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 |
|---|---|---|---|---|---|
| Silver Grove Financial Group, Inc. | 722 | $719.3K | 0.58% | +722 | New |
| Smith & Howard Wealth Management, LLC | 722 | $719.7K | 0.16% | +1+0.1% | Added |
| LVM Capital Management Ltd | 723 | $720.0K | 0.07% | +93+14.8% | Added |
| Rooted Wealth Advisors, Inc. | 723 | $721.6K | 0.19% | +87+13.7% | Added |
| Pine Harbor Wealth Management, LLC | 725 | $721.9K | 0.22% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 725 | $722.4K | 0.23% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 725 | $722.7K | 0.06% | −33−4.4% | Reduced |
| Private Client Services, LLC | 728 | $725.3K | 0.22% | +8+1.1% | Added |
| Sandy Cove Advisors, LLC | 728 | $725.4K | 0.22% | +4+0.6% | Added |
| Presidio Capital Management, LLC | 730 | $727.2K | 0.21% | −39−5.1% | Reduced |
| Hamilton Capital, LLC | 730 | $727.4K | 0.04% | −60−7.6% | Reduced |
| BOS Asset Management, LLC | 730 | $727.4K | 0.19% | +15+2.1% | Added |
| Lee Financial Co | 731 | $728.0K | 0.10% | −376−34.0% | Reduced |
| Blossom Wealth Management | 731 | $728.2K | 1.08% | −28−3.7% | Reduced |
| Emerald Advisers, LLC | 731 | $728.4K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 732 | $729.4K | 0.24% | −58−7.3% | Reduced |
| J.Safra Asset Management Corp | 734 | $731.0K | 0.04% | +1+0.1% | Added |
| Scarborough Advisors, LLC | 735 | $732.0K | 0.08% | −4−0.5% | Reduced |
| Scott Capital Advisors, LLC | 734 | $732.6K | 0.15% | 00.0% | Unchanged |
| Tevis Investment Management | 736 | $733.3K | 0.42% | −491−40.0% | Reduced |
| Firestone Capital Management | 736 | $733.5K | 0.15% | −17−2.3% | Reduced |
| McRae Capital Management Inc | 738 | $735.4K | 0.15% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 739 | $737.4K | 0.14% | 00.0% | Unchanged |
| Collective Family Office LLC | 740 | $737.4K | 0.17% | +22+3.1% | Added |
| Riverstone Advisors, LLC | 741 | $738.4K | 0.36% | +31+4.4% | Added |
| Virtue Asset Management LLC | 741 | $738.6K | 0.59% | −52−6.6% | Reduced |
| Tidemark, LLC | 746 | $743.2K | 0.19% | +57+8.3% | Added |
| AIMZ Investment Advisors, LLC | 746 | $743.3K | 0.23% | +2+0.3% | Added |
| Swisher Financial Concepts, Inc. | 749 | $746.3K | 0.42% | −2−0.3% | Reduced |
| Odyssean, LLC | 750 | $747.3K | 0.27% | +750 | New |
| Aua Capital Management, LLC | 750 | $747.3K | 0.38% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 751 | $748.3K | 0.35% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 751 | $748.7K | 0.11% | −1−0.1% | Reduced |
| Enzi Wealth | 752 | $749.6K | 0.26% | +3+0.4% | Added |
| PUREfi Wealth, LLC | 755 | $752.5K | 0.49% | +368+95.1% | Added |
| Elite Wealth Management, Inc. | 756 | $753.3K | 0.24% | −406−34.9% | Reduced |
| Ruggaard & Associates LLC | 756 | $753.3K | 0.30% | −25−3.2% | Reduced |
| Essex LLC | 757 | $754.0K | 0.13% | −507−40.1% | Reduced |
| Strategic Planning, Inc. | 758 | $755.1K | 0.38% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 758 | $755.3K | 0.48% | −20−2.6% | Reduced |
| Saxony Capital Management, LLC | 758 | $755.4K | 0.44% | +140+22.7% | Added |
| Brick & Kyle, Associates | 759 | $756.1K | 0.25% | +759 | New |
| LRI Investments, LLC | 759 | $756.7K | 0.07% | +59+8.4% | Added |
| Rise Advisors, LLC | 761 | $758.1K | 0.27% | +3+0.4% | Added |
| Tandem Investment Partners LLC | 761 | $758.3K | 0.64% | −90−10.6% | Reduced |
| Strid Group, LLC | 762 | $759.3K | 0.09% | −15−1.9% | Reduced |
| KFA Private Wealth Group, LLC | 762 | $760.1K | 0.18% | −11−1.4% | Reduced |
| Seizert Capital Partners, LLC | 763 | $760.3K | 0.03% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 763 | $760.3K | 0.12% | +4+0.5% | Added |
| Flatrock Wealth Partners LLC | 764 | $761.0K | 0.34% | +290+61.2% | Added |
| First City Capital Management, Inc. | 764 | $761.3K | 0.40% | −15−1.9% | Reduced |
| Magnolia Capital Advisors LLC | 765 | $762.3K | 0.15% | +109+16.6% | Added |
| Beacon Financial Advisory LLC | 765 | $762.6K | 0.17% | +90+13.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 766 | $763.6K | 0.19% | −37−4.6% | Reduced |
| Oakmont Investment Advisors, Inc. | 765 | $764.0K | 0.70% | −19−2.4% | Reduced |
| Alpha Financial Partners, LLC | 767 | $764.6K | 0.45% | −9−1.2% | Reduced |
| KRS Capital Management, LLC | 767 | $764.6K | 0.47% | −25−3.2% | Reduced |
| Legacy Wealth Partners, LLC | 768 | $765.3K | 0.19% | −32−4.0% | Reduced |
| Finer Wealth Management, Inc. | 768 | $765.3K | 0.39% | +457+146.9% | Added |
| CMG Global Holdings, LLC | 768 | $765.4K | 0.36% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 769 | $766.1K | 0.18% | +160+26.3% | Added |
| Southland Equity Partners LLC | 769 | $766.7K | 0.15% | +39+5.3% | Added |
| Empire Financial Management Company, LLC | 770 | $767.3K | 0.17% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 771 | $768.2K | 0.63% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 803 | $768.5K | 0.07% | +10+1.3% | Added |
| 1776 Wealth LLC | 772 | $769.2K | 0.30% | 00.0% | Unchanged |
| Capstone Wealth Management Group, LLC | 773 | $770.5K | 0.32% | +36+4.9% | Added |
| Murphy & Mullick Capital Management Corp | 777 | $773.8K | 0.57% | +23+3.1% | Added |
| Jacobsen Capital Management | 778 | $775.2K | 0.26% | +35+4.7% | Added |
| Trademark Financial Management, LLC | 778 | $775.6K | 0.38% | −21−2.6% | Reduced |
| Tamar Securities, LLC | 778 | $775.7K | 0.08% | −45−5.5% | Reduced |
| Investment Partners Asset Management, Inc. | 779 | $776.2K | 0.48% | +2+0.3% | Added |
| Wealth Management Associates, Inc. | 779 | $776.6K | 0.27% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 780 | $777.2K | 0.05% | +780 | New |
| Virtue Capital Management, LLC | 782 | $779.3K | 0.12% | −1−0.1% | Reduced |
| Financial Planning Hawaii, Inc. | 786 | $782.8K | 0.46% | −25−3.1% | Reduced |
| Horizon Investment Services, LLC | 785 | $782.9K | 0.27% | +443+129.5% | Added |
| Edgemoor Investment Advisors, Inc. | 785 | $782.9K | 0.06% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 786 | $783.2K | 0.31% | −257−24.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 786 | $783.3K | 0.27% | +14+1.8% | Added |
| Elite Life Management LLC | 777 | $783.8K | 0.98% | +37+5.0% | Added |
| South Plains Financial, Inc. | 788 | $785.2K | 0.46% | +50+6.8% | Added |
| LifeWealth Investments, LLC | 788 | $785.2K | 0.23% | −140−15.1% | Reduced |
| LightSquare Wealth Management, LLC | 788 | $785.6K | 0.59% | +788 | New |
| KWMG, LLC | 789 | $785.7K | 0.07% | −8−1.0% | Reduced |
| 1248 Management, LLC | 790 | $787.2K | 0.36% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 790 | $787.2K | 0.40% | +170+27.4% | Added |
| Ellevest, Inc. | 790 | $787.2K | 0.11% | −36−4.4% | Reduced |
| BDFS Capital LLC | 791 | $787.8K | 0.38% | +2+0.3% | Added |
| Empirical Asset Management, LLC | 791 | $788.5K | 0.21% | −38,785−98.0% | Reduced |
| EdgeRock Capital LLC | 791 | $788.7K | 0.21% | +73+10.2% | Added |
| Brucke Financial, Inc. | 794 | $791.1K | 0.40% | +350+78.8% | Added |
| Benchmark Financial, LLC | 797 | $794.5K | 0.71% | +54+7.3% | Added |
| Riverwater Partners LLC | 798 | $795.2K | 0.27% | +31+4.0% | Added |
| Winthrop Partners - WNY, LLC | 799 | $796.1K | 0.42% | 00.0% | Unchanged |
| New Republic Capital, LLC | 802 | $799.2K | 0.27% | −400−33.3% | Reduced |
| Riverview Trust Co | 803 | $800.1K | 0.99% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 803 | $800.3K | 0.09% | +43+5.7% | Added |
| Oakmont Advisory Group, LLC | 804 | $801.4K | 0.82% | +81+11.2% | Added |
| Thrive Wealth Management, LLC | 805 | $801.9K | 0.12% | +25+3.2% | Added |