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 |
|---|---|---|---|---|---|
| First Western Trust Bank | 10,595 | $10.6M | 0.53% | −178−1.7% | Reduced |
| McBroom & Associates, LLC | 10,589 | $10.6M | 5.88% | −912−7.9% | Reduced |
| Mengis Capital Management, Inc. | 10,576 | $10.5M | 1.81% | −55−0.5% | Reduced |
| Consolidated Capital Management, LLC | 10,546 | $10.5M | 3.39% | +2,796+36.1% | Added |
| Reynders McVeigh Capital Management, LLC | 10,539 | $10.5M | 0.53% | −53−0.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 10,523 | $10.5M | 1.28% | +122+1.2% | Added |
| Knuff & Co LLC | 10,523 | $10.5M | 3.16% | −93−0.9% | Reduced |
| Beck Mack & Oliver LLC | 10,506 | $10.5M | 0.22% | −50.0% | Reduced |
| Luts & Greenleigh Group, Inc | 10,440 | $10.4M | 8.24% | +10+0.1% | Added |
| Pallas Capital Advisors LLC | 10,431 | $10.4M | 0.39% | +12+0.1% | Added |
| Strategic Wealth Designers | 10,396 | $10.4M | 1.31% | +139+1.4% | Added |
| SummitTX Capital, L.P. | 10,395 | $10.4M | 0.33% | −21,320−67.2% | Reduced |
| Guardian Partners Inc. | 10,360 | $10.4M | 0.86% | −211−2.0% | Reduced |
| Meridian Wealth Advisors, LLC | 10,361 | $10.3M | 1.37% | −381−3.5% | Reduced |
| KMG Fiduciary Partners, LLC | 10,349 | $10.3M | 0.76% | −1,105−9.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 10,343 | $10.3M | 0.61% | −585−5.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,322 | $10.3M | 2.22% | −3,424−24.9% | Reduced |
| Journey Advisory Group, LLC | 10,277 | $10.2M | 0.88% | −262−2.5% | Reduced |
| Harbour Investment Management LLC | 10,270 | $10.2M | 5.56% | −1,895−15.6% | Reduced |
| Focus Financial Network, Inc. | 10,263 | $10.2M | 0.37% | −571−5.3% | Reduced |
| Kesler, Norman & Wride, LLC | 10,257 | $10.2M | 1.76% | −83−0.8% | Reduced |
| Sun Group Wealth Partners | 10,253 | $10.2M | 8.03% | +324+3.3% | Added |
| Avantax Planning Partners, Inc. | 10,247 | $10.2M | 0.28% | −445−4.2% | Reduced |
| Coastline Trust Co | 10,239 | $10.2M | 1.01% | −69−0.7% | Reduced |
| Winslow Capital Management, LLC | 10,221 | $10.2M | 0.04% | +10,221 | New |
| NFJ Investment Group, LLC | 10,198 | $10.2M | 0.39% | +491+5.1% | Added |
| Baugh & Associates, LLC | 10,168 | $10.1M | 4.38% | −84−0.8% | Reduced |
| Tower Bridge Advisors | 10,146 | $10.1M | 0.98% | −18−0.2% | Reduced |
| Garrison Bradford & Associates Inc | 10,101 | $10.1M | 11.39% | −731−6.7% | Reduced |
| GHP Investment Advisors, Inc. | 10,094 | $10.1M | 0.41% | −287−2.8% | Reduced |
| Concentric Capital Strategies, LP | 10,093 | $10.1M | 0.88% | +6,729+200.0% | Added |
| Kingswood Wealth Advisors, LLC | 10,079 | $10.0M | 0.48% | +1,838+22.3% | Added |
| Great Lakes Retirement, Inc. | 10,066 | $10.0M | 1.04% | +10.0% | Added |
| Ballentine Partners, LLC | 10,053 | $10.0M | 0.14% | +471+4.9% | Added |
| Cullinan Associates Inc | 10,048 | $10.0M | 0.81% | −3,669−26.7% | Reduced |
| Falcon Wealth Planning | 10,039 | $10.0M | 0.68% | −747−6.9% | Reduced |
| Smartleaf Asset Management LLC | 10,031 | $10.0M | 0.36% | +591+6.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 10,001 | $9.96M | 0.40% | +350+3.6% | Added |
| Bogart Wealth, LLC | 9,995 | $9.96M | 0.38% | −3,776−27.4% | Reduced |
| Infusive Asset Management Inc. | 9,974 | $9.94M | 4.81% | −4,322−30.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 9,964 | $9.93M | 1.70% | −26−0.3% | Reduced |
| Phoenix Holdings Ltd. | 9,949 | $9.91M | 0.09% | −4,504−31.2% | Reduced |
| SRS Capital Advisors, Inc. | 9,933 | $9.90M | 0.28% | −209−2.1% | Reduced |
| Parsons Capital Management Inc | 9,903 | $9.87M | 0.45% | +89+0.9% | Added |
| WoodTrust Financial Corp | 9,880 | $9.85M | 1.27% | −1,101−10.0% | Reduced |
| Geneos Wealth Management Inc. | 9,841 | $9.81M | 0.23% | −175−1.7% | Reduced |
| Leeward Financial Partners, LLC | 9,805 | $9.77M | 2.91% | −212−2.1% | Reduced |
| Barr E S & Co | 9,804 | $9.77M | 0.57% | −214−2.1% | Reduced |
| Howe & Rusling Inc | 9,804 | $9.77M | 0.64% | +87+0.9% | Added |
| Constitution Capital LLC | 9,777 | $9.74M | 4.87% | +5,332+120.0% | Added |
| One Capital Management, LLC | 9,759 | $9.72M | 0.27% | −300−3.0% | Reduced |
| Hohimer Wealth Management, LLC | 9,749 | $9.71M | 1.19% | +3,405+53.7% | Added |
| Mount Vernon Associates Inc | 9,717 | $9.68M | 6.84% | −15−0.2% | Reduced |
| Carderock Capital Management Inc | 9,716 | $9.68M | 2.39% | +228+2.4% | Added |
| Invesco, LLC | 9,714 | $9.68M | 3.39% | +41+0.4% | Added |
| Calamos Wealth Management LLC | 9,699 | $9.66M | 0.33% | +1,135+13.3% | Added |
| Oak Harbor Wealth Partners, LLC | 9,694 | $9.66M | 2.26% | +76+0.8% | Added |
| Cassaday & Co Wealth Management LLC | 9,645 | $9.61M | 0.20% | +281+3.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,629 | $9.59M | 0.32% | +1,182+14.0% | Added |
| Nelson Capital Management, LLC | 9,616 | $9.58M | 1.17% | −168−1.7% | Reduced |
| DSG Capital Advisors, LLC | 9,615 | $9.58M | 1.53% | +15+0.2% | Added |
| Goelzer Investment Management, Inc. | 9,578 | $9.54M | 0.46% | −1,256−11.6% | Reduced |
| Choate Investment Advisors | 9,556 | $9.52M | 0.19% | −869−8.3% | Reduced |
| Baker Avenue Asset Management, LP | 9,547 | $9.51M | 0.22% | −3,653−27.7% | Reduced |
| Ossiam | 9,516 | $9.48M | 0.17% | −94,640−90.9% | Reduced |
| Osprey Private Wealth LLC | 9,513 | $9.48M | 2.74% | +1,068+12.6% | Added |
| Headland Capital, LLC | 9,464 | $9.43M | 2.66% | +112+1.2% | Added |
| DLK Investment Management, LLC | 9,431 | $9.40M | 3.72% | −234−2.4% | Reduced |
| Rockline Wealth Management, LLC | 9,427 | $9.39M | 2.04% | −291−3.0% | Reduced |
| Appleton Partners Inc | 9,413 | $9.38M | 0.65% | −817−8.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 9,383 | $9.35M | 1.69% | −112−1.2% | Reduced |
| Hartline Investment Corp | 9,340 | $9.31M | 1.02% | −92−1.0% | Reduced |
| Simplicity Wealth,LLC | 9,332 | $9.30M | 0.53% | −1,320−12.4% | Reduced |
| Golden State Equity Partners | 9,314 | $9.28M | 0.70% | +5,627+152.6% | Added |
| Valeo Financial Advisors, LLC | 9,306 | $9.27M | 0.22% | −1,842−16.5% | Reduced |
| Westwood Holdings Group Inc. | 9,276 | $9.24M | 0.07% | +11+0.1% | Added |
| Chicago Partners Investment Group LLC | 9,206 | $9.24M | 0.21% | +1,448+18.7% | Added |
| CapWealth Advisors, LLC | 9,272 | $9.24M | 0.69% | −1,380−13.0% | Reduced |
| Mather Group, LLC. | 9,264 | $9.23M | 0.09% | +1,100+13.5% | Added |
| City Holding Co | 9,239 | $9.21M | 1.15% | +63+0.7% | Added |
| Checchi Capital Advisers, LLC | 9,227 | $9.19M | 0.63% | +369+4.2% | Added |
| Venture Visionary Partners LLC | 9,198 | $9.17M | 0.31% | +73+0.8% | Added |
| SeaCrest Wealth Management, LLC | 9,196 | $9.16M | 0.98% | +46+0.5% | Added |
| Pavion Blue Capital, LLC | 9,164 | $9.13M | 3.97% | −84−0.9% | Reduced |
| Trust Co of Toledo NA | 9,160 | $9.13M | 0.87% | +214+2.4% | Added |
| Evexia Wealth LLC | 9,292 | $9.11M | 2.51% | −1,940−17.3% | Reduced |
| Purpose Unlimited Inc. | 9,104 | $9.07M | 0.38% | +246+2.8% | Added |
| Spartan Wealth Advisory Services LLC | 9,042 | $9.01M | 0.79% | +9,042 | New |
| Wealth Analytics Partners, LLC | 9,035 | $9.00M | 3.66% | −132−1.4% | Reduced |
| Stony Point Capital LLC | 8,988 | $8.96M | 0.72% | +6+0.1% | Added |
| Moors & Cabot, Inc. | 8,983 | $8.95M | 0.38% | −689−7.1% | Reduced |
| Arlington Financial Advisors, LLC | 8,946 | $8.91M | 1.27% | +428+5.0% | Added |
| Stenger Family Office, LLC | 8,943 | $8.91M | 1.62% | +778+9.5% | Added |
| CX Institutional | 8,922 | $8.89M | 0.27% | −149−1.6% | Reduced |
| Boston Private Wealth LLC | 8,911 | $8.88M | 0.58% | −3,346−27.3% | Reduced |
| Wealthcare Advisory Partners LLC | 8,910 | $8.88M | 0.17% | +197+2.3% | Added |
| Blue Sky Capital Consultants Group, Inc. | 8,871 | $8.84M | 4.22% | −525−5.6% | Reduced |
| Stiles Financial Services Inc | 8,853 | $8.82M | 2.70% | +109+1.2% | Added |
| DRW Securities, LLC | 8,820 | $8.78M | 0.48% | +5,536+168.6% | Added |
| Thoroughbred Financial Services, LLC | 8,759 | $8.73M | 0.52% | +30+0.3% | Added |