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 |
|---|---|---|---|---|---|
| Gold Investment Management Ltd. | 325 | $280.3K | 0.09% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 325 | $280.3K | 0.07% | +20+6.6% | Added |
| Dorato Capital Management | 295 | $280.5K | 0.21% | +295 | New |
| Murphy Pohlad Asset Management LLC | 326 | $281.1K | 0.11% | 00.0% | Unchanged |
| Joel Adams & Associates, Inc. | 326 | $281.1K | 0.21% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 326 | $281.5K | 0.07% | +326 | New |
| Koa Wealth Management, LLC | 328 | $282.8K | 0.19% | +10+3.1% | Added |
| IAG Wealth Partners, LLC | 328 | $282.8K | 0.03% | 00.0% | Unchanged |
| Alongside, LLC | 330 | $284.3K | 0.09% | +330 | New |
| Options Solutions, LLC | 330 | $284.6K | 0.20% | +5+1.5% | Added |
| Mayfair Advisory Group, LLC | 333 | $284.9K | 0.11% | −112−25.2% | Reduced |
| Schulz Wealth, LTD. | 331 | $285.4K | 0.18% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 331 | $285.4K | 0.16% | +18+5.8% | Added |
| Price Financial Group Wealth Management, Inc | 292 | $285.9K | 9.05% | +292 | New |
| OxenFree Capital LLC | 332 | $286.1K | 0.15% | +2+0.6% | Added |
| Flaharty Asset Management, LLC | 332 | $286.3K | 0.04% | −1−0.3% | Reduced |
| Financial Enhancement Group LLC | 291 | $286.4K | 0.04% | −6−2.0% | Reduced |
| Lynx Investment Advisory | 332 | $286.5K | 0.16% | −8−2.4% | Reduced |
| ProVise Management Group, LLC | 333 | $287.2K | 0.02% | 00.0% | Unchanged |
| Welch Financial Planning, LLC | 333 | $287.2K | 0.21% | +333 | New |
| Kondo Wealth Advisors, Inc. | 333 | $287.4K | 0.11% | −5−1.5% | Reduced |
| Talisman Wealth Advisors LLC | 333 | $287.5K | 0.22% | −2−0.6% | Reduced |
| Impact Partnership Wealth, LLC | 334 | $287.7K | 0.04% | +8+2.5% | Added |
| Hoey Investments, Inc | 334 | $288.0K | 0.04% | −43−11.4% | Reduced |
| Madrid Wealth Management, LLC | 334 | $288.1K | 0.23% | +334 | New |
| Planning Directions Inc | 334 | $288.2K | 0.15% | +25+8.1% | Added |
| Adamsbrown Wealth Consultants LLC | 335 | $288.7K | 0.08% | +12+3.7% | Added |
| A&I Financial Services, LLC | 335 | $288.9K | 0.14% | −27−7.5% | Reduced |
| Avid Wealth Partners LLC | 335 | $288.9K | 0.14% | +48+16.7% | Added |
| WMS Group LLC | 335 | $288.9K | 0.37% | +335 | New |
| Guidance Point Advisors, LLC | 333 | $288.9K | 0.07% | −71−17.6% | Reduced |
| Thrive Capital Management, LLC | 336 | $289.7K | 0.06% | −74−18.0% | Reduced |
| Cornerstone Capital, Inc. | 337 | $290.6K | 0.03% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 338 | $291.2K | 0.04% | −41−10.8% | Reduced |
| Fairfield, Bush & Co. | 338 | $291.6K | 0.15% | −46−12.0% | Reduced |
| Breachway Investments LLC | 338 | $291.8K | 0.31% | +338 | New |
| Rexford Capital Inc | 339 | $292.3K | 0.22% | −92−21.3% | Reduced |
| Grant Street Asset Management, Inc. | 339 | $292.3K | 0.06% | +47+16.1% | Added |
| Vantage Financial Partners, LLC | 339 | $292.4K | 0.06% | −4−1.2% | Reduced |
| HF Advisory Group, LLC | 339 | $292.6K | 0.10% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 340 | $293.2K | 0.02% | +7+2.1% | Added |
| Wealthspan Partners, LLC | 340 | $293.3K | 0.11% | +3+0.9% | Added |
| Baader Bank INC | 342 | $293.9K | 0.02% | −953−73.6% | Reduced |
| Yeomans Consulting Group, Inc. | 341 | $294.1K | 0.09% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 342 | $294.9K | 0.05% | +27+8.6% | Added |
| Meridian Wealth Partners, LLC | 342 | $294.9K | 0.04% | −25−6.8% | Reduced |
| Horizon Investment Services, LLC | 342 | $295.4K | 0.11% | −20−5.5% | Reduced |
| Strata Wealth Advisors, LLC | 344 | $296.6K | 0.08% | −288−45.6% | Reduced |
| Keeler Thomas Management LLC | 344 | $296.6K | 0.14% | −29−7.8% | Reduced |
| Prosperity Bancshares Inc | 344 | $296.6K | 0.27% | +344 | New |
| Penobscot Wealth Management | 345 | $297.3K | 0.09% | −4−1.1% | Reduced |
| Heck Capital Advisors, LLC | 346 | $298.4K | 0.02% | −1−0.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 346 | $298.5K | 0.05% | +1+0.3% | Added |
| Precision Wealth Strategies, LLC | 346 | $298.7K | 0.10% | −3,673−91.4% | Reduced |
| Carson Advisory Inc. | 346 | $298.8K | 0.16% | +5+1.5% | Added |
| Hudson Capital Management LLC | 347 | $299.2K | 0.08% | −61−15.0% | Reduced |
| Clayton Financial Group LLC | 348 | $300.1K | 0.15% | +235+208.0% | Added |
| Townsend & Associates, Inc | 314 | $300.4K | 0.03% | −37−10.5% | Reduced |
| LaFleur & Godfrey LLC | 348 | $300.4K | 0.04% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 350 | $301.8K | 0.25% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 310 | $301.8K | 0.04% | −3,007−90.7% | Reduced |
| Seek First Inc. | 351 | $302.4K | 0.21% | −2−0.6% | Reduced |
| Addison Advisors LLC | 351 | $302.7K | 0.07% | +10+2.9% | Added |
| Wealthcare Capital Partners, LLC | 351 | $302.7K | 0.14% | −78−18.2% | Reduced |
| Van Diest Capital, LLC | 352 | $303.8K | 0.45% | +352 | New |
| Smith Thornton Advisors LLC | 353 | $304.5K | 0.15% | +12+3.5% | Added |
| Wealth Dimensions Group, Ltd. | 354 | $305.1K | 0.06% | −35−9.0% | Reduced |
| Arq Wealth Advisors, LLC | 354 | $305.3K | 0.08% | −93−20.8% | Reduced |
| Vanguard Capital Wealth Advisors | 354 | $305.6K | 0.24% | +100+39.4% | Added |
| Barnes Wealth Management Group, Inc | 355 | $306.1K | 0.16% | −13−3.5% | Reduced |
| Daner Wealth Management, LLC | 316 | $306.6K | 0.19% | +23+7.8% | Added |
| Everest Management Corp. | 356 | $307.0K | 0.17% | −30−7.8% | Reduced |
| Fingerlakes Wealth Management, Inc. | 356 | $307.3K | 0.20% | −32−8.2% | Reduced |
| Widmann Financial Services, Inc. | 357 | $307.8K | 0.19% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 315 | $308.0K | 0.03% | −18−5.4% | Reduced |
| DDFG, Inc | 358 | $308.9K | 0.07% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 359 | $309.6K | 0.17% | −10−2.7% | Reduced |
| Gables Capital Management Inc. | 359 | $309.6K | 0.13% | +60+20.1% | Added |
| Wealthcare Capital Management LLC | 360 | $310.2K | 0.03% | −2−0.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 360 | $310.4K | 0.12% | +120+50.0% | Added |
| Vilga Financial Planning LLC | 360 | $310.4K | 0.30% | +360 | New |
| Alliance Wealth Management Group | 361 | $311.0K | 0.07% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 361 | $311.3K | 0.05% | −40−10.0% | Reduced |
| Pegasus Asset Management, Inc. | 361 | $311.3K | 0.10% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 361 | $311.3K | 0.12% | +56+18.4% | Added |
| Wagner Wealth Management, LLC | 361 | $311.4K | 0.07% | +31+9.4% | Added |
| Aldebaran Financial Inc. | 360 | $311.6K | 0.29% | +10+2.9% | Added |
| Capstone Wealth Management Group LLC | 362 | $312.2K | 0.19% | −477−56.9% | Reduced |
| Financial Council Asset Management Inc | 362 | $312.2K | 0.12% | 00.0% | Unchanged |
| Gordian Advisors LLC | 362 | $312.4K | 0.21% | −107−22.8% | Reduced |
| Asset Allocation Strategies LLC | 362 | $312.4K | 0.06% | −1−0.3% | Reduced |
| Entelevest, LLC | 363 | $313.1K | 0.32% | +363 | New |
| Lynch & Associates | 364 | $313.5K | 0.06% | +1+0.3% | Added |
| Omnia Family Wealth, LLC | 364 | $313.9K | 0.09% | −144−28.3% | Reduced |
| Pinney & Scofield, Inc. | 364 | $313.9K | 0.18% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 364 | $313.9K | 0.11% | +14+4.0% | Added |
| Stewardship Concepts Financial Services LLC | 365 | $314.3K | 0.27% | +365 | New |
| Wealthstar Advisors, LLC | 365 | $314.3K | 0.17% | −66−15.3% | Reduced |
| Aspiring Ventures, LLC | 365 | $314.5K | 0.11% | +12+3.4% | Added |
| Towercrest Capital Management | 365 | $314.5K | 0.05% | 00.0% | Unchanged |