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 |
|---|---|---|---|---|---|
| King Wealth | 13,308 | $11.5M | 1.38% | +215+1.6% | Added |
| Glenview Trust Co | 13,260 | $11.4M | 0.18% | +835+6.7% | Added |
| Boston Common Asset Management, LLC | 13,255 | $11.4M | 0.69% | −177−1.3% | Reduced |
| United Capital Management of KS, Inc. | 13,247 | $11.4M | 1.60% | +6,387+93.1% | Added |
| Mission Wealth Management, LP | 13,234 | $11.4M | 0.23% | −2,062−13.5% | Reduced |
| GDS Wealth Management | 13,210 | $11.4M | 0.71% | +1,083+8.9% | Added |
| Lakeside Advisors, INC. | 13,207 | $11.4M | 7.28% | −290−2.1% | Reduced |
| Baker Avenue Asset Management, LP | 13,200 | $11.4M | 0.26% | +112+0.9% | Added |
| Larson Financial Group LLC | 13,198 | $11.4M | 0.38% | +2,402+22.2% | Added |
| Baypointe Partners LLC | 13,163 | $11.4M | 23.85% | +13,163 | New |
| Bleakley Financial Group, LLC | 13,126 | $11.3M | 0.20% | +636+5.1% | Added |
| Whalerock Point Partners, LLC | 13,121 | $11.3M | 2.15% | +173+1.3% | Added |
| Capital Investment Counsel, LLC | 13,110 | $11.3M | 1.57% | +234+1.8% | Added |
| Exencial Wealth Advisors, LLC | 13,088 | $11.3M | 0.36% | −676−4.9% | Reduced |
| Aviso Financial Inc. | 13,082 | $11.3M | 0.43% | −709−5.1% | Reduced |
| Trust Co of Virginia | 13,080 | $11.3M | 0.91% | +210+1.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 13,079 | $11.3M | 2.58% | −1,141−8.0% | Reduced |
| Sigma Investment Counselors Inc | 13,075 | $11.3M | 0.57% | −60−0.5% | Reduced |
| Savoir Faire Capital Management, L.P. | 13,037 | $11.2M | 5.33% | +210+1.6% | Added |
| Great Valley Advisor Group, Inc. | 13,020 | $11.2M | 0.22% | −56−0.4% | Reduced |
| Gouws Capital LLC | 12,980 | $11.2M | 5.92% | +217+1.7% | Added |
| Petredis Investment Advisors LLC | 12,941 | $11.2M | 0.88% | −216−1.6% | Reduced |
| Oak Harvest Investment Services | 12,932 | $11.2M | 1.22% | +5,236+68.0% | Added |
| Moneta Group Investment Advisors LLC | 12,849 | $11.1M | 0.08% | −159−1.2% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 12,834 | $11.1M | 1.99% | −373−2.8% | Reduced |
| Vision Retirement, LLC | 12,784 | $11.0M | 2.95% | +12,784 | New |
| Wilsey Asset Management Inc | 12,690 | $10.9M | 1.70% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 12,680 | $10.9M | 4.19% | +1,505+13.5% | Added |
| Broadleaf Partners, LLC | 12,666 | $10.9M | 2.30% | −28−0.2% | Reduced |
| Moran Wealth Management, LLC | 12,624 | $10.9M | 0.33% | +537+4.4% | Added |
| CFM Wealth Partners LLC | 12,598 | $10.9M | 1.57% | +162+1.3% | Added |
| AlphaCore Capital LLC | 12,538 | $10.8M | 0.24% | +901+7.7% | Added |
| Signaturefd, LLC | 12,538 | $10.8M | 0.17% | 00.0% | Unchanged |
| Simmons Bank | 12,470 | $10.8M | 0.72% | +132+1.1% | Added |
| VestGen Advisors, LLC | 12,457 | $10.7M | 0.46% | +1,681+15.6% | Added |
| Wesbanco Bank Inc | 12,441 | $10.7M | 0.30% | −969−7.2% | Reduced |
| Osborne Partners Capital Management, LLC | 12,427 | $10.7M | 0.55% | +213+1.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 12,422 | $10.7M | 0.84% | +842+7.3% | Added |
| Nemes Rush Group LLC | 12,389 | $10.7M | 1.01% | −1,350−9.8% | Reduced |
| Evexia Wealth LLC | 11,232 | $10.7M | 2.98% | −26−0.2% | Reduced |
| Harbour Investments, Inc. | 12,379 | $10.7M | 0.22% | +1,922+18.4% | Added |
| Plato Investment Management Ltd | 12,287 | $10.6M | 0.70% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 12,047 | $10.6M | 0.09% | +4,389+57.3% | Added |
| Boston Private Wealth LLC | 12,257 | $10.6M | 0.62% | −1,000−7.5% | Reduced |
| Texas Yale Capital Corp. | 12,253 | $10.6M | 0.32% | +408+3.4% | Added |
| Greenleaf Trust | 12,202 | $10.5M | 0.10% | −339−2.7% | Reduced |
| Harbour Investment Management LLC | 12,165 | $10.5M | 5.56% | −4,651−27.7% | Reduced |
| Peachtree Investment Partners, LLC | 12,135 | $10.5M | 3.47% | −749−5.8% | Reduced |
| OpenArc Corporate Advisory, LLC | 12,127 | $10.5M | 0.17% | +12,127 | New |
| Defender Capital, LLC. | 12,084 | $10.4M | 3.38% | +12,084 | New |
| Savant Capital, LLC | 12,075 | $10.4M | 0.06% | −540−4.3% | Reduced |
| Securian Asset Management, Inc | 12,051 | $10.4M | 0.39% | −9,366−43.7% | Reduced |
| Blue Fin Capital, Inc. | 12,047 | $10.4M | 1.61% | −264−2.1% | Reduced |
| Temasek Holdings (Private) Ltd | 12,045 | $10.4M | 0.03% | −1,522−11.2% | Reduced |
| Rice Partnership, LLC | 12,023 | $10.4M | 1.40% | +188+1.6% | Added |
| American Money Management, LLC | 12,020 | $10.4M | 1.63% | +745+6.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 12,009 | $10.4M | 0.82% | +2,741+29.6% | Added |
| Guardian Partners Inc. | 10,571 | $10.3M | 0.83% | −1,092−9.4% | Reduced |
| Principal Securities, Inc. | 11,946 | $10.3M | 0.16% | −112−0.9% | Reduced |
| MUFG Securities Americas Inc. | 11,939 | $10.3M | 0.64% | −20−0.2% | Reduced |
| Catalytic Wealth RIA, LLC | 11,919 | $10.3M | 0.38% | −5,246−30.6% | Reduced |
| Modern Wealth Management, LLC | 11,738 | $10.1M | 0.18% | −270−2.2% | Reduced |
| Clarity Wealth Advisors, LLC | 11,722 | $10.1M | 2.06% | +608+5.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,681 | $10.1M | 0.65% | 00.0% | Unchanged |
| TLW Wealth Management, LLC | 11,665 | $10.1M | 5.80% | +11+0.1% | Added |
| Liontrust Investment Partners LLP | 11,662 | $10.1M | 0.15% | −10,254−46.8% | Reduced |
| Webster Bank, N. A. | 11,654 | $10.0M | 0.94% | −677−5.5% | Reduced |
| GAM Holding AG | 11,603 | $10.0M | 0.64% | +2,335+25.2% | Added |
| SlateStone Wealth, LLC | 11,589 | $9.99M | 0.84% | −596−4.9% | Reduced |
| Copeland Capital Management, LLC | 11,581 | $9.99M | 0.22% | −457−3.8% | Reduced |
| Quadrant Capital Group LLC | 11,545 | $9.96M | 0.30% | +740+6.8% | Added |
| TCG Advisory Services, LLC | 11,543 | $9.95M | 0.27% | −97−0.8% | Reduced |
| 1st Source Bank | 11,515 | $9.93M | 0.52% | −136−1.2% | Reduced |
| McBroom & Associates, LLC | 11,501 | $9.92M | 4.82% | −26−0.2% | Reduced |
| KMG Fiduciary Partners, LLC | 11,454 | $9.88M | 0.70% | −433−3.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 11,446 | $9.87M | 0.38% | +2,100+22.5% | Added |
| Independent Solutions Wealth Management, LLC | 11,363 | $9.80M | 1.80% | −9,742−46.2% | Reduced |
| Baldwin Investment Management, LLC | 11,356 | $9.79M | 1.11% | +308+2.8% | Added |
| Empirical Capital Management, LLC | 11,350 | $9.79M | 6.43% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 11,299 | $9.74M | 1.30% | −117−1.0% | Reduced |
| Stokes Capital Advisors, LLC | 11,260 | $9.71M | 2.22% | −106−0.9% | Reduced |
| Bensler, LLC | 11,210 | $9.67M | 0.97% | +388+3.6% | Added |
| SFE Investment Counsel | 11,200 | $9.66M | 1.51% | +633+6.0% | Added |
| Fifth Third Wealth Advisors LLC | 11,188 | $9.65M | 0.34% | +403+3.7% | Added |
| Great Lakes Advisors, LLC | 11,175 | $9.64M | 0.08% | −4,658−29.4% | Reduced |
| Valeo Financial Advisors, LLC | 11,148 | $9.61M | 0.21% | −259−2.3% | Reduced |
| Nations Financial Group Inc, | 11,109 | $9.58M | 0.50% | −1,774−13.8% | Reduced |
| Index Fund Advisors, Inc. | 11,105 | $9.58M | 0.45% | −241−2.1% | Reduced |
| EFG International AG | 11,096 | $9.57M | 0.19% | +11,096 | New |
| WoodTrust Financial Corp | 10,981 | $9.47M | 1.11% | −238−2.1% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 10,937 | $9.43M | 5.06% | −142−1.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 10,928 | $9.42M | 0.54% | +663+6.5% | Added |
| Evelyn Partners Investment Management LLP | 10,924 | $9.42M | 0.26% | +592+5.7% | Added |
| Skopos Labs, Inc. | 10,851 | $9.42M | 0.43% | +3,638+50.4% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 10,890 | $9.39M | 4.91% | −573−5.0% | Reduced |
| GPM Growth Investors, Inc. | 10,861 | $9.37M | 3.65% | −466−4.1% | Reduced |
| Focus Financial Network, Inc. | 10,834 | $9.34M | 0.33% | −486−4.3% | Reduced |
| Goelzer Investment Management, Inc. | 10,834 | $9.34M | 0.43% | +785+7.8% | Added |
| Garrison Bradford & Associates Inc | 10,832 | $9.34M | 10.14% | −375−3.3% | Reduced |
| Algert Global LLC | 10,805 | $9.32M | 0.15% | +1,075+11.0% | Added |