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 |
|---|---|---|---|---|---|
| Aries Wealth Management | 4,025 | $4.01M | 0.88% | +107+2.7% | Added |
| Archford Capital Strategies, LLC | 4,024 | $4.01M | 0.46% | +58+1.5% | Added |
| Bollard Group LLC | 4,016 | $4.00M | 0.12% | +56+1.4% | Added |
| RMB Capital Management, LLC | 4,015 | $4.00M | 0.07% | +181+4.7% | Added |
| Capstone Financial Advisors, Inc. | 4,013 | $4.00M | 0.22% | −10.0% | Reduced |
| Fortis Capital Advisors, LLC | 4,007 | $3.99M | 0.52% | +608+17.9% | Added |
| Gallagher Capital Advisors, LLC | 4,005 | $3.99M | 2.82% | −5−0.1% | Reduced |
| Golden State Wealth Management, LLC | 3,983 | $3.97M | 0.43% | +159+4.2% | Added |
| Nicholas Hoffman & Company, LLC. | 3,974 | $3.96M | 0.09% | −18−0.5% | Reduced |
| Harfst & Associates, Inc. | 3,968 | $3.95M | 0.71% | −112−2.7% | Reduced |
| Gould Capital, LLC | 3,960 | $3.95M | 2.39% | +385+10.8% | Added |
| 111 Capital | 3,960 | $3.95M | 0.97% | −694−14.9% | Reduced |
| Strong Tower Advisory Services | 3,959 | $3.94M | 0.74% | +95+2.5% | Added |
| Kingsman Wealth Management, Inc. | 3,950 | $3.94M | 2.21% | −1,427−26.5% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 3,947 | $3.93M | 0.78% | −4,987−55.8% | Reduced |
| Monetary Management Group Inc | 3,940 | $3.93M | 0.94% | +50+1.3% | Added |
| Highline Wealth Partners LLC | 3,920 | $3.91M | 1.00% | −36−0.9% | Reduced |
| NTV Asset Management LLC | 3,916 | $3.90M | 0.43% | −166−4.1% | Reduced |
| Cairn Investment Group, Inc. | 3,911 | $3.90M | 1.94% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 3,900 | $3.89M | 0.88% | −17−0.4% | Reduced |
| Warm Springs Advisors Inc. | 3,899 | $3.89M | 3.30% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,885 | $3.87M | 0.56% | −294−7.0% | Reduced |
| MTM Investment Management, LLC | 3,874 | $3.86M | 1.22% | −26−0.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,870 | $3.86M | 0.63% | +39+1.0% | Added |
| Pathway Wealth Management LLC | 3,865 | $3.85M | 3.64% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,857 | $3.84M | 0.09% | −437−10.2% | Reduced |
| Lynch Asset Management, Inc. | 3,850 | $3.84M | 1.29% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,847 | $3.83M | 0.25% | +54+1.4% | Added |
| Hager Investment Management Services, LLC | 3,843 | $3.83M | 2.10% | −139−3.5% | Reduced |
| Oxford Financial Group Ltd | 3,842 | $3.83M | 0.21% | −152−3.8% | Reduced |
| Game Plan Financial Advisors, LLC | 3,836 | $3.82M | 1.72% | +1,465+61.8% | Added |
| Doheny Asset Management | 3,830 | $3.82M | 2.49% | −400−9.5% | Reduced |
| Pincus Capital Management, LP | 3,825 | $3.81M | 2.65% | −10−0.3% | Reduced |
| Wayfinding Financial, LLC | 3,825 | $3.81M | 1.65% | −127−3.2% | Reduced |
| James Investment Research Inc | 3,821 | $3.81M | 0.43% | −77−2.0% | Reduced |
| Wisconsin Capital Management LLC | 3,817 | $3.80M | 2.09% | −50−1.3% | Reduced |
| Platform Technology Partners | 3,816 | $3.80M | 0.73% | +268+7.6% | Added |
| Counterweight Ventures, LLC | 3,801 | $3.79M | 2.13% | −412−9.8% | Reduced |
| Highview Capital Management LLC | 3,799 | $3.79M | 1.38% | −615−13.9% | Reduced |
| FCG Investment Co | 3,796 | $3.78M | 1.66% | +3,796 | New |
| Southeast Asset Advisors Inc. | 3,794 | $3.78M | 0.41% | −20−0.5% | Reduced |
| Ironwood Financial, llc | 3,794 | $3.78M | 0.66% | +17+0.5% | Added |
| Fred Alger Management, LLC | 3,786 | $3.77M | 0.02% | +2,321+158.4% | Added |
| Naviter Wealth, LLC | 3,780 | $3.77M | 0.47% | +46+1.2% | Added |
| Aviance Capital Partners, LLC | 3,776 | $3.76M | 0.44% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,810 | $3.76M | 0.12% | +614+19.2% | Added |
| Symphony Financial, Ltd. Co. | 3,754 | $3.73M | 0.49% | −641−14.6% | Reduced |
| XML Financial, LLC | 3,740 | $3.73M | 0.30% | −311−7.7% | Reduced |
| NorthStar Asset Management LLC | 3,739 | $3.73M | 1.80% | −111−2.9% | Reduced |
| Castle Rock Wealth Management, LLC | 3,670 | $3.72M | 0.81% | +46+1.3% | Added |
| Legacy Wealth Management, LLC | 3,736 | $3.72M | 1.06% | +13+0.3% | Added |
| Whitener Capital Management, Inc. | 3,731 | $3.72M | 0.85% | +170+4.8% | Added |
| Silver Oak Securities, Inc | 3,724 | $3.71M | 0.27% | −144−3.7% | Reduced |
| Longbow Finance SA | 3,723 | $3.71M | 0.67% | +3,723 | New |
| Princeton Capital Management LLC | 3,722 | $3.71M | 1.01% | +89+2.4% | Added |
| Kovitz Investment Group Partners, LLC | 3,716 | $3.70M | 0.09% | −68−1.8% | Reduced |
| Garrison Point Advisors, LLC | 3,711 | $3.70M | 1.69% | −79−2.1% | Reduced |
| RiverFront Investment Group, LLC | 3,700 | $3.69M | 0.06% | +1,185+47.1% | Added |
| Range Rock Capital, LLC | 3,697 | $3.68M | 7.89% | +3,386+1,088.7% | Added |
| WT Wealth Management | 3,686 | $3.67M | 1.09% | +63+1.7% | Added |
| International Private Wealth Advisors LLC | 3,682 | $3.67M | 2.24% | +359+10.8% | Added |
| Accurate Wealth Management, LLC | 3,672 | $3.67M | 0.44% | +1,435+64.1% | Added |
| Perennial Investment Advisors, LLC | 3,676 | $3.67M | 0.29% | −640−14.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,675 | $3.66M | 0.00% | +1,925+110.0% | Added |
| Hamrick Investment Counsel, llc | 3,674 | $3.66M | 2.03% | +1,013+38.1% | Added |
| MOKAN Wealth Management Inc. | 3,658 | $3.65M | 1.62% | −584−13.8% | Reduced |
| Nvest Financial, LLC | 3,662 | $3.65M | 1.36% | +331+9.9% | Added |
| Venturi Wealth Management, LLC | 3,652 | $3.64M | 0.16% | +267+7.9% | Added |
| Garner Asset Management Corp | 3,651 | $3.64M | 1.43% | −191−5.0% | Reduced |
| Peak Asset Management, LLC | 3,648 | $3.63M | 0.64% | −267−6.8% | Reduced |
| Westmount Partners, LLC | 3,647 | $3.63M | 0.90% | +180+5.2% | Added |
| Cyndeo Wealth Partners, LLC | 3,646 | $3.63M | 0.19% | −121−3.2% | Reduced |
| Sand Hill Global Advisors, LLC | 3,644 | $3.63M | 0.12% | +141+4.0% | Added |
| Roehl & Yi Investment Advisors, LLC | 162,518 | $3.63M | 1.36% | +207+0.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 3,637 | $3.62M | 1.10% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,631 | $3.62M | 1.61% | +65+1.8% | Added |
| Catalyst Financial Partners LLC | 3,630 | $3.62M | 0.43% | +1,106+43.8% | Added |
| Diversified Enterprises, LLC | 3,628 | $3.62M | 0.20% | +1,429+65.0% | Added |
| RMR Capital Management, LLC | 3,627 | $3.61M | 2.61% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 3,624 | $3.61M | 1.75% | 00.0% | Unchanged |
| Argo Wealth Advisory, LLC | 3,622 | $3.61M | 2.12% | +9+0.2% | Added |
| Hilltop National Bank | 3,617 | $3.60M | 0.86% | −70−1.9% | Reduced |
| K.J. Harrison & Partners Inc | 3,609 | $3.60M | 0.59% | −470−11.5% | Reduced |
| Channel Wealth LLC | 3,605 | $3.59M | 0.87% | +205+6.0% | Added |
| Capital Planning LLC | 3,602 | $3.59M | 1.17% | +34+1.0% | Added |
| Winch Advisory Services, LLC | 3,600 | $3.59M | 0.82% | +44+1.2% | Added |
| Oxler Private Wealth LLC | 3,597 | $3.58M | 1.12% | −32−0.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,591 | $3.58M | 1.61% | +105+3.0% | Added |
| Arjuna Capital | 3,583 | $3.57M | 0.91% | +121+3.5% | Added |
| Signature Estate & Investment Advisors LLC | 3,577 | $3.56M | 0.07% | +173+5.1% | Added |
| Ak Global Asset Management, LLC | 3,575 | $3.56M | 3.35% | −5−0.1% | Reduced |
| Eads & Heald Wealth Management | 3,569 | $3.56M | 1.77% | −37−1.0% | Reduced |
| Enhancing Capital LLC | 3,560 | $3.55M | 2.63% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 3,439 | $3.54M | 0.97% | −61−1.7% | Reduced |
| Condor Capital Management | 3,549 | $3.54M | 0.30% | −15−0.4% | Reduced |
| Cornerstone Planning, LLC | 3,544 | $3.53M | 0.80% | +61+1.8% | Added |
| Terra Nova Asset Management LLC | 3,532 | $3.52M | 2.60% | +158+4.7% | Added |
| Northside Capital Management, LLC | 3,504 | $3.49M | 0.31% | −203−5.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,503 | $3.49M | 1.64% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 3,498 | $3.49M | 1.12% | −494−12.4% | Reduced |