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 |
|---|---|---|---|---|---|
| MASTERINVEST Kapitalanlage GmbH | 5,460 | $5.44M | 0.57% | +1,094+25.1% | Added |
| Pine Haven Investment Counsel, Inc | 5,456 | $5.44M | 4.00% | −43−0.8% | Reduced |
| Trail Ridge Investment Advisors, LLC | 5,452 | $5.43M | 2.36% | +17+0.3% | Added |
| Investors Portfolio Services LLC | 5,430 | $5.43M | 5.03% | +1,342+32.8% | Added |
| Little House Capital LLC | 5,446 | $5.43M | 1.40% | +267+5.2% | Added |
| Intrust Bank NA | 5,439 | $5.42M | 0.44% | +504+10.2% | Added |
| Weaver Capital Management LLC | 5,431 | $5.41M | 1.18% | −233−4.1% | Reduced |
| StoneX Group Inc. | 5,432 | $5.41M | 0.29% | −2,127−28.1% | Reduced |
| Front Row Advisors LLC | 5,425 | $5.41M | 1.83% | −22−0.4% | Reduced |
| Ghe, LLC | 5,415 | $5.40M | 2.24% | −718−11.7% | Reduced |
| Baxter Bros Inc | 5,392 | $5.37M | 0.66% | −112−2.0% | Reduced |
| Argentarii, LLC | 5,389 | $5.37M | 1.88% | −193−3.5% | Reduced |
| Rowland & Co Investment Counsel | 5,376 | $5.36M | 1.09% | −540−9.1% | Reduced |
| Liberty One Investment Management, LLC | 5,371 | $5.35M | 0.55% | +1,366+34.1% | Added |
| Laffer Tengler Investments | 5,369 | $5.35M | 0.79% | +420+8.5% | Added |
| Romano Brothers and Company | 5,360 | $5.34M | 0.61% | −75−1.4% | Reduced |
| Ascent Wealth Partners, LLC | 5,356 | $5.34M | 0.62% | +1,880+54.1% | Added |
| Csenge Advisory Group | 5,343 | $5.32M | 0.24% | +147+2.8% | Added |
| McDonough Capital Management, Inc | 5,312 | $5.29M | 2.89% | −13−0.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,310 | $5.29M | 0.51% | +1,272+31.5% | Added |
| Valicenti Advisory Services Inc | 5,309 | $5.29M | 1.15% | −6−0.1% | Reduced |
| SBI Securities Co., Ltd. | 5,302 | $5.28M | 0.15% | −626−10.6% | Reduced |
| New Age Alpha Advisors, LLC | 5,302 | $5.28M | 0.25% | −162−3.0% | Reduced |
| Lincluden Management Ltd | 5,297 | $5.28M | 0.56% | +239+4.7% | Added |
| Qtron Investments LLC | 5,294 | $5.28M | 0.72% | +20.0% | Added |
| Sovran Advisors, LLC | 5,196 | $5.27M | 0.41% | −107−2.0% | Reduced |
| Evoke Wealth, LLC | 5,286 | $5.27M | 0.10% | +338+6.8% | Added |
| TRUE Private Wealth Advisors | 5,279 | $5.26M | 0.50% | +168+3.3% | Added |
| Mirador Capital Partners LP | 5,276 | $5.26M | 0.74% | +16+0.3% | Added |
| Paradigm Financial Partners, LLC | 5,264 | $5.25M | 0.95% | −858−14.0% | Reduced |
| Tritonpoint Wealth, LLC | 5,227 | $5.21M | 0.56% | −225−4.1% | Reduced |
| Harrington Investments, INC | 5,225 | $5.21M | 2.74% | −11−0.2% | Reduced |
| TCTC Holdings, LLC | 5,201 | $5.18M | 0.15% | −160−3.0% | Reduced |
| Ameritas Advisory Services, LLC | 5,196 | $5.18M | 0.20% | −87−1.6% | Reduced |
| Stillwater Wealth Management Group | 5,193 | $5.17M | 3.20% | +275+5.6% | Added |
| Trivant Custom Portfolio Group, LLC | 5,179 | $5.16M | 2.83% | −81−1.5% | Reduced |
| Clean Yield Group | 5,172 | $5.15M | 1.45% | +4,479+646.3% | Added |
| Sone Capital Management, LLC | 5,167 | $5.15M | 0.43% | +5,167 | New |
| SevenBridge Financial Group, LLC | 5,125 | $5.14M | 0.81% | +761+17.4% | Added |
| Allium Financial Advisors, LLC | 5,149 | $5.13M | 4.11% | −2,129−29.3% | Reduced |
| Snider Financial Group | 5,142 | $5.12M | 1.55% | −491−8.7% | Reduced |
| Everhart Financial Group, Inc. | 5,131 | $5.11M | 0.44% | +43+0.8% | Added |
| Stanley-Laman Group, Ltd. | 5,127 | $5.11M | 0.63% | +185+3.7% | Added |
| Aviso Wealth Management | 5,119 | $5.10M | 2.30% | +435+9.3% | Added |
| Curtis Advisory Group, LLC | 5,117 | $5.10M | 1.10% | +582+12.8% | Added |
| Norden Group LLC | 5,111 | $5.09M | 0.49% | +654+14.7% | Added |
| KKM Financial LLC | 5,882 | $5.07M | 0.90% | 00.0% | Unchanged |
| Eley Financial Management, Inc | 5,090 | $5.07M | 1.83% | −10.0% | Reduced |
| Inlet Private Wealth, LLC | 5,080 | $5.06M | 1.29% | −200−3.8% | Reduced |
| Chicago Trust Co NA | 5,025 | $5.01M | 0.80% | +705+16.3% | Added |
| Fruth Investment Management | 5,025 | $5.01M | 1.25% | −5−0.1% | Reduced |
| Centric Wealth Management | 4,935 | $5.00M | 1.00% | +100+2.1% | Added |
| CoreCap Advisors, LLC | 5,015 | $5.00M | 0.17% | +211+4.4% | Added |
| S.A. Mason LLC | 5,008 | $4.99M | 1.87% | +5+0.1% | Added |
| Capital Advisors Inc | 5,005 | $4.99M | 0.08% | +47+0.9% | Added |
| S-Bank Fund Management Ltd | 5,000 | $4.98M | 0.74% | +5,000 | New |
| Processus Wealth & Capital Management, LLC | 4,999 | $4.98M | 3.38% | +36+0.7% | Added |
| Lafayette Investments, Inc. | 4,992 | $4.97M | 1.01% | +100+2.0% | Added |
| Greenfield Savings Bank | 4,988 | $4.97M | 2.12% | +6+0.1% | Added |
| Arvest Bank Trust Division | 4,987 | $4.97M | 0.27% | −34−0.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,958 | $4.94M | 1.03% | −77−1.5% | Reduced |
| Financial Engines Advisors L.L.C. | 4,941 | $4.92M | 0.01% | +241+5.1% | Added |
| Vickerman Investment Advisors, Inc. | 4,937 | $4.92M | 1.03% | −56−1.1% | Reduced |
| Alessandra Capital Management, LLC | 4,919 | $4.90M | 4.18% | +189+4.0% | Added |
| Investment Research & Advisory Group, Inc. | 4,898 | $4.89M | 1.72% | +48+1.0% | Added |
| PW Nova Financial Services LLC | 4,907 | $4.89M | 1.23% | +3,596+274.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 4,901 | $4.88M | 0.76% | +368+8.1% | Added |
| Pinnacle Bancorp, Inc. | 4,897 | $4.88M | 1.44% | +7+0.1% | Added |
| Green Harvest Asset Management LLC | 4,893 | $4.88M | 0.08% | −162−3.2% | Reduced |
| Viewpoint Investment Partners Corp | 4,550 | $4.87M | 2.26% | −150−3.2% | Reduced |
| Guardian Investment Management | 4,887 | $4.87M | 3.94% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 4,875 | $4.87M | 3.23% | −171−3.4% | Reduced |
| Brady Family Wealth, LLC | 4,882 | $4.86M | 1.52% | +455+10.3% | Added |
| Ceera Investments, LLC | 4,879 | $4.86M | 2.13% | −471−8.8% | Reduced |
| Flagship Harbor Advisors, LLC | 4,869 | $4.85M | 0.21% | −164−3.3% | Reduced |
| National Philanthropic Trust | 4,866 | $4.85M | 0.05% | −385−7.3% | Reduced |
| Gryphon Financial Partners LLC | 4,858 | $4.84M | 0.51% | +299+6.6% | Added |
| Perkins Coie Trust Co | 4,847 | $4.83M | 0.93% | +83+1.7% | Added |
| Atlas Brown,Inc. | 4,844 | $4.83M | 1.45% | +224+4.8% | Added |
| NVWM, LLC | 4,834 | $4.82M | 1.07% | +495+11.4% | Added |
| Tempo Wealth, LLC | 4,822 | $4.81M | 0.84% | +242+5.3% | Added |
| RW Investment Management LLC | 4,816 | $4.80M | 0.46% | +4,816 | New |
| Concord Investment Counsel Inc. | 4,805 | $4.79M | 1.61% | −43−0.9% | Reduced |
| Legato Capital Management LLC | 4,799 | $4.78M | 0.44% | +409+9.3% | Added |
| Clear Street Group Inc. | 4,480 | $4.78M | 0.03% | −10,931−70.9% | Reduced |
| Benin Management CORP | 4,794 | $4.78M | 1.07% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 4,778 | $4.76M | 0.27% | −42−0.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 4,757 | $4.74M | 0.36% | +44+0.9% | Added |
| Jaffetilchin Investment Partners, LLC | 4,752 | $4.74M | 0.28% | +4+0.1% | Added |
| WBH Advisory Inc | 4,742 | $4.73M | 0.35% | −219−4.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 4,724 | $4.71M | 0.66% | −135−2.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,713 | $4.70M | 0.23% | −2,976−38.7% | Reduced |
| Schear Investment Advisers, LLC | 4,701 | $4.68M | 2.07% | −101−2.1% | Reduced |
| TBH Global Asset Management, LLC | 4,699 | $4.68M | 0.94% | −707−13.1% | Reduced |
| AMG National Trust Bank | 4,697 | $4.68M | 0.10% | +141+3.1% | Added |
| Spirit of America Management Corp | 4,681 | $4.66M | 0.92% | −1,025−18.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 4,681 | $4.66M | 0.75% | +34+0.7% | Added |
| Soltis Investment Advisors LLC | 4,664 | $4.65M | 0.30% | +406+9.5% | Added |
| Essex Financial Services, Inc. | 4,658 | $4.64M | 0.26% | +209+4.7% | Added |
| Modus Advisors, LLC | 4,650 | $4.63M | 1.28% | +1,082+30.3% | Added |