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 |
|---|---|---|---|---|---|
| Gouws Capital LLC | 13,011 | $13.0M | 6.86% | +31+0.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 13,003 | $13.0M | 3.04% | −76−0.6% | Reduced |
| Lakeside Advisors, INC. | 12,990 | $12.9M | 8.64% | −217−1.6% | Reduced |
| Exencial Wealth Advisors, LLC | 12,953 | $12.9M | 0.40% | −135−1.0% | Reduced |
| Boston Family Office LLC | 12,948 | $12.9M | 0.86% | −588−4.3% | Reduced |
| Trust Co of Virginia | 12,931 | $12.9M | 1.08% | −149−1.1% | Reduced |
| Capital Investment Counsel, LLC | 12,926 | $12.9M | 1.76% | −184−1.4% | Reduced |
| FRG Family Wealth Advisors LLC | 12,897 | $12.9M | 2.11% | −498−3.7% | Reduced |
| Walleye Trading LLC | 12,866 | $12.8M | 0.26% | −49,351−79.3% | Reduced |
| North Dakota State Investment Board | 12,862 | $12.8M | 0.55% | −2,361−15.5% | Reduced |
| Moneta Group Investment Advisors LLC | 12,840 | $12.8M | 0.10% | −9−0.1% | Reduced |
| Petredis Investment Advisors LLC | 12,828 | $12.8M | 1.05% | −113−0.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 12,763 | $12.7M | 4.67% | +83+0.7% | Added |
| Simmons Bank | 12,730 | $12.7M | 0.85% | +260+2.1% | Added |
| Boston Common Asset Management, LLC | 12,727 | $12.7M | 0.82% | −528−4.0% | Reduced |
| Vision Retirement, LLC | 12,702 | $12.7M | 3.60% | −82−0.6% | Reduced |
| Van Hulzen Asset Management, LLC | 12,696 | $12.7M | 0.94% | −1,291−9.2% | Reduced |
| Wilsey Asset Management Inc | 12,690 | $12.6M | 1.98% | 00.0% | Unchanged |
| Aviso Financial Inc. | 12,670 | $12.6M | 0.45% | −412−3.1% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 12,596 | $12.6M | 2.48% | −238−1.9% | Reduced |
| Plato Investment Management Ltd | 12,533 | $12.5M | 0.84% | +246+2.0% | Added |
| Prosperity Consulting Group, LLC | 12,490 | $12.4M | 0.55% | +1,733+16.1% | Added |
| Kercheville Advisors, LLC | 12,480 | $12.4M | 3.98% | +280+2.3% | Added |
| CFM Wealth Partners LLC | 12,478 | $12.4M | 1.86% | −120−1.0% | Reduced |
| Sigma Investment Counselors Inc | 12,449 | $12.4M | 0.66% | −626−4.8% | Reduced |
| Modern Wealth Management, LLC | 12,424 | $12.4M | 0.21% | +686+5.8% | Added |
| Texas Yale Capital Corp. | 12,346 | $12.3M | 0.35% | +93+0.8% | Added |
| Quadrant Capital Group LLC | 12,326 | $12.3M | 0.37% | +781+6.8% | Added |
| De Burlo Group Inc | 12,317 | $12.3M | 2.78% | −7,510−37.9% | Reduced |
| S.E.E.D. Planning Group LLC | 12,308 | $12.3M | 3.56% | +5,139+71.7% | Added |
| Greenleaf Trust | 12,280 | $12.2M | 0.12% | +78+0.6% | Added |
| MUFG Securities Americas Inc. | 12,280 | $12.2M | 0.79% | +341+2.9% | Added |
| Atria Investments LLC | 12,243 | $12.2M | 0.14% | −2,751−18.3% | Reduced |
| Savvy Advisors, Inc. | 12,156 | $12.1M | 0.32% | +2,827+30.3% | Added |
| TCG Advisory Services, LLC | 12,144 | $12.1M | 0.30% | +601+5.2% | Added |
| Blue Fin Capital, Inc. | 12,132 | $12.1M | 1.98% | +85+0.7% | Added |
| Catalytic Wealth RIA, LLC | 12,063 | $12.0M | 0.50% | +144+1.2% | Added |
| Securian Asset Management, Inc | 12,051 | $12.0M | 0.48% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 12,044 | $12.0M | 0.41% | +856+7.7% | Added |
| Wesbanco Bank Inc | 12,031 | $12.0M | 0.33% | −410−3.3% | Reduced |
| PKO Investment Management Joint-Stock Co | 12,000 | $12.0M | 1.01% | −7,011−36.9% | Reduced |
| Silicon Valley Capital Partners | 11,972 | $11.9M | 1.17% | −6,299−34.5% | Reduced |
| American Money Management, LLC | 11,959 | $11.9M | 1.89% | −61−0.5% | Reduced |
| Summit Global Investments | 11,951 | $11.9M | 0.70% | −2,568−17.7% | Reduced |
| AlphaCore Capital LLC | 11,914 | $11.9M | 0.28% | −624−5.0% | Reduced |
| Defender Capital, LLC. | 11,912 | $11.9M | 4.21% | −172−1.4% | Reduced |
| Rice Partnership, LLC | 11,877 | $11.8M | 1.62% | −146−1.2% | Reduced |
| GAMMA Investing LLC | 11,811 | $11.8M | 0.55% | +2,366+25.1% | Added |
| TLW Wealth Management, LLC | 11,802 | $11.8M | 6.89% | +137+1.2% | Added |
| Atomi Financial Group, Inc. | 11,763 | $11.7M | 0.36% | +2,031+20.9% | Added |
| Clarity Wealth Advisors, LLC | 11,732 | $11.7M | 2.41% | +10+0.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,719 | $11.7M | 0.22% | +11,028+1,595.9% | Added |
| Bradley & Co. Private Wealth Management, LLC | 11,703 | $11.7M | 6.15% | +766+7.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,681 | $11.6M | 0.79% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 11,623 | $11.6M | 0.61% | −4,444−27.7% | Reduced |
| Webster Bank, N. A. | 11,618 | $11.6M | 1.10% | −36−0.3% | Reduced |
| SlateStone Wealth, LLC | 11,608 | $11.6M | 0.95% | +19+0.2% | Added |
| Belpointe Asset Management LLC | 11,607 | $11.6M | 0.42% | +3,155+37.3% | Added |
| Canada Post Corp Registered Pension Plan | 11,606 | $11.6M | 0.46% | +160+1.4% | Added |
| Baldwin Investment Management, LLC | 11,581 | $11.5M | 1.35% | +225+2.0% | Added |
| LMCG Investments, LLC | 11,532 | $11.5M | 0.68% | +2,615+29.3% | Added |
| Peachtree Investment Partners, LLC | 11,529 | $11.5M | 4.38% | −606−5.0% | Reduced |
| Howard Capital Management Inc. | 11,509 | $11.5M | 0.19% | −18,252−61.3% | Reduced |
| Algert Global LLC | 11,485 | $11.4M | 0.17% | +680+6.3% | Added |
| Nations Financial Group Inc, | 11,397 | $11.4M | 0.58% | +288+2.6% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 11,378 | $11.3M | 0.74% | −14,613−56.2% | Reduced |
| 1st Source Bank | 11,360 | $11.3M | 0.58% | −155−1.3% | Reduced |
| Empirical Capital Management, LLC | 11,350 | $11.3M | 6.78% | 00.0% | Unchanged |
| Principal Securities, Inc. | 11,278 | $11.2M | 0.16% | −668−5.6% | Reduced |
| Evelyn Partners Investment Management LLP | 11,277 | $11.2M | 0.31% | +353+3.2% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 11,236 | $11.2M | 5.98% | +346+3.2% | Added |
| WCG Wealth Advisors LLC | 11,207 | $11.2M | 0.31% | +621+5.9% | Added |
| SFE Investment Counsel | 11,177 | $11.1M | 1.78% | −23−0.2% | Reduced |
| Nicolet Bankshares Inc | 11,173 | $11.1M | 0.41% | +6,249+126.9% | Added |
| Index Fund Advisors, Inc. | 11,160 | $11.1M | 0.50% | +55+0.5% | Added |
| Commerzbank Aktiengesellschaft | 11,107 | $11.1M | 0.23% | +2,250+25.4% | Added |
| Churchill Financial Advisors, LLC | 11,051 | $11.0M | 2.31% | +3,493+46.2% | Added |
| Hanson & Doremus Investment Management | 11,047 | $11.0M | 1.27% | +793+7.7% | Added |
| Picton Mahoney Asset Management | 10,998 | $11.0M | 0.11% | +10,574+2,493.9% | Added |
| Jessup Wealth Management, Inc | 10,974 | $10.9M | 3.99% | +7,114+184.3% | Added |
| IHT Wealth Management, LLC | 10,968 | $10.9M | 0.25% | +612+5.9% | Added |
| True North Advisors, LLC | 10,935 | $10.9M | 1.24% | +784+7.7% | Added |
| Bensler, LLC | 10,924 | $10.9M | 1.12% | −286−2.6% | Reduced |
| Copeland Capital Management, LLC | 10,871 | $10.8M | 0.24% | −710−6.1% | Reduced |
| Capital Planning Advisors, LLC | 10,860 | $10.8M | 1.56% | −439−3.9% | Reduced |
| Angeles Wealth Management, LLC | 10,785 | $10.7M | 0.58% | +644+6.4% | Added |
| GPM Growth Investors, Inc. | 10,754 | $10.7M | 4.51% | −107−1.0% | Reduced |
| Nikulski Financial, Inc. | 10,743 | $10.7M | 2.64% | −3,081−22.3% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 10,739 | $10.7M | 0.22% | +135+1.3% | Added |
| North Star Investment Management Corp. | 10,725 | $10.7M | 0.65% | +31+0.3% | Added |
| MidFirst Bank | 10,706 | $10.7M | 0.88% | +270+2.6% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 10,699 | $10.7M | 0.51% | +540+5.3% | Added |
| Independent Solutions Wealth Management, LLC | 10,682 | $10.6M | 1.57% | −681−6.0% | Reduced |
| Perryman Financial Advisory Inc | 10,673 | $10.6M | 1.59% | −112−1.0% | Reduced |
| PEAK6 LLC | 10,661 | $10.6M | 0.31% | +10,658+355,266.7% | Added |
| Stokes Capital Advisors, LLC | 10,659 | $10.6M | 2.38% | −601−5.3% | Reduced |
| Osborne Partners Capital Management, LLC | 10,656 | $10.6M | 0.56% | −1,771−14.3% | Reduced |
| Meeder Advisory Services, Inc. | 10,630 | $10.6M | 0.44% | +950+9.8% | Added |
| Cercano Management LLC | 10,628 | $10.6M | 0.46% | −6,511−38.0% | Reduced |
| BOCHK Asset Management Ltd | 10,600 | $10.6M | 2.19% | +10,600 | New |