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.
| 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 |
|---|---|---|---|---|---|
| HT Partners LLC | 252 | $251.3K | 0.08% | +252 | New |
| Carroll Advisory Group, LLC | 253 | $251.9K | 0.10% | −30−10.6% | Reduced |
| WMG Financial Advisors, LLC | 253 | $252.1K | 0.11% | −30−10.6% | Reduced |
| Flywheel Private Wealth LLC | 253 | $252.1K | 0.14% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 254 | $252.9K | 0.04% | +11+4.5% | Added |
| Disciplined Investments, LLC | 254 | $253.1K | 0.09% | +254 | New |
| Stapp Wealth Management, PLLC | 254 | $253.1K | 0.32% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 255 | $253.6K | 0.23% | −99−28.0% | Reduced |
| William Mack & Associates, Inc. | 256 | $254.6K | 0.15% | −4−1.5% | Reduced |
| Valued Retirements, Inc. | 256 | $255.0K | 0.25% | +21+8.9% | Added |
| ORBA Wealth Advisors, L.L.C. | 256 | $255.1K | 0.30% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 256 | $255.1K | 0.04% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 256 | $255.6K | 0.02% | −59−18.7% | Reduced |
| Market Street Wealth Management Advisors LLC | 257 | $256.2K | 0.04% | −1,618−86.3% | Reduced |
| Midwest Capital Advisors, LLC | 258 | $256.9K | 0.12% | +32+14.2% | Added |
| EnRich Financial Partners LLC | 258 | $257.1K | 0.07% | 00.0% | Unchanged |
| Advocate Group LLC | 259 | $258.1K | 0.04% | +3+1.2% | Added |
| Castleview Partners, LLC | 259 | $258.1K | 0.13% | +8+3.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 259 | $258.1K | 0.39% | −121−31.8% | Reduced |
| O'Rourke & Company, Inc | 259 | $258.1K | 0.10% | +259 | New |
| Manuka Financial, LLC | 260 | $258.7K | 0.16% | 00.0% | Unchanged |
| Rayburn West Financial Services LLC | 260 | $259.1K | 0.15% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 260 | $259.1K | 0.15% | +260 | New |
| Sawyer & Company, Inc | 260 | $259.1K | 0.10% | −110−29.7% | Reduced |
| Tandem Financial, LLC | 260 | $259.2K | 0.09% | +40+18.2% | Added |
| Merkkuri Wealth Advisors LLC | 260 | $259.5K | 0.17% | +2+0.8% | Added |
| Center For Asset Management LLC | 261 | $260.1K | 0.13% | +17+7.0% | Added |
| May Barnhard Investments LLC | 262 | $261.1K | 0.13% | −36−12.1% | Reduced |
| Citrine Capital LLC | 262 | $261.1K | 0.11% | +262 | New |
| Holistic Financial Partners | 262 | $261.5K | 0.10% | +3+1.2% | Added |
| Lincoln Capital Corp | 263 | $262.1K | 0.10% | 00.0% | Unchanged |
| Pflug Koory, LLC | 263 | $262.1K | 0.12% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 263 | $262.1K | 0.11% | +5+1.9% | Added |
| Vectors Research Management, LLC | 263 | $262.1K | 0.08% | +263 | New |
| Cullen Investment Group, Ltd. | 263 | $262.3K | 0.03% | 00.0% | Unchanged |
| Security Financial Services, INC. | 264 | $263.1K | 0.04% | −220−45.5% | Reduced |
| Generations Wealth, LLC | 264 | $263.5K | 0.26% | +264 | New |
| Balentine LLC | 265 | $264.1K | 0.01% | −11−4.0% | Reduced |
| Treasure Coast Financial Planning | 265 | $264.1K | 0.14% | −7−2.6% | Reduced |
| ATX Financial Planning, LLC | 265 | $264.1K | 0.20% | −170−39.1% | Reduced |
| Custos Family Office, LLC | 266 | $264.7K | 0.18% | +266 | New |
| Smith Partners Wealth Management, LLC | 266 | $265.1K | 0.24% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 266 | $265.1K | 0.02% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 266 | $265.4K | 0.01% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 269 | $267.6K | 0.04% | +1+0.4% | Added |
| Waystone Advisors LLC | 269 | $268.0K | 0.24% | +269 | New |
| Heritage Wealth Management, Inc. | 269 | $268.0K | 0.15% | −17−5.9% | Reduced |
| Alexander Labrunerie & Co., Inc. | 269 | $268.0K | 0.10% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 270 | $269.0K | 0.19% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 270 | $269.0K | 0.01% | +270 | New |
| Park Edge Advisors, LLC | 270 | $269.0K | 0.06% | −1,589−85.5% | Reduced |
| Hudson Capital Management LLC | 271 | $270.0K | 0.07% | −76−21.9% | Reduced |
| Essential Partners LLC | 271 | $270.1K | 0.09% | +244+903.7% | Added |
| Cape Investment Advisory, Inc. | 271 | $270.1K | 0.09% | +11+4.2% | Added |
| Capital City Trust Co | 272 | $271.0K | 0.06% | +11+4.2% | Added |
| Purewater Capital LLC | 273 | $271.7K | 0.26% | +273 | New |
| Cowa, LLC | 272 | $271.7K | 0.07% | −13−4.6% | Reduced |
| Ogorek Anthony Joseph | 273 | $272.0K | 0.07% | +7+2.6% | Added |
| Sfam, LLC | 273 | $272.0K | 0.25% | 00.0% | Unchanged |
| Caden Capital Partners, LP | 273 | $272.0K | 3.35% | +162+145.9% | Added |
| Johnson Financial Group, LLC | 273 | $272.0K | 0.02% | +273 | New |
| RHS Financial, LLC | 273 | $272.0K | 0.13% | +273 | New |
| BridgePort Financial Solutions, LLC | 273 | $272.0K | 0.08% | +9+3.4% | Added |
| Roberts Glore & Co Inc | 273 | $272.5K | 0.07% | −1−0.4% | Reduced |
| Fortitude Financial, LLC | 274 | $273.0K | 0.14% | 00.0% | Unchanged |
| GLR Partners, LLC | 274 | $273.0K | 0.15% | +274 | New |
| Hall Laurie J Trustee | 275 | $274.0K | 0.10% | −10−3.5% | Reduced |
| Beacon Financial Strategies CORP | 276 | $275.0K | 0.16% | 00.0% | Unchanged |
| Berman McAleer LLC | 276 | $275.0K | 0.04% | +276 | New |
| Cornerstone Wealth Advisors, Inc. | 276 | $275.1K | 0.06% | 00.0% | Unchanged |
| Align Financial, LLC | 276 | $275.2K | 0.16% | −237,813−99.9% | Reduced |
| LCNB Corp | 277 | $276.0K | 0.09% | +4+1.5% | Added |
| Barnes Dennig Private Wealth Management LLC | 277 | $276.0K | 0.27% | +26+10.4% | Added |
| Uniting Wealth Partners, LLC | 277 | $276.1K | 0.06% | +2+0.7% | Added |
| Cannon Financial Strategists, Inc. | 277 | $276.2K | 0.04% | +18+6.9% | Added |
| Seros Financial, LLC | 277 | $276.3K | 0.18% | −20−6.7% | Reduced |
| OLIO Financial Planning | 279 | $277.7K | 0.08% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 279 | $277.9K | 0.01% | +8+3.0% | Added |
| Steffes Financial, Ltd. | 279 | $278.0K | 0.15% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 279 | $278.0K | 0.05% | +279 | New |
| Hughes Financial Services, LLC | 279 | $278.1K | 0.04% | +13+4.9% | Added |
| Compton Financial Group, LLC | 280 | $278.8K | 0.06% | +37+15.2% | Added |
| IMA Wealth, Inc. | 280 | $279.0K | 0.03% | 00.0% | Unchanged |
| Nixon Capital, LLC | 280 | $279.0K | 0.10% | 00.0% | Unchanged |
| Port Capital LLC | 281 | $280.0K | 0.01% | −95−25.3% | Reduced |
| Center for Financial Planning, Inc. | 281 | $280.0K | 0.03% | −9−3.1% | Reduced |
| Banque de Luxembourg S.A. | 281 | $280.0K | 0.14% | 00.0% | Unchanged |
| LFG Wealth Partners, LLC | 281 | $280.0K | 0.17% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 281 | $280.4K | 0.03% | −2−0.7% | Reduced |
| Dunhill Financial, LLC | 281 | $280.6K | 0.07% | +14+5.2% | Added |
| Golden Road Advisors LLC | 282 | $281.0K | 0.16% | +47+20.0% | Added |
| Financial Solutions Advisory Group, Inc. | 282 | $281.1K | 0.04% | +282 | New |
| Sovereign Investment Advisors, LLC | 283 | $282.0K | 0.06% | +283 | New |
| Spectrum Investment Advisors, Inc. | 284 | $282.6K | 0.14% | +9+3.3% | Added |
| Spectrum Advisors, Inc. | 284 | $283.0K | 0.22% | +284 | New |
| Auctus Advisors LLC | 285 | $284.0K | 0.27% | −155−35.2% | Reduced |
| Wealthedge Investment Advisors, LLC | 285 | $284.5K | 0.10% | +13+4.8% | Added |
| New Insight Wealth Advisors | 286 | $284.5K | 0.10% | −33−10.3% | Reduced |
| Intrepid Capital Management Inc | 286 | $284.9K | 0.11% | +2+0.7% | Added |
| Glass Jacobson Investment Advisors llc | 286 | $285.3K | 0.10% | 00.0% | Unchanged |