Skip to main content

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
4,275
+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
Q1 2021: 2,359 institutionsQ2 2021: 2,394 institutionsQ3 2021: 2,463 institutionsQ4 2021: 2,823 institutionsQ1 2022: 2,863 institutionsQ2 2022: 2,785 institutionsQ3 2022: 2,826 institutionsQ4 2022: 2,939 institutionsQ1 2023: 2,944 institutionsQ2 2023: 3,042 institutionsQ3 2023: 3,078 institutionsQ4 2023: 3,344 institutionsQ1 2024: 3,420 institutionsQ2 2024: 3,527 institutionsQ3 2024: 3,591 institutionsQ4 2024: 3,942 institutionsQ1 2025: 3,953 institutionsQ2 2025: 4,012 institutionsQ3 2025: 3,942 institutionsQ4 2025: 4,139 institutionsQ1 2026: 4,275 institutionsQ2 2026: 4,261 institutions
Value heldQ1 2026: $311.5B
Q1 2021: $104.1BQ2 2021: $119.0BQ3 2021: $134.3BQ4 2021: $170.2BQ1 2022: $172.4BQ2 2022: $143.4BQ3 2022: $141.6BQ4 2022: $137.2BQ1 2023: $149.2BQ2 2023: $162.0BQ3 2023: $169.9BQ4 2023: $201.0BQ1 2024: $222.0BQ2 2024: $258.3BQ3 2024: $266.7BQ4 2024: $279.6BQ1 2025: $287.8BQ2 2025: $302.3BQ3 2025: $274.4BQ4 2025: $272.0BQ1 2026: $311.5BQ2 2026: $301.8B
Institutions holding COST and their total value by quarter
QuarterHoldersValue
Q2 20264,261$301.8B
Q1 20264,275$311.5B
Q4 20254,139$272.0B
Q3 20253,942$274.4B
Q2 20254,012$302.3B
Q1 20253,953$287.8B
Q4 20243,942$279.6B
Q3 20243,591$266.7B
Q2 20243,527$258.3B
Q1 20243,420$222.0B
Q4 20233,344$201.0B
Q3 20233,078$169.9B
Q2 20233,042$162.0B
Q1 20232,944$149.2B
Q4 20222,939$137.2B
Q3 20222,826$141.6B
Q2 20222,785$143.4B
Q1 20222,863$172.4B
Q4 20212,823$170.2B
Q3 20212,463$134.3B
Q2 20212,394$119.0B
Q1 20212,359$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
InstitutionSharesValue% of portfolioChange in sharesAction
Henderson Brothers Financial Partners, LLC224$223.2K0.06%+224New
Dakota Community Bank & Trust NA224$223.2K0.76%−16−6.7%Reduced
Provenance Wealth Advisors, LLC224$223.2K0.02%00.0%Unchanged
Three Cord True Wealth Management, LLC224$223.2K0.12%+224New
Midwestern Financial, LLC224$223.3K0.18%+224New
Security National Bank of Sioux City Iowa225$224.2K0.13%+225New
Wedge Capital Management L L P225$224.2K0.00%+225New
Powerhouse Assets LLC225$224.2K0.20%+225New
Financial Futures Ltd Liability Co.225$224.2K0.10%+225New
Strategic Wealth Advisors LLC226$225.0K0.18%00.0%Unchanged
Stillwater Private Wealth, LLC226$225.0K0.19%+226New
Cornerstone National Bank & Trust Co226$225.2K0.08%−439−66.0%Reduced
Pembroke Management, LTD227$226.2K0.03%−6−2.6%Reduced
Leslie Global Wealth, LLC227$226.2K0.12%+227New
Intergy Private Wealth, LLC227$226.2K0.07%+227New
Opes Wealth Management LLC227$226.2K0.04%+227New
Cornerstone Planning Group LLC223$226.3K0.03%+34+18.0%Added
Instrumental Wealth, LLC228$227.1K0.14%+10+4.6%Added
Martel Wealth Advisors Inc228$227.2K0.04%+228New
Chemung Canal Trust Co229$228.2K0.05%−4−1.7%Reduced
Causey Wealth LLC229$228.6K0.10%−15−6.1%Reduced
Oak Associates, Ltd230$229.2K0.02%+230New
Earnest Partners LLC230$229.2K0.00%+230New
Cascade Investment Advisors, Inc.230$229.2K0.14%+230New
Park Capital Management, LLC230$229.2K0.22%+230New
Tableaux LLC230$229.2K0.11%+230New
Global Trust Wealth Management LLC230$229.2K0.17%−159−40.9%Reduced
Oliver Luxxe Assets LLC230$229.4K0.03%+230New
Fortress Financial Group, LLC230$229.5K0.17%+230New
Goepper Burkhardt LLC231$230.0K0.08%+231New
Aurora Private Wealth, Inc.262$230.0K0.16%00.0%Unchanged
Amarillo National Bank231$230.2K0.04%+231New
ACT Advisors, LLC.231$230.4K0.10%+231New
Conscious Wealth Investments, LLC234$230.4K0.13%+4+1.7%Added
Birchwood Financial Partners, Inc.231$230.5K0.22%00.0%Unchanged
Ballast Rock Private Wealth LLC231$230.6K0.13%+231New
Oxinas Partners Wealth Management LLC232$230.9K0.11%+232New
Ball & Co Wealth Management Inc.232$231.0K0.19%00.0%Unchanged
Haven Private, LLC232$231.2K0.10%00.0%Unchanged
Sterling Group Wealth Management, LLC232$231.2K0.11%+232New
Landing Point Financial Group, LLC232$231.2K0.11%00.0%Unchanged
One Wealth Capital Management, LLC233$231.6K0.10%−2−0.9%Reduced
Van Diest Capital, LLC233$231.9K0.18%−119−33.8%Reduced
Dupree Financial Group, LLC233$232.6K0.09%−47−16.8%Reduced
REDW Wealth LLC233$232.7K0.09%+233New
Intelligence Driven Advisers, LLC234$232.7K0.04%+234New
Providence First Trust Co234$233.2K0.08%−10−4.1%Reduced
Prospect Financial Group LLC234$233.2K0.22%00.0%Unchanged
OneAscent Family Office, LLC234$233.2K0.16%+234New
Crux Wealth Advisors235$233.7K0.09%+1+0.4%Added
Surience Private Wealth LLC235$234.2K0.25%00.0%Unchanged
Beaird Harris Wealth Management, LLC236$235.1K0.02%−301−56.1%Reduced
ProVise Management Group, LLC236$235.2K0.02%−97−29.1%Reduced
Pacific Park Financial, Inc.236$235.2K0.15%−3−1.3%Reduced
Caerus Investment Advisors, LLC236$235.2K0.10%+236New
Newport Capital Group, LLC236$235.3K0.14%+236New
Corepath Wealth Partners LLC229$235.4K0.16%+1+0.4%Added
Noesis Capital Mangement Corp237$235.7K0.03%00.0%Unchanged
McGowan Group Asset Management, Inc.237$236.0K0.03%00.0%Unchanged
Anderson Hoagland & Co237$236.2K0.02%00.0%Unchanged
Meriwether Wealth & Planning, LLC237$236.2K0.13%+2+0.9%Added
Serenity Investment Advisors230$236.9K0.11%+230New
Seldon Capital LP238$237.2K0.09%00.0%Unchanged
Arcadia Wealth Management, Inc.238$237.3K0.13%+238New
Lynch Investment Planning, LLC239$237.7K0.21%−15−5.9%Reduced
Mystic Asset Management, Inc.239$238.1K0.06%−5−2.0%Reduced
Genesis Wealth Advisors, LLC240$239.1K0.16%00.0%Unchanged
Wittenberg Investment Management, Inc.240$239.1K0.09%00.0%Unchanged
IVC Wealth Advisors LLC240$239.2K0.10%+5+2.1%Added
Palladiem, LLC232$239.6K0.23%+10+4.5%Added
Legacy Financial Independent Advisors LLC241$240.1K0.12%+241New
Legacy Wealth Asset Management, LLC241$240.2K0.06%+241New
Fortress Wealth Group, LLC236$240.3K0.09%+1+0.4%Added
tru Independence LLC242$241.0K0.12%+242New
First PREMIER Bank242$241.0K0.06%00.0%Unchanged
East Coast Asset Management, LLC.242$241.1K0.08%00.0%Unchanged
Granville Capital, Inc.242$241.2K0.13%−30−11.0%Reduced
Hardy Reed LLC243$242.1K0.02%+243New
Bey-Douglas LLC244$243.3K0.21%+244New
Cadia Private Client LLC244$243.5K0.20%00.0%Unchanged
AJ Advisors, LLC245$244.0K0.09%+245New
Resolute Partners Group245$244.1K0.10%+245New
OneAscent Investment Solutions LLC246$245.1K0.25%+2+0.8%Added
Wiser Wealth Management, Inc246$245.1K0.05%+246New
FSA Advisors, Inc.246$245.2K0.16%−18,954−98.7%Reduced
Droms Strauss Advisors Inc246$245.4K0.06%−80−24.5%Reduced
Awm Capital, LLC246$246.0K0.02%−15−5.7%Reduced
Legacy Financial Group, Inc.247$246.1K0.07%−3−1.2%Reduced
Sather Financial Group Inc248$247.1K0.02%+248New
Holcombe Financial, Inc.249$247.9K0.15%−1−0.4%Reduced
Byrne Financial Freedom, LLC249$248.4K0.12%−130−34.3%Reduced
Hill Island Financial LLC249$248.5K0.06%−1−0.4%Reduced
F&V Capital Management, LLC250$249.0K0.05%00.0%Unchanged
Libra Wealth LLC250$249.1K0.07%−57−18.6%Reduced
J Hagan Capital, Inc.250$249.4K0.13%+250New
Chatterton & Associates Inc.242$249.8K0.18%00.0%Unchanged
WPG Advisers, LLC251$250.2K0.18%+4+1.6%Added
49 Wealth Management, LLC252$250.7K0.02%+252New
One Wealth Advisors, LLC252$251.1K0.03%00.0%Unchanged
Schiavi & Co LLC252$251.1K0.07%+2+0.8%Added