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: 44; +3 vs. Q2 2026
Shares held: 311.9K; −8.82K (−2.7%) vs. Q2 2026
Total value: $284.0M; −$16.1M (−5.3%) vs. Q2 2026
New holders: 3; 9 more added
Sold out: 0; 25 more reduced

4,220 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
Etesian Wealth Advisors, Inc.	–	–	–	–	Not filed
Midwest Professional Planners, LTD.	–	–	–	–	Not filed
Somerset Trust Co	–	–	–	–	Not filed
New Hampshire Trust	–	–	–	–	Not filed
Left Brain Wealth Management, LLC	–	–	–	–	Not filed
Bamco Inc	–	–	–	–	Not filed
Harold Davidson & Associates Inc.	–	–	–	–	Not filed
TRUE Private Wealth Advisors	–	–	–	–	Not filed
Clean Yield Group	–	–	–	–	Not filed
TCTC Holdings, LLC	–	–	–	–	Not filed
Family Legacy, Inc.	–	–	–	–	Not filed
Darwins River Capital, LP	–	–	–	–	Not filed
Cohen Capital Management, Inc.	–	–	–	–	Not filed
Trustmark National Bank Trust Department	–	–	–	–	Not filed
Rheos Capital Works Inc.	–	–	–	–	Not filed
Excelsior Advisor Network LLC	–	–	–	–	Not filed
HWG Holdings LP	–	–	–	–	Not filed
Allen Investment Management LLC	–	–	–	–	Not filed
Parcion Private Wealth LLC	–	–	–	–	Not filed
Linscomb & Williams, Inc.	–	–	–	–	Not filed
Csenge Advisory Group	–	–	–	–	Not filed
Pine Haven Investment Counsel, Inc	–	–	–	–	Not filed
Ascent Wealth Partners, LLC	–	–	–	–	Not filed
Investors Portfolio Services LLC	–	–	–	–	Not filed
Norden Group LLC	–	–	–	–	Not filed
SevenBridge Financial Group, LLC	–	–	–	–	Not filed
Bank of New Hampshire	–	–	–	–	Not filed
William Allan, LLC	–	–	–	–	Not filed
Resonant Capital Advisors, LLC	–	–	–	–	Not filed
McDonough Capital Management, Inc	–	–	–	–	Not filed
Baxter Bros Inc	–	–	–	–	Not filed
Sepio Capital, LP	–	–	–	–	Not filed
Valicenti Advisory Services Inc	–	–	–	–	Not filed
Ghe, LLC	–	–	–	–	Not filed
Mirador Capital Partners LP	–	–	–	–	Not filed
Aviso Wealth Management	–	–	–	–	Not filed
Edgestream Partners, L.P.	–	–	–	–	Not filed
Archford Capital Strategies, LLC	–	–	–	–	Not filed
Argentarii, LLC	–	–	–	–	Not filed
Lincluden Management Ltd	–	–	–	–	Not filed
Centric Wealth Management	–	–	–	–	Not filed
Linden Thomas Advisory Services, LLC	–	–	–	–	Not filed
Aaron Wealth Advisors	–	–	–	–	Not filed
Generali Investments CEE, investicni spolecnost, a.s.	–	–	–	–	Not filed
Convergence Financial, LLC	–	–	–	–	Not filed
B&L Asset Management LLC	–	–	–	–	Not filed
Curtis Advisory Group, LLC	–	–	–	–	Not filed
Tritonpoint Wealth, LLC	–	–	–	–	Not filed
LM Advisors LLC	–	–	–	–	Not filed
Ausdal Financial Partners, Inc.	–	–	–	–	Not filed
Romano Brothers and Company	–	–	–	–	Not filed
Intrust Bank NA	–	–	–	–	Not filed
Front Row Advisors LLC	–	–	–	–	Not filed
Rowland & Co Investment Counsel	–	–	–	–	Not filed
Brentview Investment Management LLC	–	–	–	–	Not filed
First Citizens Bank & Trust Co	–	–	–	–	Not filed
Jericho Financial, LLP	–	–	–	–	Not filed
S.A. Mason LLC	–	–	–	–	Not filed
MASTERINVEST Kapitalanlage GmbH	–	–	–	–	Not filed
Allium Financial Advisors, LLC	–	–	–	–	Not filed
Roberts Wealth Advisors, LLC	–	–	–	–	Not filed
Wealth Enhancement Trust Services, Inc.	–	–	–	–	Not filed
Global Wealth Management Investment Advisory, Inc.	–	–	–	–	Not filed
Arvest Bank Trust Division	–	–	–	–	Not filed
Zhang Financial LLC	–	–	–	–	Not filed
Snider Financial Group	–	–	–	–	Not filed
Gamco Investors, Inc. Et Al	–	–	–	–	Not filed
Brady Family Wealth, LLC	–	–	–	–	Not filed
Triglav Skladi, D.O.O.	–	–	–	–	Not filed
Trivant Custom Portfolio Group, LLC	–	–	–	–	Not filed
Stanley-Laman Group, Ltd.	–	–	–	–	Not filed
Chicago Trust Co NA	–	–	–	–	Not filed
CoreCap Advisors, LLC	–	–	–	–	Not filed
Gryphon Financial Partners LLC	–	–	–	–	Not filed
Harrington Investments, INC	–	–	–	–	Not filed
Inlet Private Wealth, LLC	–	–	–	–	Not filed
Eley Financial Management, Inc	–	–	–	–	Not filed
Jump Financial, LLC	–	–	–	–	Not filed
Fruth Investment Management	–	–	–	–	Not filed
Processus Wealth & Capital Management, LLC	–	–	–	–	Not filed
Alapocas Investment Partners, Inc.	–	–	–	–	Not filed
Green Harvest Asset Management LLC	–	–	–	–	Not filed
Sovran Advisors, LLC	–	–	–	–	Not filed
American Trust	–	–	–	–	Not filed
Winton Group Ltd	–	–	–	–	Not filed
Greenfield Savings Bank	–	–	–	–	Not filed
Financiere des Professionnels - Fonds d,investissement inc.	–	–	–	–	Not filed
Investment Research & Advisory Group, Inc.	–	–	–	–	Not filed
Tempo Wealth, LLC	–	–	–	–	Not filed
Financial Engines Advisors L.L.C.	–	–	–	–	Not filed
Banco de Sabadell, S.A	–	–	–	–	Not filed
Pinnacle Bancorp, Inc.	–	–	–	–	Not filed
National Philanthropic Trust	–	–	–	–	Not filed
Alessandra Capital Management, LLC	–	–	–	–	Not filed
PW Nova Financial Services LLC	–	–	–	–	Not filed
Ceera Investments, LLC	–	–	–	–	Not filed
NVWM, LLC	–	–	–	–	Not filed
Huntleigh Advisors, Inc.	–	–	–	–	Not filed
Livforsakringsbolaget Skandia, Omsesidigt	–	–	–	–	Not filed
Meiji Yasuda Asset Management Co Ltd.	–	–	–	–	Not filed