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Costco Wholesale Corp

COST
Exchange
Nasdaq
Industry
Retail-Variety Stores
SEC CIK
0000909832

No open-market purchases or sales by Costco Wholesale Corp insiders were filed in the last 90 days; 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, Q1 2026

Institutional positions in Costco Wholesale Corp as of Mar 31, 2026. 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
4,275
+198 vs. Q4 2025
Shares held
320.3M
+54.2M (+20.4%) vs. Q4 2025
Total value
$311.5B
+$83.3B (+36.5%) vs. Q4 2025
New holders
323
1,798 more added
Sold out
125
1,638 more reduced

62 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 4,275 institutions
Q1 2021: 2,359 institutionsQ2 2021: 2,394 institutionsQ3 2021: 2,463 institutionsQ4 2021: 2,823 institutionsQ1 2022: 2,863 institutionsQ2 2022: 2,785 institutionsQ3 2022: 2,826 institutionsQ4 2022: 2,939 institutionsQ1 2023: 2,944 institutionsQ2 2023: 3,042 institutionsQ3 2023: 3,078 institutionsQ4 2023: 3,344 institutionsQ1 2024: 3,420 institutionsQ2 2024: 3,527 institutionsQ3 2024: 3,591 institutionsQ4 2024: 3,942 institutionsQ1 2025: 3,953 institutionsQ2 2025: 4,012 institutionsQ3 2025: 3,942 institutionsQ4 2025: 4,139 institutionsQ1 2026: 4,275 institutionsQ2 2026: 4,261 institutions
Value heldQ1 2026: $311.5B
Q1 2021: $104.1BQ2 2021: $119.0BQ3 2021: $134.3BQ4 2021: $170.2BQ1 2022: $172.4BQ2 2022: $143.4BQ3 2022: $141.6BQ4 2022: $137.2BQ1 2023: $149.2BQ2 2023: $162.0BQ3 2023: $169.9BQ4 2023: $201.0BQ1 2024: $222.0BQ2 2024: $258.3BQ3 2024: $266.7BQ4 2024: $279.6BQ1 2025: $287.8BQ2 2025: $302.3BQ3 2025: $274.4BQ4 2025: $272.0BQ1 2026: $311.5BQ2 2026: $301.8B
Institutions holding COST and their total value by quarter
QuarterHoldersValue
Q2 20264,261$301.8B
Q1 20264,275$311.5B
Q4 20254,139$272.0B
Q3 20253,942$274.4B
Q2 20254,012$302.3B
Q1 20253,953$287.8B
Q4 20243,942$279.6B
Q3 20243,591$266.7B
Q2 20243,527$258.3B
Q1 20243,420$222.0B
Q4 20233,344$201.0B
Q3 20233,078$169.9B
Q2 20233,042$162.0B
Q1 20232,944$149.2B
Q4 20222,939$137.2B
Q3 20222,826$141.6B
Q2 20222,785$143.4B
Q1 20222,863$172.4B
Q4 20212,823$170.2B
Q3 20212,463$134.3B
Q2 20212,394$119.0B
Q1 20212,359$104.1B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q4 2025.

Institutions holding COST in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Intesa Sanpaolo S.p.A.1$9910.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$9960.02%−1−50.0%Reduced
Nvest Wealth Strategies, Inc.1$9970.00%−17−94.4%Reduced
Navigoe, LLC2$1.00K0.00%00.0%Unchanged
Investment Counsel Co of Nevada2$1.99K0.00%00.0%Unchanged
Capital Advisor Network LLC2$1.99K0.00%+2New
Broadwater Capital Management LLC3$2.59K0.00%00.0%Unchanged
Cohalo Advisory LLC3$2.99K0.21%00.0%Unchanged
Fiduciary Advisors, Inc.3$2.99K0.00%00.0%Unchanged
Horrell Capital Management, Inc.3$3.06K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.4$3.99K0.00%−65−94.2%Reduced
DecisionPoint Financial, LLC4$3.99K0.00%00.0%Unchanged
Phillip James Consulting Co.5$4.00K0.00%+5New
Burkett Financial Services, LLC4$4.01K0.00%00.0%Unchanged
Monetary Solutions, Ltd5$4.98K0.00%−1−16.7%Reduced
CWM Advisors, LLC5$5.19K0.00%00.0%Unchanged
LM Advisors LLC5,352$5.37K0.11%+732+15.8%Added
Virtus ETF Advisers LLC7$6.97K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.9$8.97K0.01%−24−72.7%Reduced
Prudent Man Investment Management, Inc.11$9.49K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.9$9.56K0.01%−4−30.8%Reduced
Lummis Asset Management, LP10$9.96K0.01%00.0%Unchanged
Morgan Dempsey Capital Management LLC11$11.0K0.00%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd11$11.0K0.00%+1+10.0%Added
Bare Financial Services, Inc12$12.0K0.00%+6+100.0%Added
NorthAvenue LLC13$13.0K0.01%00.0%Unchanged
Longfellow Investment Management Co LLC13$13.0K0.00%00.0%Unchanged
Torren Management, LLC14$14.0K0.01%−55−79.7%Reduced
Financial Freedom, LLC17$17.3K0.01%00.0%Unchanged
Imprint Wealth LLC18$17.9K0.08%−5−21.7%Reduced
United Financial Planning Group LLC18$17.9K0.01%00.0%Unchanged
Basepoint Wealth LLC18$18.0K0.01%00.0%Unchanged
WestEnd Advisors, LLC19$18.9K0.00%00.0%Unchanged
Protective Life Corp19$18.9K0.06%+19New
MH & Associates Securities Management Corp20$19.9K0.02%00.0%Unchanged
Catherine Avery Investment Management LLC20$19.9K0.01%00.0%Unchanged
Fairway Wealth LLC21$20.6K0.01%−2−8.7%Reduced
PayPay Securities Corp21$20.7K0.72%−1−4.5%Reduced
Sellwood Investment Partners LLC21$20.9K0.01%00.0%Unchanged
Mechanics Financial Corp21$20.9K0.01%00.0%Unchanged
Insight Financial Services21$20.9K0.01%+2+10.5%Added
Entrust Financial LLC23$23.0K0.02%−13−36.1%Reduced
Turim 21 Investimentos Ltda.24$23.9K0.01%+24New
AXS Investments LLC25$24.9K0.01%−6−19.4%Reduced
Brown Shipley& Co Ltd25$24.9K0.01%00.0%Unchanged
North Ridge Wealth Advisors, Inc.25$24.9K0.01%00.0%Unchanged
Bulwark Capital Corp25$24.9K0.02%00.0%Unchanged
Horizons Wealth Management25$24.9K0.02%+25New
MJT & Associates Financial Advisory Group, Inc.27$26.9K0.02%00.0%Unchanged
Luken Investment Analytics, LLC27$26.9K0.01%00.0%Unchanged
Minot DeBlois Advisors LLC28$27.6K0.03%00.0%Unchanged
Virginia Estate & Retirement Planning Advisors Inc.28$27.9K0.12%+28New
HFM Investment Advisors, LLC29$28.9K0.01%+1+3.6%Added
TD Capital Management LLC29$29.1K0.00%+22+314.3%Added
Kentucky Trust Co30$29.9K0.02%−25−45.5%Reduced
C M Bidwell & Associates Ltd30$29.9K0.01%00.0%Unchanged
Principia Wealth Advisory, LLC30$29.9K0.02%+9+42.9%Added
Meramec Financial Planners, LLC30$29.9K0.01%00.0%Unchanged
LFA - Lugano Financial Advisors SA31$30.8K0.02%00.0%Unchanged
Quarry LP31$30.9K0.01%−5−13.9%Reduced
Gordian Capital Singapore Pte Ltd31$30.9K0.05%00.0%Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management31$30.9K0.02%00.0%Unchanged
DiNuzzo Private Wealth, Inc.31$30.9K0.00%00.0%Unchanged
Barrett & Company, Inc.32$31.9K0.01%00.0%Unchanged
Rogco, LP32$31.9K0.01%00.0%Unchanged
Burk Holdings LLC32$31.9K0.01%+32New
Atomic Invest LLC32$32.1K0.02%+23+255.6%Added
Hurley Capital, LLC33$33.2K0.02%+1+3.1%Added
Manning & Napier Advisors LLC34$33.9K0.00%+30+750.0%Added
McGuire Capital Advisors Inc35$34.9K0.02%+3+9.4%Added
Penserra Capital Management LLC36$35.0K0.00%−3−7.7%Reduced
Collier Financial38$37.9K0.03%00.0%Unchanged
Lam Group, Inc.38$37.9K0.02%+38New
Financial Connections Group, Inc.39$39.0K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC40$39.9K0.01%00.0%Unchanged
Your Advocates Ltd., LLP40$39.9K0.01%00.0%Unchanged
Bay Harbor Wealth Management, LLC40$39.9K0.01%+20+100.0%Added
Curio Wealth, LLC40$39.9K0.01%+40New
Chesapeake Asset Management LLC41$40.9K0.03%00.0%Unchanged
PMV Capital Advisers, LLC43$42.8K0.07%−2−4.4%Reduced
Investors Research Corp46$45.8K0.01%00.0%Unchanged
Intentional Wealth Strategies, LLC46$45.8K0.04%+46New
PlanVest Financial, Inc46$46.1K0.04%+46New
Key Capital Management, INC49$48.8K0.03%+22+81.5%Added
Titan Wealth (CI) Ltd50$49.8K0.02%+50New
Access Investment Management LLC50$49.8K0.01%00.0%Unchanged
SWAN Capital LLC50$49.8K0.02%00.0%Unchanged
Morton Brown Family Wealth, LLC52$51.3K0.01%+4+8.3%Added
Vega Investment Solutions53$52.8K0.01%00.0%Unchanged
CrossGen Wealth, LLC53$53.0K0.05%00.0%Unchanged
Retirement Wealth Solutions LLC54$54.1K0.03%00.0%Unchanged
Evolution Wealth Management Inc.55$54.4K0.04%+4+7.8%Added
Evergreen Advisors, LLC55$54.8K0.01%+55New
Signature Resources Capital Management, LLC55$55.0K0.03%+1+1.9%Added
Raffa Wealth Management, LLC56$55.8K0.01%+14+33.3%Added
Marquette Asset Management, LLC57$56.8K0.01%+55+2,750.0%Added
MPWM Advisory Solutions, LLC58$57.7K0.03%−83−58.9%Reduced
Frazier Financial Advisors, LLC59$59.0K0.03%+34+136.0%Added
Abound Financial, LLC61$60.8K0.03%+61New
Pingora Partners LLC62$61.8K0.04%00.0%Unchanged