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 |
|---|---|---|---|---|---|
| Indiana Trust & Investment Management CO | 7,289 | $7.26M | 2.24% | −112−1.5% | Reduced |
| Apollon Financial, LLC | 7,267 | $7.24M | 1.00% | +137+1.9% | Added |
| Procyon Private Wealth Partners, LLC | 7,266 | $7.24M | 0.35% | −163−2.2% | Reduced |
| Evolve Private Wealth, LLC | 7,263 | $7.24M | 0.39% | −1,977−21.4% | Reduced |
| Hudson Bay Capital Management LP | 7,255 | $7.23M | 0.04% | −192,745−96.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 7,248 | $7.22M | 1.05% | +3,794+109.8% | Added |
| Fiduciary Group LLC | 7,240 | $7.21M | 0.62% | −45−0.6% | Reduced |
| 180 Wealth Advisors, LLC | 7,220 | $7.19M | 0.82% | −54−0.7% | Reduced |
| Continuum Advisory, LLC | 7,195 | $7.17M | 0.69% | −79−1.1% | Reduced |
| Clear Creek Financial Management, LLC | 7,187 | $7.16M | 0.55% | +278+4.0% | Added |
| Westover Capital Advisors, LLC | 7,157 | $7.13M | 1.31% | −47−0.7% | Reduced |
| Delta Financial Advisors LLC | 7,129 | $7.10M | 1.85% | +222+3.2% | Added |
| Hendley & Co Inc | 7,128 | $7.10M | 2.63% | 00.0% | Unchanged |
| Pecaut & Co. | 7,127 | $7.10M | 2.31% | +90+1.3% | Added |
| Hantz Financial Services, Inc. | 7,106 | $7.08M | 0.11% | +1,641+30.0% | Added |
| Cambient Family Office, LLC | 7,099 | $7.07M | 0.99% | +543+8.3% | Added |
| Weik Capital Management | 7,078 | $7.05M | 2.81% | −485−6.4% | Reduced |
| Chronos Wealth Management, LLC | 7,074 | $7.05M | 3.41% | −95−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 7,059 | $7.03M | 0.08% | −228−3.1% | Reduced |
| Wedmont Private Capital | 6,799 | $7.01M | 0.23% | +517+8.2% | Added |
| AdvisorNet Financial, Inc | 7,019 | $6.99M | 0.36% | −453−6.1% | Reduced |
| Physicians Financial Services, Inc. | 7,013 | $6.99M | 1.91% | +441+6.7% | Added |
| Jasper Ridge Partners, L.P. | 7,003 | $6.98M | 0.16% | 00.0% | Unchanged |
| Holderness Investments Co | 6,991 | $6.97M | 1.40% | +99+1.4% | Added |
| Hudson Value Partners, LLC | 6,978 | $6.95M | 2.08% | −429−5.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,965 | $6.94M | 0.20% | +854+14.0% | Added |
| Gibraltar Capital Management, Inc. | 6,953 | $6.93M | 1.19% | +10.0% | Added |
| Banque Pictet & Cie SA | 6,953 | $6.93M | 0.08% | −709−9.3% | Reduced |
| HighPoint Advisor Group LLC | 6,950 | $6.92M | 0.29% | −20,005−74.2% | Reduced |
| Trinity Legacy Partners, LLC | 7,075 | $6.90M | 1.49% | +205+3.0% | Added |
| Bank of Stockton | 6,917 | $6.89M | 2.13% | +4+0.1% | Added |
| Palumbo Wealth Management LLC | 6,905 | $6.88M | 1.68% | +129+1.9% | Added |
| Grove Bank & Trust | 6,905 | $6.88M | 0.78% | +94+1.4% | Added |
| Numerai GP LLC | 6,903 | $6.88M | 0.69% | −2,325−25.2% | Reduced |
| Gamco Investors, Inc. Et Al | 6,901 | $6.88M | 0.07% | +381+5.8% | Added |
| Certified Advisory Corp | 6,901 | $6.88M | 0.62% | −252−3.5% | Reduced |
| Ausdal Financial Partners, Inc. | 6,898 | $6.87M | 0.31% | +1,959+39.7% | Added |
| Koshinski Asset Management, Inc. | 6,898 | $6.87M | 0.43% | +35+0.5% | Added |
| Capital Asset Advisory Services LLC | 6,881 | $6.87M | 0.26% | +1,005+17.1% | Added |
| Jackson Square Capital, LLC | 6,883 | $6.86M | 1.44% | +2,664+63.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 6,876 | $6.85M | 0.90% | +2,088+43.6% | Added |
| Alapocas Investment Partners, Inc. | 6,870 | $6.85M | 5.18% | −105−1.5% | Reduced |
| Pacific Sage Partners, LLC | 6,837 | $6.81M | 1.07% | −35−0.5% | Reduced |
| Sitrin Capital Management LLC | 6,804 | $6.78M | 3.40% | −163−2.3% | Reduced |
| River Wealth Advisors LLC | 6,786 | $6.76M | 0.78% | −191−2.7% | Reduced |
| Modera Wealth Management, LLC | 6,778 | $6.75M | 0.08% | +384+6.0% | Added |
| Knightsbridge Asset Management, LLC | 6,762 | $6.74M | 0.91% | +511+8.2% | Added |
| Diamant Asset Management, Inc. | 6,726,899 | $6.73M | 4.90% | +6,720,130+99,278.0% | Added |
| Dorsey & Whitney Trust CO LLC | 6,743 | $6.72M | 0.37% | +56+0.8% | Added |
| Narwhal Capital Management | 6,740 | $6.72M | 0.50% | +932+16.0% | Added |
| Journey Strategic Wealth LLC | 6,719 | $6.70M | 0.17% | +1,536+29.6% | Added |
| Covington Investment Advisors Inc. | 6,715 | $6.69M | 0.98% | −510−7.1% | Reduced |
| Regal Investment Advisors LLC | 6,710 | $6.69M | 0.39% | +1,345+25.1% | Added |
| Transamerica Financial Advisors, Inc. | 6,702 | $6.68M | 0.57% | +378+6.0% | Added |
| Mission Creek Capital Partners, Inc. | 6,695 | $6.67M | 1.33% | +94+1.4% | Added |
| Harbor Investment Advisory, LLC | 6,689 | $6.66M | 0.53% | −274−3.9% | Reduced |
| Bellevue Asset Management, LLC | 6,686 | $6.66M | 3.33% | +6+0.1% | Added |
| Cornerstone Wealth Group, LLC | 6,621 | $6.66M | 0.43% | +374+6.0% | Added |
| Atlantic Trust, LLC | 6,678 | $6.65M | 1.08% | +17+0.3% | Added |
| Confluence Wealth Services, Inc. | 6,673 | $6.65M | 0.26% | +541+8.8% | Added |
| Sivia Capital Partners, LLC | 6,662 | $6.64M | 1.29% | +3,309+98.7% | Added |
| HBK Sorce Advisory LLC | 6,576 | $6.63M | 0.14% | +48+0.7% | Added |
| Woodmont Investment Counsel LLC | 6,631 | $6.61M | 0.41% | +44+0.7% | Added |
| Parisi Gray Wealth Management | 6,630 | $6.61M | 1.57% | +9+0.1% | Added |
| Centaurus Financial, Inc. | 6,602 | $6.58M | 0.31% | −90−1.3% | Reduced |
| Peterson Wealth Management | 6,584 | $6.56M | 3.80% | +506+8.3% | Added |
| Gilder Gagnon Howe & Co LLC | 6,582 | $6.56M | 0.08% | −1,117−14.5% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 6,580 | $6.56M | 2.13% | +120+1.9% | Added |
| Bradyco, Inc. | 6,564 | $6.54M | 5.07% | +175+2.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 6,549 | $6.53M | 0.79% | +577+9.7% | Added |
| Harbour Capital Advisors, LLC | 6,492 | $6.52M | 1.24% | +25+0.4% | Added |
| Tower View Investment Management & Research LLC | 6,535 | $6.51M | 3.34% | −326−4.8% | Reduced |
| Morse Asset Management, Inc | 6,526 | $6.50M | 1.35% | +114+1.8% | Added |
| Dana Investment Advisors, Inc. | 6,521 | $6.50M | 0.19% | −57−0.9% | Reduced |
| Ardent Capital Management, Inc. | 6,520 | $6.50M | 2.78% | −131−2.0% | Reduced |
| JPL Wealth Management, LLC | 6,508 | $6.48M | 1.49% | −130−2.0% | Reduced |
| Twin Capital Management Inc | 6,506 | $6.48M | 0.84% | −140−2.1% | Reduced |
| KP Management LLC | 6,500 | $6.48M | 1.85% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 6,487 | $6.46M | 2.44% | −237−3.5% | Reduced |
| McIlrath & Eck, LLC | 6,485 | $6.46M | 0.48% | +64+1.0% | Added |
| First National Advisers, LLC | 6,466 | $6.44M | 0.94% | −200−3.0% | Reduced |
| Fort Washington Investment Advisors Inc | 6,463 | $6.44M | 0.04% | −30−0.5% | Reduced |
| Agp Franklin, LLC | 6,462 | $6.44M | 3.22% | −409−6.0% | Reduced |
| Sagewood Asset Management LP | 6,454 | $6.43M | 2.01% | −1,387−17.7% | Reduced |
| Mitchell Capital Management Co | 6,453 | $6.43M | 1.18% | +222+3.6% | Added |
| HWG Holdings LP | 6,417 | $6.39M | 1.69% | +282+4.6% | Added |
| Sage Capital Advisors,llc | 6,410 | $6.39M | 1.48% | −6−0.1% | Reduced |
| Leelyn Smith, LLC | 6,408 | $6.39M | 0.90% | +140+2.2% | Added |
| Alps Advisors Inc | 6,403 | $6.38M | 0.03% | −460−6.7% | Reduced |
| Cohen Klingenstein LLC | 6,400 | $6.38M | 0.21% | 00.0% | Unchanged |
| Mirova | 6,394 | $6.37M | 0.26% | +6,394 | New |
| Tyche Wealth Partners LLC | 6,382 | $6.36M | 0.98% | −45−0.7% | Reduced |
| Sargent Investment Group, LLC | 6,375 | $6.35M | 0.84% | +204+3.3% | Added |
| First Interstate Bank | 6,373 | $6.35M | 0.36% | −269−4.0% | Reduced |
| Auxier Asset Management | 6,373 | $6.35M | 0.91% | −1,127−15.0% | Reduced |
| Sciencast Management LP | 6,371 | $6.35M | 0.81% | −407−6.0% | Reduced |
| National Asset Management, Inc. | 6,360 | $6.34M | 0.41% | −1,450−18.6% | Reduced |
| TCI Wealth Advisors, Inc. | 6,357 | $6.33M | 0.34% | −32−0.5% | Reduced |
| Bamco Inc | 6,349 | $6.33M | 0.02% | 00.0% | Unchanged |
| First Washington CORP | 6,338 | $6.32M | 1.79% | −30.0% | Reduced |