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 |
|---|---|---|---|---|---|
| SWP Financial LLC | 287 | $285.5K | 0.15% | +1+0.3% | Added |
| Evolution Wealth Advisors, LLC | 287 | $286.0K | 0.03% | 00.0% | Unchanged |
| SwitchPoint Financial Planning, LLC | 287 | $286.1K | 0.19% | +6+2.1% | Added |
| Winning Points Advisors, LLC | 288 | $287.3K | 0.29% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 289 | $288.0K | 0.18% | −5−1.7% | Reduced |
| Apeiron RIA LLC | 290 | $288.5K | 0.07% | −186−39.1% | Reduced |
| Finward Bancorp | 290 | $289.0K | 0.23% | −600−67.4% | Reduced |
| BAM Wealth Management, LLC | 290 | $289.0K | 0.22% | −25−7.9% | Reduced |
| Boston Research & Management Inc | 290 | $289.0K | 0.07% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 290 | $289.0K | 0.30% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 290 | $289.0K | 0.12% | +15+5.5% | Added |
| Chiron Capital Management, LLC | 290 | $289.0K | 0.30% | +290 | New |
| TSA Wealth Managment LLC | 290 | $289.0K | 0.09% | +290 | New |
| MBE Wealth Management, LLC | 290 | $289.4K | 0.12% | −15−4.9% | Reduced |
| Mosley Wealth Management | 313 | $289.8K | 0.13% | −50−13.8% | Reduced |
| Koa Wealth Management, LLC | 291 | $290.0K | 0.21% | −37−11.3% | Reduced |
| Vestia Personal Wealth Advisors | 291 | $290.2K | 0.14% | +57+24.4% | Added |
| White Lighthouse Investment Management Inc. | 291 | $290.2K | 0.04% | +2+0.7% | Added |
| Royal Fund Management, LLC | 292 | $291.0K | 0.03% | +1+0.3% | Added |
| Acorn Financial Advisory Services Inc | 292 | $291.0K | 0.04% | 00.0% | Unchanged |
| Price Financial Group Wealth Management, Inc | 292 | $291.4K | 4.81% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 293 | $292.0K | 0.15% | −62−17.5% | Reduced |
| St. Louis Trust Co | 293 | $292.0K | 0.03% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 293 | $292.0K | 0.10% | +54+22.6% | Added |
| Crew Capital Management, Ltd. | 293 | $292.2K | 0.19% | +35+13.6% | Added |
| 1 North Wealth Services LLC | 294 | $292.9K | 0.11% | −20−6.4% | Reduced |
| StoryOne LLC | 0 | $292.9K | 0.17% | 0 | Unchanged |
| J.M. Arbour, LLC | 294 | $293.0K | 0.28% | −3−1.0% | Reduced |
| West Michigan Advisors, LLC | 295 | $293.9K | 0.06% | −7−2.3% | Reduced |
| Cedar Point Capital Partners, LLC | 295 | $293.9K | 0.19% | +1+0.3% | Added |
| BetterWealth, LLC | 295 | $293.9K | 0.06% | +34+13.0% | Added |
| Regimen Wealth, LLC | 296 | $294.5K | 0.09% | +1+0.3% | Added |
| Foronjy Financial LLC | 296 | $294.8K | 0.12% | −3−1.0% | Reduced |
| Martin Investment Management, LLC | 296 | $294.9K | 0.09% | 00.0% | Unchanged |
| Mullooly Asset Management, Inc. | 296 | $295.0K | 0.11% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 297 | $295.0K | 0.10% | −15−4.8% | Reduced |
| PFS Partners, LLC | 296 | $295.4K | 0.14% | +5+1.7% | Added |
| Rodgers Brothers Inc. | 297 | $295.9K | 0.03% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 297 | $295.9K | 0.14% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 297 | $295.9K | 0.06% | +32+12.1% | Added |
| Arta Finance Wealth Management LLC | 297 | $295.9K | 0.15% | +297 | New |
| Round Rock Advisors, LLC | 297 | $295.9K | 0.05% | −41−12.1% | Reduced |
| Wills Financial Group LLC | 287 | $296.3K | 0.11% | +287 | New |
| My Purposeful Wealth Corp. | 297 | $296.3K | 0.07% | +64+27.5% | Added |
| Prospect Financial Services LLC | 298 | $296.9K | 0.18% | −9−2.9% | Reduced |
| Country Trust Bank | 298 | $296.9K | 0.01% | −100−25.1% | Reduced |
| marrick wealth, LLC | 298 | $296.9K | 0.25% | −20−6.3% | Reduced |
| Barings LLC | 298 | $296.9K | 0.00% | +298 | New |
| Veridan Wealth LLC | 299 | $297.5K | 0.11% | −374−55.6% | Reduced |
| Silver Coast Investments LLC | 299 | $297.9K | 0.10% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 299 | $298.2K | 0.03% | +1+0.3% | Added |
| Parsonex Advisory Services, Inc. | 300 | $298.9K | 0.29% | −1−0.3% | Reduced |
| Banta Asset Management LP | 300 | $298.9K | 0.30% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 300 | $298.9K | 0.14% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 301 | $299.9K | 0.14% | −2−0.7% | Reduced |
| Townsend & Associates, Inc | 299 | $300.1K | 0.03% | −15−4.8% | Reduced |
| Cherrydale Wealth Management, LLC | 301 | $300.3K | 0.09% | +3+1.0% | Added |
| Paladin Advisory Group, LLC | 302 | $300.9K | 0.23% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 303 | $301.8K | 0.12% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 303 | $301.9K | 0.13% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 304 | $302.7K | 0.14% | −2−0.7% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 304 | $302.9K | 0.21% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 304 | $303.0K | 0.07% | 00.0% | Unchanged |
| Members Wealth LLC | 302 | $303.0K | 0.18% | +97+47.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 304 | $303.3K | 0.10% | −197−39.3% | Reduced |
| Alliance Wealth Advisors, LLC | 305 | $303.9K | 0.14% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 305 | $303.9K | 0.03% | 00.0% | Unchanged |
| Dorato Capital Management | 295 | $303.9K | 0.22% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 304 | $304.4K | 0.04% | +13+4.5% | Added |
| hemming& Wealth Management, Inc. | 306 | $304.7K | 0.21% | 00.0% | Unchanged |
| OV Management LLC | 306 | $304.9K | 0.62% | −710−69.9% | Reduced |
| Grant Street Asset Management, Inc. | 306 | $304.9K | 0.06% | −33−9.7% | Reduced |
| Hoey Investments, Inc | 306 | $304.9K | 0.04% | −28−8.4% | Reduced |
| Downshift Financial, LLC | 306 | $305.2K | 0.16% | +306 | New |
| Peak Planning Group, LLC | 307 | $305.5K | 0.08% | 00.0% | Unchanged |
| waypoint wealth counsel | 307 | $305.7K | 0.16% | −1,163−79.1% | Reduced |
| Indie Asset Partners, LLC | 307 | $305.9K | 0.35% | −7−2.2% | Reduced |
| Terril Brothers, Inc. | 307 | $305.9K | 0.08% | +307 | New |
| Capstone Wealth Management, LLC | 309 | $307.6K | 0.21% | +8+2.7% | Added |
| Nordwand Advisors, LLC | 309 | $307.8K | 0.05% | 00.0% | Unchanged |
| Ameraudi Asset Management, Inc. | 309 | $307.9K | 0.17% | 00.0% | Unchanged |
| Commerce Advisors, LLC | 309 | $307.9K | 0.26% | +309 | New |
| Brand Asset Management Group, Inc. | 309 | $307.9K | 0.08% | +309 | New |
| Talisman Wealth Advisors LLC | 309 | $308.4K | 0.25% | −24−7.2% | Reduced |
| Stirlingshire Investments, Inc. | 310 | $308.7K | 0.27% | +2+0.6% | Added |
| LWM Advisory Services, LLC | 310 | $309.0K | 0.33% | −175−36.1% | Reduced |
| Sharp Financial Services, LLC | 310 | $309.2K | 0.15% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 315 | $311.0K | 0.03% | 00.0% | Unchanged |
| Rare Wolf Capital LLC | 313 | $311.9K | 0.20% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 313 | $311.9K | 0.04% | +313 | New |
| 4WEALTH Advisors, Inc. | 313 | $312.0K | 0.27% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 313 | $312.4K | 0.13% | +5+1.6% | Added |
| Stegner Investment Associates Inc. | 314 | $312.5K | 0.17% | +314 | New |
| Clarus Group, Inc. | 314 | $312.9K | 0.11% | 00.0% | Unchanged |
| Connective Capital Management, LLC | 314 | $312.9K | 0.26% | +314 | New |
| Presper Financial Architects, LLC | 314 | $312.9K | 0.19% | +16+5.4% | Added |
| Kelly Financial Services LLC | 314 | $313.0K | 0.08% | +55+21.2% | Added |
| Grange Capital, LLC | 315 | $313.9K | 0.31% | −103−24.6% | Reduced |
| Soundwatch Capital LLC | 315 | $313.9K | 0.04% | −27−7.9% | Reduced |
| HughesLittle Investment Management Ltd. | 315 | $313.9K | 0.06% | 00.0% | Unchanged |