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 |
|---|---|---|---|---|---|
| Silver Oak Advisory Group, Inc. | 1,018 | $877.0K | 0.40% | −260−20.3% | Reduced |
| Hunter Associates Investment Management LLC | 1,017 | $877.0K | 0.12% | +10+1.0% | Added |
| Western Pacific Wealth Management, LP | 1,018 | $877.9K | 0.85% | −298−22.6% | Reduced |
| Pacific Center for Financial Services | 949 | $878.7K | 0.22% | 00.0% | Unchanged |
| Integrity Financial Corp | 1,019 | $878.7K | 0.44% | +51+5.3% | Added |
| Wolff Wiese Magana LLC | 1,021 | $880.2K | 0.48% | −266−20.7% | Reduced |
| Investmark Advisory Group LLC | 1,020 | $880.3K | 0.37% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,021 | $880.5K | 0.31% | −4−0.4% | Reduced |
| SJS Investment Consulting Inc. | 1,021 | $880.7K | 0.11% | +6+0.6% | Added |
| CKW Financial Group | 1,022 | $881.0K | 0.10% | 00.0% | Unchanged |
| Barton Investment Management | 1,024 | $883.0K | 0.10% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 1,027 | $885.5K | 0.39% | +3+0.3% | Added |
| Enterprise Financial Services Corp | 1,029 | $887.3K | 0.45% | +120+13.2% | Added |
| Smith Shellnut Wilson LLC | 1,029 | $887.3K | 0.34% | −416−28.8% | Reduced |
| One Day In July LLC | 1,029 | $887.5K | 0.07% | +21+2.1% | Added |
| GR Financial Group, LLC | 1,030 | $888.1K | 0.20% | +1+0.1% | Added |
| KPP Advisory Services LLC | 1,032 | $890.1K | 0.13% | −52−4.8% | Reduced |
| Slocum, Gordon & Co LLP | 1,033 | $890.8K | 0.65% | +1,033 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,034 | $891.7K | 0.30% | −25−2.4% | Reduced |
| Atlas Private Wealth Advisors | 1,034 | $891.9K | 0.21% | −64−5.8% | Reduced |
| Profit Investment Management, LLC | 1,035 | $892.5K | 3.61% | 00.0% | Unchanged |
| Westco Advisory Services Inc | 1,035 | $892.5K | 0.55% | +1,035 | New |
| AlphaGrep UK Ltd | 1,035 | $892.5K | 0.30% | +1,035 | New |
| Postrock Partners LLC | 1,038 | $895.1K | 0.39% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,039 | $896.0K | 0.00% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,039 | $896.2K | 0.20% | −22−2.1% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,041 | $898.1K | 0.55% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,043 | $899.5K | 0.23% | −271−20.6% | Reduced |
| MQS Management LLC | 1,045 | $901.1K | 0.53% | +256+32.4% | Added |
| Bangor Savings Bank | 1,046 | $902.0K | 0.07% | +9+0.9% | Added |
| Liberty Wealth Management LLC | 1,046 | $902.2K | 0.12% | +100+10.6% | Added |
| Kapstone Financial Advisors LLC | 1,047 | $902.9K | 0.45% | −39−3.6% | Reduced |
| Providence Wealth Advisors, LLC | 1,031 | $903.2K | 0.56% | +15+1.5% | Added |
| Sym Financial Corp | 1,049 | $904.7K | 0.09% | −287−21.5% | Reduced |
| Titleist Asset Management, LLC | 1,050 | $905.4K | 0.07% | +266+33.9% | Added |
| Wellington Shields & Co., LLC | 1,050 | $905.5K | 0.22% | −50−4.5% | Reduced |
| Synergy Financial Group, LTD | 1,053 | $908.0K | 0.64% | +1+0.1% | Added |
| Davidson Investment Advisors | 1,055 | $909.6K | 0.04% | +168+18.9% | Added |
| Stamos Capital Partners, L.P. | 1,057 | $911.5K | 0.15% | +716+210.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,046 | $911.8K | 0.35% | +1,046 | New |
| Marks Group Wealth Management, Inc | 1,058 | $912.2K | 0.09% | −5−0.5% | Reduced |
| Z3 Capital Partners, LLC | 1,058 | $912.5K | 0.22% | +1,058 | New |
| Sunrise Financial Services, LLC | 1,060 | $914.1K | 0.69% | +1,060 | New |
| Independent Wealth Network Inc. | 1,062 | $915.8K | 0.28% | +18+1.7% | Added |
| Buttonwood Financial Advisors Inc. | 1,065 | $918.3K | 0.31% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,066 | $919.3K | 0.18% | −251−19.1% | Reduced |
| Harbour Wealth Management Group, Inc. | 1,069 | $921.6K | 0.72% | +1,069 | New |
| Armstrong Henry H Associates Inc | 1,071 | $923.6K | 0.09% | 00.0% | Unchanged |
| Eclectic Associates Inc | 1,073 | $925.4K | 0.14% | +163+17.9% | Added |
| Antonelli Financial Advisors, LLC | 1,077 | $929.0K | 0.61% | +30+2.9% | Added |
| Fortress Financial Solutions, LLC | 1,080 | $931.6K | 0.95% | −26−2.4% | Reduced |
| Biltmore Wealth Management, LLC | 1,081 | $932.3K | 0.35% | −13−1.2% | Reduced |
| CFS Investment Advisory Services, LLC | 1,084 | $934.8K | 0.07% | +19+1.8% | Added |
| TCFG Wealth Management, LLC | 1,087 | $937.1K | 0.37% | −70−6.1% | Reduced |
| First National Bank of Hutchinson | 1,088 | $938.2K | 0.55% | −19−1.7% | Reduced |
| Bedel Financial Consulting, Inc. | 1,088 | $938.5K | 0.10% | −102−8.6% | Reduced |
| Claris Financial LLC | 1,090 | $939.6K | 0.50% | −20−1.8% | Reduced |
| Wisconsin Wealth Advisors, LLC | 1,090 | $940.2K | 0.92% | −86−7.3% | Reduced |
| Summit Asset Management, LLC | 1,091 | $940.8K | 0.13% | +3+0.3% | Added |
| Centennial Wealth Advisory LLC | 1,092 | $941.3K | 0.25% | −31−2.8% | Reduced |
| Wrapmanager Inc | 1,093 | $943.3K | 0.32% | −213−16.3% | Reduced |
| Trilogy Capital Inc. | 1,094 | $943.8K | 0.04% | −29−2.6% | Reduced |
| IFG Advisors, LLC | 1,094 | $943.8K | 0.16% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 1,098 | $947.0K | 0.05% | −5−0.5% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,099 | $947.7K | 0.27% | −8−0.7% | Reduced |
| Lane Generational LLC | 1,100 | $948.6K | 0.86% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 1,099 | $948.6K | 0.44% | −1−0.1% | Reduced |
| Gen-Wealth Partners Inc | 1,100 | $948.8K | 0.30% | −292−21.0% | Reduced |
| Long Island Wealth Management, Inc. | 1,101 | $949.4K | 0.45% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 1,101 | $949.4K | 0.46% | +176+19.0% | Added |
| Fiscal Wisdom Wealth Management, LLC | 1,103 | $950.9K | 0.90% | +1+0.1% | Added |
| Gill Capital Partners, LLC | 1,105 | $953.0K | 0.29% | −112−9.2% | Reduced |
| Lee Financial Co | 1,107 | $954.9K | 0.13% | −207−15.8% | Reduced |
| Elevated Capital Advisors, LLC | 1,110 | $957.1K | 0.22% | −123−10.0% | Reduced |
| Bear Mountain Capital, Inc. | 1,002 | $958.2K | 0.31% | +2+0.2% | Added |
| American Institute for Advanced Investment Management, LLP | 1,111 | $959.7K | 0.62% | +21+1.9% | Added |
| Addison Capital Co | 1,114 | $960.6K | 0.24% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,115 | $961.8K | 0.39% | −27−2.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,116 | $962.5K | 0.28% | +188+20.3% | Added |
| SGL Investment Advisors, Inc. | 973 | $962.9K | 0.39% | +447+85.0% | Added |
| Morningstar Investment Management LLC | 1,118 | $964.0K | 0.06% | −67−5.7% | Reduced |
| LongView Wealth Management | 1,025 | $966.3K | 0.23% | +11+1.1% | Added |
| Cascade Investment Group, Inc. | 1,121 | $966.7K | 0.65% | −30−2.6% | Reduced |
| Paladin Partners, LLC | 1,124 | $969.3K | 0.72% | +1,124 | New |
| Clearwater Capital Advisors, LLC | 1,125 | $970.3K | 0.08% | −277−19.8% | Reduced |
| Morton Capital Management LLC | 1,126 | $971.3K | 0.15% | −59−5.0% | Reduced |
| Archer Investment Corp | 1,129 | $973.5K | 0.22% | +299+36.0% | Added |
| MOR Wealth Management, LLC | 1,130 | $974.6K | 0.45% | +1,130 | New |
| KC Investment Advisors, LLC | 1,130 | $974.7K | 0.24% | −16−1.4% | Reduced |
| Alpine Bank Wealth Management | 1,132 | $976.2K | 0.14% | +124+12.3% | Added |
| WP Advisors, LLC | 1,133 | $977.4K | 0.24% | −139−10.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,134 | $977.7K | 0.53% | −691−37.9% | Reduced |
| TritonPoint Partners, LLC | 1,134 | $977.9K | 0.52% | +1,134 | New |
| Cromwell Holdings LLC | 1,135 | $978.8K | 0.53% | −154−11.9% | Reduced |
| Keating Investment Counselors Inc | 1,135 | $978.8K | 0.27% | −115−9.2% | Reduced |
| Oxford Wealth Group, LLC | 1,135 | $978.8K | 0.48% | +1,135 | New |
| Fusion Capital, LLC | 1,135 | $978.9K | 0.28% | +1+0.1% | Added |
| Northland Securities, Inc. | 1,136 | $979.7K | 0.94% | +1,136 | New |
| V2 Financial group LLC | 1,138 | $981.3K | 0.48% | +475+71.6% | Added |
| Brandywine Oak Private Wealth LLC | 1,139 | $982.4K | 0.08% | +6+0.5% | Added |