Costco Wholesale Corp
COST- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000909832
No open-market purchases or sales by Costco Wholesale Corp insiders were filed in the last 90 days; 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
- 4,139
- +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
- 1,654 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 | 4,275 | $311.5B |
| Q4 2025 | 4,139 | $272.0B |
| Q3 2025 | 3,942 | $274.4B |
| Q2 2025 | 4,012 | $302.3B |
| Q1 2025 | 3,953 | $287.8B |
| Q4 2024 | 3,942 | $279.6B |
| Q3 2024 | 3,591 | $266.7B |
| Q2 2024 | 3,527 | $258.3B |
| Q1 2024 | 3,420 | $222.0B |
| Q4 2023 | 3,344 | $201.0B |
| Q3 2023 | 3,078 | $169.9B |
| Q2 2023 | 3,042 | $162.0B |
| Q1 2023 | 2,944 | $149.2B |
| Q4 2022 | 2,939 | $137.2B |
| Q3 2022 | 2,826 | $141.6B |
| Q2 2022 | 2,785 | $143.4B |
| Q1 2022 | 2,863 | $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 |
|---|---|---|---|---|---|
| CrossGen Wealth, LLC | 53 | $45.8K | 0.04% | +53 | New |
| Access Investment Management LLC | 50 | $46.3K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 54 | $46.8K | 0.02% | +6+12.5% | Added |
| Retirement Wealth Solutions LLC | 54 | $46.8K | 0.03% | −5−8.5% | Reduced |
| Kentucky Trust Co | 55 | $47.4K | 0.03% | −5−8.3% | Reduced |
| True Wealth Design, LLC | 61 | $52.6K | 0.02% | −88−59.1% | Reduced |
| Pingora Partners LLC | 62 | $53.5K | 0.03% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 62 | $53.7K | 0.04% | −51−45.1% | Reduced |
| Sarver Vrooman Wealth Advisors | 65 | $56.1K | 0.04% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 67 | $57.3K | 0.02% | +67 | New |
| Walsh & Associates, LLC | 67 | $57.8K | 0.06% | +67 | New |
| Itau Unibanco Holding S.A. | 69 | $59.5K | 0.00% | +58+527.3% | Added |
| Torren Management, LLC | 69 | $59.5K | 0.03% | +69 | New |
| Kilter Group LLC | 70 | $60.4K | 0.03% | −1−1.4% | Reduced |
| Bank & Trust Co | 71 | $61.2K | 0.04% | +11+18.3% | Added |
| Acima Private Wealth, LLC | 72 | $62.1K | 0.02% | −31−30.1% | Reduced |
| Carolina Wealth Advisors, LLC | 72 | $62.1K | 0.03% | 00.0% | Unchanged |
| Friedenthal Financial | 72 | $62.2K | 0.03% | 00.0% | Unchanged |
| Aspect Partners, LLC | 74 | $63.8K | 0.03% | +10+15.6% | Added |
| Atlantic Private Wealth, LLC | 75 | $64.7K | 0.04% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 77 | $66.4K | 0.03% | +13+20.3% | Added |
| 180 GPS Investments IC Ltd | 78 | $67.3K | 0.05% | −6,299−98.8% | Reduced |
| Swiss Re Ltd | 80 | $69.0K | 0.00% | +80 | New |
| Red Tortoise LLC | 81 | $70.1K | 0.03% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 82 | $70.7K | 0.06% | +82 | New |
| RHL Group, LLC | 83 | $71.6K | 0.06% | +83 | New |
| Breakwater Investment Management | 83 | $71.6K | 0.03% | −1−1.2% | Reduced |
| Kings Path Partners LLC | 84 | $72.4K | 0.03% | 00.0% | Unchanged |
| Winnow Wealth LLC | 84 | $72.5K | 0.05% | −5−5.6% | Reduced |
| Lavaca Capital LLC | 85 | $73.3K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 90 | $77.6K | 0.02% | +46+104.5% | Added |
| Howard Hughes Medical Institute | 95 | $81.9K | 0.05% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 98 | $84.5K | 0.01% | −24−19.7% | Reduced |
| Timmons Wealth Management, LLC | 99 | $85.2K | 0.08% | +99 | New |
| Holos Integrated Wealth LLC | 100 | $85.5K | 0.05% | +57+132.6% | Added |
| Nalls Sherbakoff Group, LLC | 100 | $86.2K | 0.06% | −35−25.9% | Reduced |
| Nexus Investment Management ULC | 100 | $86.2K | 0.01% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 103 | $89.0K | 0.08% | +103 | New |
| Mendota Financial Group, LLC | 105 | $90.5K | 0.07% | −8−7.1% | Reduced |
| DV Trading LLC | 105 | $90.5K | 0.01% | +105 | New |
| Wilkerson Advisory Group LLC | 105 | $90.5K | 0.03% | +105 | New |
| Wealth Watch Advisors, INC | 108 | $93.1K | 0.03% | +22+25.6% | Added |
| Bruce G. Allen Investments, LLC | 109 | $94.0K | 0.06% | +14+14.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 111 | $95.7K | 0.00% | −21−15.9% | Reduced |
| Caden Capital Partners, LP | 111 | $95.7K | 0.22% | +111 | New |
| Sankala Group LLC | 95 | $96.0K | 0.08% | +95 | New |
| Covestor Ltd | 113 | $98.0K | 0.05% | −5−4.2% | Reduced |
| Pin Oak Investment Advisors Inc | 100 | $100.0K | 0.07% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 116 | $100.0K | 0.05% | −15−11.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 116 | $100.0K | 0.03% | 00.0% | Unchanged |
| Luminist Capital LLC | 119 | $102.6K | 0.13% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 120 | $103.5K | 0.01% | −2−1.6% | Reduced |
| Cornerstone Financial Management LLC | 120 | $103.5K | 0.10% | +120 | New |
| Roble, Belko & Company, Inc | 123 | $106.0K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 126 | $108.7K | 0.09% | +126 | New |
| Lloyd Advisory Services, LLC. | 126 | $108.9K | 0.04% | +126 | New |
| Sachetta, LLC | 127 | $109.8K | 0.06% | −1,059−89.3% | Reduced |
| Peck Wealth Management, LLC | 129 | $111.2K | 0.11% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 131 | $112.7K | 0.04% | +1+0.8% | Added |
| Richardson Capital Management LLC | 131 | $113.0K | 0.06% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 138 | $119.0K | 0.10% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 140 | $120.5K | 0.04% | +1+0.7% | Added |
| MPWM Advisory Solutions, LLC | 141 | $121.5K | 0.07% | +83+143.1% | Added |
| Tucker Asset Management LLC | 142 | $122.5K | 0.04% | −116−45.0% | Reduced |
| CDKV Holdings LLC | 142 | $122.6K | 0.10% | +142 | New |
| Strategic Advocates LLC | 145 | $125.6K | 0.03% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 147 | $126.8K | 0.02% | −24−14.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 150 | $128.9K | 0.03% | +8+5.6% | Added |
| Cohen & Steers, Inc. | 150 | $129.0K | 0.00% | −250−62.5% | Reduced |
| Adalta Capital Management LLC | 150 | $129.4K | 0.06% | −5−3.2% | Reduced |
| JCIC Asset Management Inc. | 150 | $129.4K | 0.04% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 150 | $129.4K | 0.02% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 150 | $129.4K | 0.08% | +150 | New |
| Inlight Wealth Management, LLC | 152 | $131.1K | 0.05% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 155 | $134.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 157 | $135.4K | 0.04% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 157 | $135.4K | 0.08% | +157 | New |
| Measured Wealth Private Client Group, LLC | 158 | $136.3K | 0.04% | −4−2.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 162 | $139.7K | 0.03% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 163 | $140.6K | 0.07% | +163 | New |
| Bullseye Investment Management, LLC | 165 | $142.3K | 0.07% | −486−74.7% | Reduced |
| Private Wealth Management Group, LLC | 166 | $142.8K | 0.04% | 00.0% | Unchanged |
| Bravera Wealth | 169 | $145.7K | 0.07% | +169 | New |
| Byrne Asset Management LLC | 170 | $146.6K | 0.08% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 170 | $146.6K | 0.10% | +170 | New |
| CBIZ Investment Advisory Services, LLC | 171 | $147.3K | 0.01% | −2−1.2% | Reduced |
| Benson Wealth Management INC | 171 | $147.5K | 0.16% | +171 | New |
| Osbon Capital Management LLC | 173 | $148.8K | 0.14% | +173 | New |
| Consultiva Wealth Management, Corp. | 173 | $149.2K | 0.42% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 173 | $149.2K | 0.00% | −48−21.7% | Reduced |
| Graney & King, LLC | 173 | $149.2K | 0.09% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 179 | $154.4K | 0.08% | −4−2.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 180 | $155.0K | 0.14% | −18−9.1% | Reduced |
| Essex Investment Management Co LLC | 180 | $155.2K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 182 | $156.0K | 0.03% | −56−23.5% | Reduced |
| Clark Wealth Partners | 181 | $156.1K | 0.10% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 184 | $158.7K | 0.01% | +184 | New |
| Family CFO Inc | 190 | $163.8K | 0.07% | +190 | New |
| 10Elms LLP | 192 | $165.6K | 0.15% | −23−10.7% | Reduced |
| Wiser Advisor Group LLC | 194 | $166.9K | 0.19% | +12+6.6% | Added |