Costco Wholesale Corp

COST

Exchange: Nasdaq
Industry: Retail-Variety Stores
SEC CIK: 0000909832

SEC filings (opens in a new tab)

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: 4,275; +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.

Institutional holdersQ1 2026: 4,275 institutions

Value heldQ1 2026: $311.5B

Institutions holding COST and their total value by quarter
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.

Institutions holding COST in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Quest 10 Wealth Builders, Inc.	198	$197.0K	0.17%	+18+10.0%	Added
Piscataqua Savings Bank	199	$198.3K	0.14%	00.0%	Unchanged
Boreal Capital Management LLC	200	$199.3K	0.17%	−167−45.5%	Reduced
Ravenstone Capital Management Inc.	200	$199.3K	0.10%	−16−7.4%	Reduced
HMS Capital Management, LLC	201	$200.3K	0.08%	+201	New
Noble Wealth Management PBC	201	$200.4K	0.10%	+22+12.3%	Added
Alternative Investment Advisors, LLC.	200	$200.5K	0.09%	+200	New
Financial Network Wealth Advisors LLC	201	$200.6K	0.21%	+2+1.0%	Added
Colton Groome Financial Advisors, LLC	201	$200.6K	0.06%	+201	New
Kohmann Bosshard Financial Services, LLC	201	$200.6K	0.02%	−6−2.9%	Reduced
Avion Wealth	202	$201.0K	0.04%	+20+11.0%	Added
Peak Retirement Planning, Inc.	202	$201.1K	0.04%	+202	New
Ninety One UK Ltd	202	$201.3K	0.00%	+202	New
Pacific Asset Management, LLC	202	$201.5K	0.11%	+202	New
WPWealth LLP	203	$202.0K	0.03%	+203	New
Potentia Wealth	203	$202.1K	0.08%	−96−32.1%	Reduced
Sar Wealth Management Group, LLC	203	$202.1K	0.11%	+203	New
Merited Wealth, LLC	203	$202.3K	0.17%	00.0%	Unchanged
Scholtz & Company, LLC	203	$202.3K	0.10%	+203	New
21 West Wealth Management LLC	203	$202.3K	0.19%	+203	New
A&I Financial Services, LLC	204	$203.3K	0.10%	−131−39.1%	Reduced
BLVD Private Wealth, LLC	204	$203.3K	0.18%	+204	New
Coyle Financial Counsel LLC	205	$204.3K	0.04%	+205	New
Bellwether Advisors, LLC	205	$204.3K	0.03%	+205	New
Strategic Equity Management	205	$204.3K	0.08%	+205	New
One Wealth Management Investment & Advisory Services, LLC	205	$204.3K	0.25%	+205	New
Financially Speaking Inc	205	$204.3K	0.99%	00.0%	Unchanged
Acumen Wealth Advisors, LLC	205	$204.4K	0.05%	+5+2.5%	Added
Ballew Advisors, Inc	198	$204.7K	0.12%	+198	New
True Wealth Design, LLC	206	$205.3K	0.06%	+145+237.7%	Added
Ami Investment Management Inc	206	$205.3K	0.05%	+206	New
Boulder Wealth Advisors, LLC	206	$205.3K	0.08%	+206	New
Bennett Associates Wealth Management	206	$205.3K	0.14%	+206	New
Transcendent Capital Group LLC	206	$205.3K	0.09%	+206	New
Keynote Financial Services LLC	206	$205.3K	0.11%	+206	New
Total Investment Management Inc	206	$205.3K	0.02%	+206	New
Wealth Advisory Solutions, LLC	207	$206.3K	0.05%	+207	New
Vantage Point Financial LLC	207	$206.4K	0.07%	+207	New
Grantham, Mayo, Van Otterloo & Co. LLC	208	$207.3K	0.00%	−1,300−86.2%	Reduced
Tillman Hartley LLC	208	$207.3K	0.05%	−163−43.9%	Reduced
Horizon Kinetics Asset Management LLC	208	$207.3K	0.00%	+208	New
Astoria Strategic Wealth, Inc.	208	$207.3K	0.05%	+208	New
New Perspectives, Inc	208	$207.3K	0.07%	+208	New
Hobart Private Capital, LLC	208	$207.3K	0.04%	+208	New
SAM Advisors, LLC	209	$207.8K	0.07%	+209	New
Rialto Wealth Management, LLC	209	$208.3K	0.05%	+9+4.5%	Added
Probity Advisors, Inc.	209	$208.3K	0.03%	+209	New
South Dakota Investment Council	210	$209.0K	0.00%	00.0%	Unchanged
Steelhead Wealth Management LLC	210	$209.0K	0.11%	+210	New
Fenimore Asset Management Inc	210	$209.3K	0.00%	+210	New
Confluence Investment Management LLC	210	$209.3K	0.00%	+210	New
Client First Capital LLC	210	$209.3K	0.09%	+210	New
Coerente Capital Management	210	$209.3K	0.04%	+210	New
Outlook Wealth Advisors, LLC	211	$210.2K	0.05%	+211	New
Sharpepoint LLC	211	$210.2K	0.13%	+211	New
Avant Capital LLC	212	$210.9K	0.15%	+212	New
Evelyn Partners Asset Management Ltd	212	$211.2K	0.05%	00.0%	Unchanged
Villere St Denis J & Co LLC	212	$211.2K	0.02%	+212	New
Shufro Rose & Co LLC	212	$211.2K	0.01%	−23−9.8%	Reduced
Stone House Investment Management, LLC	212	$211.3K	0.04%	+1+0.5%	Added
Insight Wealth Strategies, LLC	212	$211.5K	0.02%	+212	New
Millington Financial Advisors, LLC	212	$211.6K	0.09%	00.0%	Unchanged
Adams Wealth Management	213	$212.2K	0.05%	+213	New
One + One Wealth Management, LLC	213	$212.2K	0.09%	+213	New
CacheTech Inc.	213	$212.2K	0.04%	+213	New
Wallace Advisory Group, LLC	213	$212.3K	0.23%	+213	New
Ferguson Shapiro LLC	213	$212.3K	0.06%	+213	New
Measured Risk Portfolios, Inc.	213	$212.4K	0.23%	+213	New
M Wealth Management, LLC	214	$212.8K	0.18%	+214	New
Tenzing Financial LLC	217	$213.1K	0.16%	+217	New
GenWealth Group, Inc.	214	$213.2K	0.04%	−12−5.3%	Reduced
Manitou Investment Management Ltd.	215	$214.2K	0.04%	00.0%	Unchanged
17 Capital Partners, LLC	215	$214.2K	0.11%	+215	New
Astra Wealth Partners LLC	215	$214.2K	0.14%	+215	New
POM Investment Strategies, LLC	215	$214.3K	0.27%	+4+1.9%	Added
Valued Wealth Advisors LLC	215	$214.5K	0.09%	+18+9.1%	Added
Opus Capital Group, LLC	216	$215.0K	0.02%	+216	New
Isthmus Partners, LLC	216	$215.2K	0.02%	−65−23.1%	Reduced
Grove Street Fiduciary, LLC	216	$215.2K	0.09%	+216	New
Financially in Tune, LLC	216	$215.2K	0.19%	+216	New
Brookmont Capital Management	217	$215.8K	0.12%	+217	New
Zuckerman Investment Group, LLC	218	$217.2K	0.02%	+218	New
Proathlete Wealth Management LLC	217	$217.2K	0.06%	00.0%	Unchanged
Edge Wealth Management LLC	218	$217.3K	0.04%	+218	New
Freedom Financial Partners LLC	218	$217.4K	0.08%	+218	New
OFS Enterprise LLC	219	$217.8K	0.06%	+219	New
Precision Wealth Strategies, LLC	219	$218.3K	0.07%	−127−36.7%	Reduced
JDM Financial Group LLC	220	$219.2K	0.08%	00.0%	Unchanged
Westwood Wealth Management	220	$219.2K	0.09%	+220	New
DeLarme Wealth Management, Inc.	220	$219.2K	0.14%	−23−9.5%	Reduced
Redwood Financial Network Corp	220	$219.2K	0.14%	+220	New
Aspire Private Capital, LLC	220	$219.7K	0.05%	+220	New
3 Factor Indexing, LLC	221	$220.2K	0.21%	+221	New
Paragon Capital Management Ltd	221	$220.7K	0.05%	+221	New
Keeler Thomas Management LLC	222	$221.2K	0.09%	−122−35.5%	Reduced
G&S Capital LLC	222	$221.2K	0.08%	+222	New
Exit Wealth Advisors, LLC.	223	$222.0K	0.11%	+223	New
Greystone Financial Group, LLC	223	$222.2K	0.06%	−696−75.7%	Reduced
Alesco Advisors LLC	223	$222.2K	0.01%	+223	New
Camelot Portfolios, LLC	223	$222.6K	0.17%	00.0%	Unchanged