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 |
|---|---|---|---|---|---|
| Creative Capital Management Investments LLC | 572 | $570.0K | 0.16% | −9−1.5% | Reduced |
| Westend Capital Management, LLC | 572 | $570.0K | 0.17% | +6+1.1% | Added |
| ATLas Financial Planning LLC | 572 | $570.1K | 0.51% | +572 | New |
| Raleigh Capital Management Inc. | 572 | $570.4K | 0.20% | +48+9.2% | Added |
| Goldstein Advisors, LLC | 574 | $572.0K | 0.06% | −32−5.3% | Reduced |
| Monograph Wealth Advisors, LLC | 576 | $574.0K | 0.05% | −691−54.5% | Reduced |
| Stolz & Associates, PS | 582 | $574.6K | 0.40% | −800−57.9% | Reduced |
| First Financial Bankshares Inc | 577 | $574.9K | 0.01% | +37+6.9% | Added |
| Community Bank & Trust, Waco, Texas | 577 | $575.0K | 0.12% | −14−2.4% | Reduced |
| Navis Wealth Advisors, LLC | 577 | $575.3K | 0.29% | −68−10.5% | Reduced |
| Vertex Planning Partners, LLC | 578 | $575.9K | 0.11% | −4−0.7% | Reduced |
| GW&K Investment Management, LLC | 578 | $576.0K | 0.01% | +133+29.9% | Added |
| Innovative Asset Advisors Group, LLC | 578 | $576.0K | 0.33% | +578 | New |
| Elevatus Welath Management | 579 | $576.6K | 0.30% | +3+0.5% | Added |
| Stonebridge Financial Group, LLC | 579 | $576.9K | 0.49% | +11+1.9% | Added |
| Runnymede Capital Advisors, Inc. | 579 | $576.9K | 0.50% | −4,681−89.0% | Reduced |
| Deseret Mutual Benefit Administrators | 580 | $577.9K | 0.20% | −247−29.9% | Reduced |
| Paradigm Asset Management Co LLC | 581 | $578.9K | 0.14% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 581 | $580.6K | 0.11% | +343+144.1% | Added |
| Davidson Kahn Capital Management, LLC | 584 | $582.1K | 0.31% | −40−6.4% | Reduced |
| Culbertson A N & Co Inc | 585 | $582.9K | 0.08% | −85−12.7% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 585 | $582.9K | 0.38% | +2+0.3% | Added |
| Wall Street Access Asset Management, LLC | 586 | $583.0K | 0.15% | 00.0% | Unchanged |
| Veracity Capital LLC | 586 | $583.5K | 0.21% | −100−14.6% | Reduced |
| Exeter Financial, LLC | 587 | $584.9K | 0.24% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 587 | $584.9K | 0.40% | −98−14.3% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 587 | $585.0K | 0.12% | −67−10.2% | Reduced |
| Ade, LLC | 589 | $586.9K | 0.28% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 590 | $588.1K | 0.14% | −12−2.0% | Reduced |
| Strategic Financial Concepts, LLC | 591 | $588.7K | 0.15% | +591 | New |
| Consilio Wealth Advisors, LLC | 591 | $589.3K | 0.17% | +51+9.4% | Added |
| McLaughlin Asset Management, Inc. | 591 | $589.4K | 0.56% | −7−1.2% | Reduced |
| LeConte Wealth Management, LLC | 592 | $589.9K | 0.38% | +136+29.8% | Added |
| Paradigm Capital Management, LLC | 592 | $590.0K | 0.54% | −5−0.8% | Reduced |
| Foundation Wealth Management, LLC | 593 | $591.2K | 0.40% | −98−14.2% | Reduced |
| Accel Wealth Management | 594 | $591.7K | 0.15% | +12+2.1% | Added |
| Turning Point Benefit Group, Inc. | 634 | $592.1K | 0.38% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 597 | $594.5K | 0.32% | −98−14.1% | Reduced |
| Fonville Wealth Management LLC | 598 | $596.0K | 0.11% | +80+15.4% | Added |
| Richmond Investment Services, LLC | 600 | $597.6K | 0.10% | +64+11.9% | Added |
| Pictet North America Advisors SA | 600 | $597.9K | 0.06% | −51−7.8% | Reduced |
| Brandywine Financial Group | 600 | $597.9K | 0.51% | −50−7.7% | Reduced |
| Ar Asset Management Inc | 600 | $598.0K | 0.12% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 600 | $598.2K | 0.08% | +15+2.6% | Added |
| Tannin Capital LLC | 601 | $598.9K | 0.43% | +58+10.7% | Added |
| Summit Wealth & Retirement Planning, Inc. | 603 | $600.9K | 0.14% | −16−2.6% | Reduced |
| Phillips Wealth Planners LLC | 602 | $601.7K | 0.45% | −8−1.3% | Reduced |
| Copia Wealth Management | 605 | $602.8K | 0.41% | −63−9.4% | Reduced |
| Phocas Financial Corp. | 606 | $603.8K | 0.09% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 607 | $604.8K | 0.12% | −4−0.7% | Reduced |
| Ameliora Wealth Management Ltd. | 608 | $605.8K | 0.19% | −58−8.7% | Reduced |
| Tobias Financial Advisors, Inc. | 608 | $606.2K | 0.08% | −138−18.5% | Reduced |
| Wilkins Investment Counsel Inc | 610 | $607.8K | 0.09% | 00.0% | Unchanged |
| Madden Securities Corp | 610 | $607.8K | 0.18% | 00.0% | Unchanged |
| Generate Investment Management Ltd | 610 | $607.8K | 0.03% | +610 | New |
| Advisor Resource Council | 610 | $607.9K | 0.24% | +21+3.6% | Added |
| Fulcrum Equity Management | 610 | $607.9K | 0.59% | +7+1.2% | Added |
| von Borstel & Associates, Inc. | 611 | $608.0K | 0.14% | +4+0.7% | Added |
| South Street Advisors LLC | 611 | $608.8K | 0.09% | 00.0% | Unchanged |
| August Group Capital Ltd | 614 | $610.8K | 0.71% | +3+0.5% | Added |
| Ellenbecker Investment Group | 615 | $613.0K | 0.08% | +22+3.7% | Added |
| Caitlin John, LLC | 616 | $614.0K | 0.37% | −362−37.0% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 616 | $614.3K | 0.42% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 617 | $615.0K | 0.53% | −20−3.1% | Reduced |
| Prudent Investors Network | 618 | $615.6K | 0.13% | +122+24.6% | Added |
| GreatBanc Trust CO | 618 | $615.8K | 0.43% | −6−1.0% | Reduced |
| Horizon Bancorp Inc | 618 | $616.0K | 0.30% | +13+2.1% | Added |
| Curated Wealth Partners LLC | 619 | $616.8K | 0.08% | +366+144.7% | Added |
| Wallace Hart LLC | 621 | $618.8K | 0.85% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 648 | $619.6K | 0.07% | +56+9.5% | Added |
| Heritage Investment Group, Inc. | 622 | $619.8K | 0.09% | +1+0.2% | Added |
| Towerpoint Wealth, LLC | 623 | $620.8K | 0.25% | +1+0.2% | Added |
| Unified Investment Management | 623 | $620.9K | 0.64% | −11−1.7% | Reduced |
| Truepoint, Inc. | 624 | $621.8K | 0.01% | +1+0.2% | Added |
| Peninsula Asset Management Inc | 625 | $622.8K | 0.32% | +625 | New |
| Lane Brothers & Co Inc | 626 | $624.0K | 0.45% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 627 | $624.8K | 0.27% | +60+10.6% | Added |
| Torray LLC | 628 | $625.8K | 0.09% | 00.0% | Unchanged |
| Quattro Advisors LLC | 628 | $625.8K | 0.54% | +145+30.0% | Added |
| Planned Solutions, Inc. | 629 | $626.8K | 0.21% | −95−13.1% | Reduced |
| Financial Advisory Partners, LLC | 630 | $627.8K | 0.18% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 630 | $627.8K | 0.06% | +60+10.5% | Added |
| Harvey Capital Management Inc | 631 | $628.7K | 0.14% | 00.0% | Unchanged |
| Cascade Wealth Advisors, Inc | 624 | $629.7K | 0.28% | 00.0% | Unchanged |
| Philadelphia Trust Co | 632 | $630.0K | 0.04% | 00.0% | Unchanged |
| Lavelle Capital LP | 633 | $630.6K | 0.39% | −251−28.4% | Reduced |
| Altrafin AG | 634 | $631.7K | 0.22% | −20−3.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 636 | $633.7K | 0.34% | +6+1.0% | Added |
| Optimize Financial Inc | 636 | $633.7K | 0.31% | +7+1.1% | Added |
| Three Bridge Wealth Advisors, LLC | 636 | $633.7K | 0.17% | +93+17.1% | Added |
| Moulton Wealth Management, Inc | 630 | $634.6K | 0.44% | +201+46.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 637 | $634.7K | 0.09% | 00.0% | Unchanged |
| Elefante Mark B | 638 | $635.7K | 0.35% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 638 | $635.7K | 0.06% | +118+22.7% | Added |
| Willner & Heller, LLC | 639 | $636.6K | 0.47% | +3+0.5% | Added |
| WESPAC Advisors, LLC | 640 | $637.7K | 0.35% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 640 | $638.1K | 0.08% | +77+13.7% | Added |
| Taylor Financial Group, Inc. | 641 | $638.7K | 0.39% | 00.0% | Unchanged |
| Colter Lewis Investment Partners LLC | 641 | $638.7K | 0.60% | −52−7.5% | Reduced |
| Sterling Financial Planning, Inc. | 641 | $639.1K | 0.19% | +115+21.9% | Added |