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, 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
- 4,274
- +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
- 1,797 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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 459 | $457.4K | 0.13% | 00.0% | Unchanged |
| RS Crum Inc. | 459 | $457.4K | 0.09% | −14−3.0% | Reduced |
| Plimoth Trust Co LLC | 461 | $459.4K | 0.10% | −47−9.3% | Reduced |
| Great Diamond Partners, LLC | 461 | $459.4K | 0.09% | +6+1.3% | Added |
| Affiance Financial, LLC | 461 | $460.3K | 0.07% | +13+2.9% | Added |
| Lowe Brockenbrough & Co Inc | 462 | $460.4K | 0.02% | −111−19.4% | Reduced |
| Granite Bay Wealth Management, LLC | 464 | $461.8K | 0.10% | +16+3.6% | Added |
| Williams & Novak, LLC | 464 | $462.6K | 0.35% | −215−31.7% | Reduced |
| Landaas & Co | 465 | $463.3K | 0.10% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 465 | $463.3K | 0.21% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 467 | $465.3K | 0.04% | −101−17.8% | Reduced |
| Bell Investment Advisors, Inc | 467 | $465.3K | 0.07% | +28+6.4% | Added |
| Braun-Bostich & Associates Inc. | 468 | $466.3K | 0.29% | +69+17.3% | Added |
| Fairfield, Bush & Co. | 468 | $466.5K | 0.26% | +130+38.5% | Added |
| Reston Wealth Management LLC | 468 | $466.5K | 0.14% | −8−1.7% | Reduced |
| Sharkey, Howes & Javer | 468 | $466.6K | 0.06% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 470 | $468.3K | 0.08% | −17−3.5% | Reduced |
| JMN Financial LLC | 470 | $468.8K | 0.46% | +65+16.0% | Added |
| Stewardship Advisors, LLC | 471 | $469.3K | 0.11% | −1−0.2% | Reduced |
| CGC Financial Services, LLC | 471 | $469.7K | 0.14% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 471 | $469.8K | 0.07% | −738−61.0% | Reduced |
| Ring Mountain Capital, LLC | 471 | $470.0K | 0.26% | +11+2.4% | Added |
| Triasima Portfolio Management inc. | 472 | $470.3K | 0.07% | −3−0.6% | Reduced |
| GoalVest Advisory LLC | 472 | $470.3K | 0.09% | −19−3.9% | Reduced |
| Amplius Wealth Advisors, LLC | 472 | $470.3K | 0.04% | +45+10.5% | Added |
| PFG Private Wealth Management, LLC | 472 | $470.3K | 0.20% | +46+10.8% | Added |
| Osbon Capital Management LLC | 473 | $471.0K | 0.38% | +300+173.4% | Added |
| Security National Bank of So Dak | 473 | $471.3K | 0.23% | −38−7.4% | Reduced |
| Sky-Mountain Capital Management, Inc. | 473 | $471.8K | 0.34% | −77−14.0% | Reduced |
| Cape Ann Savings Bank | 474 | $472.3K | 0.24% | 00.0% | Unchanged |
| 626 Financial, LLC | 474 | $472.3K | 0.21% | +100+26.7% | Added |
| Next Level Private LLC | 474 | $472.5K | 0.11% | +19+4.2% | Added |
| Rather & Kittrell, Inc. | 475 | $473.4K | 0.07% | +15+3.3% | Added |
| H&H Retirement Design & Management INC | 469 | $474.4K | 0.23% | −177−27.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 478 | $476.3K | 0.03% | −5−1.0% | Reduced |
| Guerra Pan Advisors, LLC | 478 | $476.3K | 0.29% | 00.0% | Unchanged |
| Lighthouse Financial Services Inc | 489 | $476.6K | 0.11% | +1+0.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 479 | $477.3K | 0.11% | +9+1.9% | Added |
| Maia Wealth LLC | 480 | $478.0K | 0.08% | +10+2.1% | Added |
| SPWM Advisors LLC | 468 | $478.5K | 0.42% | +3+0.6% | Added |
| Dynasty Wealth Management, LLC | 480 | $478.5K | 0.00% | +101+26.6% | Added |
| Johnson Bixby & Associates, LLC | 481 | $478.8K | 0.06% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 480 | $478.9K | 0.07% | −111−18.8% | Reduced |
| Signet Private Wealth LLC | 481 | $479.0K | 0.46% | −43−8.2% | Reduced |
| Warwick Investment Management, Inc. | 482 | $480.3K | 0.07% | +85+21.4% | Added |
| Clifford Group, LLC | 482 | $480.8K | 0.37% | −23−4.6% | Reduced |
| Morris Financial Concepts, Inc. | 483 | $480.9K | 0.16% | −18−3.6% | Reduced |
| Aletheian Wealth Advisors LLC | 483 | $481.3K | 0.23% | +483 | New |
| ASL Financial, LLC | 484 | $482.3K | 0.39% | +1+0.2% | Added |
| NewSquare Capital LLC | 484 | $482.3K | 0.04% | +484 | New |
| Greenline Wealth Management LLC | 484 | $482.6K | 0.56% | +236+95.2% | Added |
| Sonoma Allocations LLC | 477 | $482.7K | 0.17% | +29+6.5% | Added |
| Kidder Stephen W | 487 | $485.3K | 0.14% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 487 | $485.3K | 0.17% | +21+4.5% | Added |
| Activest Wealth Management | 488 | $486.1K | 0.09% | +6+1.2% | Added |
| Shulman DeMeo Asset Management LLC | 488 | $486.4K | 0.10% | −7−1.4% | Reduced |
| Mma Asset Management LLC | 488 | $486.6K | 0.17% | +488 | New |
| Legacy Financial Strategies, LLC | 489 | $487.5K | 0.09% | +86+21.3% | Added |
| Ares Financial Consulting, LLC | 489 | $487.6K | 0.38% | +114+30.4% | Added |
| Christensen, King & Associates Investment Services, Inc. | 489 | $487.6K | 0.21% | +7+1.5% | Added |
| Yarger Wealth Strategies, LLC | 491 | $489.3K | 0.20% | +16+3.4% | Added |
| Equity Wealth Partners, LLC | 491 | $489.7K | 0.32% | +3+0.6% | Added |
| Northwest Wealth Management, LLC | 491 | $489.7K | 0.07% | +63+14.7% | Added |
| Five Pine Wealth Management | 492 | $489.9K | 0.30% | +5+1.0% | Added |
| Team Financial Group, LLC | 492 | $489.9K | 0.22% | +1+0.2% | Added |
| Smith, Salley & Associates | 492 | $490.6K | 0.02% | −62−11.2% | Reduced |
| Greenhouse Wealth Management, LLC | 492 | $490.7K | 0.30% | −9−1.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 493 | $491.2K | 0.01% | 00.0% | Unchanged |
| Schaeffer Financial LLC | 493 | $491.2K | 0.41% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 493 | $491.2K | 0.09% | +6+1.2% | Added |
| Morris Retirement Advisors, LLC | 495 | $493.1K | 0.20% | +3+0.6% | Added |
| Harmony Asset Management LLC | 495 | $493.3K | 0.15% | +131+36.0% | Added |
| Detalus Advisors, LLC | 496 | $494.0K | 0.11% | −5−1.0% | Reduced |
| Dynamic Wealth Strategies, LLC | 496 | $494.2K | 0.29% | −104−17.3% | Reduced |
| Cornerstone Enterprises, LLC | 496 | $494.2K | 0.25% | 00.0% | Unchanged |
| First American Bank | 496 | $494.2K | 0.03% | +30+6.4% | Added |
| COFG Advisors, LLC | 497 | $495.2K | 0.12% | +16+3.3% | Added |
| CAP Partners, LLC | 499 | $496.9K | 0.28% | −9−1.8% | Reduced |
| WFA of San Diego, LLC | 500 | $497.9K | 0.40% | −1,607−76.3% | Reduced |
| Ariadne Wealth Management, LP | 500 | $498.2K | 0.22% | +163+48.4% | Added |
| MRP Capital Investments, LLC | 500 | $498.2K | 0.43% | −100−16.7% | Reduced |
| Avenir Corp | 500 | $498.2K | 0.06% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 500 | $498.2K | 0.33% | 00.0% | Unchanged |
| Summa Corp. | 500 | $498.2K | 0.21% | 00.0% | Unchanged |
| Elite Financial, Inc. | 501 | $499.0K | 0.22% | +11+2.2% | Added |
| Financial Alternatives, Inc | 501 | $499.2K | 0.27% | +40+8.7% | Added |
| KG&L Capital Management,LLC | 502 | $500.2K | 0.36% | −1,764−77.8% | Reduced |
| Green Ridge Wealth Planning LLC | 502 | $500.2K | 0.26% | −6−1.2% | Reduced |
| Index Technologies Group LLC | 502 | $500.2K | 0.54% | +14+2.9% | Added |
| Windsor Capital Management, LLC | 503 | $501.2K | 0.14% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 17,769 | $502.8K | 0.09% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 505 | $503.2K | 0.04% | 00.0% | Unchanged |
| Tumwater Wealth Management, LLC | 505 | $503.2K | 0.20% | −13−2.5% | Reduced |
| Motive Wealth Advisors | 506 | $504.2K | 0.24% | +43+9.3% | Added |
| Diversified Portfolios, Inc. | 507 | $505.2K | 0.04% | +103+25.5% | Added |
| Omnia Family Wealth, LLC | 507 | $505.2K | 0.16% | +143+39.3% | Added |
| Ankerstar Wealth, LLC | 507 | $505.3K | 0.53% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 507 | $505.3K | 0.28% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 498 | $505.4K | 0.06% | 00.0% | Unchanged |
| GSG Advisors LLC | 509 | $506.8K | 0.13% | +27+5.6% | Added |