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 |
|---|---|---|---|---|---|
| Stiles Financial Services Inc | 8,744 | $7.54M | 2.32% | +96+1.1% | Added |
| Quotient Wealth Partners, LLC | 8,731 | $7.53M | 0.20% | +5,458+166.8% | Added |
| Thoroughbred Financial Services, LLC | 8,729 | $7.53M | 0.45% | −547−5.9% | Reduced |
| Keystone Wealth Services, LLC | 8,723 | $7.52M | 1.58% | −34−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 8,713 | $7.51M | 0.15% | +417+5.0% | Added |
| MMBG Investment Advisors Co. | 8,708 | $7.51M | 0.63% | +2,299+35.9% | Added |
| Griffin Asset Management, Inc. | 8,703 | $7.50M | 0.81% | +568+7.0% | Added |
| Spirepoint Private Client, LLC | 8,694 | $7.50M | 0.72% | +199+2.3% | Added |
| Carroll Investors, Inc | 8,674 | $7.48M | 3.58% | +1,157+15.4% | Added |
| Denali Advisors LLC | 8,629 | $7.44M | 0.83% | −54−0.6% | Reduced |
| HCR Wealth Advisors | 8,620 | $7.43M | 0.74% | +258+3.1% | Added |
| DoubleLine ETF Adviser LP | 8,604 | $7.42M | 2.23% | +130+1.5% | Added |
| Hoffman, Alan N Investment Management | 8,583 | $7.40M | 4.17% | −2,961−25.6% | Reduced |
| Calamos Wealth Management LLC | 8,564 | $7.39M | 0.26% | +338+4.1% | Added |
| Colonial Trust Co | 8,543 | $7.37M | 0.98% | −245−2.8% | Reduced |
| Pure Financial Advisors, Inc. | 8,542 | $7.37M | 0.11% | −423−4.7% | Reduced |
| FFG Partners, LLC | 8,532 | $7.36M | 2.13% | −9,057−51.5% | Reduced |
| Arlington Financial Advisors, LLC | 8,518 | $7.35M | 1.05% | −454−5.1% | Reduced |
| Hills Bank & Trust Co | 8,491 | $7.32M | 0.43% | −347−3.9% | Reduced |
| Schnieders Capital Management, LLC. | 8,477 | $7.31M | 1.14% | −25−0.3% | Reduced |
| Anchor Investment Management, LLC | 8,475 | $7.31M | 0.59% | +188+2.3% | Added |
| Belpointe Asset Management LLC | 8,452 | $7.29M | 0.26% | −9−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,447 | $7.28M | 0.25% | +552+7.0% | Added |
| Osprey Private Wealth LLC | 8,445 | $7.28M | 2.10% | +1,934+29.7% | Added |
| Legacy Trust | 8,427 | $7.27M | 1.36% | +471+5.9% | Added |
| Trust Co of Oklahoma | 8,421 | $7.26M | 2.12% | −44−0.5% | Reduced |
| Clark Capital Management Group, Inc. | 8,393 | $7.24M | 0.04% | −42,892−83.6% | Reduced |
| Montecito Bank & Trust | 8,374 | $7.22M | 1.15% | −853−9.2% | Reduced |
| Frank, Rimerman Advisors LLC | 8,361 | $7.21M | 0.46% | +589+7.6% | Added |
| Vantage Investment Partners, LLC | 8,355 | $7.20M | 0.48% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 8,329 | $7.18M | 0.41% | +8,329 | New |
| Chelsea Counsel Co | 8,310 | $7.17M | 3.08% | +10+0.1% | Added |
| Oddo BHF Asset Management SAS | 8,268 | $7.13M | 0.27% | +1,463+21.5% | Added |
| Rockland Trust Co | 8,250 | $7.11M | 0.28% | −108−1.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 8,241 | $7.11M | 0.34% | +2,193+36.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,233 | $7.10M | 0.19% | −903−9.9% | Reduced |
| Stenger Family Office, LLC | 8,165 | $7.04M | 1.45% | +1,096+15.5% | Added |
| Mather Group, LLC. | 8,164 | $7.04M | 0.07% | +354+4.5% | Added |
| Zevenbergen Capital Investments LLC | 8,163 | $7.04M | 0.16% | +23+0.3% | Added |
| StrongBox Wealth, LLC | 8,161 | $7.04M | 2.31% | +1,157+16.5% | Added |
| Schmidt P J Investment Management Inc | 8,143 | $7.02M | 1.14% | +181+2.3% | Added |
| Cypress Capital Group | 8,142 | $7.02M | 0.79% | −27−0.3% | Reduced |
| RFG Advisory, LLC | 8,129 | $7.01M | 0.13% | −1,083−11.8% | Reduced |
| Fairfield Financial Advisors, LTD | 8,099 | $6.98M | 2.28% | +122+1.5% | Added |
| Ayrshire Capital Management LLC | 8,083 | $6.97M | 3.20% | +534+7.1% | Added |
| Marble Wealth, LLC | 8,074 | $6.96M | 0.97% | +8,074 | New |
| Capital Group Investment Management Pte. Ltd. | 8,073 | $6.96M | 1.13% | −239−2.9% | Reduced |
| Traynor Capital Management, Inc. | 8,062 | $6.95M | 0.38% | +222+2.8% | Added |
| RAM Investment Partners, LLC | 8,024 | $6.92M | 1.25% | +529+7.1% | Added |
| Secure Asset Management, LLC | 8,024 | $6.92M | 1.09% | −50−0.6% | Reduced |
| LS Investment Advisors, LLC | 7,988 | $6.89M | 0.97% | −66−0.8% | Reduced |
| Hartford Financial Management Inc. | 7,978 | $6.88M | 1.79% | +55+0.7% | Added |
| Petix & Botte Co | 7,961 | $6.87M | 1.56% | +10.0% | Added |
| Joel Isaacson & Co., LLC | 7,923 | $6.83M | 0.23% | −196−2.4% | Reduced |
| Syon Capital LLC | 7,908 | $6.82M | 0.34% | −19−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 7,905 | $6.82M | 0.50% | −299−3.6% | Reduced |
| Kovack Advisors, Inc. | 7,884 | $6.80M | 0.32% | +5,107+183.9% | Added |
| Cardinal Point Capital Management, ULC | 7,880 | $6.80M | 0.44% | +56+0.7% | Added |
| Townsend Asset Management Corp | 7,869 | $6.79M | 2.39% | +260+3.4% | Added |
| Fulton Bank, N.A. | 7,862 | $6.78M | 0.23% | +114+1.5% | Added |
| Rench Wealth Management, Inc. | 7,848 | $6.77M | 1.99% | +46+0.6% | Added |
| Sagewood Asset Management LP | 7,841 | $6.76M | 2.40% | +7,841 | New |
| Fischer Financial Services, Inc. | 7,836 | $6.76M | 1.79% | +224+2.9% | Added |
| Eastover Investment Advisors LLC | 7,831 | $6.75M | 2.97% | +901+13.0% | Added |
| National Asset Management, Inc. | 7,810 | $6.73M | 0.32% | −303−3.7% | Reduced |
| Bull Street Advisors, LLC | 7,787 | $6.71M | 3.12% | −31−0.4% | Reduced |
| Connecticut Wealth Management, LLC | 7,783 | $6.71M | 0.29% | −107−1.4% | Reduced |
| Consolidated Capital Management, LLC | 7,750 | $6.68M | 2.02% | −1,584−17.0% | Reduced |
| Meritage Portfolio Management | 7,701 | $6.64M | 0.44% | −180−2.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 7,699 | $6.64M | 0.07% | −152−1.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,689 | $6.63M | 0.32% | +2,998+63.9% | Added |
| Banque Pictet & Cie SA | 7,662 | $6.61M | 0.07% | −450−5.5% | Reduced |
| Strategic Advisors LLC | 7,653 | $6.60M | 1.03% | +3,157+70.2% | Added |
| St Germain D J Co Inc | 7,633 | $6.58M | 0.26% | −153−2.0% | Reduced |
| Miller Capital Partners, Inc. | 7,610 | $6.56M | 3.35% | +7,610 | New |
| Rossmore Private Capital | 7,603 | $6.56M | 0.59% | +800+11.8% | Added |
| HBK Sorce Advisory LLC | 6,528 | $6.54M | 0.15% | −476−6.8% | Reduced |
| StoneX Group Inc. | 7,559 | $6.52M | 0.28% | −51−0.7% | Reduced |
| Weik Capital Management | 7,563 | $6.52M | 2.44% | −19−0.3% | Reduced |
| Spinnaker Trust | 7,561 | $6.52M | 0.35% | −97−1.3% | Reduced |
| Churchill Financial Advisors, LLC | 7,558 | $6.52M | 1.99% | +7,558 | New |
| Sittner & Nelson, LLC | 6,502 | $6.51M | 2.30% | −515−7.3% | Reduced |
| Connors Investor Services Inc | 7,552 | $6.51M | 0.56% | −10,499−58.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 7,539 | $6.50M | 1.75% | −50−0.7% | Reduced |
| Bahl & Gaynor Inc | 7,501 | $6.47M | 0.03% | +19+0.3% | Added |
| Auxier Asset Management | 7,500 | $6.47M | 0.91% | −399−5.1% | Reduced |
| Courier Capital LLC | 7,481 | $6.45M | 0.36% | −939−11.2% | Reduced |
| AdvisorNet Financial, Inc | 7,472 | $6.44M | 0.34% | +1,293+20.9% | Added |
| Hudson Value Partners, LLC | 7,407 | $6.41M | 1.91% | −805−9.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,429 | $6.41M | 0.32% | −92−1.2% | Reduced |
| Change Path, LLC | 7,406 | $6.39M | 0.15% | −241−3.2% | Reduced |
| Indiana Trust & Investment Management CO | 7,401 | $6.38M | 1.88% | −127−1.7% | Reduced |
| Asset Planning,Inc | 7,378 | $6.36M | 4.47% | −18−0.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,339 | $6.33M | 0.32% | +49+0.7% | Added |
| Tema ETFs LLC | 7,307 | $6.30M | 0.49% | −20−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 7,287 | $6.28M | 0.07% | −15−0.2% | Reduced |
| Fiduciary Group LLC | 7,285 | $6.28M | 0.53% | −146−2.0% | Reduced |
| Rehmann Capital Advisory Group | 7,282 | $6.28M | 0.33% | −115−1.6% | Reduced |
| Allium Financial Advisors, LLC | 7,278 | $6.28M | 4.98% | +2,176+42.6% | Added |
| Continuum Advisory, LLC | 7,274 | $6.27M | 0.63% | +201+2.8% | Added |