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
- 4,139
- +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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 291 | $250.9K | 0.02% | −14−4.6% | Reduced |
| Royal Fund Management, LLC | 291 | $250.9K | 0.02% | +2+0.7% | Added |
| PFS Partners, LLC | 291 | $251.3K | 0.12% | +2+0.7% | Added |
| Acorn Financial Advisory Services Inc | 292 | $251.8K | 0.04% | +4+1.4% | Added |
| St. Louis Trust Co | 293 | $252.7K | 0.03% | 00.0% | Unchanged |
| Quilter Plc | 294 | $253.5K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 294 | $253.5K | 0.16% | +17+6.1% | Added |
| Cedar Point Capital Partners, LLC | 294 | $253.5K | 0.16% | +37+14.4% | Added |
| S Harris Financial Group, LLC | 295 | $254.1K | 0.24% | +295 | New |
| Regimen Wealth, LLC | 295 | $254.6K | 0.07% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 296 | $255.3K | 0.07% | −19−6.0% | Reduced |
| Mullooly Asset Management, Inc. | 296 | $255.3K | 0.09% | 00.0% | Unchanged |
| JNBA Financial Advisors | 297 | $256.1K | 0.02% | −30−9.2% | Reduced |
| Rodgers Brothers Inc. | 297 | $256.1K | 0.03% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 297 | $256.1K | 0.11% | 00.0% | Unchanged |
| J.M. Arbour, LLC | 297 | $256.1K | 0.26% | +297 | New |
| Seros Financial, LLC | 297 | $256.2K | 0.15% | 00.0% | Unchanged |
| Integrity Investment Advisors, LLC | 298 | $256.6K | 0.14% | +298 | New |
| May Barnhard Investments LLC | 298 | $257.0K | 0.12% | 00.0% | Unchanged |
| Presper Financial Architects, LLC | 298 | $257.0K | 0.15% | +6+2.1% | Added |
| Conservest Capital Advisors, Inc. | 298 | $257.2K | 0.02% | −11−3.6% | Reduced |
| Cherrydale Wealth Management, LLC | 298 | $257.3K | 0.08% | 00.0% | Unchanged |
| Potentia Wealth | 299 | $257.5K | 0.09% | +1+0.3% | Added |
| Sierra Ocean, LLC | 299 | $257.6K | 0.21% | −76−20.3% | Reduced |
| Silver Coast Investments LLC | 299 | $257.8K | 0.09% | +15+5.3% | Added |
| Foronjy Financial LLC | 299 | $257.9K | 0.11% | +39+15.0% | Added |
| Buck Wealth Strategies, LLC | 300 | $258.4K | 0.03% | +39+14.9% | Added |
| Reliant Investment Management, LLC | 300 | $258.7K | 0.10% | −17−5.4% | Reduced |
| Banta Asset Management LP | 300 | $258.7K | 0.24% | +300 | New |
| William John Sempolinski | 300 | $258.7K | 0.13% | +300 | New |
| Parsonex Advisory Services, Inc. | 301 | $259.6K | 0.17% | −17−5.3% | Reduced |
| Capstone Wealth Management, LLC | 301 | $259.9K | 0.19% | +1+0.3% | Added |
| West Michigan Advisors, LLC | 302 | $260.4K | 0.06% | −7−2.3% | Reduced |
| Paladin Advisory Group, LLC | 302 | $260.4K | 0.19% | +25+9.0% | Added |
| Montz Harcus Wealth Management LLC | 303 | $260.9K | 0.11% | +1+0.3% | Added |
| Cooper/Haims Advisors, LLC | 303 | $261.3K | 0.12% | −32−9.6% | Reduced |
| Anfield Capital Management, LLC | 303 | $261.3K | 0.08% | −5−1.6% | Reduced |
| DMKC Advisory Services, LLC | 303 | $261.3K | 0.11% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 304 | $261.8K | 0.19% | +11+3.8% | Added |
| Coston, McIsaac & Partners | 304 | $262.0K | 0.06% | −2−0.7% | Reduced |
| Alliance Wealth Advisors, LLC | 305 | $263.0K | 0.13% | −159−34.3% | Reduced |
| Topsail Wealth Management, LLC | 305 | $263.0K | 0.04% | −75−19.7% | Reduced |
| Hill Investment Group Partners, LLC | 305 | $263.0K | 0.03% | +1+0.3% | Added |
| MBE Wealth Management, LLC | 305 | $263.4K | 0.11% | −14−4.4% | Reduced |
| Sage Private Wealth Group, LLC | 306 | $263.6K | 0.14% | −171−35.8% | Reduced |
| hemming& Wealth Management, Inc. | 306 | $263.7K | 0.18% | +306 | New |
| Financial Avengers, Inc. | 306 | $264.2K | 0.11% | −2−0.6% | Reduced |
| Peak Planning Group, LLC | 307 | $264.4K | 0.07% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 307 | $264.7K | 0.15% | −445−59.2% | Reduced |
| Libra Wealth LLC | 307 | $264.7K | 0.07% | −40−11.5% | Reduced |
| Fidelity D & D Bancorp Inc | 307 | $264.7K | 0.11% | −27−8.1% | Reduced |
| Lakeridge Wealth Management LLC | 308 | $265.8K | 0.12% | −60−16.3% | Reduced |
| Stirlingshire Investments, Inc. | 308 | $266.0K | 0.24% | +308 | New |
| Stephens Consulting, LLC | 309 | $266.3K | 0.09% | +13+4.4% | Added |
| Nordwand Advisors, LLC | 309 | $266.4K | 0.05% | 00.0% | Unchanged |
| Curat Global, LLC | 309 | $266.5K | 0.30% | −6−1.9% | Reduced |
| Ameraudi Asset Management, Inc. | 309 | $266.5K | 0.15% | 00.0% | Unchanged |
| Boston Partners | 310 | $267.3K | 0.00% | +5+1.6% | Added |
| Farnam Financial LLC | 310 | $267.3K | 0.20% | +15+5.1% | Added |
| Founders Grove Wealth Partners, LLC | 310 | $267.3K | 0.06% | +47+17.9% | Added |
| Sharp Financial Services, LLC | 310 | $267.6K | 0.13% | −50−13.9% | Reduced |
| Riverbend Wealth Management, LLC | 311 | $268.1K | 0.17% | +13+4.4% | Added |
| Range Rock Capital, LLC | 311 | $268.2K | 0.09% | +311 | New |
| Finer Wealth Management, Inc. | 311 | $268.3K | 0.13% | +311 | New |
| USAdvisors Wealth Management, LLC | 312 | $269.0K | 0.09% | +7+2.3% | Added |
| McDonald Partners LLC | 313 | $269.9K | 0.09% | −389−55.4% | Reduced |
| Rare Wolf Capital LLC | 313 | $269.9K | 0.17% | +313 | New |
| Heritage Family Offices, LLP | 313 | $269.9K | 0.12% | +84+36.7% | Added |
| 4WEALTH Advisors, Inc. | 313 | $269.9K | 0.23% | −30−8.7% | Reduced |
| Inspire Advisors, LLC | 314 | $270.6K | 0.02% | +14+4.7% | Added |
| 1 North Wealth Services LLC | 314 | $270.8K | 0.10% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 314 | $270.8K | 0.30% | +7+2.3% | Added |
| Clarus Group, Inc. | 314 | $270.8K | 0.10% | +7+2.3% | Added |
| John W. Brooker & Co., CPAs | 315 | $271.3K | 0.49% | +315 | New |
| AGH Wealth Advisors, LLC | 315 | $271.6K | 0.20% | −100−24.1% | Reduced |
| HughesLittle Investment Management Ltd. | 315 | $271.6K | 0.04% | 00.0% | Unchanged |
| BAM Wealth Management, LLC | 315 | $271.6K | 0.20% | +4+1.3% | Added |
| Means Investment Co., Inc. | 315 | $271.8K | 0.02% | −39−11.0% | Reduced |
| Burr Financial Services, LLC | 316 | $272.5K | 0.20% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 317 | $273.0K | 0.13% | −175−35.6% | Reduced |
| IMZ Advisory Inc | 317 | $273.3K | 0.10% | +9+2.9% | Added |
| Mayport, LLC | 318 | $273.9K | 0.06% | −16−4.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 318 | $274.2K | 0.06% | −4−1.2% | Reduced |
| Twin Lakes Capital Management, LLC | 318 | $274.2K | 0.12% | 00.0% | Unchanged |
| marrick wealth, LLC | 318 | $274.2K | 0.22% | +318 | New |
| Wealthquest Corp | 318 | $274.4K | 0.02% | +318 | New |
| New Insight Wealth Advisors | 319 | $274.7K | 0.10% | −9−2.7% | Reduced |
| Madison Park Capital Advisors, LLC | 319 | $275.1K | 0.22% | −9−2.7% | Reduced |
| Global Financial Private Client, LLC | 320 | $275.9K | 0.10% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 323 | $276.0K | 0.25% | +6+1.9% | Added |
| WESPAC Advisors SoCal, LLC | 321 | $276.8K | 0.06% | +321 | New |
| Sunburst Financial Group, LLC | 322 | $277.7K | 0.06% | +12+3.9% | Added |
| BlueChip Wealth Advisors LLC | 322 | $277.9K | 0.12% | −238−42.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,398 | $278.4K | 0.19% | +2,398 | New |
| Sensible Money, LLC | 323 | $278.6K | 0.09% | −20−5.8% | Reduced |
| Safe Harbor Wealth Advisors, LLC | 279 | $278.7K | 0.27% | +279 | New |
| Aspire Growth Partners LLC | 323 | $278.9K | 0.19% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 324 | $279.4K | 0.05% | 00.0% | Unchanged |
| GatePass Capital, LLC | 324 | $279.5K | 0.14% | −32−9.0% | Reduced |
| Promethium Advisors,llc | 325 | $280.1K | 0.15% | 00.0% | Unchanged |