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 | 4,274 | $311.5B |
| Q4 2025 | 4,138 | $272.0B |
| Q3 2025 | 3,941 | $274.4B |
| Q2 2025 | 4,011 | $302.3B |
| Q1 2025 | 3,952 | $287.8B |
| Q4 2024 | 3,941 | $279.6B |
| Q3 2024 | 3,590 | $266.7B |
| Q2 2024 | 3,526 | $258.3B |
| Q1 2024 | 3,419 | $222.0B |
| Q4 2023 | 3,343 | $201.0B |
| Q3 2023 | 3,077 | $169.9B |
| Q2 2023 | 3,041 | $162.0B |
| Q1 2023 | 2,943 | $149.2B |
| Q4 2022 | 2,938 | $137.2B |
| Q3 2022 | 2,825 | $141.6B |
| Q2 2022 | 2,784 | $143.4B |
| Q1 2022 | 2,862 | $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 |
|---|---|---|---|---|---|
| Core Wealth Advisors, Inc. | 469 | $404.5K | 0.10% | −46−8.9% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 470 | $405.3K | 0.09% | +14+3.1% | Added |
| Kaufman Rossin Wealth, LLC | 471 | $406.4K | 0.21% | −28−5.6% | Reduced |
| CGC Financial Services, LLC | 471 | $406.5K | 0.11% | −16−3.3% | Reduced |
| Samalin Investment Counsel, LLC | 471 | $406.5K | 0.14% | −132−21.9% | Reduced |
| Stewardship Advisors, LLC | 472 | $407.0K | 0.09% | +5+1.1% | Added |
| RS Crum Inc. | 473 | $407.8K | 0.08% | −10−2.1% | Reduced |
| Cape Ann Savings Bank | 474 | $408.7K | 0.21% | +9+1.9% | Added |
| Flatrock Wealth Partners LLC | 474 | $409.1K | 0.20% | +474 | New |
| Yarger Wealth Strategies, LLC | 475 | $409.2K | 0.18% | −197−29.3% | Reduced |
| Triasima Portfolio Management inc. | 475 | $409.6K | 0.06% | −4,314−90.1% | Reduced |
| Fourth Dimension Wealth, LLC | 476 | $410.1K | 0.15% | +95+24.9% | Added |
| Summitry LLC | 476 | $410.3K | 0.02% | −54−10.2% | Reduced |
| Reston Wealth Management LLC | 476 | $410.5K | 0.13% | +112+30.8% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 477 | $411.1K | 0.20% | +150+45.9% | Added |
| Guerra Pan Advisors, LLC | 478 | $412.2K | 0.24% | 00.0% | Unchanged |
| Journey Retirement Planning & Investment Management LLC | 480 | $414.3K | 0.09% | +480 | New |
| Johnson Bixby & Associates, LLC | 481 | $414.4K | 0.05% | +15+3.2% | Added |
| COFG Advisors, LLC | 481 | $415.2K | 0.10% | +481 | New |
| Activest Wealth Management | 482 | $415.3K | 0.08% | −125−20.6% | Reduced |
| GSG Advisors LLC | 482 | $415.3K | 0.11% | +10+2.1% | Added |
| Christensen, King & Associates Investment Services, Inc. | 482 | $415.7K | 0.18% | −20−4.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 483 | $416.5K | 0.03% | −3−0.6% | Reduced |
| ASL Financial, LLC | 483 | $416.5K | 0.33% | +483 | New |
| Quattro Advisors LLC | 483 | $416.9K | 0.33% | +483 | New |
| Security Financial Services, INC. | 484 | $417.4K | 0.07% | −28−5.5% | Reduced |
| LWM Advisory Services, LLC | 485 | $418.2K | 0.25% | −12−2.4% | Reduced |
| Leonteq Securities AG | 485 | $418.2K | 0.02% | −783−61.8% | Reduced |
| Geneva Partners, LLC | 485 | $418.3K | 0.15% | −3−0.6% | Reduced |
| HHM Wealth Advisors, LLC | 485 | $418.6K | 0.05% | −6−1.2% | Reduced |
| Kidder Stephen W | 487 | $420.0K | 0.12% | −10−2.0% | Reduced |
| Bourgeon Capital Management LLC | 487 | $420.0K | 0.07% | 00.0% | Unchanged |
| High Note Wealth, LLC | 487 | $420.0K | 0.08% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 487 | $420.0K | 0.08% | +487 | New |
| Five Pine Wealth Management | 487 | $420.0K | 0.27% | +1+0.2% | Added |
| Index Technologies Group LLC | 488 | $420.8K | 0.44% | +488 | New |
| Willis Johnson & Associates, Inc. | 488 | $420.9K | 0.03% | −26−5.1% | Reduced |
| Equity Wealth Partners, LLC | 488 | $420.9K | 0.27% | +10+2.1% | Added |
| Lighthouse Financial Services Inc | 488 | $421.1K | 0.10% | +488 | New |
| Osterweis Capital Management Inc | 489 | $421.7K | 0.02% | −19−3.7% | Reduced |
| Elite Financial, Inc. | 490 | $422.0K | 0.19% | −20−3.9% | Reduced |
| GoalVest Advisory LLC | 491 | $423.4K | 0.08% | +97+24.6% | Added |
| Team Financial Group, LLC | 491 | $423.6K | 0.19% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 492 | $423.9K | 0.18% | +175+55.2% | Added |
| Valley National Advisers Inc | 492 | $424.0K | 0.06% | −14−2.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 493 | $425.1K | 0.01% | 00.0% | Unchanged |
| Schaeffer Financial LLC | 493 | $425.1K | 0.37% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 494 | $425.8K | 0.21% | −47−8.7% | Reduced |
| Grant Private Wealth Management Inc | 494 | $426.0K | 0.26% | −125−20.2% | Reduced |
| Opal Capital LLC | 428 | $426.5K | 0.11% | +428 | New |
| Shulman DeMeo Asset Management LLC | 495 | $426.6K | 0.10% | +1+0.2% | Added |
| Revisor Wealth Management LLC | 446 | $426.9K | 0.11% | +37+9.0% | Added |
| Prudent Investors Network | 496 | $427.5K | 0.10% | −45−8.3% | Reduced |
| Cornerstone Enterprises, LLC | 496 | $427.7K | 0.20% | 00.0% | Unchanged |
| Sonoma Allocations LLC | 448 | $429.7K | 0.14% | −347−43.6% | Reduced |
| Hidden Cove Wealth Management, LLC | 498 | $429.9K | 0.28% | +8+1.6% | Added |
| Summa Corp. | 500 | $431.2K | 0.18% | −44−8.1% | Reduced |
| Avenir Corp | 500 | $431.2K | 0.05% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 500 | $431.2K | 0.27% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 501 | $431.7K | 0.11% | −1−0.2% | Reduced |
| Morris Financial Concepts, Inc. | 501 | $431.7K | 0.15% | −6−1.2% | Reduced |
| Greenhouse Wealth Management, LLC | 501 | $432.1K | 0.26% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 501 | $432.3K | 0.15% | −43−7.9% | Reduced |
| Acorn Creek Capital LLC | 502 | $433.2K | 0.16% | −26−4.9% | Reduced |
| Windsor Capital Management, LLC | 503 | $433.8K | 0.12% | +41+8.9% | Added |
| Legacy Wealth Managment, LLC | 503 | $433.8K | 0.21% | +31+6.6% | Added |
| Narus Financial Partners, LLC | 503 | $434.1K | 0.12% | +3+0.6% | Added |
| Campbell Newman Asset Management Inc | 505 | $435.5K | 0.03% | 00.0% | Unchanged |
| Clifford Group, LLC | 505 | $435.9K | 0.34% | −20−3.8% | Reduced |
| Polymer Capital Management (US) LLC | 506 | $436.3K | 0.06% | +506 | New |
| Clay Northam Wealth Management, LLC | 507 | $437.3K | 0.24% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 507 | $437.3K | 0.44% | +507 | New |
| Targeted Financial Services LLC | 497 | $437.3K | 0.38% | +497 | New |
| SOA Wealth Advisors, LLC. | 17,769 | $437.4K | 0.07% | −9−0.1% | Reduced |
| CAP Partners, LLC | 508 | $437.8K | 0.25% | +1+0.2% | Added |
| Plimoth Trust Co LLC | 508 | $438.1K | 0.10% | 00.0% | Unchanged |
| Green Ridge Wealth Planning LLC | 508 | $438.1K | 0.22% | +508 | New |
| Accretive Wealth Partners, LLC | 508 | $438.2K | 0.13% | −17−3.2% | Reduced |
| Arvest Investments, Inc. | 509 | $438.9K | 0.06% | +244+92.1% | Added |
| Security National Bank of So Dak | 511 | $440.7K | 0.22% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 512 | $441.5K | 0.02% | +100+24.3% | Added |
| Francis Financial, Inc. | 513 | $442.4K | 0.09% | −5−1.0% | Reduced |
| Everest Financial Group LLC | 513 | $442.5K | 0.10% | +513 | New |
| Spectrum Wealth Advisory Group, LLC | 513 | $442.6K | 0.16% | +39+8.2% | Added |
| Pathway Financial Advisors LLC | 498 | $442.8K | 0.06% | −5−1.0% | Reduced |
| Ring Mountain Capital, LLC | 460 | $443.0K | 0.23% | +22+5.0% | Added |
| Foster Victor Wealth Advisors, LLC | 461 | $443.9K | 0.03% | −29−5.9% | Reduced |
| Yarbrough Capital, LLC | 515 | $444.1K | 0.01% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 516 | $445.0K | 0.09% | −570−52.5% | Reduced |
| Smart Money Group LLC | 516 | $445.1K | 0.13% | +12+2.4% | Added |
| Ssi Investment Management LLC | 517 | $445.8K | 0.03% | 00.0% | Unchanged |
| Tumwater Wealth Management, LLC | 518 | $446.7K | 0.18% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 518 | $446.8K | 0.09% | +41+8.6% | Added |
| Aspen Capital Management, LLC | 519 | $447.4K | 0.11% | 00.0% | Unchanged |
| E&G Advisors, LP | 519 | $447.6K | 0.10% | −50−8.8% | Reduced |
| StoneCrest Wealth Management, Inc. | 519 | $447.6K | 0.18% | −24−4.4% | Reduced |
| Asset Allocation & Management Company, LLC | 520 | $448.0K | 0.18% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 519 | $448.0K | 0.01% | 00.0% | Unchanged |
| Farrell Financial LLC | 520 | $448.3K | 0.26% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 520 | $448.4K | 0.05% | −2,329−81.7% | Reduced |