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 | 4,274 | $311.5B |
| Q4 2025 | 4,138 | $272.0B |
| Q3 2025 | 3,941 | $274.4B |
| Q2 2025 | 4,011 | $302.3B |
| Q1 2025 | 3,952 | $287.8B |
| Q4 2024 | 3,941 | $279.6B |
| Q3 2024 | 3,590 | $266.7B |
| Q2 2024 | 3,526 | $258.3B |
| Q1 2024 | 3,419 | $222.0B |
| Q4 2023 | 3,343 | $201.0B |
| Q3 2023 | 3,077 | $169.9B |
| Q2 2023 | 3,041 | $162.0B |
| Q1 2023 | 2,943 | $149.2B |
| Q4 2022 | 2,938 | $137.2B |
| Q3 2022 | 2,825 | $141.6B |
| Q2 2022 | 2,784 | $143.4B |
| Q1 2022 | 2,862 | $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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 411 | $409.8K | 0.15% | −60−12.7% | Reduced |
| Staley Capital Advisers Inc | 412 | $410.5K | 0.02% | −100−19.5% | Reduced |
| Targeted Financial Services LLC | 412 | $410.5K | 0.34% | −85−17.1% | Reduced |
| Paul Damon & Associates, Inc. | 412 | $410.5K | 0.18% | +26+6.7% | Added |
| Viawealth, LLC | 412 | $410.6K | 0.23% | +13+3.3% | Added |
| Baader Bank INC | 451 | $411.1K | 0.04% | +109+31.9% | Added |
| Aspiring Ventures, LLC | 413 | $411.4K | 0.14% | +48+13.2% | Added |
| Tanglewood Legacy Advisors, LLC | 413 | $411.5K | 0.15% | +184+80.3% | Added |
| Royal Palms Capital LLC | 413 | $411.6K | 0.41% | +413 | New |
| Cambridge Advisors Inc. | 413 | $411.6K | 0.08% | 00.0% | Unchanged |
| Cathy Pareto & Associates, Inc | 413 | $411.9K | 0.28% | +1+0.2% | Added |
| Essential Investment Partners LLC | 414 | $412.5K | 0.38% | 00.0% | Unchanged |
| Fund Advisors of America Inc | 415 | $413.6K | 0.42% | −30−6.7% | Reduced |
| Northeast Financial Group, Inc. | 415 | $414.2K | 0.11% | −21−4.8% | Reduced |
| Elgethun Capital Management | 417 | $415.3K | 0.07% | 00.0% | Unchanged |
| Bravias Capital Group, LLC | 419 | $417.1K | 0.27% | −288−40.7% | Reduced |
| SMART Wealth LLC | 419 | $417.1K | 0.12% | +18+4.5% | Added |
| Goodman Advisory Group, LLC | 419 | $417.5K | 0.11% | 00.0% | Unchanged |
| Seascape Capital Management | 419 | $418.0K | 0.12% | −1−0.2% | Reduced |
| George Kaiser Family Foundation | 420 | $418.5K | 0.05% | 00.0% | Unchanged |
| Code Waechter LLC | 420 | $418.5K | 0.25% | +8+1.9% | Added |
| Intellectus Partners, LLC | 421 | $419.1K | 0.09% | +33+8.5% | Added |
| Endeavor Private Wealth, Inc. | 421 | $419.2K | 0.12% | −31−6.9% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 422 | $420.2K | 0.11% | +1+0.2% | Added |
| Renasant Bank | 422 | $420.5K | 0.30% | −206−32.8% | Reduced |
| Hopwood Financial Services, Inc. | 422 | $420.5K | 0.28% | −45−9.6% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 423 | $421.8K | 0.25% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 423 | $422.0K | 0.15% | +90+27.0% | Added |
| Latitude Advisors, LLC | 424 | $422.1K | 0.19% | +49+13.1% | Added |
| Consolidated Planning Corp | 424 | $422.5K | 0.07% | −2,669−86.3% | Reduced |
| DecisionMap Wealth Management, LLC | 424 | $422.5K | 0.27% | +16+3.9% | Added |
| United Bank | 424 | $422.5K | 0.05% | +22+5.5% | Added |
| S&T Bank | 424 | $422.5K | 0.16% | +38+9.8% | Added |
| MPS Loria Financial Planners, LLC | 425 | $423.3K | 0.11% | +36+9.3% | Added |
| Shay Capital LLC | 425 | $423.5K | 0.06% | +425 | New |
| Armor Investment Advisors, LLC | 425 | $423.5K | 0.15% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 426 | $424.8K | 0.12% | −20−4.5% | Reduced |
| LifeGoal Wealth Advisors | 427 | $425.5K | 0.24% | +427 | New |
| Mason Investment Advisory Services, Inc. | 427 | $425.8K | 0.02% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 428 | $426.5K | 0.11% | +103+31.7% | Added |
| Pennington Partners & Co., LLC | 428 | $426.8K | 0.15% | +1+0.2% | Added |
| Signature Equity Partners, LLC | 430 | $428.0K | 0.23% | −102−19.2% | Reduced |
| Wingate Wealth Advisors, Inc. | 430 | $428.4K | 0.23% | −104−19.5% | Reduced |
| Topsail Wealth Management, LLC | 430 | $428.5K | 0.06% | +125+41.0% | Added |
| Kondo Wealth Advisors, Inc. | 430 | $428.8K | 0.16% | +97+29.1% | Added |
| Baron Wealth Management LLC | 431 | $429.6K | 0.13% | +169+64.5% | Added |
| Westshore Wealth, LLC | 432 | $430.5K | 0.15% | −19−4.2% | Reduced |
| Tacita Capital Inc | 432 | $430.5K | 0.25% | 00.0% | Unchanged |
| DDFG, Inc | 432 | $430.7K | 0.09% | +74+20.7% | Added |
| Fortress Private Ledger, LLC | 433 | $431.7K | 0.14% | +433 | New |
| Advisortrust Partners, LLC | 433 | $431.9K | 0.18% | −368−45.9% | Reduced |
| Everest Management Corp. | 434 | $432.5K | 0.22% | +78+21.9% | Added |
| Stonebridge Capital Advisors LLC | 435 | $433.2K | 0.03% | +25+6.1% | Added |
| Jacksonville Wealth Management, LLC | 435 | $433.2K | 0.29% | +2+0.5% | Added |
| Stordahl Capital Management, Inc. | 435 | $433.4K | 0.09% | 00.0% | Unchanged |
| Summit Financial Consulting LLC | 435 | $433.4K | 0.31% | +25+6.1% | Added |
| Phillips Financial Management, LLC | 436 | $434.5K | 0.03% | +11+2.6% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 436 | $434.8K | 0.05% | +9+2.1% | Added |
| Cloud Capital Management, LLC | 437 | $435.0K | 0.19% | +120+37.9% | Added |
| WealthCollab, LLC | 437 | $435.4K | 0.18% | −6,077−93.3% | Reduced |
| HighMark Wealth Management LLC | 438 | $436.4K | 0.18% | −26−5.6% | Reduced |
| Hickory Point Bank & Trust | 438 | $436.4K | 0.29% | +2+0.5% | Added |
| Atlas Wealth LLC | 438 | $436.4K | 0.13% | +70+19.0% | Added |
| Charter Capital Management, LLC | 438 | $436.8K | 0.22% | +3+0.7% | Added |
| Scissortail Wealth Management, LLC | 439 | $437.4K | 0.09% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 439 | $437.4K | 0.39% | +116+35.9% | Added |
| Garrett Wealth Advisory Group, LLC | 439 | $437.4K | 0.08% | +439 | New |
| Hanlon Investment Management, Inc. | 439 | $437.4K | 0.24% | +64+17.1% | Added |
| Novak & Powell Financial Services, Inc. | 439 | $437.5K | 0.24% | −6−1.3% | Reduced |
| ERn Financial, LLC | 440 | $438.4K | 0.08% | −22−4.8% | Reduced |
| Tripletail Wealth Management, LLC | 432 | $438.5K | 0.60% | −16−3.6% | Reduced |
| Semus Wealth Partners LLC | 440 | $438.5K | 0.25% | +1+0.2% | Added |
| Wealthquest Corp | 440 | $438.6K | 0.03% | +122+38.4% | Added |
| Global Wealth Strategies & Associates | 440 | $438.8K | 0.11% | +55+14.3% | Added |
| Private Wealth Asset Management, LLC | 441 | $439.0K | 0.05% | −240−35.2% | Reduced |
| Firethorn Wealth Partners, LLC | 441 | $439.6K | 0.16% | +13+3.0% | Added |
| Foster & Motley Inc | 442 | $440.0K | 0.02% | −20−4.3% | Reduced |
| Golden Reserve Retirement LLC | 442 | $440.4K | 0.09% | −718−61.9% | Reduced |
| Fourth Dimension Wealth, LLC | 443 | $441.1K | 0.17% | −33−6.9% | Reduced |
| Schrum Private Wealth Management LLC | 443 | $441.4K | 0.34% | 00.0% | Unchanged |
| Breakthru Advisory Services, LLC | 443 | $441.4K | 0.71% | −13−2.9% | Reduced |
| Cottage Street Advisors LLC | 447 | $445.9K | 0.19% | −1−0.2% | Reduced |
| Panoramic Investment Advisors, LLC | 449 | $447.4K | 0.24% | 00.0% | Unchanged |
| Sachetta, LLC | 449 | $447.7K | 0.24% | +322+253.5% | Added |
| Vermillion Wealth Management, Inc. | 449 | $447.8K | 0.18% | −90−16.7% | Reduced |
| Quantum Private Wealth, LLC | 450 | $448.3K | 0.14% | 00.0% | Unchanged |
| Birchbrook, Inc. | 450 | $448.4K | 0.22% | −5−1.1% | Reduced |
| Piedmont Capital Management, LLC | 451 | $449.4K | 0.30% | −10−2.2% | Reduced |
| Blue Rock Wealth Management LLC | 451 | $449.4K | 0.29% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 451 | $449.4K | 0.03% | −37−7.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 462 | $450.0K | 0.03% | +1+0.2% | Added |
| Perissos Private Wealth Management, LLC | 452 | $450.7K | 0.39% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 453 | $451.4K | 0.09% | −6−1.3% | Reduced |
| Seaside Wealth Management, Inc. | 453 | $451.4K | 0.13% | +11+2.5% | Added |
| FORM Wealth Advisors, LLC | 454 | $452.4K | 0.05% | +212+87.6% | Added |
| Osterweis Capital Management Inc | 455 | $453.4K | 0.02% | −34−7.0% | Reduced |
| Prosperity Bancshares Inc | 455 | $453.4K | 0.36% | +111+32.3% | Added |
| Hamilton Point Investment Advisors, LLC | 457 | $455.9K | 0.07% | 00.0% | Unchanged |
| Founders Capital Management | 458 | $456.4K | 0.22% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 459 | $456.9K | 0.17% | −54−10.5% | Reduced |