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 |
|---|---|---|---|---|---|
| ZRC Wealth Management, LLC | 805 | $802.3K | 0.29% | −40−4.7% | Reduced |
| Weinberger Asset Management, Inc | 805 | $802.5K | 0.30% | −168−17.3% | Reduced |
| Thompson David Blair | 806 | $803.1K | 0.46% | −68−7.8% | Reduced |
| JB Capital LLC | 807 | $803.7K | 0.03% | −109−11.9% | Reduced |
| TrueWealth Financial Partners | 808 | $805.1K | 0.32% | +808 | New |
| WNY Asset Management, LLC | 810 | $807.2K | 0.08% | +810 | New |
| Centennial Wealth Advisory LLC | 811 | $808.2K | 0.20% | −281−25.7% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 813 | $810.1K | 0.10% | −184−18.5% | Reduced |
| GR Financial Group, LLC | 813 | $810.2K | 0.27% | −217−21.1% | Reduced |
| MN Wealth Advisors, LLC | 814 | $811.1K | 0.39% | +53+7.0% | Added |
| Shade Tree Advisors LLC | 814 | $811.1K | 0.58% | +1+0.1% | Added |
| Avantra Family Wealth, Inc. | 815 | $812.1K | 0.60% | −50−5.8% | Reduced |
| James J. Burns & Company, LLC | 815 | $812.2K | 0.11% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 816 | $812.8K | 0.13% | −19−2.3% | Reduced |
| Centerpoint Advisory Group | 816 | $813.1K | 0.61% | −10−1.2% | Reduced |
| Sandbox Financial Partners, LLC | 817 | $814.2K | 0.23% | −9−1.1% | Reduced |
| Vista Investment Partners LLC | 819 | $816.1K | 0.22% | +1+0.1% | Added |
| Gladius Capital Management LP | 819 | $816.1K | 0.62% | −932−53.2% | Reduced |
| Planning Alternatives Ltd | 819 | $816.1K | 0.11% | +576+237.0% | Added |
| Womack Financial LLC | 820 | $817.1K | 0.60% | −10−1.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 820 | $817.1K | 0.09% | 00.0% | Unchanged |
| McMillan Office, Inc. | 820 | $817.1K | 0.10% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 820 | $817.2K | 0.09% | −3−0.4% | Reduced |
| Washington Trust Advisors, Inc. | 822 | $818.7K | 0.07% | −96−10.5% | Reduced |
| M. Kraus & Co | 823 | $820.1K | 0.24% | +3+0.4% | Added |
| Cadent Capital Advisors, LLC | 824 | $820.7K | 0.22% | +1+0.1% | Added |
| Bigelow Investment Advisors, LLC | 824 | $821.1K | 0.33% | +4+0.5% | Added |
| Verum Partners LLC | 825 | $821.9K | 0.16% | +136+19.7% | Added |
| Kaizen Financial Strategies | 833 | $822.8K | 0.35% | −194−18.9% | Reduced |
| Aquire Wealth Advisors, LLC | 826 | $823.1K | 0.22% | +826 | New |
| Financial Security Advisor, Inc. | 826 | $823.3K | 0.15% | +9+1.1% | Added |
| Evanson Asset Management, LLC | 828 | $825.3K | 0.04% | −17−2.0% | Reduced |
| Braeburn Wealth Management LLC | 829 | $825.9K | 0.47% | +56+7.2% | Added |
| Exchange Bank | 830 | $827.0K | 0.57% | −22−2.6% | Reduced |
| Darden Wealth Group Inc | 830 | $827.2K | 0.42% | −1−0.1% | Reduced |
| Bill Few Associates, Inc. | 833 | $830.0K | 0.20% | −16−1.9% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 833 | $830.1K | 0.22% | −464−35.8% | Reduced |
| Key Financial Inc | 834 | $831.0K | 0.15% | +115+16.0% | Added |
| BNB Wealth Management, LLC | 837 | $834.6K | 0.54% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 838 | $835.3K | 0.09% | +25+3.1% | Added |
| Indivisible Partners | 838 | $835.5K | 0.07% | −57−6.4% | Reduced |
| Stegent Equity Advisors, Inc. | 839 | $836.0K | 0.71% | +839 | New |
| Miller Financial Services LLC | 841 | $837.7K | 0.93% | +4+0.5% | Added |
| Coquina Private Wealth LLC | 841 | $838.4K | 0.67% | −659−43.9% | Reduced |
| Leigh Baldwin & Co., LLC | 842 | $839.2K | 0.54% | +64+8.2% | Added |
| Beacon Financial Group | 843 | $840.0K | 0.08% | +81+10.6% | Added |
| Old Port Advisors | 843 | $840.0K | 0.19% | +122+16.9% | Added |
| Bannerstone Capital Management, LLC | 843 | $840.0K | 0.87% | −26−3.0% | Reduced |
| Drucker Wealth 3.0, LLC | 844 | $841.2K | 0.15% | +189+28.9% | Added |
| Symmetry Partners, LLC | 844 | $841.4K | 0.05% | +48+6.0% | Added |
| M.E. Allison & Co., Inc. | 846 | $842.6K | 0.56% | +1+0.1% | Added |
| Garden State Investment Advisory Services LLC | 844 | $843.5K | 0.20% | −35−4.0% | Reduced |
| LongView Wealth Management | 865 | $843.6K | 0.21% | −160−15.6% | Reduced |
| Eagle Harbor Asset Management Inc | 847 | $844.0K | 0.72% | −36−4.1% | Reduced |
| Talon Private Wealth, LLC | 849 | $846.1K | 0.11% | +849 | New |
| Keating Investment Counselors Inc | 850 | $847.0K | 0.21% | −285−25.1% | Reduced |
| Poehling Capital Management, LLC | 850 | $847.0K | 0.18% | +127+17.6% | Added |
| Vertrix Wealth Management, LLC | 851 | $848.0K | 0.31% | +851 | New |
| NFP Retirement, Inc. | 852 | $848.5K | 0.05% | +5+0.6% | Added |
| Hidden Cove Wealth Management, LLC | 852 | $848.6K | 0.55% | +354+71.1% | Added |
| Chickasaw Capital Management LLC | 852 | $849.0K | 0.03% | +6+0.7% | Added |
| ESG Planning | 852 | $849.2K | 0.37% | +852 | New |
| Symphony Financial Services, Inc. | 853 | $850.0K | 0.44% | −2−0.2% | Reduced |
| Monarch Capital Management Inc | 853 | $850.0K | 0.21% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 854 | $851.0K | 0.16% | −16−1.8% | Reduced |
| Councilmark Asset Management, LLC | 855 | $851.9K | 0.49% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 855 | $852.0K | 0.05% | +296+53.0% | Added |
| Oak Thistle LLC | 857 | $853.9K | 0.08% | +857 | New |
| Elevated Capital Advisors, LLC | 862 | $858.8K | 0.22% | −248−22.3% | Reduced |
| Weil Company, Inc. | 862 | $858.8K | 0.19% | +20+2.4% | Added |
| New Capital Management LP | 862 | $859.2K | 0.21% | 00.0% | Unchanged |
| Alchemi Wealth, LLC | 863 | $860.7K | 0.48% | +5+0.6% | Added |
| Affinity Capital Advisors, LLC | 864 | $860.8K | 0.12% | +84+10.8% | Added |
| RF&L Wealth Management, LLC | 865 | $861.9K | 0.65% | −3,000−77.6% | Reduced |
| Avanza Fonder AB | 865 | $861.9K | 0.02% | −71−7.6% | Reduced |
| WBI Investments | 865 | $862.2K | 0.24% | +135+18.5% | Added |
| Millington Securities, LLC | 865 | $862.2K | 0.24% | +865 | New |
| Arbor Capital Management Inc | 881 | $863.6K | 0.70% | −54−5.8% | Reduced |
| Centiva Capital, LP | 868 | $864.9K | 0.04% | −4,566−84.0% | Reduced |
| Hara Capital LLC | 868 | $864.9K | 0.43% | −800−48.0% | Reduced |
| Capital Financial Group Inc | 869 | $865.9K | 0.48% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 870 | $867.0K | 0.14% | +64+7.9% | Added |
| M3 Advisory Group, LLC | 872 | $868.5K | 0.54% | +41+4.9% | Added |
| Wealth Effects LLC | 874 | $870.9K | 0.31% | +10+1.2% | Added |
| Tactive Advisors, LLC | 876 | $872.6K | 0.25% | +58+7.1% | Added |
| Wall Street Financial Group, Inc. | 878 | $874.9K | 0.52% | −127−12.6% | Reduced |
| Altiora Financial Group, LLC | 879 | $875.9K | 0.14% | +4+0.5% | Added |
| Canal Capital Management, LLC | 880 | $876.6K | 0.12% | −6−0.7% | Reduced |
| Hourglass Capital, LLC | 880 | $876.9K | 0.18% | +444+101.8% | Added |
| Plum Street Advisors, LLC | 882 | $878.9K | 0.30% | −4−0.5% | Reduced |
| Pitcairn Wealth Advisors LLC | 1,020 | $879.6K | 0.08% | +29+2.9% | Added |
| Legacy Capital Wealth Partners, LLC | 883 | $880.3K | 0.18% | +4+0.5% | Added |
| Cypress Advisory Group LLC | 885 | $881.8K | 0.67% | 00.0% | Unchanged |
| Clarendon Private LLC | 886 | $882.5K | 0.68% | +135+18.0% | Added |
| Fulcrum Wealth Advisors, LLC | 886 | $882.8K | 0.73% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 886 | $882.8K | 0.29% | +20+2.3% | Added |
| Atlas Private Wealth Advisors | 886 | $883.1K | 0.21% | −148−14.3% | Reduced |
| Patriot Investment Management Inc. | 891 | $887.7K | 0.06% | +45+5.3% | Added |
| Optima Capital LLC | 893 | $890.2K | 0.41% | −303−25.3% | Reduced |
| Northwest Wealth Advisors, LLC | 894 | $890.8K | 0.64% | +33+3.8% | Added |