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, Q2 2026
Institutional positions in Costco Wholesale Corp as of Jun 30, 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
- 4,261
- +47 vs. Q1 2026
- Shares held
- 322.8M
- +3.17M (+1.0%) vs. Q1 2026
- Total value
- $301.8B
- −$9.05B (−2.9%) vs. Q1 2026
- New holders
- 204
- 1,734 more added
- Sold out
- 157
- 1,736 more reduced
60 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chesapeake Wealth Management | 592 | $553.8K | 0.16% | −78−11.6% | Reduced |
| Stonebridge Financial Group, LLC | 592 | $554.2K | 0.37% | +13+2.2% | Added |
| BCS Private Wealth Management, Inc. | 593 | $554.7K | 0.17% | −725−55.0% | Reduced |
| Foundation Wealth Management, LLC | 594 | $555.4K | 0.33% | +1+0.2% | Added |
| Gunderson Capital Management Inc. | 595 | $557.0K | 0.15% | +33+5.9% | Added |
| Raleigh Capital Management Inc. | 596 | $557.6K | 0.18% | +24+4.2% | Added |
| Horizon Bancorp Inc | 597 | $558.0K | 0.26% | −21−3.4% | Reduced |
| J.Safra Asset Management Corp | 598 | $559.2K | 0.03% | −136−18.5% | Reduced |
| Fonville Wealth Management LLC | 599 | $560.4K | 0.09% | +1+0.2% | Added |
| Ar Asset Management Inc | 600 | $561.0K | 0.10% | 00.0% | Unchanged |
| Brandywine Financial Group | 600 | $561.0K | 6.81% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 600 | $561.3K | 0.05% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 601 | $562.2K | 0.03% | −10,055−94.4% | Reduced |
| Selective Wealth Management, Inc. | 598 | $562.4K | 0.15% | +45+8.1% | Added |
| Hamilton Wealth, LLC | 601 | $562.5K | 0.10% | −6−1.0% | Reduced |
| Blueshift Asset Management, LLC | 604 | $565.0K | 0.13% | +604 | New |
| Miramar Capital, LLC | 605 | $566.0K | 0.12% | +65+12.0% | Added |
| Beech Hill Advisors, Inc. | 606 | $566.9K | 0.25% | −49−7.5% | Reduced |
| Phocas Financial Corp. | 606 | $566.9K | 0.08% | 00.0% | Unchanged |
| BCV Asset Management Inc. | 598 | $567.3K | 0.02% | −119−16.6% | Reduced |
| Archvest Wealth Advisors, Inc. | 606 | $567.3K | 0.33% | +45+8.0% | Added |
| Advisor Resource Council | 598 | $568.1K | 0.19% | −12−2.0% | Reduced |
| Phillips Wealth Planners LLC | 600 | $568.5K | 0.42% | −2−0.3% | Reduced |
| LRI Investments, LLC | 608 | $568.8K | 0.05% | −151−19.9% | Reduced |
| Core Alternative Capital | 609 | $569.7K | 0.17% | +87+16.7% | Added |
| Turning Point Benefit Group, Inc. | 616 | $570.4K | 0.25% | −18−2.8% | Reduced |
| Financial Advisory Partners, LLC | 610 | $570.6K | 0.15% | −20−3.2% | Reduced |
| Madden Securities Corp | 610 | $570.6K | 0.16% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 610 | $570.9K | 0.12% | +20+3.4% | Added |
| South Street Advisors LLC | 611 | $571.6K | 0.07% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 612 | $572.2K | 0.07% | +12+2.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 613 | $573.8K | 0.34% | +61+11.1% | Added |
| McLaughlin Asset Management, Inc. | 613 | $573.9K | 0.40% | +22+3.7% | Added |
| August Group Capital Ltd | 615 | $574.4K | 0.63% | +1+0.2% | Added |
| KFG Wealth Management, LLC | 614 | $574.7K | 0.06% | −62−9.2% | Reduced |
| Echo45 Advisors LLC | 615 | $575.2K | 0.30% | −61−9.0% | Reduced |
| Veracity Capital LLC | 616 | $575.9K | 0.16% | +30+5.1% | Added |
| Ulland Investment Advisors, LLC | 617 | $577.0K | 0.43% | 00.0% | Unchanged |
| Sunpointe, LLC | 618 | $578.2K | 0.16% | −87−12.3% | Reduced |
| Sbe LLC Dba Cedar Cove Wealth Partners | 619 | $579.0K | 0.27% | −27−4.2% | Reduced |
| Truepoint, Inc. | 619 | $579.1K | 0.01% | −5−0.8% | Reduced |
| Sterling Financial Planning, Inc. | 620 | $580.4K | 0.16% | −21−3.3% | Reduced |
| Wallace Hart LLC | 621 | $580.9K | 0.36% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 622 | $581.9K | 0.08% | 00.0% | Unchanged |
| Moulton Wealth Management, Inc | 630 | $583.4K | 0.38% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 625 | $584.7K | 0.28% | 00.0% | Unchanged |
| Unified Investment Management | 626 | $585.7K | 0.55% | +3+0.5% | Added |
| Boomfish Wealth Group, LLC | 627 | $586.3K | 0.27% | +30+5.0% | Added |
| Torray LLC | 628 | $587.5K | 0.08% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 629 | $588.5K | 0.24% | +74+13.3% | Added |
| Tributary Capital Management, LLC | 630 | $589.3K | 0.05% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 630 | $589.3K | 0.34% | +43+7.3% | Added |
| Ellenbecker Investment Group | 630 | $590.0K | 0.07% | +15+2.4% | Added |
| Harvey Capital Management Inc | 631 | $590.3K | 0.12% | 00.0% | Unchanged |
| Philadelphia Trust Co | 632 | $591.0K | 0.04% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 632 | $591.1K | 0.14% | −923−59.4% | Reduced |
| Cascade Wealth Advisors, Inc | 624 | $591.6K | 0.24% | 00.0% | Unchanged |
| Lavelle Capital LP | 633 | $592.0K | 0.30% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 633 | $592.2K | 0.21% | +10+1.6% | Added |
| Optimize Financial Inc | 634 | $593.1K | 0.21% | −2−0.3% | Reduced |
| Sound Capital Solutions LLC | 634 | $593.1K | 0.14% | +634 | New |
| Floyd Financial Group LLC | 645 | $594.5K | 0.39% | −13−2.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 636 | $595.0K | 0.30% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 636 | $595.0K | 0.15% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 637 | $595.9K | 0.07% | 00.0% | Unchanged |
| Elefante Mark B | 638 | $596.8K | 0.26% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 638 | $596.8K | 0.36% | +136+27.1% | Added |
| Stordahl Capital Management, Inc. | 639 | $597.8K | 0.11% | +204+46.9% | Added |
| WESPAC Advisors, LLC | 640 | $598.7K | 0.29% | 00.0% | Unchanged |
| Balentine LLC | 640 | $598.7K | 0.02% | +375+141.5% | Added |
| Taylor Financial Group, Inc. | 641 | $599.6K | 0.33% | 00.0% | Unchanged |
| Colter Lewis Investment Partners LLC | 641 | $599.6K | 0.27% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 642 | $600.6K | 0.08% | −6−0.9% | Reduced |
| Proactive Wealth Strategies LLC | 642 | $602.0K | 0.10% | +61+10.5% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 644 | $602.4K | 0.08% | −542−45.7% | Reduced |
| Financial Management Professionals, Inc. | 645 | $603.3K | 0.06% | +3+0.5% | Added |
| Gibson Capital, LLC | 646 | $604.3K | 0.10% | +4+0.6% | Added |
| M1 Capital Management LLC | 646 | $604.4K | 0.22% | −7−1.1% | Reduced |
| CPA Asset Management LLC | 647 | $604.8K | 0.17% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 647 | $605.2K | 0.37% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 648 | $606.2K | 0.07% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 648 | $606.2K | 0.17% | +19+3.0% | Added |
| Prota Financial, LLC | 658 | $608.0K | 0.40% | +12+1.9% | Added |
| Carmel Capital Partners, LLC | 650 | $608.2K | 0.20% | −36−5.2% | Reduced |
| Tulsa Wealth Advisors, INC | 651 | $609.1K | 0.09% | +101+18.4% | Added |
| Lane Brothers & Co Inc | 651 | $609.4K | 0.40% | +25+4.0% | Added |
| Barnes Pettey Financial Advisors, LLC | 652 | $609.9K | 0.19% | +25+4.0% | Added |
| Marietta Investment Partners LLC | 652 | $610.1K | 0.10% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 653 | $610.9K | 0.03% | +653 | New |
| Willner & Heller, LLC | 654 | $611.4K | 0.38% | +15+2.3% | Added |
| Newman Dignan & Sheerar, Inc. | 657 | $615.0K | 0.12% | +9+1.4% | Added |
| Peoples Financial Services Corp. | 658 | $615.5K | 0.27% | −9−1.3% | Reduced |
| Ifrah Financial Services, Inc. | 659 | $616.5K | 0.15% | +659 | New |
| Krane Financial Solutions LLC | 660 | $617.2K | 0.38% | −52−7.3% | Reduced |
| Lantz Financial LLC | 662 | $619.0K | 0.11% | −3−0.5% | Reduced |
| NBH Bank | 662 | $619.3K | 0.26% | +662 | New |
| West Chester Capital Advisors, Inc | 663 | $620.2K | 0.41% | −95−12.5% | Reduced |
| Sage Private Wealth Group, LLC | 664 | $621.0K | 0.28% | +348+110.1% | Added |
| North Berkeley Wealth Management, LLC | 664 | $621.2K | 0.25% | −1−0.2% | Reduced |
| JB Capital LLC | 665 | $622.2K | 0.02% | −142−17.6% | Reduced |