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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 6,332 | $6.31M | 0.43% | +367+6.2% | Added |
| EverSource Wealth Advisors, LLC | 6,329 | $6.31M | 0.19% | +1,605+34.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,318 | $6.31M | 2.11% | −709−10.1% | Reduced |
| Caption Management, LLC | 6,300 | $6.28M | 0.30% | +3,020+92.1% | Added |
| Sittner & Nelson, LLC | 6,298 | $6.28M | 2.29% | −204−3.1% | Reduced |
| Quantbot Technologies LP | 6,295 | $6.27M | 0.26% | +719+12.9% | Added |
| Wimmer Associates 1, LLC | 6,284 | $6.26M | 3.06% | −117−1.8% | Reduced |
| Northcape Wealth Management, LLC | 6,265 | $6.24M | 1.70% | −40−0.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 6,237 | $6.21M | 0.50% | −166−2.6% | Reduced |
| Leisure Capital Management | 6,229 | $6.21M | 2.17% | −8−0.1% | Reduced |
| Mattern Wealth Management LLC | 6,205 | $6.18M | 1.21% | +130+2.1% | Added |
| Principle Wealth Partners LLC | 6,205 | $6.18M | 0.35% | −45−0.7% | Reduced |
| RMR Wealth Builders | 6,187 | $6.17M | 0.49% | +350+6.0% | Added |
| Capital Advisors Wealth Management, LLC | 6,172 | $6.15M | 0.83% | +56+0.9% | Added |
| Bay Rivers Group | 6,170 | $6.15M | 2.56% | −76−1.2% | Reduced |
| BTC Capital Management, Inc. | 6,166 | $6.14M | 0.42% | +520+9.2% | Added |
| Accent Capital Management, LLC | 6,123 | $6.10M | 2.96% | −115−1.8% | Reduced |
| Duncker Streett & Co Inc | 6,123 | $6.10M | 1.16% | −74−1.2% | Reduced |
| Hall Capital Management Co Inc | 6,005 | $6.09M | 2.18% | +141+2.4% | Added |
| Strategic Global Advisors, LLC | 6,103 | $6.08M | 0.97% | −140−2.2% | Reduced |
| Milestone Asset Management, LLC | 6,089 | $6.07M | 1.12% | +4,046+198.0% | Added |
| Emerald Investment Advisers, LLC | 6,073 | $6.05M | 0.54% | +6,073 | New |
| BLI - Banque de Luxembourg Investments | 7,100 | $6.05M | 0.18% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 6,066 | $6.04M | 1.65% | +1,541+34.1% | Added |
| Balboa Wealth Partners | 6,065 | $6.04M | 1.01% | −157−2.5% | Reduced |
| Sepio Capital, LP | 6,064 | $6.04M | 0.33% | −251−4.0% | Reduced |
| RFG Advisory, LLC | 6,055 | $6.03M | 0.11% | −2,074−25.5% | Reduced |
| Capital Analysts, LLC | 6,051 | $6.03M | 0.16% | −360−5.6% | Reduced |
| TAGStone Capital, Inc. | 6,048 | $6.03M | 2.13% | +7+0.1% | Added |
| Regatta Capital Group, LLC | 6,023 | $6.00M | 0.91% | +229+4.0% | Added |
| United Bank | 6,020 | $6.00M | 2.00% | +350+6.2% | Added |
| Cordatus Wealth Management LLC | 6,014 | $5.99M | 1.43% | +87+1.5% | Added |
| LGT Fund Management Co Ltd. | 5,998 | $5.98M | 0.26% | +5,243+694.4% | Added |
| Carnegie Lake Advisors LLC | 5,992 | $5.97M | 2.37% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,982 | $5.96M | 0.20% | +2,289+62.0% | Added |
| Nichols & Pratt Advisers LLP | 5,952 | $5.93M | 0.38% | +125+2.1% | Added |
| Navellier & Associates Inc | 5,951 | $5.93M | 0.62% | −342−5.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 5,941 | $5.92M | 0.19% | +443+8.1% | Added |
| BNC Wealth Management, LLC | 5,935 | $5.91M | 1.64% | +1,290+27.8% | Added |
| GM Advisory Group, Inc. | 5,934 | $5.91M | 0.23% | −439−6.9% | Reduced |
| Sweeney & Michel, LLC | 6,017 | $5.90M | 1.74% | −99−1.6% | Reduced |
| Conning Inc. | 5,919 | $5.90M | 0.20% | −909−13.3% | Reduced |
| Miramontes Capital, LLC | 5,909 | $5.89M | 2.04% | +163+2.8% | Added |
| First Citizens Bank & Trust Co | 5,900 | $5.88M | 0.12% | −11,503−66.1% | Reduced |
| PFC Capital Group, Inc. | 5,889 | $5.87M | 2.59% | −28−0.5% | Reduced |
| Westerkirk Capital Inc. | 5,882 | $5.86M | 0.63% | −176−2.9% | Reduced |
| Buffalo Business & Estate Services Ltd | 5,880 | $5.86M | 0.85% | −570−8.8% | Reduced |
| Patron Partners Advisors, LLC | 5,860 | $5.84M | 2.58% | −120−2.0% | Reduced |
| Mezzasalma Advisors, LLC | 5,851 | $5.83M | 1.49% | +557+10.5% | Added |
| Private Trust Co NA | 5,844 | $5.82M | 0.52% | +63+1.1% | Added |
| Alhambra Investment Partners LLC | 5,834 | $5.81M | 2.68% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 5,831 | $5.81M | 1.14% | +475+8.9% | Added |
| Sound View Wealth Advisors Group, LLC | 5,828 | $5.81M | 0.40% | +64+1.1% | Added |
| Signet Financial Management, LLC | 5,819 | $5.80M | 0.65% | +37+0.6% | Added |
| Kathmere Capital Management, LLC | 5,816 | $5.79M | 0.36% | +1,414+32.1% | Added |
| Aprio Wealth Management, LLC | 5,814 | $5.79M | 0.32% | +447+8.3% | Added |
| Banque Cantonale Vaudoise | 5,811 | $5.79M | 0.22% | +1,367+30.8% | Added |
| Marathon Wealth Advisors LLC | 5,791 | $5.77M | 2.37% | +241+4.3% | Added |
| Cypress Wealth Services, LLC | 5,770 | $5.75M | 0.81% | +79+1.4% | Added |
| Cornerstone Wealth Management, LLC | 5,761 | $5.74M | 0.29% | −127−2.2% | Reduced |
| Claret Asset Management Corp | 5,726 | $5.71M | 0.68% | +3+0.1% | Added |
| Beacon Investment Advisors LLC | 5,717 | $5.70M | 2.15% | −99−1.7% | Reduced |
| Inspire Trust Co, N.A. | 5,715 | $5.69M | 0.88% | +15+0.3% | Added |
| Sunbelt Securities, Inc. | 5,714 | $5.69M | 0.36% | +105+1.9% | Added |
| Oak Asset Management, LLC | 5,714 | $5.69M | 1.96% | +13+0.2% | Added |
| WD Rutherford LLC | 5,707 | $5.69M | 2.53% | −197−3.3% | Reduced |
| Midwest Professional Planners, LTD. | 5,695 | $5.67M | 1.34% | −609−9.7% | Reduced |
| ICW Investment Advisors LLC | 5,695 | $5.67M | 2.05% | +224+4.1% | Added |
| Linscomb & Williams, Inc. | 5,681 | $5.66M | 0.25% | −1,001−15.0% | Reduced |
| American Trust | 5,670 | $5.65M | 0.50% | −1,151−16.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 5,649 | $5.63M | 3.27% | −27−0.5% | Reduced |
| Etesian Wealth Advisors, Inc. | 5,639 | $5.62M | 1.79% | −973−14.7% | Reduced |
| Strait & Sound Wealth Management LLC | 5,638 | $5.62M | 2.14% | +10+0.2% | Added |
| New Hampshire Trust | 5,632 | $5.61M | 1.13% | +87+1.6% | Added |
| Resonant Capital Advisors, LLC | 5,631 | $5.61M | 0.29% | +616+12.3% | Added |
| Avestar Capital, LLC | 5,629 | $5.61M | 0.38% | +268+5.0% | Added |
| Vanguard National Trust Co | 5,595 | $5.58M | 0.35% | +5,595 | New |
| Madrona Financial Services, LLC | 5,585 | $5.57M | 1.22% | −175−3.0% | Reduced |
| Aaron Wealth Advisors | 5,583 | $5.56M | 0.32% | +134+2.5% | Added |
| Fundamentun, LLC | 5,582 | $5.56M | 0.22% | +212+3.9% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,581 | $5.56M | 0.29% | −410−6.8% | Reduced |
| Coleford Investment Management Ltd. | 5,580 | $5.56M | 1.36% | +5,580 | New |
| Left Brain Wealth Management, LLC | 5,569 | $5.55M | 2.18% | +99+1.8% | Added |
| Atlas Capital Advisors LLC | 5,567 | $5.55M | 0.63% | +13+0.2% | Added |
| Trustmark National Bank Trust Department | 5,564 | $5.54M | 0.36% | −471−7.8% | Reduced |
| Family Legacy, Inc. | 5,560 | $5.54M | 1.66% | −84−1.5% | Reduced |
| Somerset Trust Co | 5,556 | $5.54M | 1.70% | −26−0.5% | Reduced |
| Asset One Wealth Management LLC | 5,501 | $5.53M | 0.61% | +530+10.7% | Added |
| IPG Investment Advisors LLC | 5,549 | $5.53M | 0.95% | +1,605+40.7% | Added |
| Bank of New Hampshire | 5,528 | $5.51M | 1.26% | −59−1.1% | Reduced |
| William Allan, LLC | 5,522 | $5.50M | 3.26% | +3+0.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,520 | $5.50M | 0.32% | +5,520 | New |
| Harold Davidson & Associates Inc. | 5,519 | $5.50M | 2.67% | −14−0.3% | Reduced |
| Cohen Capital Management, Inc. | 5,511 | $5.49M | 0.85% | +74+1.4% | Added |
| B&L Asset Management LLC | 5,509 | $5.49M | 2.39% | +38+0.7% | Added |
| Rheos Capital Works Inc. | 5,500 | $5.48M | 0.37% | +5,500 | New |
| Roberts Wealth Advisors, LLC | 5,487 | $5.47M | 1.39% | +46+0.8% | Added |
| Brentview Investment Management LLC | 5,484 | $5.46M | 2.36% | +215+4.1% | Added |
| Allen Investment Management LLC | 5,481 | $5.46M | 0.07% | +6+0.1% | Added |
| Convergence Financial, LLC | 5,478 | $5.46M | 0.58% | +2,778+102.9% | Added |