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 |
|---|---|---|---|---|---|
| Secure Asset Management, LLC | 8,754 | $8.72M | 1.38% | +730+9.1% | Added |
| GAM Holding AG | 8,718 | $8.69M | 0.76% | −2,885−24.9% | Reduced |
| GKV Capital Management Co., Inc. | 8,717 | $8.69M | 3.26% | −61−0.7% | Reduced |
| Lighthouse Investment Partners, LLC | 8,702 | $8.67M | 0.33% | +8,702 | New |
| MMBG Investment Advisors Co. | 8,699 | $8.67M | 0.80% | −9−0.1% | Reduced |
| Griffin Asset Management, Inc. | 8,699 | $8.67M | 0.98% | −40.0% | Reduced |
| ROI Financial Advisors, LLC | 8,697 | $8.67M | 5.18% | −56−0.6% | Reduced |
| Raiffeisen Bank International AG | 8,667 | $8.64M | 0.12% | +4,095+89.6% | Added |
| Pure Financial Advisors, Inc. | 8,661 | $8.63M | 0.12% | +119+1.4% | Added |
| Legacy Private Trust Co. | 8,655 | $8.62M | 0.53% | −337−3.7% | Reduced |
| EFG International AG | 8,653 | $8.62M | 0.18% | −2,443−22.0% | Reduced |
| Denali Advisors LLC | 8,619 | $8.59M | 0.95% | −10−0.1% | Reduced |
| Fidelis Capital Partners, LLC | 8,595 | $8.56M | 0.61% | +690+8.7% | Added |
| Institute for Wealth Management, LLC. | 8,572 | $8.54M | 0.92% | −520−5.7% | Reduced |
| Trust Co of Oklahoma | 8,567 | $8.54M | 2.49% | +146+1.7% | Added |
| HCR Wealth Advisors | 8,540 | $8.51M | 0.88% | −80−0.9% | Reduced |
| Legacy Trust | 8,527 | $8.50M | 1.63% | +100+1.2% | Added |
| FFG Partners, LLC | 8,521 | $8.49M | 3.36% | −11−0.1% | Reduced |
| Anchor Investment Management, LLC | 8,519 | $8.49M | 0.71% | +44+0.5% | Added |
| Buckingham Strategic Partners | 8,503 | $8.47M | 0.09% | +3,674+76.1% | Added |
| Robinhood Asset Management, LLC | 8,502 | $8.47M | 0.61% | +7,958+1,462.9% | Added |
| Fiduciary Alliance LLC | 8,599 | $8.47M | 0.51% | −791−8.4% | Reduced |
| Oddo BHF Asset Management SAS | 8,496 | $8.47M | 0.33% | +228+2.8% | Added |
| Colonial Trust Co | 8,493 | $8.46M | 1.15% | −50−0.6% | Reduced |
| BFSG, LLC | 8,483 | $8.45M | 0.80% | −391−4.4% | Reduced |
| Insigneo Advisory Services, LLC | 8,474 | $8.44M | 0.60% | −452−5.1% | Reduced |
| Quotient Wealth Partners, LLC | 8,465 | $8.43M | 0.22% | −266−3.0% | Reduced |
| Gladstone Institutional Advisory LLC | 8,456 | $8.43M | 0.31% | −430−4.8% | Reduced |
| Hoffman, Alan N Investment Management | 8,423 | $8.39M | 5.54% | −160−1.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,397 | $8.37M | 0.21% | +164+2.0% | Added |
| Frank, Rimerman Advisors LLC | 8,351 | $8.32M | 0.55% | −10−0.1% | Reduced |
| Sagespring Wealth Partners, LLC | 8,347 | $8.32M | 0.15% | +1,128+15.6% | Added |
| Allen Capital Group, LLC | 8,322 | $8.29M | 0.75% | +7,178+627.4% | Added |
| Traynor Capital Management, Inc. | 8,314 | $8.29M | 0.49% | +252+3.1% | Added |
| Spirepoint Private Client, LLC | 8,309 | $8.28M | 0.79% | −385−4.4% | Reduced |
| Vantage Investment Partners, LLC | 8,304 | $8.27M | 0.57% | −51−0.6% | Reduced |
| Zevenbergen Capital Investments LLC | 8,248 | $8.22M | 0.24% | +85+1.0% | Added |
| Syon Capital LLC | 8,243 | $8.21M | 0.41% | +335+4.2% | Added |
| LMR Partners LLP | 8,176 | $8.15M | 0.08% | −9,861−54.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 8,171 | $8.14M | 1.39% | +98+1.2% | Added |
| Fairfield Financial Advisors, LTD | 8,163 | $8.13M | 2.80% | +64+0.8% | Added |
| Rockland Trust Co | 8,162 | $8.13M | 0.33% | −88−1.1% | Reduced |
| Lake Street Financial LLC | 8,156 | $8.13M | 1.03% | −612−7.0% | Reduced |
| Clark Capital Management Group, Inc. | 8,142 | $8.11M | 0.05% | −251−3.0% | Reduced |
| Chelsea Counsel Co | 8,140 | $8.11M | 3.61% | −170−2.0% | Reduced |
| Townsend Asset Management Corp | 8,097 | $8.07M | 2.92% | +228+2.9% | Added |
| Campbell & CO Investment Adviser LLC | 8,095 | $8.07M | 0.46% | +1,384+20.6% | Added |
| Cypress Capital Group | 8,071 | $8.04M | 0.90% | −71−0.9% | Reduced |
| StrongBox Wealth, LLC | 8,052 | $8.02M | 2.57% | −109−1.3% | Reduced |
| Fulton Bank, N.A. | 8,052 | $8.02M | 0.28% | +190+2.4% | Added |
| Hills Bank & Trust Co | 8,045 | $8.02M | 0.39% | −446−5.3% | Reduced |
| Schmidt P J Investment Management Inc | 8,042 | $8.01M | 1.35% | −101−1.2% | Reduced |
| Cardinal Point Capital Management, ULC | 8,030 | $8.00M | 0.49% | +150+1.9% | Added |
| Schnieders Capital Management, LLC. | 8,007 | $7.98M | 1.27% | −470−5.5% | Reduced |
| Hartford Financial Management Inc. | 8,004 | $7.98M | 2.03% | +26+0.3% | Added |
| Petix & Botte Co | 3,992 | $7.96M | 1.77% | −3,969−49.9% | Reduced |
| WealthPLAN Partners, LLC | 7,976 | $7.95M | 1.54% | −1,096−12.1% | Reduced |
| Eastover Investment Advisors LLC | 7,930 | $7.90M | 3.39% | +99+1.3% | Added |
| First Bank & Trust | 7,916 | $7.89M | 1.27% | −866−9.9% | Reduced |
| Montecito Bank & Trust | 7,916 | $7.89M | 1.30% | −458−5.5% | Reduced |
| Fischer Financial Services, Inc. | 7,905 | $7.88M | 2.65% | +69+0.9% | Added |
| Harbor Capital Advisors, Inc. | 7,899 | $7.87M | 0.64% | +7,899 | New |
| Rench Wealth Management, Inc. | 7,813 | $7.79M | 2.34% | −35−0.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,798 | $7.77M | 0.38% | +459+6.3% | Added |
| International Assets Investment Management, LLC | 7,781 | $7.75M | 0.54% | −1,083−12.2% | Reduced |
| Kovack Advisors, Inc. | 7,774 | $7.75M | 0.41% | −110−1.4% | Reduced |
| LS Investment Advisors, LLC | 7,771 | $7.74M | 1.16% | −217−2.7% | Reduced |
| Bahl & Gaynor Inc | 7,766 | $7.74M | 0.04% | +265+3.5% | Added |
| Keystone Wealth Services, LLC | 7,759 | $7.73M | 1.65% | −964−11.1% | Reduced |
| Bull Street Advisors, LLC | 7,733 | $7.71M | 3.82% | −54−0.7% | Reduced |
| Change Path, LLC | 7,713 | $7.69M | 0.18% | +307+4.1% | Added |
| Spinnaker Trust | 7,684 | $7.66M | 0.42% | +123+1.6% | Added |
| AlpenGlobal Capital LLC | 7,670 | $7.64M | 4.86% | +7,670 | New |
| Joel Isaacson & Co., LLC | 7,670 | $7.64M | 0.25% | −253−3.2% | Reduced |
| Rossmore Private Capital | 7,667 | $7.64M | 0.67% | +64+0.8% | Added |
| NorthRock Partners, LLC | 7,660 | $7.63M | 0.12% | +505+7.1% | Added |
| RAM Investment Partners, LLC | 7,649 | $7.62M | 1.34% | −375−4.7% | Reduced |
| Quadrature Capital Ltd | 7,645 | $7.62M | 0.09% | −100,079−92.9% | Reduced |
| Carroll Investors, Inc | 7,612 | $7.58M | 4.05% | −1,062−12.2% | Reduced |
| Connecticut Wealth Management, LLC | 7,586 | $7.56M | 0.32% | −197−2.5% | Reduced |
| WS Management LLLP | 7,568 | $7.54M | 0.99% | +1,283+20.4% | Added |
| Strategic Advisors LLC | 7,561 | $7.53M | 1.25% | −92−1.2% | Reduced |
| Miller Capital Partners, Inc. | 7,520 | $7.49M | 3.63% | −90−1.2% | Reduced |
| Advisors Preferred, LLC | 7,475 | $7.45M | 1.11% | +5,748+332.8% | Added |
| St Germain D J Co Inc | 7,471 | $7.44M | 0.29% | −162−2.1% | Reduced |
| Gateway Wealth Partners, LLC | 7,468 | $7.44M | 0.29% | +2,582+52.8% | Added |
| Arista Wealth Management, LLC | 7,451 | $7.42M | 0.90% | +1,402+23.2% | Added |
| Asset Planning,Inc | 7,415 | $7.39M | 5.25% | +37+0.5% | Added |
| Rehmann Capital Advisory Group | 7,401 | $7.37M | 0.38% | +119+1.6% | Added |
| Quest Investment Management LLC | 7,400 | $7.37M | 0.86% | −2,512−25.3% | Reduced |
| Ayrshire Capital Management LLC | 7,374 | $7.35M | 3.80% | −709−8.8% | Reduced |
| Financial Advisory Service, Inc. | 7,368 | $7.34M | 0.46% | +103+1.4% | Added |
| Marble Wealth, LLC | 7,359 | $7.33M | 1.28% | −715−8.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 7,356 | $7.33M | 0.88% | +244+3.4% | Added |
| Security National Bank | 7,344 | $7.32M | 1.07% | +264+3.7% | Added |
| Tema ETFs LLC | 7,342 | $7.32M | 0.49% | +35+0.5% | Added |
| DV Trading LLC | 7,332 | $7.31M | 0.66% | +7,227+6,882.9% | Added |
| Courier Capital LLC | 7,316 | $7.29M | 0.41% | −165−2.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 7,312 | $7.29M | 1.91% | −227−3.0% | Reduced |
| Everence Capital Management Inc | 7,299 | $7.27M | 0.44% | +1,626+28.7% | Added |