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 |
|---|---|---|---|---|---|
| Jupiter Wealth Management LLC | 984 | $982.9K | 0.44% | +250+34.1% | Added |
| Notis-McConarty Edward | 1,143 | $985.7K | 0.46% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 0 | $985.7K | 0.42% | −1,031−100.0% | Reduced |
| Allen Capital Group, LLC | 1,144 | $986.5K | 0.09% | +508+79.9% | Added |
| Revolve Wealth Partners, LLC | 1,146 | $988.4K | 0.12% | −61−5.1% | Reduced |
| Roxbury Financial LLC | 1,146 | $988.4K | 0.89% | −24−2.1% | Reduced |
| Carr Financial Group Corp | 1,147 | $989.1K | 0.26% | −5−0.4% | Reduced |
| Versant Capital Management, Inc | 1,147 | $989.5K | 0.12% | +5+0.4% | Added |
| Crown Wealth Group, LLC | 1,148 | $990.0K | 0.28% | −82−6.7% | Reduced |
| Elevated Private Wealth, LLC | 1,148 | $990.3K | 1.03% | +1,148 | New |
| Builder Investment Group Inc | 1,150 | $991.7K | 0.21% | 00.0% | Unchanged |
| Birinyi Associates Inc | 1,150 | $992.0K | 0.25% | −1,991−63.4% | Reduced |
| Sentry Investment Management LLC | 1,152 | $993.0K | 0.65% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 1,153 | $994.6K | 0.33% | −18−1.5% | Reduced |
| Requisite Capital Management, LLC | 1,153 | $994.7K | 0.19% | +510+79.3% | Added |
| Elm Partners Management LLC | 1,154 | $995.1K | 0.05% | +115+11.1% | Added |
| Intelligent Financial Strategies | 1,156 | $996.5K | 0.48% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,156 | $996.9K | 0.17% | −16−1.4% | Reduced |
| Fort Point Capital Partners LLC | 1,043 | $997.9K | 0.12% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 1,160 | $1.00M | 0.18% | +1,160 | New |
| Elite Wealth Management, Inc. | 1,162 | $1.00M | 0.27% | −5,833−83.4% | Reduced |
| MCF Advisors LLC | 1,162 | $1.00M | 0.06% | +507+77.4% | Added |
| Resurgent Financial Advisors LLC | 1,162 | $1.00M | 0.50% | −70−5.7% | Reduced |
| Wellington-Altus USA Inc. | 1,163 | $1.00M | 0.74% | +1,163 | New |
| Wood Tarver Financial Group, LLC | 1,164 | $1.00M | 0.28% | −122−9.5% | Reduced |
| Enclave Advisors LLC | 1,164 | $1.00M | 0.14% | +48+4.3% | Added |
| Strengthening Families & Communities, LLC | 1,167 | $1.01M | 0.36% | +8+0.7% | Added |
| 55 North Private Wealth, LLC | 1,169 | $1.01M | 0.27% | +1,169 | New |
| Magnetar Financial LLC | 1,170 | $1.01M | 0.01% | +1,170 | New |
| Van Cleef Asset Management,Inc | 1,171 | $1.01M | 0.10% | −69−5.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,171 | $1.01M | 0.11% | +399+51.7% | Added |
| Waterway Wealth Management, LLC | 1,173 | $1.01M | 0.23% | +42+3.7% | Added |
| Cahaba Wealth Management, Inc. | 1,173 | $1.01M | 0.07% | −18−1.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,174 | $1.01M | 0.14% | +109+10.2% | Added |
| PKS Advisory Services, LLC | 1,175 | $1.01M | 0.23% | +58+5.2% | Added |
| Centerpoint Advisors, LLC | 1,175 | $1.01M | 0.31% | −2−0.2% | Reduced |
| Northern Capital Management, Inc. | 1,176 | $1.01M | 0.54% | +41+3.6% | Added |
| CCG Wealth Management, LLC | 1,177 | $1.02M | 0.43% | +356+43.4% | Added |
| Baker Boyer National Bank | 1,178 | $1.02M | 0.31% | −624−34.6% | Reduced |
| Armstrong Advisory Group, Inc | 1,181 | $1.02M | 0.07% | +133+12.7% | Added |
| AA Financial Advisors, LLC | 1,181 | $1.02M | 0.19% | +61+5.4% | Added |
| Strategic Investment Advisors | 1,182 | $1.02M | 0.09% | +30+2.6% | Added |
| Beto Financial Group, LLC | 1,053 | $1.02M | 0.69% | +1,053 | New |
| Hansen & Associates Financial Group, Inc. | 1,054 | $1.02M | 0.56% | +83+8.5% | Added |
| Mason & Associates Inc | 1,187 | $1.02M | 0.19% | +437+58.3% | Added |
| GeoWealth Management, LLC | 1,188 | $1.02M | 0.04% | −40−3.3% | Reduced |
| Koenig Investment Advisory, LLC | 1,038 | $1.02M | 0.83% | +1,038 | New |
| Invera Wealth Advisors, LLC | 1,189 | $1.03M | 0.65% | −25−2.1% | Reduced |
| Stableford Capital II LLC | 1,191 | $1.03M | 0.37% | −29−2.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,192 | $1.03M | 0.57% | −107−8.2% | Reduced |
| WestHill Financial Advisors, Inc. | 1,192 | $1.03M | 0.20% | −150−11.2% | Reduced |
| Capital Advantage, Inc. | 1,193 | $1.03M | 0.14% | +168+16.4% | Added |
| BCS Wealth Management | 1,196 | $1.03M | 0.10% | +613+105.1% | Added |
| Carrera Capital Advisors | 1,196 | $1.03M | 0.17% | +577+93.2% | Added |
| Optima Capital LLC | 1,196 | $1.03M | 0.45% | +4+0.3% | Added |
| Proficio Capital Partners LLC | 1,197 | $1.03M | 0.07% | −43−3.5% | Reduced |
| Financial Perspectives, Inc | 1,197 | $1.03M | 0.28% | +40+3.5% | Added |
| Citizens Business Bank | 1,200 | $1.03M | 0.17% | +85+7.6% | Added |
| Palisades Hudson Asset Management, L.P. | 1,201 | $1.03M | 0.40% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,202 | $1.04M | 0.28% | +587+95.4% | Added |
| Cfo Capital Management LLC | 1,204 | $1.04M | 0.78% | +1,204 | New |
| Winthrop Capital Management, LLC | 1,208 | $1.04M | 0.24% | −166−12.1% | Reduced |
| Mendel Money Management | 1,209 | $1.04M | 0.44% | +15+1.3% | Added |
| First Commonwealth Financial Corp | 1,209 | $1.04M | 0.17% | +41+3.5% | Added |
| Brady Martz Wealth Solutions, LLC | 1,211 | $1.04M | 0.18% | −26−2.1% | Reduced |
| Heritage Trust Co | 1,212 | $1.05M | 0.11% | −75−5.8% | Reduced |
| TFC Financial Management | 1,212 | $1.05M | 0.13% | +298+32.6% | Added |
| TSFG, LLC | 1,214 | $1.05M | 0.16% | +1+0.1% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,213 | $1.05M | 0.18% | +9+0.7% | Added |
| Destiny Capital Corp | 1,214 | $1.05M | 0.54% | +73+6.4% | Added |
| New England Research & Management, Inc. | 1,215 | $1.05M | 0.46% | +950+358.5% | Added |
| Shikiar Asset Management Inc | 1,215 | $1.05M | 0.26% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,216 | $1.05M | 0.36% | −33−2.6% | Reduced |
| Leibman Financial Services, Inc. | 1,218 | $1.05M | 0.76% | +1,218 | New |
| Prasad Wealth Partners, LLC | 1,219 | $1.05M | 0.28% | +344+39.3% | Added |
| Shared Vision Wealth Group LLC | 1,076 | $1.05M | 0.43% | +137+14.6% | Added |
| Tortuga Wealth Management, Inc | 1,221 | $1.05M | 1.11% | +1,221 | New |
| Redmond Asset Management, LLC | 1,223 | $1.05M | 0.27% | −112−8.4% | Reduced |
| PeakShares LLC | 1,224 | $1.06M | 1.03% | +1,224 | New |
| Hutchinson Capital Management | 1,226 | $1.06M | 0.18% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 1,231 | $1.06M | 0.72% | −85−6.5% | Reduced |
| Cahill Financial Advisors Inc | 1,233 | $1.06M | 0.12% | +46+3.9% | Added |
| Bauman Advisory Group, LLC | 1,235 | $1.06M | 0.86% | +1,235 | New |
| Foster Group, Inc. | 1,235 | $1.07M | 0.03% | +206+20.0% | Added |
| Delap Wealth Advisory, LLC | 1,236 | $1.07M | 0.41% | +63+5.4% | Added |
| Edgestream Partners, L.P. | 1,236 | $1.07M | 0.03% | −916−42.6% | Reduced |
| Financial Consulate, Inc | 1,237 | $1.07M | 0.15% | −46−3.6% | Reduced |
| RVW Wealth, LLC | 1,238 | $1.07M | 0.08% | −30−2.4% | Reduced |
| Connecticut Capital Management Group, LLC | 1,239 | $1.07M | 1.02% | +1,239 | New |
| Ponta Wealth Partners, LLC | 1,240 | $1.07M | 1.00% | +1,240 | New |
| Retirement Guys Formula LLC | 1,243 | $1.07M | 0.49% | −590−32.2% | Reduced |
| Aristotle Capital Management, LLC | 1,245 | $1.07M | 0.00% | 00.0% | Unchanged |
| EJMK Ventures LLC | 1,250 | $1.08M | 0.66% | +1,250 | New |
| David R. Rahn & Associates Inc. | 1,257 | $1.08M | 0.26% | +10+0.8% | Added |
| Essex LLC | 1,264 | $1.09M | 0.19% | +54+4.5% | Added |
| Gilliland Jeter Wealth Management LLC | 1,264 | $1.09M | 0.33% | +36+2.9% | Added |
| Sacks & Associates, LLC | 1,265 | $1.09M | 0.80% | +1,265 | New |
| Paulson Wealth Management Inc. | 1,266 | $1.09M | 0.25% | −192−13.2% | Reduced |
| Monograph Wealth Advisors, LLC | 1,267 | $1.09M | 0.11% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,267 | $1.09M | 0.13% | −90−6.6% | Reduced |