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 |
|---|---|---|---|---|---|
| REAP Financial Group, LLC | 365 | $314.8K | 0.06% | +65+21.7% | Added |
| Parkwoods Wealth Partners, LLC | 366 | $315.6K | 0.09% | +26+7.6% | Added |
| Boreal Capital Management LLC | 367 | $316.5K | 0.24% | +62+20.3% | Added |
| Waterfront Wealth Inc. | 322 | $316.6K | 0.06% | −17−5.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 368 | $317.3K | 0.05% | +5+1.4% | Added |
| Atlas Wealth LLC | 368 | $317.3K | 0.10% | +368 | New |
| Sage Advisors, LLC | 369 | $318.1K | 0.21% | −1,068−74.3% | Reduced |
| Stonehearth Capital Management, LLC | 369 | $318.2K | 0.12% | 00.0% | Unchanged |
| Family Office Research LLC | 367 | $318.8K | 0.13% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 370 | $319.1K | 0.11% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 371 | $319.9K | 0.14% | −6−1.6% | Reduced |
| Tillman Hartley LLC | 371 | $319.9K | 0.08% | −3−0.8% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 371 | $319.9K | 0.02% | +371 | New |
| GK Wealth Management LLC | 372 | $321.2K | 0.24% | −6−1.6% | Reduced |
| Eagle Bay Advisors LLC | 373 | $321.5K | 0.23% | −1−0.3% | Reduced |
| CDM Financial Counseling Services, Inc. | 374 | $322.5K | 0.30% | +374 | New |
| 626 Financial, LLC | 374 | $322.5K | 0.14% | 00.0% | Unchanged |
| Rossby Financial, LCC | 375 | $323.4K | 0.10% | −299−44.4% | Reduced |
| Hanlon Investment Management, Inc. | 375 | $323.4K | 0.18% | +57+17.9% | Added |
| Latitude Advisors, LLC | 375 | $323.6K | 0.14% | +27+7.8% | Added |
| Ares Financial Consulting, LLC | 375 | $323.6K | 0.31% | +375 | New |
| Denver Wealth Management, Inc. | 376 | $324.2K | 0.11% | 00.0% | Unchanged |
| Port Capital LLC | 376 | $324.2K | 0.01% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 377 | $325.1K | 0.18% | −21−5.3% | Reduced |
| Acute Investment Advisory, LLC | 377 | $325.1K | 3.15% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 377 | $325.1K | 0.15% | +14+3.9% | Added |
| Retirement Income Solutions, Inc | 378 | $326.0K | 0.06% | −27−6.7% | Reduced |
| Dynasty Wealth Management, LLC | 379 | $326.8K | 0.00% | −316−45.5% | Reduced |
| Cedar Mountain Advisors, LLC | 379 | $326.9K | 0.06% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 379 | $327.1K | 0.15% | −5,819−93.9% | Reduced |
| Brogan Financial, Inc. | 380 | $327.4K | 0.14% | +1+0.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 379 | $327.5K | 0.10% | +9+2.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 380 | $327.7K | 0.48% | +130+52.0% | Added |
| Capco Asset Management, LLC | 380 | $327.7K | 0.08% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 380 | $327.7K | 0.28% | +51+15.5% | Added |
| NavPoint Financial, Inc. | 383 | $330.0K | 0.14% | +383 | New |
| Mirabella Financial Services LLP | 383 | $330.3K | 0.03% | +383 | New |
| Twinbeech Capital LP | 383 | $330.3K | 0.02% | +383 | New |
| LifePlan Investment Advisors, Inc. | 383 | $330.5K | 0.13% | −5−1.3% | Reduced |
| Capital Management Associates, Inc | 384 | $331.1K | 0.07% | −2−0.5% | Reduced |
| Mosley Wealth Management | 363 | $332.1K | 0.15% | +363 | New |
| Global Wealth Strategies & Associates | 385 | $332.2K | 0.08% | +73+23.4% | Added |
| V. M. Manning & Co., Inc. | 386 | $332.8K | 0.34% | −1−0.3% | Reduced |
| Paul Damon & Associates, Inc. | 386 | $332.9K | 0.15% | −12−3.0% | Reduced |
| S&T Bank | 386 | $332.9K | 0.11% | +67+21.0% | Added |
| TPG Financial Advisors, LLC | 386 | $333.1K | 0.11% | +19+5.2% | Added |
| Silver Lake Advisory, LLC | 386 | $333.1K | 0.13% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 387 | $333.7K | 0.04% | +66+20.6% | Added |
| Rhodes Investment Advisors Inc | 387 | $333.7K | 0.27% | +387 | New |
| PUREfi Wealth, LLC | 387 | $333.9K | 0.26% | +20+5.4% | Added |
| BCGM Wealth Management, LLC | 387 | $334.1K | 0.09% | −10−2.5% | Reduced |
| Intellectus Partners, LLC | 388 | $334.2K | 0.06% | +13+3.5% | Added |
| Trust Co of Kansas | 389 | $335.0K | 0.15% | −5−1.3% | Reduced |
| MPS Loria Financial Planners, LLC | 389 | $335.3K | 0.09% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 389 | $335.4K | 0.04% | +25+6.9% | Added |
| Global Trust Wealth Management LLC | 389 | $335.5K | 0.25% | +389 | New |
| N.E.W. Advisory Services LLC | 389 | $335.7K | 0.02% | +28+7.8% | Added |
| Ariadne Wealth Management, LP | 337 | $336.6K | 0.14% | −24−6.6% | Reduced |
| Vicus Capital | 391 | $337.1K | 0.03% | −95−19.5% | Reduced |
| Fairscale Capital, LLC | 392 | $338.0K | 0.22% | +75+23.7% | Added |
| Syntax Research, Inc. | 392 | $338.0K | 0.21% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 393 | $339.0K | 0.13% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 394 | $340.0K | 0.12% | 00.0% | Unchanged |
| Red Reef Advisors LLC | 395 | $340.6K | 0.35% | +395 | New |
| Merrithew & Thorsten Inc | 396 | $342.0K | 0.36% | +396 | New |
| Warwick Investment Management, Inc. | 397 | $342.3K | 0.05% | −71−15.2% | Reduced |
| Griffith & Werner, Inc. | 398 | $343.1K | 0.17% | 00.0% | Unchanged |
| Country Trust Bank | 398 | $343.2K | 0.01% | 00.0% | Unchanged |
| Viawealth, LLC | 399 | $344.0K | 0.19% | −28−6.6% | Reduced |
| Braun-Bostich & Associates Inc. | 399 | $344.1K | 0.21% | −23−5.5% | Reduced |
| Bouchey Financial Group Ltd | 399 | $344.2K | 0.03% | −49−10.9% | Reduced |
| Grace & White Inc | 400 | $344.9K | 0.06% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 400 | $344.9K | 0.07% | 00.0% | Unchanged |
| First Citizens Financial Corp | 401 | $345.8K | 0.17% | 00.0% | Unchanged |
| SMART Wealth LLC | 401 | $346.2K | 0.11% | +401 | New |
| United Bank | 402 | $346.7K | 0.05% | −12−2.9% | Reduced |
| 4J Wealth Management LLC | 402 | $346.7K | 0.20% | 00.0% | Unchanged |
| Bayban | 402 | $346.7K | 0.31% | +402 | New |
| Nicollet Investment Management, Inc. | 403 | $347.0K | 0.11% | −10−2.4% | Reduced |
| Legacy Financial Strategies, LLC | 403 | $347.7K | 0.06% | +53+15.1% | Added |
| Summit Financial Strategies, Inc. | 403 | $347.9K | 0.03% | +8+2.0% | Added |
| Diversified Portfolios, Inc. | 404 | $348.4K | 0.03% | +34+9.2% | Added |
| Auto-Owners Insurance Co | 405 | $349.2K | 0.01% | 00.0% | Unchanged |
| JMN Financial LLC | 405 | $349.6K | 0.35% | +405 | New |
| Cranbrook Wealth Management, LLC | 407 | $351.1K | 0.07% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 408 | $351.8K | 0.22% | +30+7.9% | Added |
| Define Financial, LLC | 408 | $352.0K | 0.20% | +50+14.0% | Added |
| Stonebridge Capital Advisors LLC | 410 | $353.3K | 0.02% | +106+34.9% | Added |
| Fiducient Advisors LLC | 410 | $353.6K | 0.04% | −504−55.1% | Reduced |
| Ledgewood Wealth Advisors, LLC | 410 | $353.6K | 0.20% | 00.0% | Unchanged |
| Summit Financial Consulting LLC | 410 | $353.6K | 0.26% | +2+0.5% | Added |
| Lathrop Investment Management Corp | 410 | $354.0K | 0.06% | +26+6.8% | Added |
| SP Asset Management LLC | 411 | $354.4K | 0.03% | +1+0.2% | Added |
| Integrity Wealth Solutions LLC | 412 | $354.9K | 0.14% | +24+6.2% | Added |
| Code Waechter LLC | 412 | $355.3K | 0.23% | −16−3.7% | Reduced |
| Goldstream Capital Management Ltd | 412 | $355.3K | 0.15% | 00.0% | Unchanged |
| Cathy Pareto & Associates, Inc | 412 | $356.1K | 0.25% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 413 | $356.2K | 0.07% | −200−32.6% | Reduced |
| Kure Advisory, LLC | 413 | $356.2K | 0.20% | +35+9.3% | Added |
| Essential Investment Partners LLC | 414 | $357.0K | 0.34% | +414 | New |