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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 29,874 | $29.8M | 2.19% | +378+1.3% | Added |
| Spire Wealth Management | 29,798 | $29.7M | 1.01% | +1,398+4.9% | Added |
| Aristotle Atlantic Partners, LLC | 29,383 | $29.3M | 1.37% | +154+0.5% | Added |
| Banco Santander, S.A. | 29,200 | $29.1M | 0.23% | −4,256−12.7% | Reduced |
| Factory Mutual Insurance Co | 29,200 | $29.1M | 0.33% | +1,100+3.9% | Added |
| EULAV Asset Management | 28,700 | $28.6M | 0.92% | −27,400−48.8% | Reduced |
| Bokf, NA | 28,415 | $28.3M | 0.43% | +1,822+6.9% | Added |
| Snowden Capital Advisors LLC | 28,382 | $28.3M | 0.75% | −1,796−6.0% | Reduced |
| Rempart Asset Management Inc. | 28,024 | $27.9M | 5.87% | −3,333−10.6% | Reduced |
| Daymark Wealth Partners, LLC | 28,010 | $27.9M | 0.88% | +615+2.2% | Added |
| Old National Bancorp | 27,634 | $27.5M | 0.46% | −3,441−11.1% | Reduced |
| Bridgewater Associates, LP | 27,618 | $27.5M | 0.12% | −2,724−9.0% | Reduced |
| Private Advisory Group LLC | 27,602 | $27.5M | 1.91% | +3,556+14.8% | Added |
| Washington Trust Co | 27,570 | $27.5M | 0.93% | −325−1.2% | Reduced |
| Comgest Global Investors S.A.S. | 27,516 | $27.4M | 0.60% | −89,213−76.4% | Reduced |
| Weatherly Asset Management L. P. | 27,424 | $27.3M | 2.21% | −562−2.0% | Reduced |
| Auxano Advisors, LLC | 27,284 | $27.2M | 5.42% | −132−0.5% | Reduced |
| Heritage Investors Management Corp | 26,927 | $26.8M | 0.81% | −57−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 26,842 | $26.7M | 0.54% | −3,822−12.5% | Reduced |
| Mizuho Securities USA LLC | 26,834 | $26.7M | 0.63% | −5,435−16.8% | Reduced |
| AIA Group Ltd | 26,816 | $26.7M | 0.39% | +517+2.0% | Added |
| Godsey & Gibb Associates | 26,805 | $26.7M | 2.33% | +40.0% | Added |
| Brinker Capital Investments, LLC | 26,749 | $26.7M | 0.23% | −6,977−20.7% | Reduced |
| Hancock Whitney Corp | 26,296 | $26.4M | 0.46% | +376+1.5% | Added |
| Exchange Traded Concepts, LLC | 26,373 | $26.3M | 0.20% | −4,315−14.1% | Reduced |
| Prospera Financial Services Inc | 26,316 | $26.2M | 0.42% | −507−1.9% | Reduced |
| Summit Financial, LLC | 26,213 | $26.1M | 0.33% | +7,796+42.3% | Added |
| Absher Wealth Management, LLC | 25,989 | $25.9M | 3.04% | −750−2.8% | Reduced |
| Becker Capital Management Inc | 25,936 | $25.8M | 0.76% | −148−0.6% | Reduced |
| Eastern Bank | 25,904 | $25.8M | 0.44% | +4,512+21.1% | Added |
| DDD Partners, LLC | 25,821 | $25.7M | 1.78% | −89−0.3% | Reduced |
| Howland Capital Management LLC | 25,795 | $25.7M | 1.02% | +16,054+164.8% | Added |
| Integrated Wealth Concepts LLC | 25,592 | $25.5M | 0.20% | +11,535+82.1% | Added |
| Advisory Services Network, LLC | 25,444 | $25.4M | 0.34% | +699+2.8% | Added |
| North Point Portfolio Managers Corp | 25,439 | $25.3M | 4.51% | −659−2.5% | Reduced |
| South State Corp. | 25,370 | $25.3M | 1.18% | −520−2.0% | Reduced |
| Gradient Investments LLC | 25,309 | $25.2M | 0.39% | −3,036−10.7% | Reduced |
| Hartford Investment Management Co | 25,293 | $25.2M | 0.80% | −320−1.2% | Reduced |
| Miracle Mile Advisors, LLC | 25,253 | $25.2M | 0.35% | −52−0.2% | Reduced |
| Osmosis Investment Management UK Ltd | 25,253 | $25.2M | 0.68% | +3,722+17.3% | Added |
| Los Angeles Capital Management LLC | 25,158 | $25.1M | 0.10% | −689−2.7% | Reduced |
| Ameritas Investment Partners, Inc. | 25,117 | $25.0M | 0.77% | +81+0.3% | Added |
| Laird Norton Trust Company, LLC | 24,858 | $24.8M | 0.54% | −369−1.5% | Reduced |
| Independent Advisor Alliance | 24,745 | $24.7M | 0.26% | −1,311−5.0% | Reduced |
| Zevin Asset Management LLC | 24,655 | $24.6M | 3.40% | −243−1.0% | Reduced |
| Salem Investment Counselors Inc | 24,622 | $24.5M | 0.72% | +490+2.0% | Added |
| BLB&B Advisors, LLC | 24,576 | $24.5M | 1.01% | +196+0.8% | Added |
| Brighton Jones LLC | 24,575 | $24.5M | 0.54% | +24,575 | New |
| Middleton & Co Inc | 24,516 | $24.4M | 2.79% | −149−0.6% | Reduced |
| Bath Savings Trust Co | 24,492 | $24.4M | 2.61% | +290+1.2% | Added |
| Meitav Dash Investments Ltd | 24,413 | $24.3M | 0.27% | −21,533−46.9% | Reduced |
| Baldwin Brothers Inc | 24,384 | $24.3M | 1.77% | −12,860−34.5% | Reduced |
| Jag Capital Management, LLC | 24,330 | $24.2M | 2.73% | +7,919+48.3% | Added |
| Kelly Lawrence W & Associates Inc | 24,323 | $24.2M | 6.74% | −135−0.6% | Reduced |
| Park Avenue Securities LLC | 24,133 | $24.0M | 0.19% | +1,184+5.2% | Added |
| Farther Finance Advisors, LLC | 24,019 | $23.9M | 0.23% | +2,884+13.6% | Added |
| Dividend Assets Capital, LLC | 24,016 | $23.9M | 4.77% | −1,688−6.6% | Reduced |
| Papp L Roy & Associates | 23,840 | $23.8M | 2.74% | −790−3.2% | Reduced |
| Mutual Advisors, LLC | 23,827 | $23.7M | 0.51% | +3,710+18.4% | Added |
| Strategic Planning Group, LLC | 23,816 | $23.7M | 3.32% | −1,794−7.0% | Reduced |
| Jacobs & Co | 23,711 | $23.6M | 2.33% | −12−0.1% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 23,700 | $23.6M | 0.18% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 23,664 | $23.6M | 1.84% | +987+4.4% | Added |
| Arcadia Investment Management Corp | 23,656 | $23.6M | 4.04% | −37−0.2% | Reduced |
| Ritholtz Wealth Management | 23,487 | $23.4M | 0.41% | +2,256+10.6% | Added |
| Brevan Howard Capital Management LP | 23,483 | $23.4M | 0.24% | +16,522+237.4% | Added |
| Arkadios Wealth Advisors | 23,217 | $23.1M | 0.38% | −738−3.1% | Reduced |
| Colonial Trust Advisors | 23,185 | $23.1M | 1.80% | −772−3.2% | Reduced |
| Voleon Capital Management LP | 23,161 | $23.1M | 0.50% | +9,162+65.4% | Added |
| Sterling Capital Management LLC | 23,151 | $23.1M | 0.44% | +359+1.6% | Added |
| Roffman Miller Associates Inc | 23,004 | $22.9M | 1.32% | +306+1.3% | Added |
| ZEGA Investments, LLC | 22,858 | $22.8M | 4.31% | +6,708+41.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 22,830 | $22.7M | 0.65% | −240−1.0% | Reduced |
| Azimuth Capital Investment Management LLC | 22,827 | $22.7M | 0.86% | −1,489−6.1% | Reduced |
| Oakmont Corp | 22,716 | $22.6M | 4.30% | +581+2.6% | Added |
| Braun Stacey Associates Inc | 22,643 | $22.6M | 0.75% | +143+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 22,637 | $22.6M | 0.25% | +8,674+62.1% | Added |
| Argent Trust Co | 22,523 | $22.4M | 0.76% | −252−1.1% | Reduced |
| J.W. Cole Advisors, Inc. | 22,513 | $22.4M | 0.76% | −59−0.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 22,440 | $22.4M | 0.85% | +3,200+16.6% | Added |
| Ami Asset Management Corp | 22,407 | $22.3M | 1.43% | −651−2.8% | Reduced |
| Oak Ridge Investments LLC | 22,378 | $22.3M | 1.47% | +261+1.2% | Added |
| Maryland State Retirement & Pension System | 22,351 | $22.3M | 0.45% | +120+0.5% | Added |
| Borer Denton & Associates, Inc. | 22,208 | $22.1M | 7.89% | −378−1.7% | Reduced |
| First National Bank of Omaha | 22,176 | $22.1M | 0.68% | +317+1.5% | Added |
| Ferguson Wellman Capital Management, Inc | 22,160 | $22.1M | 0.30% | −939−4.1% | Reduced |
| Cary Street Partners Financial LLC | 22,155 | $22.1M | 0.55% | −74−0.3% | Reduced |
| Woodstock Corp | 21,931 | $21.9M | 1.95% | −234−1.1% | Reduced |
| Albion Financial Group | 21,869 | $21.8M | 1.41% | +40.0% | Added |
| Northstar Group, Inc. | 21,816 | $21.7M | 3.07% | −63−0.3% | Reduced |
| Perigon Wealth Management, LLC | 21,737 | $21.7M | 0.39% | −465−2.1% | Reduced |
| Patten & Patten Inc | 21,685 | $21.6M | 1.30% | −325−1.5% | Reduced |
| American National Bank | 21,667 | $21.6M | 2.06% | −222−1.0% | Reduced |
| Segment Wealth Management, LLC | 21,584 | $21.5M | 1.26% | +281+1.3% | Added |
| Conway Capital Management, Inc. | 21,524 | $21.4M | 10.04% | −25−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,521 | $21.4M | 0.37% | −828−3.7% | Reduced |
| Washington Trust Bank | 21,506 | $21.4M | 1.58% | −911−4.1% | Reduced |
| Alley Investment Management Company, LLC | 21,315 | $21.2M | 2.59% | −206−1.0% | Reduced |
| NWF Advisory Services Inc. | 21,267 | $21.2M | 2.39% | −250−1.2% | Reduced |
| Empire Life Investments Inc. | 21,097 | $21.0M | 1.28% | +74+0.4% | Added |