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
- 4,274
- +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
- 1,797 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 |
|---|---|---|---|---|---|
| Eurizon SLJ Capital Ltd | 361 | $359.7K | 0.17% | −356−49.7% | Reduced |
| Wagner Wealth Management, LLC | 361 | $360.1K | 0.07% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 362 | $360.7K | 0.00% | −294−44.8% | Reduced |
| Financial Council Asset Management Inc | 362 | $360.7K | 0.14% | 00.0% | Unchanged |
| Gordian Advisors LLC | 362 | $361.0K | 0.24% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 362 | $361.1K | 0.03% | −27−6.9% | Reduced |
| Capstone Wealth Management Group LLC | 362 | $361.2K | 0.22% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 363 | $361.7K | 0.03% | −8−2.2% | Reduced |
| McDonald Partners LLC | 363 | $361.7K | 0.09% | +50+16.0% | Added |
| Pinney & Scofield, Inc. | 364 | $362.7K | 0.20% | 00.0% | Unchanged |
| Cogent Private Wealth, Inc. | 364 | $362.7K | 0.26% | +112+44.4% | Added |
| REAP Financial Group, LLC | 365 | $363.7K | 0.07% | 00.0% | Unchanged |
| Overbrook Management Corp | 366 | $364.7K | 0.07% | +366 | New |
| GatePass Capital, LLC | 366 | $364.9K | 0.18% | +42+13.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 366 | $365.7K | 0.11% | −13−3.4% | Reduced |
| Waterfront Wealth Inc. | 367 | $365.7K | 0.07% | +45+14.0% | Added |
| Avail Investment Partners, LLC | 367 | $366.0K | 0.39% | +367 | New |
| Stonehearth Capital Management, LLC | 369 | $367.7K | 0.15% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 370 | $368.7K | 0.07% | +16+4.5% | Added |
| Invenio Wealth Partners LLC | 370 | $368.7K | 0.15% | −197−34.7% | Reduced |
| Rexford Capital Inc | 370 | $368.7K | 0.26% | +31+9.1% | Added |
| Griffith & Werner, Inc. | 370 | $368.7K | 0.18% | −28−7.0% | Reduced |
| Addison Advisors LLC | 370 | $368.7K | 0.08% | +19+5.4% | Added |
| Boston Partners | 370 | $368.8K | 0.00% | +60+19.4% | Added |
| Woodward Diversified Capital, LLC | 371 | $371.0K | 0.17% | −6−1.6% | Reduced |
| Gilbert & Cook, Inc. | 372 | $371.0K | 0.05% | −89−19.3% | Reduced |
| Welch Financial Planning, LLC | 373 | $371.7K | 0.27% | +40+12.0% | Added |
| Meridian Wealth Partners, LLC | 373 | $371.7K | 0.05% | +31+9.1% | Added |
| Uhlmann Price Securities, LLC | 378 | $374.2K | 0.03% | +107+39.5% | Added |
| Trust Co of Kansas | 376 | $375.0K | 0.21% | −13−3.3% | Reduced |
| Fiducient Advisors LLC | 377 | $375.7K | 0.05% | −33−8.0% | Reduced |
| LaFleur & Godfrey LLC | 378 | $376.5K | 0.05% | +30+8.6% | Added |
| Cranbrook Wealth Management, LLC | 378 | $376.8K | 0.08% | −29−7.1% | Reduced |
| Stewardship Concepts Financial Services LLC | 380 | $378.6K | 0.30% | +15+4.1% | Added |
| Capco Asset Management, LLC | 380 | $378.6K | 0.10% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 380 | $378.6K | 0.32% | 00.0% | Unchanged |
| Clear Wave Wealth Management LLC | 380 | $378.6K | 0.10% | +380 | New |
| Brogan Financial, Inc. | 380 | $378.8K | 0.17% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 381 | $379.4K | 0.08% | +20+5.5% | Added |
| Orographic Financial Advisors, LLC | 382 | $380.0K | 0.27% | +382 | New |
| Buck Wealth Strategies, LLC | 382 | $380.6K | 0.05% | +82+27.3% | Added |
| Owl Creek Wealth Partners LLC | 382 | $380.6K | 0.14% | +382 | New |
| NavPoint Financial, Inc. | 383 | $381.3K | 0.15% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 384 | $382.4K | 0.05% | +50+15.0% | Added |
| Vicus Capital | 384 | $382.7K | 0.03% | −7−1.8% | Reduced |
| Kure Advisory, LLC | 384 | $382.9K | 0.21% | −29−7.0% | Reduced |
| Towercrest Capital Management | 385 | $383.4K | 0.06% | +20+5.5% | Added |
| Jeppson Wealth Management, LLC | 385 | $383.7K | 0.12% | −30−7.2% | Reduced |
| Silver Lake Advisory, LLC | 387 | $385.4K | 0.15% | +1+0.3% | Added |
| Capital Management Associates, Inc | 387 | $386.0K | 0.09% | +3+0.8% | Added |
| Investment Planning Advisors, Inc. | 388 | $386.1K | 0.11% | +127+48.7% | Added |
| BCGM Wealth Management, LLC | 388 | $386.4K | 0.10% | +1+0.3% | Added |
| John W. Brooker & Co., CPAs | 388 | $386.5K | 0.61% | +73+23.2% | Added |
| Retirement Income Solutions, Inc | 388 | $386.6K | 0.07% | +10+2.6% | Added |
| Portland Global Advisors LLC | 389 | $387.6K | 0.04% | 00.0% | Unchanged |
| Red Reef Advisors LLC | 391 | $389.6K | 0.41% | −4−1.0% | Reduced |
| Sutton Place Investors LLC | 391 | $389.6K | 0.21% | +32+8.9% | Added |
| Syntax Research, Inc. | 392 | $390.6K | 0.25% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 392 | $390.6K | 0.27% | 00.0% | Unchanged |
| Rhodes Investment Advisors Inc | 392 | $390.6K | 0.34% | +5+1.3% | Added |
| Cedar Mountain Advisors, LLC | 392 | $390.7K | 0.08% | +13+3.4% | Added |
| Northern Lights Advisors, Inc. | 393 | $391.1K | 0.26% | +393 | New |
| NWM Advisors, LLC | 393 | $391.6K | 0.36% | −136−25.7% | Reduced |
| E-Wealth Partners, LLC | 393 | $391.6K | 0.32% | +393 | New |
| Martin Capital Partners, LLC | 393 | $392.0K | 0.15% | 00.0% | Unchanged |
| Owen LaRue, LLC | 393 | $392.1K | 0.15% | −51−11.5% | Reduced |
| RBA Wealth Management, LLC | 394 | $393.0K | 0.14% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 396 | $394.6K | 0.16% | −1,162−74.6% | Reduced |
| CDM Financial Counseling Services, Inc. | 396 | $394.6K | 0.38% | +22+5.9% | Added |
| Merrithew & Thorsten Inc | 397 | $395.0K | 0.37% | +1+0.3% | Added |
| Avid Wealth Partners LLC | 398 | $396.9K | 0.19% | +63+18.8% | Added |
| Ascent Advisors, LLC | 399 | $397.6K | 0.74% | +399 | New |
| Eldridge Investment Advisors, Inc. | 399 | $397.9K | 0.09% | −18−4.3% | Reduced |
| HHM Wealth Advisors, LLC | 399 | $398.0K | 0.05% | −86−17.7% | Reduced |
| Grace & White Inc | 400 | $398.6K | 0.07% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 400 | $398.6K | 0.08% | 00.0% | Unchanged |
| First Citizens Financial Corp | 401 | $399.6K | 0.19% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 402 | $400.2K | 0.20% | −75−15.7% | Reduced |
| Abound Wealth Management | 402 | $400.3K | 0.09% | −301−42.8% | Reduced |
| 4J Wealth Management LLC | 402 | $400.6K | 0.23% | 00.0% | Unchanged |
| Mane Global Capital Management LP | 402 | $400.6K | 0.04% | +402 | New |
| Lathrop Investment Management Corp | 402 | $401.0K | 0.08% | −8−2.0% | Reduced |
| Nicollet Investment Management, Inc. | 403 | $401.0K | 0.14% | 00.0% | Unchanged |
| Legacy Wealth Advisors, LLC | 403 | $401.6K | 0.20% | +403 | New |
| Auto-Owners Insurance Co | 405 | $403.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 406 | $404.1K | 0.06% | +406 | New |
| Compagnie Lombard Odier SCmA | 407 | $405.5K | 0.00% | −271−40.0% | Reduced |
| Wick Capital Partners, LLC | 408 | $406.0K | 0.07% | +408 | New |
| Spectrum Planning & Advisory Services Inc. | 408 | $406.4K | 0.20% | −17−4.0% | Reduced |
| Three Seasons Wealth, LLC | 408 | $406.5K | 0.16% | −44−9.7% | Reduced |
| Sunesis Advisors, LLC | 408 | $406.5K | 0.18% | +408 | New |
| Summit Financial Strategies, Inc. | 408 | $407.0K | 0.03% | +5+1.2% | Added |
| E&G Advisors, LP | 409 | $407.5K | 0.09% | −110−21.2% | Reduced |
| Burford Brothers, Inc. | 409 | $407.7K | 0.17% | −21−4.9% | Reduced |
| Aspen Capital Management, LLC | 410 | $408.1K | 0.10% | −109−21.0% | Reduced |
| Ledgewood Wealth Advisors, LLC | 410 | $408.5K | 0.23% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 410 | $408.7K | 0.15% | −18−4.2% | Reduced |
| LifePlan Investment Advisors, Inc. | 410 | $409.0K | 0.16% | +27+7.0% | Added |
| Define Financial, LLC | 411 | $409.3K | 0.22% | +3+0.7% | Added |
| Leonteq Securities AG | 411 | $409.5K | 0.02% | −74−15.3% | Reduced |