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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 642 | $639.5K | 0.07% | −70−9.8% | Reduced |
| Gibson Capital, LLC | 642 | $639.7K | 0.12% | −44−6.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 642 | $639.7K | 0.54% | −238−27.0% | Reduced |
| Gen-Wealth Partners Inc | 643 | $641.1K | 0.20% | −457−41.5% | Reduced |
| Catalina Capital Group, LLC | 644 | $641.7K | 0.39% | +9+1.4% | Added |
| Prota Financial, LLC | 646 | $643.2K | 0.47% | +79+13.9% | Added |
| Sbe LLC Dba Cedar Cove Wealth Partners | 646 | $644.1K | 0.34% | +3+0.5% | Added |
| CPA Asset Management LLC | 647 | $644.2K | 0.22% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 647 | $644.6K | 0.19% | −15−2.3% | Reduced |
| Charter Research & Investment Group, Inc. | 647 | $644.6K | 0.43% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 648 | $645.7K | 0.08% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 648 | $645.7K | 0.09% | +12+1.9% | Added |
| Xxi Wealth, LLC | 648 | $645.8K | 0.37% | +70+12.1% | Added |
| Newman Dignan & Sheerar, Inc. | 648 | $646.0K | 0.14% | +11+1.7% | Added |
| Peterson Wealth Advisors, LLC | 649 | $646.6K | 0.09% | +1+0.2% | Added |
| Evansbrook LLC | 649 | $646.9K | 0.43% | +40+6.6% | Added |
| Floyd Financial Group LLC | 658 | $648.0K | 0.43% | +18+2.8% | Added |
| Blankinship & Foster, LLC | 651 | $648.7K | 0.14% | −15−2.3% | Reduced |
| Invested Advisors | 651 | $648.7K | 0.66% | +4+0.6% | Added |
| Marietta Investment Partners LLC | 652 | $649.7K | 0.13% | +90+16.0% | Added |
| a16z Perennial Management, L.P. | 653 | $650.7K | 0.05% | 00.0% | Unchanged |
| M1 Capital Management LLC | 653 | $650.7K | 0.30% | −32−4.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 689 | $651.6K | 0.21% | +649+1,622.5% | Added |
| Fideuram Asset Management (Ireland) dac | 654 | $652.4K | 0.08% | −5,223−88.9% | Reduced |
| Beech Hill Advisors, Inc. | 655 | $652.7K | 0.33% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 657 | $654.7K | 0.32% | +657 | New |
| Park Place Capital Corp | 658 | $655.7K | 0.13% | −7−1.1% | Reduced |
| Heritage Family Offices, LLP | 658 | $655.7K | 0.29% | +345+110.2% | Added |
| Severin Investments, LLC | 661 | $658.8K | 0.57% | +661 | New |
| Bank of Jackson Hole Trust | 662 | $659.6K | 0.32% | +26+4.1% | Added |
| Total Clarity Wealth Management, Inc. | 662 | $659.9K | 0.16% | +10+1.5% | Added |
| Lantz Financial LLC | 665 | $662.3K | 0.14% | +28+4.4% | Added |
| Asio Capital, LLC | 665 | $662.6K | 0.09% | −43−6.1% | Reduced |
| Granite Harbor Advisors, Inc. | 665 | $662.6K | 0.29% | +39+6.2% | Added |
| Trust Co | 665 | $662.6K | 0.06% | +58+9.6% | Added |
| North Berkeley Wealth Management, LLC | 665 | $662.6K | 0.35% | +91+15.9% | Added |
| XY Planning Network, Inc. | 665 | $662.7K | 0.11% | −25−3.6% | Reduced |
| Peak Financial Management, Inc. | 665 | $663.0K | 0.17% | +23+3.6% | Added |
| Novem Group | 666 | $663.9K | 0.08% | +108+19.4% | Added |
| Peoples Financial Services Corp. | 667 | $664.6K | 0.31% | −12−1.8% | Reduced |
| Stonebridge Financial Group, LLC | 669 | $666.6K | 0.05% | +201+42.9% | Added |
| Accelerate Investment Advisors LLC | 670 | $667.5K | 0.45% | +36+5.7% | Added |
| Chesapeake Wealth Management | 670 | $667.6K | 0.20% | +69+11.5% | Added |
| Momentous Wealth Management, Inc. | 671 | $668.4K | 0.38% | −5−0.7% | Reduced |
| Hedeker Wealth, LLC | 671 | $668.6K | 0.14% | −2,810−80.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 672 | $669.5K | 0.17% | +141+26.6% | Added |
| Hartmann Taylor Wealth Management, LLC | 672 | $669.6K | 0.44% | 00.0% | Unchanged |
| SFM, LLC | 672 | $669.8K | 0.40% | −12−1.8% | Reduced |
| Gambit Capital Management, LLC | 673 | $670.6K | 0.48% | −42−5.9% | Reduced |
| Hiley Hunt Wealth Management | 673 | $670.7K | 0.30% | +1+0.1% | Added |
| Clarity Wealth Development LLC | 675 | $672.8K | 0.55% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 676 | $673.4K | 0.38% | +7+1.0% | Added |
| First Growth Capital LLC | 676 | $673.7K | 0.61% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 676 | $673.7K | 0.09% | −7−1.0% | Reduced |
| Nestegg Advisors, Inc. | 680 | $677.8K | 0.60% | −290−29.9% | Reduced |
| BankPlus Wealth Management LLC | 682 | $681.3K | 0.35% | −7−1.0% | Reduced |
| Correct Capital Wealth Management | 685 | $682.6K | 0.13% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 686 | $683.7K | 0.25% | +160+30.4% | Added |
| Valtinson Bruner Financial Planning LLC | 689 | $686.1K | 0.19% | +128+22.8% | Added |
| APCM Wealth Management for Individuals | 690 | $687.3K | 0.08% | −10−1.4% | Reduced |
| Intrua Financial, LLC | 690 | $688.1K | 0.07% | −290−29.6% | Reduced |
| HRC Wealth Management, LLC | 691 | $688.5K | 0.33% | −9−1.3% | Reduced |
| Greenwood Capital Associates LLC | 692 | $689.5K | 0.08% | +305+78.8% | Added |
| Oder Investment Management, LLC | 692 | $689.6K | 0.53% | −22−3.1% | Reduced |
| Close Asset Management Ltd | 693 | $690.0K | 0.02% | −121−14.9% | Reduced |
| Austin Wealth Management, LLC | 679 | $691.5K | 0.16% | −50−6.9% | Reduced |
| Capital Squared Financial LLC | 695 | $692.7K | 0.53% | 00.0% | Unchanged |
| Well Done, LLC | 697 | $694.5K | 0.10% | −5−0.7% | Reduced |
| CWC Advisors, LLC. | 697 | $694.5K | 0.33% | +44+6.7% | Added |
| Optivise Advisory Services LLC | 698 | $695.1K | 0.42% | +150+27.4% | Added |
| J. L. Bainbridge & Co., Inc. | 700 | $697.3K | 0.06% | +13+1.9% | Added |
| Sawgrass Asset Management LLC | 703 | $700.5K | 0.11% | +129+22.5% | Added |
| Eaton Financial Holdings Company, LLC | 703 | $701.0K | 0.23% | −33−4.5% | Reduced |
| Sunpointe, LLC | 705 | $702.5K | 0.23% | +71+11.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 707 | $704.5K | 0.24% | +167+30.9% | Added |
| Hendershot Investments Inc. | 708 | $705.5K | 0.09% | 00.0% | Unchanged |
| Successful Portfolios LLC | 708 | $705.6K | 0.39% | −17−2.3% | Reduced |
| Palisade Asset Management, LLC | 709 | $706.5K | 0.07% | +7+1.0% | Added |
| Headinvest, LLC | 709 | $706.6K | 0.14% | +61+9.4% | Added |
| Beverly Hills Private Wealth, LLC | 709 | $706.9K | 0.12% | −178−20.1% | Reduced |
| White Pine Capital LLC | 710 | $707.5K | 0.19% | +5+0.7% | Added |
| Quantum Financial Advisors, LLC | 710 | $707.8K | 0.08% | +15+2.2% | Added |
| Ipsen Advisor Group LLC | 711 | $708.2K | 0.50% | 00.0% | Unchanged |
| West Wealth Group, LLC | 710 | $708.3K | 0.14% | +58+8.9% | Added |
| Krane Financial Solutions LLC | 712 | $709.4K | 0.48% | +712 | New |
| Fiduciary Financial Group, LLC | 713 | $710.6K | 0.09% | +23+3.3% | Added |
| Elm3 Financial Group, LLC | 714 | $711.8K | 0.60% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 715 | $712.4K | 0.16% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 715 | $712.4K | 0.15% | +20+2.9% | Added |
| Orin Green Financial, LLC | 716 | $712.9K | 0.29% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 716 | $713.5K | 0.33% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 717 | $714.4K | 0.18% | +6+0.8% | Added |
| BCV Asset Management Inc. | 717 | $714.5K | 0.02% | +717 | New |
| Dempze Nancy E | 718 | $715.4K | 0.39% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 718 | $715.4K | 0.20% | +415+137.0% | Added |
| Caliber Wealth Management, LLC | 719 | $716.6K | 0.08% | +50+7.5% | Added |
| WealthBridge Capital Management, LLC | 720 | $717.6K | 0.17% | +18+2.6% | Added |
| Tarbox Family Office, Inc. | 721 | $718.4K | 0.12% | −153−17.5% | Reduced |
| Royal Capital Wealth Management, LLC | 721 | $718.8K | 0.45% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 722 | $719.0K | 0.21% | 00.0% | Unchanged |