Costco Wholesale Corp

COST

Exchange: Nasdaq
Industry: Retail-Variety Stores
SEC CIK: 0000909832

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in Costco Wholesale Corp as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 20; +1 vs. Q2 2026
Shares held: 46.8K; +1.94K (+4.3%) vs. Q2 2026
Total value: $42.6M; +$677.8K (+1.6%) vs. Q2 2026
New holders: 1; 4 more added
Sold out: 0; 10 more reduced

4,242 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders

Value held

Institutions holding COST and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q2 2026.

Institutions holding COST in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Erste Asset Management GmbH	–	–	–	–	Not filed
Middleton & Co Inc	–	–	–	–	Not filed
Brevan Howard Capital Management LP	–	–	–	–	Not filed
Papp L Roy & Associates	–	–	–	–	Not filed
National Mutual Insurance Federation of Agricultural Cooperatives	–	–	–	–	Not filed
Jacobs & Co	–	–	–	–	Not filed
Y-Intercept (Hong Kong) Ltd	–	–	–	–	Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	–	–	–	–	Not filed
Vestmark Advisory Solutions, Inc.	–	–	–	–	Not filed
Dividend Assets Capital, LLC	–	–	–	–	Not filed
Roffman Miller Associates Inc	–	–	–	–	Not filed
Borer Denton & Associates, Inc.	–	–	–	–	Not filed
Auxano Advisors, LLC	–	–	–	–	Not filed
Penobscot Investment Management Company, Inc.	–	–	–	–	Not filed
Colonial Trust Advisors	–	–	–	–	Not filed
Braun Stacey Associates Inc	–	–	–	–	Not filed
Concurrent Investment Advisors, LLC	–	–	–	–	Not filed
Arkadios Wealth Advisors	–	–	–	–	Not filed
Argent Trust Co	–	–	–	–	Not filed
Trans-Canada Capital Inc.	–	–	–	–	Not filed
Azimuth Capital Investment Management LLC	–	–	–	–	Not filed
Cary Street Partners Financial LLC	–	–	–	–	Not filed
J.W. Cole Advisors, Inc.	–	–	–	–	Not filed
Perigon Wealth Management, LLC	–	–	–	–	Not filed
Great Lakes Advisors, LLC	–	–	–	–	Not filed
First National Bank of Omaha	–	–	–	–	Not filed
Oak Ridge Investments LLC	–	–	–	–	Not filed
New Mexico Educational Retirement Board	–	–	–	–	Not filed
Albion Financial Group	–	–	–	–	Not filed
Covea Finance	–	–	–	–	Not filed
Woodstock Corp	–	–	–	–	Not filed
Conway Capital Management, Inc.	–	–	–	–	Not filed
Segment Wealth Management, LLC	–	–	–	–	Not filed
Ami Asset Management Corp	–	–	–	–	Not filed
Northstar Group, Inc.	–	–	–	–	Not filed
Ferguson Wellman Capital Management, Inc	–	–	–	–	Not filed
Talbot Financial, LLC	–	–	–	–	Not filed
NWF Advisory Services Inc.	–	–	–	–	Not filed
American National Bank	–	–	–	–	Not filed
Patten & Patten Inc	–	–	–	–	Not filed
PFG Investments, LLC	–	–	–	–	Not filed
Nwam LLC	–	–	–	–	Not filed
Blue Sparrow, LLC	–	–	–	–	Not filed
RSM US Wealth Management LLC	–	–	–	–	Not filed
Ashton Thomas Private Wealth, LLC	–	–	–	–	Not filed
Generali Asset Management SPA SGR	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
Lombard Odier Asset Management (Switzerland) SA	–	–	–	–	Not filed
Natixis	–	–	–	–	Not filed
Cardinal Capital Management	–	–	–	–	Not filed
E Fund Management Co., Ltd.	–	–	–	–	Not filed
Private Advisory Group LLC	–	–	–	–	Not filed
GDS Wealth Management	–	–	–	–	Not filed
Evergreen Capital Management LLC	–	–	–	–	Not filed
Renaissance Investment Group LLC	–	–	–	–	Not filed
Callan Family Office, LLC	–	–	–	–	Not filed
SummitTX Capital, L.P.	–	–	–	–	Not filed
Oakmont Corp	–	–	–	–	Not filed
Kanawha Capital Management LLC	–	–	–	–	Not filed
Summit Trail Advisors, LLC	–	–	–	–	Not filed
Central Trust Co	–	–	–	–	Not filed
Dynamic Advisor Solutions LLC	–	–	–	–	Not filed
First Manhattan Co	–	–	–	–	Not filed
Empire Life Investments Inc.	–	–	–	–	Not filed
Washington Trust Bank	–	–	–	–	Not filed
Cim, LLC	–	–	–	–	Not filed
Westwood Holdings Group Inc.	–	–	–	–	Not filed
Ethic Inc.	–	–	–	–	Not filed
Franklin Street Advisors Inc	–	–	–	–	Not filed
Pensionmark Financial Group, LLC	–	–	–	–	Not filed
Tudor Investment Corp Et Al	–	–	–	–	Not filed
Zevin Asset Management LLC	–	–	–	–	Not filed
AG2R la Mondiale Gestion D'Actifs	–	–	–	–	Not filed
Western Wealth Management, LLC	–	–	–	–	Not filed
Alley Investment Management Company, LLC	–	–	–	–	Not filed
Bragg Financial Advisors, Inc	–	–	–	–	Not filed
Oak Grove Capital LLC	–	–	–	–	Not filed
Kempen Capital Management N.V.	–	–	–	–	Not filed
Oppenheimer Asset Management Inc.	–	–	–	–	Not filed
Cozad Asset Management Inc	–	–	–	–	Not filed
Sowell Financial Services LLC	–	–	–	–	Not filed
Slow Capital, Inc.	–	–	–	–	Not filed
McGuire Investment Group, LLC	–	–	–	–	Not filed
Eastern Bank	–	–	–	–	Not filed
Vancity Investment Management Ltd	–	–	–	–	Not filed
Wealthspire Advisors, LLC	–	–	–	–	Not filed
Capital Wealth Planning, LLC	–	–	–	–	Not filed
Bellecapital International Ltd.	–	–	–	–	Not filed
KCM Capital Inc	–	–	–	–	Not filed
Beck Bode, LLC	–	–	–	–	Not filed
Crossmark Global Holdings, Inc.	–	–	–	–	Not filed
Robertson Stephens Wealth Management, LLC	–	–	–	–	Not filed
Allianz SE	–	–	–	–	Not filed
Sterling Capital Management LLC	–	–	–	–	Not filed
Meridian Wealth Management, LLC	–	–	–	–	Not filed
Roundview Capital LLC	–	–	–	–	Not filed
Tiaa-Cref Individual & Institutional Services, LLC	–	–	–	–	Not filed
Granite Investment Partners, LLC	–	–	–	–	Not filed
Mount Yale Investment Advisors, LLC	–	–	–	–	Not filed
China Universal Asset Management Co., Ltd.	–	–	–	–	Not filed