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 | 4,275 | $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 |
|---|---|---|---|---|---|
| Jeppson Wealth Management, LLC | 415 | $357.9K | 0.11% | +27+7.0% | Added |
| Elgethun Capital Management | 417 | $359.4K | 0.06% | +17+4.3% | Added |
| Eldridge Investment Advisors, Inc. | 417 | $359.8K | 0.08% | +18+4.5% | Added |
| Grange Capital, LLC | 418 | $360.5K | 0.35% | −20−4.6% | Reduced |
| Goodman Advisory Group, LLC | 419 | $361.3K | 0.09% | 00.0% | Unchanged |
| Seascape Capital Management | 420 | $362.0K | 0.10% | −3−0.7% | Reduced |
| George Kaiser Family Foundation | 420 | $362.2K | 0.05% | 00.0% | Unchanged |
| Covenant Partners, LLC | 421 | $363.0K | 0.11% | +1+0.2% | Added |
| RFG - Bristol Wealth Advisors, LLC | 421 | $363.3K | 0.10% | −141−25.1% | Reduced |
| Range Advisory, LLC | 422 | $363.8K | 0.09% | +422 | New |
| Cascades Capital Asset Management, LLC | 423 | $364.6K | 0.15% | −41−8.8% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 423 | $364.9K | 0.22% | 00.0% | Unchanged |
| Cedarwood Wealth LLC | 374 | $365.4K | 0.41% | +374 | New |
| First Financial Bank - Trust Division | 424 | $365.6K | 0.03% | +92+27.7% | Added |
| Picton Mahoney Asset Management | 424 | $365.6K | 0.00% | +424 | New |
| Armor Investment Advisors, LLC | 425 | $366.5K | 0.13% | −43−9.2% | Reduced |
| Phillips Financial Management, LLC | 425 | $366.6K | 0.02% | −52−10.9% | Reduced |
| Moulton Wealth Management, Inc | 429 | $366.6K | 0.35% | +1+0.2% | Added |
| Spectrum Planning & Advisory Services Inc. | 425 | $366.8K | 0.19% | −7−1.6% | Reduced |
| PFG Private Wealth Management, LLC | 426 | $367.4K | 0.16% | +38+9.8% | Added |
| Pennington Partners & Co., LLC | 427 | $368.0K | 0.15% | −12−2.7% | Reduced |
| Mason Investment Advisory Services, Inc. | 427 | $368.1K | 0.02% | −201−32.0% | Reduced |
| Amplius Wealth Advisors, LLC | 427 | $368.2K | 0.03% | +1+0.2% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 427 | $368.5K | 0.04% | +427 | New |
| NCM Capital Management, LLC | 428 | $369.2K | 0.14% | +15+3.6% | Added |
| Northwest Wealth Management, LLC | 428 | $369.4K | 0.06% | −39−8.4% | Reduced |
| Firethorn Wealth Partners, LLC | 428 | $369.5K | 0.14% | −45−9.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 430 | $370.8K | 0.06% | −19−4.2% | Reduced |
| Burford Brothers, Inc. | 430 | $370.9K | 0.15% | −162−27.4% | Reduced |
| Salomon & Ludwin, LLC | 425 | $372.2K | 0.03% | −132−23.7% | Reduced |
| Tacita Capital Inc | 432 | $372.5K | 0.22% | +19+4.6% | Added |
| Jacksonville Wealth Management, LLC | 433 | $373.0K | 0.26% | −48−10.0% | Reduced |
| Ark Wealth Advisors LLC | 434 | $374.3K | 0.40% | +434 | New |
| Stordahl Capital Management, Inc. | 435 | $375.1K | 0.08% | 00.0% | Unchanged |
| ATX Financial Planning, LLC | 435 | $375.1K | 0.29% | +435 | New |
| Bulltick Wealth Management, LLC | 435 | $375.3K | 0.08% | +435 | New |
| Charter Capital Management, LLC | 435 | $375.5K | 0.19% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 436 | $376.0K | 0.27% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 436 | $376.0K | 0.08% | +70+19.1% | Added |
| Northeast Financial Group, Inc. | 436 | $376.6K | 0.09% | −4−0.9% | Reduced |
| Sageworth Trust Co | 437 | $376.8K | 0.02% | −2,230−83.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 437 | $376.9K | 0.09% | −9−2.0% | Reduced |
| G2 Capital Management, LLC | 438 | $377.5K | 0.09% | +2+0.5% | Added |
| Semus Wealth Partners LLC | 439 | $378.4K | 0.20% | −111−20.2% | Reduced |
| Scissortail Wealth Management, LLC | 439 | $378.6K | 0.09% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 439 | $378.6K | 0.06% | −12−2.7% | Reduced |
| Auctus Advisors LLC | 440 | $379.4K | 0.35% | +440 | New |
| Voya Financial Advisors, Inc. | 439 | $381.0K | 0.04% | −121−21.6% | Reduced |
| Seaside Wealth Management, Inc. | 442 | $381.2K | 0.11% | −4−0.9% | Reduced |
| Schrum Private Wealth Management LLC | 443 | $382.0K | 0.28% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 444 | $382.5K | 0.13% | +444 | New |
| Brucke Financial, Inc. | 444 | $383.2K | 0.21% | −15−3.3% | Reduced |
| Owen LaRue, LLC | 444 | $383.2K | 0.15% | −236−34.7% | Reduced |
| Novak & Powell Financial Services, Inc. | 445 | $383.5K | 0.20% | −4−0.9% | Reduced |
| GW&K Investment Management, LLC | 445 | $384.0K | 0.00% | +22+5.2% | Added |
| Fund Advisors of America Inc | 445 | $384.1K | 0.35% | +445 | New |
| FreeGulliver LLC | 446 | $384.6K | 0.17% | −40−8.2% | Reduced |
| Tripletail Wealth Management, LLC | 448 | $386.3K | 0.49% | −20−4.3% | Reduced |
| Core Alternative Capital | 448 | $386.3K | 0.11% | +343+326.7% | Added |
| Granite Bay Wealth Management, LLC | 448 | $386.4K | 0.09% | +26+6.2% | Added |
| Cottage Street Advisors LLC | 448 | $386.5K | 0.16% | −8−1.8% | Reduced |
| Affiance Financial, LLC | 448 | $387.2K | 0.06% | +8+1.8% | Added |
| Panoramic Investment Advisors, LLC | 449 | $387.2K | 0.21% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 450 | $388.0K | 0.11% | +10+2.3% | Added |
| Westshore Wealth, LLC | 451 | $388.9K | 0.13% | −24−5.1% | Reduced |
| Blue Rock Wealth Management LLC | 451 | $388.9K | 0.24% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 452 | $389.6K | 0.11% | −22−4.6% | Reduced |
| Three Seasons Wealth, LLC | 452 | $389.8K | 0.04% | −5−1.1% | Reduced |
| Perissos Private Wealth Management, LLC | 452 | $389.8K | 0.34% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 454 | $391.5K | 0.08% | +57+14.4% | Added |
| Next Level Private LLC | 455 | $392.3K | 0.10% | +6+1.3% | Added |
| Great Diamond Partners, LLC | 455 | $392.4K | 0.08% | −32−6.6% | Reduced |
| Flagship Wealth Advisors, LLC | 455 | $392.4K | 0.11% | 00.0% | Unchanged |
| Birchbrook, Inc. | 455 | $392.4K | 0.20% | 00.0% | Unchanged |
| Breakthru Advisory Services, LLC | 456 | $393.2K | 0.25% | +5+1.1% | Added |
| LeConte Wealth Management, LLC | 456 | $393.2K | 0.26% | −1−0.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 457 | $394.5K | 0.06% | +236+106.8% | Added |
| Founders Capital Management | 458 | $395.0K | 0.21% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 458 | $395.0K | 0.10% | +18+4.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 459 | $395.4K | 0.13% | +3+0.7% | Added |
| Precedent Wealth Partners, LLC | 459 | $395.8K | 0.08% | +32+7.5% | Added |
| Rather & Kittrell, Inc. | 460 | $396.7K | 0.06% | +40+9.5% | Added |
| Gunderson Capital Management Inc. | 460 | $396.8K | 0.18% | +12+2.7% | Added |
| Financial Alternatives, Inc | 461 | $397.5K | 0.23% | −226−32.9% | Reduced |
| Piedmont Capital Management, LLC | 461 | $397.5K | 0.26% | +461 | New |
| Gilbert & Cook, Inc. | 461 | $397.9K | 0.05% | +56+13.8% | Added |
| Foster & Motley Inc | 462 | $398.0K | 0.02% | −22−4.5% | Reduced |
| Running Point Capital Advisors, LLC | 462 | $398.0K | 0.11% | −75−14.0% | Reduced |
| ERn Financial, LLC | 462 | $398.3K | 0.07% | −9−1.9% | Reduced |
| Motive Wealth Advisors | 463 | $399.3K | 0.17% | −45−8.9% | Reduced |
| HighMark Wealth Management LLC | 464 | $400.1K | 0.16% | −23−4.7% | Reduced |
| SPWM Advisors LLC | 465 | $400.6K | 0.38% | +465 | New |
| Landaas & Co | 465 | $401.0K | 0.09% | −77−14.2% | Reduced |
| Meritas Wealth Management, LLC | 465 | $401.0K | 0.19% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 465 | $401.0K | 0.01% | +465 | New |
| Saxon Interests, Inc. | 466 | $401.9K | 0.14% | −33−6.6% | Reduced |
| First American Bank | 466 | $401.9K | 0.02% | −156−25.1% | Reduced |
| Hopwood Financial Services, Inc. | 467 | $402.7K | 0.28% | −63−11.9% | Reduced |
| Sharkey, Howes & Javer | 468 | $403.4K | 0.05% | −4−0.8% | Reduced |
| Stonebridge Financial Group, LLC | 468 | $403.6K | 0.03% | +62+15.3% | Added |