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
Valeo Financial Advisors, LLC	–	–	–	–	Not filed
Appleton Partners Inc	–	–	–	–	Not filed
Mount Vernon Associates Inc	–	–	–	–	Not filed
City Holding Co	–	–	–	–	Not filed
GPM Growth Investors, Inc.	–	–	–	–	Not filed
Goelzer Investment Management, Inc.	–	–	–	–	Not filed
Mather Group, LLC.	–	–	–	–	Not filed
Spartan Wealth Advisory Services LLC	–	–	–	–	Not filed
Blue Sky Capital Consultants Group, Inc.	–	–	–	–	Not filed
Leeward Financial Partners, LLC	–	–	–	–	Not filed
PEAK6 LLC	–	–	–	–	Not filed
Phoenix Holdings Ltd.	–	–	–	–	Not filed
Checchi Capital Advisers, LLC	–	–	–	–	Not filed
Oak Harbor Wealth Partners, LLC	–	–	–	–	Not filed
Oddo BHF Asset Management SAS	–	–	–	–	Not filed
Wealth Analytics Partners, LLC	–	–	–	–	Not filed
CapWealth Advisors, LLC	–	–	–	–	Not filed
Arlington Financial Advisors, LLC	–	–	–	–	Not filed
KMG Fiduciary Partners, LLC	–	–	–	–	Not filed
Syon Capital LLC	–	–	–	–	Not filed
Stiles Financial Services Inc	–	–	–	–	Not filed
GKV Capital Management Co., Inc.	–	–	–	–	Not filed
DLK Investment Management, LLC	–	–	–	–	Not filed
Americana Partners, LLC	–	–	–	–	Not filed
V-Square Quantitative Management LLC	–	–	–	–	Not filed
Thoroughbred Financial Services, LLC	–	–	–	–	Not filed
Moors & Cabot, Inc.	–	–	–	–	Not filed
Schnieders Capital Management, LLC.	–	–	–	–	Not filed
Boston Private Wealth LLC	–	–	–	–	Not filed
Legacy Trust	–	–	–	–	Not filed
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	–	–	–	–	Not filed
Change Path, LLC	–	–	–	–	Not filed
Sterling Investment Advisors, Ltd.	–	–	–	–	Not filed
ROI Financial Advisors, LLC	–	–	–	–	Not filed
Legacy Private Trust Co.	–	–	–	–	Not filed
Institute for Wealth Management, LLC.	–	–	–	–	Not filed
Traynor Capital Management, Inc.	–	–	–	–	Not filed
Gladstone Institutional Advisory LLC	–	–	–	–	Not filed
HCR Wealth Advisors	–	–	–	–	Not filed
NorthRock Partners, LLC	–	–	–	–	Not filed
Fulton Bank, N.A.	–	–	–	–	Not filed
Peterson Wealth Management	–	–	–	–	Not filed
GAM Holding AG	–	–	–	–	Not filed
BFSG, LLC	–	–	–	–	Not filed
NLB Skladi, upravljanje premozenja, d.o.o.	–	–	–	–	Not filed
Capital Group Investment Management Pte. Ltd.	–	–	–	–	Not filed
FFG Partners, LLC	–	–	–	–	Not filed
Security National Bank	–	–	–	–	Not filed
Cardinal Point Capital Management, ULC	–	–	–	–	Not filed
Hoffman, Alan N Investment Management	–	–	–	–	Not filed
Los Angeles Capital Management LLC	–	–	–	–	Not filed
Trust Co of Oklahoma	–	–	–	–	Not filed
Anchor Investment Management, LLC	–	–	–	–	Not filed
Sagespring Wealth Partners, LLC	–	–	–	–	Not filed
Griffin Asset Management, Inc.	–	–	–	–	Not filed
Colonial Trust Co	–	–	–	–	Not filed
Zevenbergen Capital Investments LLC	–	–	–	–	Not filed
Engineers Gate Manager LP	–	–	–	–	Not filed
Secure Asset Management, LLC	–	–	–	–	Not filed
Frank, Rimerman Advisors LLC	–	–	–	–	Not filed
Joel Isaacson & Co., LLC	–	–	–	–	Not filed
Fairfield Financial Advisors, LTD	–	–	–	–	Not filed
Ameritas Advisory Services, LLC	–	–	–	–	Not filed
Quotient Wealth Partners, LLC	–	–	–	–	Not filed
StrongBox Wealth, LLC	–	–	–	–	Not filed
Tema ETFs LLC	–	–	–	–	Not filed
Townsend Asset Management Corp	–	–	–	–	Not filed
Meeder Asset Management Inc	–	–	–	–	Not filed
Denali Advisors LLC	–	–	–	–	Not filed
Stenger Family Office, LLC	–	–	–	–	Not filed
Rockland Trust Co	–	–	–	–	Not filed
Lake Street Financial LLC	–	–	–	–	Not filed
Schmidt P J Investment Management Inc	–	–	–	–	Not filed
Tower Research Capital LLC (TRC)	–	–	–	–	Not filed
Confluence Wealth Services, Inc.	–	–	–	–	Not filed
Eastover Investment Advisors LLC	–	–	–	–	Not filed
MMBG Investment Advisors Co.	–	–	–	–	Not filed
Hudson Bay Capital Management LP	–	–	–	–	Not filed
Petix & Botte Co	–	–	–	–	Not filed
Koshinski Asset Management, Inc.	–	–	–	–	Not filed
Fischer Financial Services, Inc.	–	–	–	–	Not filed
Cove Private Wealth, LLC	–	–	–	–	Not filed
Fiduciary Alliance LLC	–	–	–	–	Not filed
Harbor Capital Advisors, Inc.	–	–	–	–	Not filed
Burney Co	–	–	–	–	Not filed
Entropy Technologies, LP	–	–	–	–	Not filed
Bull Street Advisors, LLC	–	–	–	–	Not filed
Spirepoint Private Client, LLC	–	–	–	–	Not filed
Hills Bank & Trust Co	–	–	–	–	Not filed
Hartford Financial Management Inc.	–	–	–	–	Not filed
Chelsea Counsel Co	–	–	–	–	Not filed
Financial Advisory Service, Inc.	–	–	–	–	Not filed
Pine Valley Investments Ltd Liability Co	–	–	–	–	Not filed
Rench Wealth Management, Inc.	–	–	–	–	Not filed
Kovack Advisors, Inc.	–	–	–	–	Not filed
Bahl & Gaynor Inc	–	–	–	–	Not filed
SeaCrest Wealth Management, LLC	–	–	–	–	Not filed
Spinnaker Trust	–	–	–	–	Not filed
Catalyst Funds Management Pty Ltd	–	–	–	–	Not filed
Rossmore Private Capital	–	–	–	–	Not filed