | 0.71% | 00.0% | Unchanged |
| MFA Wealth Services | 971 | $837.4K | 0.57% | +26+2.8% | Added |
| GFS Advisors, LLC | 972 | $838.3K | 0.10% | +24+2.5% | Added |
| Weinberger Asset Management, Inc | 973 | $839.4K | 0.30% | −19−1.9% | Reduced |
| Omega Financial Group, LLC | 975 | $841.5K | 0.28% | −618−38.8% | Reduced |
| Syverson Strege & Co | 977 | $842.5K | 0.20% | −65−6.2% | Reduced |
| Caitlin John, LLC | 978 | $843.4K | 0.55% | +819+515.1% | Added |
| Farmers National Bank | 978 | $843.4K | 0.19% | +395+67.8% | Added |
| Principal Street Partners, LLC | 979 | $844.3K | 0.14% | −118−10.8% | Reduced |
| Intrua Financial, LLC | 980 | $844.9K | 0.09% | +12+1.2% | Added |
| Atala Financial Inc | 981 | $846.0K | 0.54% | −200−16.9% | Reduced |
| 1015 Capital Partners, LLC | 982 | $846.8K | 0.83% | +982 | New |
| Altus Wealth Group LLC | 983 | $847.7K | 0.34% | +30+3.1% | Added |
| Anchyra Partners LLC | 983 | $847.7K | 0.26% | +983 | New |
| Berkshire Asset Management LLC | 985 | $849.5K | 0.04% | +164+20.0% | Added |
| Clearview Wealth Advisors LLC | 987 | $851.0K | 0.54% | −112−10.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 990 | $853.7K | 0.15% | −34−3.3% | Reduced |
| Old Mission Investment Co LLC | 990 | $853.8K | 0.20% | +58+6.2% | Added |
| Pitcairn Wealth Advisors LLC | 991 | $854.6K | 0.08% | +991 | New |
| Blue Zone Wealth Advisors, LLC | 993 | $856.3K | 0.16% | −10−1.0% | Reduced |
| Scientech Research LLC | 993 | $856.3K | 0.54% | +993 | New |
| Greenwich Wealth Management LLC | 996 | $859.0K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 997 | $859.8K | 0.11% | −84−7.8% | Reduced |
| Cetera Trust Company, N.A | 999 | $861.5K | 0.46% | −10−1.0% | Reduced |
| Plan A Wealth LLC | 999 | $861.5K | 0.42% | +59+6.3% | Added |
| Parvin Asset Management, LLC | 1,000 | $862.3K | 0.70% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 1,000 | $862.3K | 0.26% | +1,000 | New |
| Pettinga Financial Advisors, LLC | 1,000 | $862.6K | 0.16% | +19+1.9% | Added |
| Laurel Oak Wealth Management, LLC | 1,001 | $863.3K | 0.15% | +1,001 | New |
| Paces Ferry Wealth Advisors, LLC | 1,001 | $863.6K | 0.35% | −23−2.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,003 | $864.7K | 0.14% | +153+18.0% | Added |
| Catalyst Private Wealth, LLC | 1,003 | $864.9K | 0.38% | +10+1.0% | Added |
| Wall Street Financial Group, Inc. | 1,005 | $866.7K | 0.63% | +13+1.3% | Added |
| Diversified Management Inc | 1,005 | $866.8K | 0.20% | +1,005 | New |
| Magnolia Capital Management Ltd | 1,008 | $869.0K | 0.65% | 00.0% | Unchanged |
| Hardworking Capital Advisors, LLC | 1,008 | $869.3K | 0.79% | +1,008 | New |
| Hallmark Capital Management Inc | 1,012 | $872.7K | 0.06% | −34−3.3% | Reduced |
| McLean Asset Management Corp | 919 | $873.9K | 0.16% | −34−3.6% | Reduced |
| Rubicon Advisors, GP | 1,014 | $874.1K | 0.81% | +1,014 | New |
| Richardson Financial Services Inc. | 1,015 | $875.3K | 0.54% | −44−4.2% | Reduced |
| OV Management LLC | 1,016 | $876.1K | 0.76% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 1,016 | $876.1K | 0.40% | +1,016 | New |