Costco Wholesale Corp
COST- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000909832
No open-market purchases or sales by Costco Wholesale Corp insiders were filed in the last 90 days; 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
- 4,275
- +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
- 1,798 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 | 4,275 | $311.5B |
| Q4 2025 | 4,139 | $272.0B |
| Q3 2025 | 3,942 | $274.4B |
| Q2 2025 | 4,012 | $302.3B |
| Q1 2025 | 3,953 | $287.8B |
| Q4 2024 | 3,942 | $279.6B |
| Q3 2024 | 3,591 | $266.7B |
| Q2 2024 | 3,527 | $258.3B |
| Q1 2024 | 3,420 | $222.0B |
| Q4 2023 | 3,344 | $201.0B |
| Q3 2023 | 3,078 | $169.9B |
| Q2 2023 | 3,042 | $162.0B |
| Q1 2023 | 2,944 | $149.2B |
| Q4 2022 | 2,939 | $137.2B |
| Q3 2022 | 2,826 | $141.6B |
| Q2 2022 | 2,785 | $143.4B |
| Q1 2022 | 2,863 | $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 |
|---|---|---|---|---|---|
| Redwood Park Advisors LLC | 62 | $62.1K | 0.05% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 65 | $64.8K | 0.04% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 67 | $66.8K | 0.07% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 67 | $66.8K | 0.06% | +67 | New |
| Covestor Ltd | 67 | $67.0K | 0.05% | −46−40.7% | Reduced |
| Aspect Partners, LLC | 68 | $67.8K | 0.03% | −6−8.1% | Reduced |
| Breakwater Investment Management | 68 | $67.8K | 0.03% | −15−18.1% | Reduced |
| Synergy Investment Management, LLC | 68 | $67.8K | 0.02% | +68 | New |
| Clear Investment Research, LLC | 69 | $68.3K | 0.11% | +69 | New |
| Napier Financial, LLC | 70 | $69.8K | 0.02% | +70 | New |
| Kilter Group LLC | 71 | $70.7K | 0.03% | +1+1.4% | Added |
| Acima Private Wealth, LLC | 72 | $71.7K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 72 | $71.7K | 0.06% | +71+7,100.0% | Added |
| Friedenthal Financial | 72 | $71.9K | 0.04% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 73 | $72.7K | 0.04% | −92−55.8% | Reduced |
| Reyes Financial Architecture, Inc. | 73 | $72.7K | 0.06% | +25+52.1% | Added |
| Ramirez Asset Management, Inc. | 75 | $74.7K | 0.01% | −75−50.0% | Reduced |
| Atlantic Private Wealth, LLC | 75 | $74.7K | 0.05% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 76 | $75.7K | 0.00% | −95−55.6% | Reduced |
| Benson Wealth Management INC | 77 | $76.7K | 0.10% | −94−55.0% | Reduced |
| Swiss Re Ltd | 80 | $79.7K | 0.49% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 80 | $79.7K | 0.06% | +80 | New |
| Bank & Trust Co | 81 | $80.7K | 0.05% | +10+14.1% | Added |
| Red Tortoise LLC | 81 | $81.1K | 0.03% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 82 | $81.4K | 0.02% | −44−34.9% | Reduced |
| Kingdom Financial Group LLC. | 82 | $81.4K | 0.02% | +15+22.4% | Added |
| Gilpin Wealth Management, LLC | 82 | $81.7K | 0.06% | 00.0% | Unchanged |
| RHL Group, LLC | 83 | $82.8K | 0.07% | 00.0% | Unchanged |
| Kings Path Partners LLC | 84 | $83.7K | 0.03% | 00.0% | Unchanged |
| Lavaca Capital LLC | 85 | $84.7K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 90 | $89.5K | 0.03% | −50−35.7% | Reduced |
| Carolina Wealth Advisors, LLC | 91 | $90.7K | 0.04% | +19+26.4% | Added |
| Stephenson National Bank & Trust | 92 | $91.7K | 0.03% | +2+2.2% | Added |
| Sankala Group LLC | 95 | $93.5K | 0.08% | 00.0% | Unchanged |
| Maseco LLP | 95 | $94.2K | 0.00% | −117−55.2% | Reduced |
| Portus Wealth Advisors, LLC | 95 | $94.7K | 0.09% | +95 | New |
| Wealth Science Advisors LLC | 112 | $96.6K | 0.05% | +112 | New |
| Proffitt & Goodson Inc | 98 | $97.7K | 0.02% | 00.0% | Unchanged |
| Timmons Wealth Management, LLC | 99 | $98.4K | 0.09% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $99.6K | 0.01% | +100 | New |
| Nexus Investment Management ULC | 100 | $99.6K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 100 | $99.6K | 0.07% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 100 | $99.6K | 0.05% | +100 | New |
| Pin Oak Investment Advisors Inc | 100 | $100.0K | 0.07% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 100 | $101.3K | 0.05% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 102 | $101.6K | 0.09% | +78+325.0% | Added |
| Miller Global Investments, LLC | 102 | $101.6K | 0.09% | +102 | New |
| High Point Wealth Management, LLC | 103 | $102.9K | 0.10% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 104 | $103.7K | 0.03% | −96−48.0% | Reduced |
| Whipplewood Advisors, LLC | 106 | $105.6K | 0.05% | +97+1,077.8% | Added |
| Cherry Tree Wealth Management, LLC | 109 | $108.1K | 0.02% | −41−27.3% | Reduced |
| TopTier Wealth Management, LLC | 109 | $108.5K | 0.07% | +109 | New |
| Magnolia Wealth Management, LLC | 109 | $108.6K | 0.06% | +109 | New |
| DHJJ Financial Advisors, Ltd. | 110 | $109.6K | 0.04% | −6−5.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 111 | $110.5K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 116 | $115.6K | 0.06% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 120 | $119.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 124 | $123.6K | 0.08% | +15+13.8% | Added |
| True Link Financial Advisors, LLC | 125 | $124.6K | 0.01% | −129−50.8% | Reduced |
| Godfrey Financial Associates, Inc. | 126 | $125.7K | 0.11% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 129 | $128.5K | 0.13% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 131 | $130.4K | 0.04% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 131 | $130.5K | 0.12% | +11+9.2% | Added |
| State of Wyoming | 133 | $132.5K | 0.02% | −127−48.8% | Reduced |
| My Portfolio Guide, LLC | 134 | $133.2K | 0.07% | +134 | New |
| Adalta Capital Management LLC | 135 | $134.5K | 0.06% | −15−10.0% | Reduced |
| Roble, Belko & Company, Inc | 136 | $136.0K | 0.02% | +13+10.6% | Added |
| CDKV Holdings LLC | 137 | $136.7K | 0.12% | −5−3.5% | Reduced |
| Old Point Trust & Financial Services N A | 138 | $137.5K | 0.04% | −100−42.0% | Reduced |
| Harbor Asset Planning, Inc. | 138 | $137.5K | 0.12% | 00.0% | Unchanged |
| Joseph Group Capital Management | 139 | $138.5K | 0.03% | +101+265.8% | Added |
| Rakuten Securities, Inc. | 140 | $139.5K | 0.06% | −112−44.4% | Reduced |
| Kemnay Advisory Services Inc. | 147 | $146.5K | 0.02% | −89−37.7% | Reduced |
| Cohen & Steers, Inc. | 150 | $149.0K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 150 | $149.5K | 0.05% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 151 | $150.6K | 0.07% | +20+15.3% | Added |
| 10Elms LLP | 152 | $151.5K | 0.10% | −40−20.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 153 | $152.5K | 0.00% | −50−24.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 157 | $156.4K | 0.05% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 158 | $157.4K | 0.04% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 159 | $158.4K | 0.09% | +2+1.3% | Added |
| Bayforest Capital Ltd | 160 | $159.4K | 0.18% | −375−70.1% | Reduced |
| Strengthening Families & Communities, LLC | 160 | $159.8K | 0.04% | −1,007−86.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 162 | $161.4K | 0.04% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 163 | $162.7K | 0.09% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 164 | $163.4K | 0.00% | −9−5.2% | Reduced |
| Private Wealth Management Group, LLC | 166 | $165.1K | 0.04% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 167 | $166.4K | 0.06% | +62+59.0% | Added |
| Byrne Asset Management LLC | 169 | $168.4K | 0.10% | −1−0.6% | Reduced |
| Bravera Wealth | 169 | $168.4K | 0.08% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 170 | $169.4K | 0.11% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 173 | $172.4K | 0.50% | 00.0% | Unchanged |
| Graney & King, LLC | 173 | $172.5K | 0.09% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 180 | $179.4K | 0.03% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 185 | $184.3K | 0.03% | +38+25.9% | Added |
| Curat Global, LLC | 189 | $188.3K | 0.19% | −120−38.8% | Reduced |
| Clark Wealth Partners | 190 | $189.5K | 0.13% | +9+5.0% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 191 | $190.3K | 0.47% | −45−19.1% | Reduced |
| Wiser Advisor Group LLC | 194 | $193.1K | 0.23% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 196 | $195.3K | 0.11% | 00.0% | Unchanged |