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 |
|---|---|---|---|---|---|
| Sage Private Wealth Group, LLC | 316 | $314.6K | 0.16% | +10+3.3% | Added |
| Burr Financial Services, LLC | 316 | $314.9K | 0.25% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 316 | $315.8K | 0.04% | +6+1.9% | Added |
| StoneCrest Wealth Management, Inc. | 317 | $315.9K | 0.13% | −202−38.9% | Reduced |
| Madison Park Capital Advisors, LLC | 318 | $316.9K | 0.25% | −1−0.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 318 | $316.9K | 0.07% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 318 | $316.9K | 0.14% | 00.0% | Unchanged |
| Shrier Wealth Management, LLC | 318 | $317.1K | 0.12% | +318 | New |
| Eagle Bay Advisors LLC | 319 | $317.7K | 0.28% | −54−14.5% | Reduced |
| ISAM Funds (UK) Ltd | 319 | $317.9K | 0.16% | +319 | New |
| IMZ Advisory Inc | 320 | $319.0K | 0.12% | +3+0.9% | Added |
| WESPAC Advisors SoCal, LLC | 321 | $319.9K | 0.07% | 00.0% | Unchanged |
| Ketron Financial | 321 | $319.9K | 0.11% | +30+10.3% | Added |
| JNBA Financial Advisors | 323 | $321.8K | 0.03% | +26+8.8% | Added |
| Sensible Money, LLC | 323 | $322.0K | 0.10% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 324 | $322.8K | 0.05% | 00.0% | Unchanged |
| GFI Investment Counsel Ltd. | 324 | $322.8K | 0.04% | +67+26.1% | Added |
| Promethium Advisors,llc | 325 | $323.7K | 0.17% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 325 | $323.8K | 0.10% | 00.0% | Unchanged |
| Family Office Research LLC | 325 | $324.2K | 0.14% | −42−11.4% | Reduced |
| Voya Financial Advisors, Inc. | 330 | $324.7K | 0.03% | −109−24.8% | Reduced |
| Joel Adams & Associates, Inc. | 326 | $324.8K | 0.24% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 326 | $324.8K | 0.12% | 00.0% | Unchanged |
| Pacific Excel Wealth Advisors, Inc. | 326 | $324.8K | 0.34% | +326 | New |
| SP Asset Management LLC | 327 | $325.5K | 0.03% | −84−20.4% | Reduced |
| Sunburst Financial Group, LLC | 327 | $325.9K | 0.06% | +5+1.6% | Added |
| IAG Wealth Partners, LLC | 328 | $326.8K | 0.04% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 328 | $327.0K | 0.11% | −58−15.0% | Reduced |
| BlueChip Wealth Advisors LLC | 357 | $328.1K | 0.14% | +35+10.9% | Added |
| Granite Group Advisors, LLC | 324 | $328.3K | 0.20% | −53−14.1% | Reduced |
| Montis Financial, LLC | 330 | $328.4K | 0.07% | +59+21.8% | Added |
| Lynx Investment Advisory | 330 | $328.4K | 0.16% | −2−0.6% | Reduced |
| Wealthstar Advisors, LLC | 330 | $328.5K | 0.20% | −35−9.6% | Reduced |
| Options Solutions, LLC | 330 | $328.8K | 0.24% | 00.0% | Unchanged |
| Cedarwood Wealth LLC | 330 | $329.3K | 0.33% | −44−11.8% | Reduced |
| Sierra Ocean, LLC | 331 | $329.6K | 0.27% | +32+10.7% | Added |
| Tower Wealth Partners, Inc. | 331 | $329.8K | 0.18% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 332 | $330.8K | 0.04% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 333 | $331.7K | 0.23% | +10+3.1% | Added |
| WMS Group LLC | 334 | $332.8K | 0.48% | −1−0.3% | Reduced |
| Wealth Watch Advisors, INC | 334 | $332.8K | 0.14% | +226+209.3% | Added |
| Madrid Wealth Management, LLC | 334 | $333.0K | 0.25% | 00.0% | Unchanged |
| Planning Directions Inc | 335 | $333.5K | 0.17% | +1+0.3% | Added |
| Guidance Point Advisors, LLC | 333 | $334.0K | 0.08% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 336 | $334.7K | 0.14% | −87−20.6% | Reduced |
| Great Oak Capital Partners, LLC | 326 | $335.7K | 0.08% | +326 | New |
| Global Financial Private Client, LLC | 337 | $335.8K | 0.11% | +17+5.3% | Added |
| BlueSky Wealth Advisors, LLC | 337 | $335.8K | 0.04% | +337 | New |
| Breachway Investments LLC | 338 | $336.4K | 0.32% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 338 | $336.5K | 0.11% | −1−0.3% | Reduced |
| Cora Capital Advisors LLC | 338 | $336.8K | 0.11% | −23−6.4% | Reduced |
| BNP Paribas | 338 | $337.0K | 0.01% | −4,423−92.9% | Reduced |
| Mayport, LLC | 339 | $337.4K | 0.06% | +21+6.6% | Added |
| Expressive Wealth LLC | 340 | $338.6K | 0.32% | −274−44.6% | Reduced |
| Wealthspan Partners, LLC | 340 | $338.9K | 0.12% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 340 | $339.3K | 0.21% | +29+9.3% | Added |
| Lynch & Associates | 341 | $339.3K | 0.06% | −23−6.3% | Reduced |
| Pegasus Asset Management, Inc. | 341 | $339.8K | 0.11% | −20−5.5% | Reduced |
| Providence Capital Advisors, LLC | 341 | $339.8K | 0.06% | −20−5.5% | Reduced |
| Founders Grove Wealth Partners, LLC | 341 | $339.8K | 0.08% | +31+10.0% | Added |
| Acute Investment Advisory, LLC | 342 | $340.8K | 3.83% | −35−9.3% | Reduced |
| Fortune 45 LLC | 342 | $341.1K | 0.17% | −1,581−82.2% | Reduced |
| First Financial Bank - Trust Division | 343 | $341.8K | 0.03% | −81−19.1% | Reduced |
| Heck Capital Advisors, LLC | 344 | $342.8K | 0.03% | −2−0.6% | Reduced |
| Manske Wealth Management | 344 | $342.8K | 0.10% | +109+46.4% | Added |
| Denver Wealth Management, Inc. | 344 | $343.0K | 0.12% | −32−8.5% | Reduced |
| Austin Asset Management Co Inc | 344 | $343.0K | 0.06% | +344 | New |
| Penobscot Wealth Management | 345 | $343.6K | 0.10% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 346 | $344.4K | 0.06% | −16−4.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 346 | $344.9K | 0.06% | 00.0% | Unchanged |
| Carson Advisory Inc. | 346 | $345.2K | 0.18% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 347 | $345.8K | 0.09% | +3+0.9% | Added |
| Altar Rock LLC | 349 | $347.8K | 0.41% | +62+21.6% | Added |
| FSA Investment Group, LLC | 349 | $347.8K | 0.14% | +349 | New |
| Chung Wu Investment Group, LLC | 350 | $348.8K | 0.30% | 00.0% | Unchanged |
| William John Sempolinski | 350 | $348.8K | 0.18% | +50+16.7% | Added |
| Seek First Inc. | 351 | $349.7K | 0.25% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 351 | $349.9K | 0.16% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 355 | $351.4K | 0.15% | −100−22.0% | Reduced |
| Integrity Wealth Partners, LLC | 353 | $351.7K | 0.32% | +353 | New |
| OxenFree Capital LLC | 358 | $352.7K | 0.17% | +26+7.8% | Added |
| AGH Wealth Advisors, LLC | 354 | $352.7K | 0.26% | +39+12.4% | Added |
| Parkwoods Wealth Partners, LLC | 354 | $352.7K | 0.09% | −12−3.3% | Reduced |
| Vilga Financial Planning LLC | 354 | $352.7K | 0.32% | −6−1.7% | Reduced |
| S Harris Financial Group, LLC | 355 | $353.5K | 0.32% | +60+20.3% | Added |
| Smith Thornton Advisors LLC | 355 | $353.8K | 0.18% | +2+0.6% | Added |
| Frontier Asset Management, LLC | 356 | $354.8K | 0.07% | −496−58.2% | Reduced |
| Fingerlakes Wealth Management, Inc. | 356 | $355.1K | 0.24% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 357 | $355.6K | 0.21% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 357 | $355.7K | 0.08% | +21+6.3% | Added |
| Adamsbrown Wealth Consultants LLC | 357 | $355.8K | 0.09% | +22+6.6% | Added |
| Slagle Financial, LLC | 358 | $356.5K | 0.12% | +358 | New |
| Clayton Financial Group LLC | 358 | $356.7K | 0.18% | +10+2.9% | Added |
| Parker Financial LLC | 358 | $356.8K | 0.14% | +358 | New |
| Vawter Financial, Ltd. | 359 | $357.7K | 0.15% | −12−3.2% | Reduced |
| Gables Capital Management Inc. | 359 | $357.7K | 0.15% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 360 | $358.4K | 0.04% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 360 | $358.7K | 0.34% | 00.0% | Unchanged |
| Entelevest, LLC | 360 | $358.8K | 0.37% | −3−0.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 360 | $359.2K | 0.15% | 00.0% | Unchanged |