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 |
|---|---|---|---|---|---|
| London & Capital Asset Management Ltd | 509 | $507.1K | 0.01% | −339−40.0% | Reduced |
| FreeGulliver LLC | 510 | $508.2K | 0.21% | +64+14.3% | Added |
| BCS Wealth Management | 510 | $508.2K | 0.10% | −686−57.4% | Reduced |
| Core Wealth Advisors, Inc. | 510 | $508.4K | 0.12% | +41+8.7% | Added |
| New World Advisors LLC | 511 | $509.2K | 0.09% | +248+94.3% | Added |
| Jackson Thornton Asset Management, LLC | 510 | $509.2K | 0.05% | +267+109.9% | Added |
| Capital Wealth Alliance, LLC | 512 | $510.2K | 0.23% | −630−55.2% | Reduced |
| Arvest Investments, Inc. | 512 | $510.2K | 0.07% | +3+0.6% | Added |
| National Wealth Management Group, LLC | 512 | $510.5K | 0.19% | −17−3.2% | Reduced |
| Abner Herrman & Brock LLC | 516 | $514.0K | 0.06% | −40−7.2% | Reduced |
| Ssi Investment Management LLC | 517 | $515.2K | 0.04% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 517 | $515.2K | 0.13% | +80+18.3% | Added |
| Integrity Wealth Solutions LLC | 518 | $516.2K | 0.20% | +106+25.7% | Added |
| Geneva Partners, LLC | 518 | $516.2K | 0.25% | +33+6.8% | Added |
| Wealth Advisors Northwest LLC | 519 | $516.7K | 0.22% | −10−1.9% | Reduced |
| Sit Investment Associates Inc | 519 | $517.0K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 519 | $517.1K | 0.11% | +65+14.3% | Added |
| Asset Allocation & Management Company, LLC | 520 | $518.0K | 0.19% | 00.0% | Unchanged |
| Elevation Advisory Partners LLC | 535 | $518.7K | 0.48% | +535 | New |
| Salomon & Ludwin, LLC | 512 | $519.7K | 0.05% | +87+20.5% | Added |
| Core Alternative Capital | 522 | $520.1K | 0.15% | +74+16.5% | Added |
| XTX Topco Ltd | 525 | $523.1K | 0.01% | −971−64.9% | Reduced |
| Eight 31 Financial LLC | 525 | $523.1K | 0.32% | 00.0% | Unchanged |
| Wellington Grp LLC | 525 | $523.2K | 0.16% | −204−28.0% | Reduced |
| JMG Financial Group, Ltd. | 528 | $526.1K | 0.01% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 528 | $526.5K | 0.19% | +26+5.2% | Added |
| CoreFirst Bank & Trust | 529 | $527.1K | 0.28% | −63−10.6% | Reduced |
| Valley National Advisers Inc | 530 | $528.0K | 0.07% | +38+7.7% | Added |
| Mullaney, Keating & Wright, Inc. | 530 | $528.1K | 0.29% | 00.0% | Unchanged |
| High Note Wealth, LLC | 530 | $528.1K | 0.10% | +43+8.8% | Added |
| Opal Wealth Advisors, LLC | 531 | $529.1K | 0.12% | +3+0.6% | Added |
| Unconventional Investor, LLC | 532 | $530.1K | 0.25% | 00.0% | Unchanged |
| Kingstone Capital Partners Texas, LLC | 533 | $531.0K | 0.33% | +1+0.2% | Added |
| Insight Inv LLC | 533 | $531.1K | 0.29% | −9−1.7% | Reduced |
| First Community Trust NA | 534 | $532.1K | 0.39% | 00.0% | Unchanged |
| Innova Wealth Partners | 534 | $532.2K | 0.25% | −4−0.7% | Reduced |
| Smart Money Group LLC | 535 | $532.7K | 0.15% | +19+3.7% | Added |
| DAGCO, Inc. | 535 | $533.0K | 0.12% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 536 | $534.1K | 0.14% | +78+17.0% | Added |
| Dale Q Rice Investment Management Ltd | 537 | $535.1K | 0.41% | 00.0% | Unchanged |
| SPG Advisors LLC | 537 | $535.5K | 8.16% | −10−1.8% | Reduced |
| Walker Asset Management, LLC | 538 | $535.9K | 0.29% | +9+1.7% | Added |
| InTrack Investment Management Inc | 538 | $536.3K | 0.31% | +538 | New |
| Cambridge Financial Group, LLC | 539 | $536.6K | 0.18% | −43−7.4% | Reduced |
| Harbor Group, Inc. | 539 | $536.6K | 0.08% | +1+0.2% | Added |
| PCG Wealth Advisors, LLC | 539 | $537.2K | 0.14% | 00.0% | Unchanged |
| Miramar Capital, LLC | 540 | $538.1K | 0.12% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 540 | $538.1K | 0.40% | 00.0% | Unchanged |
| Sageworth Trust Co | 540 | $538.1K | 0.02% | +103+23.6% | Added |
| Blue Bell Private Wealth Management, LLC | 541 | $539.1K | 0.08% | +173+47.0% | Added |
| TFB Advisors LLC | 543 | $541.1K | 0.28% | −94−14.8% | Reduced |
| Alpha Zero LLC | 543 | $541.1K | 0.27% | −12−2.2% | Reduced |
| Warner Group LLC | 544 | $542.1K | 0.35% | −41−7.0% | Reduced |
| FSB Premier Wealth Management, Inc. | 545 | $543.0K | 0.17% | −115−17.4% | Reduced |
| Winslow Asset Management Inc | 546 | $544.0K | 0.11% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 546 | $544.5K | 0.14% | +1+0.2% | Added |
| Adkins Seale Capital Management LLC | 547 | $545.0K | 0.54% | 00.0% | Unchanged |
| Francis Financial, Inc. | 547 | $545.0K | 0.10% | +34+6.6% | Added |
| Winton Group Ltd | 548 | $546.0K | 0.02% | −16,023−96.7% | Reduced |
| Meridian Financial Partners LLC | 539 | $546.3K | 0.21% | +10+1.9% | Added |
| Narus Financial Partners, LLC | 548 | $546.4K | 0.14% | +45+8.9% | Added |
| Kerr Financial Planning Corp | 549 | $546.9K | 0.68% | +44+8.7% | Added |
| Tulsa Wealth Advisors, INC | 550 | $548.1K | 0.10% | −86−13.5% | Reduced |
| Torrey-Payne Wealth Management, LLC | 551 | $549.0K | 0.50% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 551 | $549.0K | 0.05% | +10+1.8% | Added |
| Triumph Capital Management | 552 | $549.7K | 0.11% | −99−15.2% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 552 | $549.8K | 0.36% | −65−10.5% | Reduced |
| Selective Wealth Management, Inc. | 553 | $552.4K | 0.16% | −115−17.2% | Reduced |
| Legacy Wealth Managment, LLC | 555 | $553.0K | 0.28% | +52+10.3% | Added |
| Hanover Advisors Inc | 555 | $553.0K | 0.22% | +555 | New |
| Saiph Capital, LLC | 556 | $554.0K | 0.21% | −46−7.6% | Reduced |
| Rodgers & Associates, LTD | 556 | $554.1K | 0.06% | −54−8.9% | Reduced |
| Investment Management Trust, LLC | 557 | $555.0K | 0.54% | +557 | New |
| Richard P Slaughter Associates Inc | 557 | $555.0K | 0.12% | +41+7.9% | Added |
| Cannon Advisors, Inc. | 558 | $556.0K | 0.41% | +4+0.7% | Added |
| Palogic Value Management, L.P. | 558 | $556.0K | 0.24% | +558 | New |
| Concorde Asset Management, LLC | 558 | $556.2K | 0.27% | −265−32.2% | Reduced |
| Matrix Asset Advisors Inc | 559 | $556.6K | 0.05% | −4−0.7% | Reduced |
| Delta Investment Management, LLC | 560 | $557.7K | 0.10% | +11+2.0% | Added |
| Sage Mountain Advisors LLC | 560 | $558.0K | 0.04% | −2,354−80.8% | Reduced |
| Alaethes Wealth LLC | 561 | $559.0K | 0.16% | 00.0% | Unchanged |
| Legend Capital Advisors LLC | 561 | $559.0K | 0.35% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 561 | $559.3K | 0.36% | +29+5.5% | Added |
| Farrell Financial LLC | 562 | $559.6K | 0.33% | +42+8.1% | Added |
| Financial Advisors Network, Inc. | 562 | $560.1K | 0.08% | −259−31.5% | Reduced |
| Gunderson Capital Management Inc. | 562 | $560.3K | 0.23% | +102+22.2% | Added |
| RWM Asset Management, LLC | 563 | $561.0K | 0.06% | +3+0.5% | Added |
| Acorn Wealth Advisors, LLC | 564 | $561.6K | 0.16% | +2+0.4% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 564 | $562.3K | 0.33% | +564 | New |
| Pennsylvania Capital Management Inc | 565 | $563.0K | 0.16% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 566 | $564.5K | 0.20% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 547 | $564.7K | 0.04% | +148+37.1% | Added |
| Warther Private Wealth, LLC | 568 | $566.0K | 0.13% | −114−16.7% | Reduced |
| Seven Mile Advisory | 568 | $566.0K | 0.41% | −56−9.0% | Reduced |
| Sulzberger Capital Advisors, Inc. | 568 | $566.0K | 0.58% | +20+3.6% | Added |
| Rossby Financial, LCC | 569 | $566.7K | 0.12% | +194+51.7% | Added |
| Convergence Investment Partners, LLC | 570 | $567.6K | 0.09% | −29−4.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 571 | $568.5K | 0.08% | 00.0% | Unchanged |
| Bayban | 571 | $569.0K | 0.49% | +169+42.0% | Added |
| Millennium Capital Advisors, LLC | 572 | $569.5K | 0.35% | 00.0% | Unchanged |