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 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 7,274 | $6.27M | 0.71% | −51−0.7% | Reduced |
| Financial Advisory Service, Inc. | 7,265 | $6.26M | 0.40% | +266+3.8% | Added |
| Covington Investment Advisors Inc. | 7,225 | $6.23M | 0.85% | −485−6.3% | Reduced |
| Sagespring Wealth Partners, LLC | 7,219 | $6.23M | 0.11% | −112−1.5% | Reduced |
| Westover Capital Advisors, LLC | 7,204 | $6.21M | 1.13% | −275−3.7% | Reduced |
| S.E.E.D. Planning Group LLC | 7,169 | $6.18M | 1.76% | −60−0.8% | Reduced |
| Chronos Wealth Management, LLC | 7,169 | $6.18M | 2.86% | −43−0.6% | Reduced |
| NorthRock Partners, LLC | 7,155 | $6.17M | 0.10% | −4,511−38.7% | Reduced |
| Certified Advisory Corp | 7,153 | $6.17M | 0.56% | −206−2.8% | Reduced |
| Apollon Financial, LLC | 7,130 | $6.15M | 0.89% | −299−4.0% | Reduced |
| Hendley & Co Inc | 7,128 | $6.15M | 2.20% | +3,886+119.9% | Added |
| BLI - Banque de Luxembourg Investments | 7,100 | $6.15M | 0.18% | −2,200−23.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 7,112 | $6.13M | 0.72% | +302+4.4% | Added |
| Security National Bank | 7,080 | $6.11M | 0.88% | +205+3.0% | Added |
| Clarius Group, LLC | 7,078 | $6.10M | 0.35% | −192−2.6% | Reduced |
| Fideuram Asset Management (Ireland) dac | 5,877 | $6.10M | 0.49% | +5,877 | New |
| Hilltop Holdings Inc. | 7,078 | $6.10M | 0.37% | −341−4.6% | Reduced |
| Pecaut & Co. | 7,037 | $6.07M | 1.96% | −49−0.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 7,027 | $6.06M | 2.02% | +7+0.1% | Added |
| Jasper Ridge Partners, L.P. | 7,003 | $6.04M | 0.13% | −22,000−75.9% | Reduced |
| River Wealth Advisors LLC | 6,977 | $6.02M | 0.67% | −311−4.3% | Reduced |
| Alapocas Investment Partners, Inc. | 6,975 | $6.01M | 4.03% | −165−2.3% | Reduced |
| Sitrin Capital Management LLC | 6,967 | $6.01M | 2.85% | +34+0.5% | Added |
| Harbor Investment Advisory, LLC | 6,963 | $6.00M | 0.45% | +81+1.2% | Added |
| Brevan Howard Capital Management LP | 6,961 | $6.00M | 0.11% | +4,975+250.5% | Added |
| Gibraltar Capital Management, Inc. | 6,952 | $5.99M | 1.02% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 6,116 | $5.98M | 1.77% | +30.0% | Added |
| Bank of Stockton | 6,913 | $5.96M | 1.71% | −12−0.2% | Reduced |
| Clear Creek Financial Management, LLC | 6,909 | $5.96M | 0.49% | +224+3.4% | Added |
| Delta Financial Advisors LLC | 6,907 | $5.96M | 1.55% | +875+14.5% | Added |
| Holderness Investments Co | 6,892 | $5.94M | 1.21% | −79−1.1% | Reduced |
| Pacific Sage Partners, LLC | 6,872 | $5.93M | 0.94% | −51−0.7% | Reduced |
| Agp Franklin, LLC | 6,871 | $5.93M | 2.78% | +499+7.8% | Added |
| Trinity Legacy Partners, LLC | 6,870 | $5.92M | 1.36% | +112+1.7% | Added |
| Koshinski Asset Management, Inc. | 6,863 | $5.92M | 0.38% | +65+1.0% | Added |
| Alps Advisors Inc | 6,863 | $5.92M | 0.03% | −432−5.9% | Reduced |
| SIH Partners, LLLP | 6,863 | $5.92M | 0.34% | +6,863 | New |
| Tower View Investment Management & Research LLC | 6,861 | $5.92M | 2.93% | +43+0.6% | Added |
| Conning Inc. | 6,828 | $5.89M | 0.20% | +415+6.5% | Added |
| American Trust | 6,821 | $5.88M | 0.50% | +188+2.8% | Added |
| Grove Bank & Trust | 6,811 | $5.87M | 0.66% | −131−1.9% | Reduced |
| Sciencast Management LP | 6,778 | $5.84M | 0.81% | +6,778 | New |
| Palumbo Wealth Management LLC | 6,776 | $5.84M | 1.44% | −46−0.7% | Reduced |
| Diamant Asset Management, Inc. | 6,769 | $5.84M | 4.22% | +406+6.4% | Added |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 6,741 | $5.81M | 1.56% | +6,741 | New |
| Tranquility Partners, LLC | 6,724 | $5.80M | 2.09% | −195−2.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,711 | $5.79M | 0.28% | +6,711 | New |
| Centaurus Financial, Inc. | 6,692 | $5.77M | 0.26% | +282+4.4% | Added |
| Dorsey & Whitney Trust CO LLC | 6,687 | $5.77M | 0.30% | −2,360−26.1% | Reduced |
| Linscomb & Williams, Inc. | 6,682 | $5.76M | 0.24% | +249+3.9% | Added |
| Bellevue Asset Management, LLC | 6,680 | $5.76M | 2.78% | −7−0.1% | Reduced |
| First National Advisers, LLC | 6,666 | $5.75M | 0.79% | −597−8.2% | Reduced |
| Atlantic Trust, LLC | 6,661 | $5.74M | 0.90% | −405−5.7% | Reduced |
| Ardent Capital Management, Inc. | 6,651 | $5.74M | 2.27% | +532+8.7% | Added |
| Twin Capital Management Inc | 6,646 | $5.73M | 0.71% | +49+0.7% | Added |
| First Interstate Bank | 6,642 | $5.73M | 0.31% | −220−3.2% | Reduced |
| JPL Wealth Management, LLC | 6,638 | $5.72M | 1.39% | −255−3.7% | Reduced |
| Parisi Gray Wealth Management | 6,621 | $5.71M | 1.30% | +5+0.1% | Added |
| Etesian Wealth Advisors, Inc. | 6,612 | $5.70M | 1.79% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 6,601 | $5.69M | 1.15% | +279+4.4% | Added |
| Woodmont Investment Counsel LLC | 6,587 | $5.68M | 0.36% | −20−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 6,578 | $5.67M | 0.17% | −132−2.0% | Reduced |
| Physicians Financial Services, Inc. | 6,572 | $5.67M | 1.52% | −90−1.4% | Reduced |
| Cambient Family Office, LLC | 6,556 | $5.65M | 0.81% | +6,556 | New |
| Gamco Investors, Inc. Et Al | 6,520 | $5.62M | 0.05% | −1,926−22.8% | Reduced |
| WealthCollab, LLC | 6,514 | $5.62M | 2.30% | +6,016+1,208.0% | Added |
| KP Management LLC | 6,500 | $5.61M | 1.75% | −500−7.1% | Reduced |
| Fort Washington Investment Advisors Inc | 6,493 | $5.60M | 0.03% | +86+1.3% | Added |
| Bell & Brown Wealth Advisors, LLC | 6,460 | $5.57M | 1.79% | +179+2.8% | Added |
| Buffalo Business & Estate Services Ltd | 6,450 | $5.56M | 0.80% | +6,450 | New |
| Wedmont Private Capital | 6,282 | $5.54M | 0.19% | −12−0.2% | Reduced |
| Tyche Wealth Partners LLC | 6,427 | $5.54M | 0.88% | +524+8.9% | Added |
| McIlrath & Eck, LLC | 6,421 | $5.54M | 0.51% | −16−0.2% | Reduced |
| Sage Capital Advisors,llc | 6,416 | $5.53M | 1.31% | +45+0.7% | Added |
| Morse Asset Management, Inc | 6,412 | $5.53M | 1.11% | +43+0.7% | Added |
| Fieldview Capital Management, LLC | 6,412 | $5.53M | 0.94% | +383+6.4% | Added |
| Capital Analysts, LLC | 6,411 | $5.53M | 0.15% | −228−3.4% | Reduced |
| Harbour Capital Advisors, LLC | 6,467 | $5.53M | 1.13% | −87−1.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 6,403 | $5.52M | 0.43% | −312−4.6% | Reduced |
| Wimmer Associates 1, LLC | 6,401 | $5.52M | 2.57% | −171−2.6% | Reduced |
| Cohen Klingenstein LLC | 6,400 | $5.52M | 0.17% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 6,394 | $5.51M | 0.06% | −386−5.7% | Reduced |
| TCI Wealth Advisors, Inc. | 6,389 | $5.51M | 0.30% | +241+3.9% | Added |
| Bradyco, Inc. | 6,389 | $5.51M | 6.84% | −1,430−18.3% | Reduced |
| GM Advisory Group, Inc. | 6,373 | $5.50M | 0.22% | +1,098+20.8% | Added |
| Bamco Inc | 6,349 | $5.47M | 0.01% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 6,344 | $5.47M | 0.74% | +19+0.3% | Added |
| First Washington CORP | 6,341 | $5.47M | 1.42% | −66−1.0% | Reduced |
| TFR Capital, LLC. | 6,338 | $5.47M | 1.81% | +318+5.3% | Added |
| Transamerica Financial Advisors, Inc. | 6,324 | $5.45M | 0.46% | +60+1.0% | Added |
| Sepio Capital, LP | 6,315 | $5.45M | 0.30% | +955+17.8% | Added |
| Northcape Wealth Management, LLC | 6,305 | $5.44M | 1.54% | −7−0.1% | Reduced |
| Midwest Professional Planners, LTD. | 6,304 | $5.44M | 1.29% | −597−8.7% | Reduced |
| Navellier & Associates Inc | 6,293 | $5.43M | 0.61% | −14,070−69.1% | Reduced |
| WS Management LLLP | 6,285 | $5.42M | 0.72% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 6,268 | $5.41M | 0.78% | +92+1.5% | Added |
| Knightsbridge Asset Management, LLC | 6,251 | $5.39M | 0.87% | −81−1.3% | Reduced |
| Principle Wealth Partners LLC | 6,250 | $5.39M | 0.30% | +241+4.0% | Added |
| Cornerstone Wealth Group, LLC | 6,247 | $5.39M | 0.37% | +183+3.0% | Added |
| Bay Rivers Group | 6,246 | $5.39M | 2.18% | +331+5.6% | Added |