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
Keystone Wealth Services, LLC	–	–	–	–	Not filed
Apollon Financial, LLC	–	–	–	–	Not filed
Carroll Investors, Inc	–	–	–	–	Not filed
LS Investment Advisors, LLC	–	–	–	–	Not filed
WS Management LLLP	–	–	–	–	Not filed
Quantbot Technologies LP	–	–	–	–	Not filed
Banque Cantonale Vaudoise	–	–	–	–	Not filed
Arista Wealth Management, LLC	–	–	–	–	Not filed
Miller Capital Partners, Inc.	–	–	–	–	Not filed
Trinity Legacy Partners, LLC	–	–	–	–	Not filed
AlpenGlobal Capital LLC	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
St Germain D J Co Inc	–	–	–	–	Not filed
Concentric Capital Strategies, LP	–	–	–	–	Not filed
Mission Creek Capital Partners, Inc.	–	–	–	–	Not filed
Patriot Financial Group Insurance Agency, LLC	–	–	–	–	Not filed
RMR Wealth Builders	–	–	–	–	Not filed
Grove Bank & Trust	–	–	–	–	Not filed
Procyon Private Wealth Partners, LLC	–	–	–	–	Not filed
Marble Wealth, LLC	–	–	–	–	Not filed
Capital Asset Advisory Services LLC	–	–	–	–	Not filed
McKinney Capital Management, LLC	–	–	–	–	Not filed
Cerro Pacific Wealth Advisors LLC	–	–	–	–	Not filed
Courier Capital LLC	–	–	–	–	Not filed
ICICI Prudential Asset Management Co Ltd	–	–	–	–	Not filed
Cambient Family Office, LLC	–	–	–	–	Not filed
International Assets Investment Management, LLC	–	–	–	–	Not filed
Westover Capital Advisors, LLC	–	–	–	–	Not filed
Parr McKnight Wealth Management Group, LLC	–	–	–	–	Not filed
Ayrshire Capital Management LLC	–	–	–	–	Not filed
S-Bank Fund Management Ltd	–	–	–	–	Not filed
Rehmann Capital Advisory Group	–	–	–	–	Not filed
RAM Investment Partners, LLC	–	–	–	–	Not filed
Fiduciary Group LLC	–	–	–	–	Not filed
Connecticut Wealth Management, LLC	–	–	–	–	Not filed
180 Wealth Advisors, LLC	–	–	–	–	Not filed
Hendley & Co Inc	–	–	–	–	Not filed
Narwhal Capital Management	–	–	–	–	Not filed
Pecaut & Co.	–	–	–	–	Not filed
AdvisorNet Financial, Inc	–	–	–	–	Not filed
Clear Creek Financial Management, LLC	–	–	–	–	Not filed
Chronos Wealth Management, LLC	–	–	–	–	Not filed
Milestone Asset Management, LLC	–	–	–	–	Not filed
Jasper Ridge Partners, L.P.	–	–	–	–	Not filed
Indiana Trust & Investment Management CO	–	–	–	–	Not filed
Gibraltar Capital Management, Inc.	–	–	–	–	Not filed
Delta Financial Advisors LLC	–	–	–	–	Not filed
HighPoint Advisor Group LLC	–	–	–	–	Not filed
Physicians Financial Services, Inc.	–	–	–	–	Not filed
Wealth Group, Ltd.	–	–	–	–	Not filed
Banque Pictet & Cie SA	–	–	–	–	Not filed
Certified Advisory Corp	–	–	–	–	Not filed
Jackson Square Capital, LLC	–	–	–	–	Not filed
RFG Advisory, LLC	–	–	–	–	Not filed
Holderness Investments Co	–	–	–	–	Not filed
Hudson Value Partners, LLC	–	–	–	–	Not filed
Ronald Blue Trust, Inc.	–	–	–	–	Not filed
Dana Investment Advisors, Inc.	–	–	–	–	Not filed
Harbor Investment Advisory, LLC	–	–	–	–	Not filed
Pacific Sage Partners, LLC	–	–	–	–	Not filed
Bank of Stockton	–	–	–	–	Not filed
Covington Investment Advisors Inc.	–	–	–	–	Not filed
Palumbo Wealth Management LLC	–	–	–	–	Not filed
Diamant Asset Management, Inc.	–	–	–	–	Not filed
Wedmont Private Capital	–	–	–	–	Not filed
Sitrin Capital Management LLC	–	–	–	–	Not filed
Ardent Capital Management, Inc.	–	–	–	–	Not filed
Inspire Trust Co, N.A.	–	–	–	–	Not filed
Dorsey & Whitney Trust CO LLC	–	–	–	–	Not filed
Atlantic Trust, LLC	–	–	–	–	Not filed
HBK Sorce Advisory LLC	–	–	–	–	Not filed
Numerai GP LLC	–	–	–	–	Not filed
River Wealth Advisors LLC	–	–	–	–	Not filed
Hillsdale Investment Management Inc.	–	–	–	–	Not filed
Bell & Brown Wealth Advisors, LLC	–	–	–	–	Not filed
Bellevue Asset Management, LLC	–	–	–	–	Not filed
Agp Franklin, LLC	–	–	–	–	Not filed
Woodmont Investment Counsel LLC	–	–	–	–	Not filed
Weik Capital Management	–	–	–	–	Not filed
Bradyco, Inc.	–	–	–	–	Not filed
Parisi Gray Wealth Management	–	–	–	–	Not filed
WealthPLAN Partners, LLC	–	–	–	–	Not filed
Sage Capital Advisors,llc	–	–	–	–	Not filed
Asset Planning,Inc	–	–	–	–	Not filed
Emerald Investment Advisers, LLC	–	–	–	–	Not filed
Twin Capital Management Inc	–	–	–	–	Not filed
Continuum Advisory, LLC	–	–	–	–	Not filed
National Asset Management, Inc.	–	–	–	–	Not filed
Morse Asset Management, Inc	–	–	–	–	Not filed
BTC Capital Management, Inc.	–	–	–	–	Not filed
Manhattan West Asset Management, LLC	–	–	–	–	Not filed
Tranquility Partners, LLC	–	–	–	–	Not filed
KP Management LLC	–	–	–	–	Not filed
Pinnacle Wealth Management Advisory Group, LLC	–	–	–	–	Not filed
Tower View Investment Management & Research LLC	–	–	–	–	Not filed
Modera Wealth Management, LLC	–	–	–	–	Not filed
Leelyn Smith, LLC	–	–	–	–	Not filed
JPL Wealth Management, LLC	–	–	–	–	Not filed
Sargent Investment Group, LLC	–	–	–	–	Not filed
Knightsbridge Asset Management, LLC	–	–	–	–	Not filed