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
Sculati Wealth Management, LLC	–	–	–	–	Not filed
Manchester Capital Management LLC	–	–	–	–	Not filed
Signature Estate & Investment Advisors LLC	–	–	–	–	Not filed
Proficio Capital Partners LLC	–	–	–	–	Not filed
Commonwealth Financial Services, LLC	–	–	–	–	Not filed
Carl P. Sherr & Co., LLC	–	–	–	–	Not filed
Advisor OS, LLC	–	–	–	–	Not filed
Shelter Rock Management, LLC	–	–	–	–	Not filed
TIAA Wealth Investment Management LLC	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Facet Wealth, Inc.	–	–	–	–	Not filed
Capital Performance Advisors LLP	–	–	–	–	Not filed
Channel Wealth LLC	–	–	–	–	Not filed
Boothbay Fund Management, LLC	–	–	–	–	Not filed
Cladis Investment Advisory, LLC	–	–	–	–	Not filed
Tocqueville Asset Management L.P.	–	–	–	–	Not filed
Sandro Wealth Management LLC	–	–	–	–	Not filed
Insight Advisors, LLC	–	–	–	–	Not filed
Purkiss Capital Advisors LLC	–	–	–	–	Not filed
Founders Financial Securities LLC	–	–	–	–	Not filed
Torrey Growth & Income Advisors	–	–	–	–	Not filed
CNB Bank	–	–	–	–	Not filed
SS&H Financial Advisors, Inc.	–	–	–	–	Not filed
Hilltop Partners LLC	–	–	–	–	Not filed
New Age Alpha Advisors, LLC	–	–	–	–	Not filed
Lakeshore Capital Group, Inc.	–	–	–	–	Not filed
Alta Wealth Advisors LLC	–	–	–	–	Not filed
DB&C Advisors, LLC	–	–	–	–	Not filed
Clear Harbor Asset Management, LLC	–	–	–	–	Not filed
Prestige Wealth Management Group LLC	–	–	–	–	Not filed
Valley Brook Capital Group	–	–	–	–	Not filed
Johnson Financial Group, Inc.	–	–	–	–	Not filed
Chemistry Wealth Management LLC	–	–	–	–	Not filed
RNC Capital Management LLC	–	–	–	–	Not filed
Figure 8 Investment Strategies LLC	–	–	–	–	Not filed
Frec Markets, Inc.	–	–	–	–	Not filed
Edmond de Rothschild Holding S.A.	–	–	–	–	Not filed
Tradition Wealth Management, LLC	–	–	–	–	Not filed
Avalon Trust Co	–	–	–	–	Not filed
St. Nicholas Private Asset Management, Inc	–	–	–	–	Not filed
Value Partners Investments Inc.	–	–	–	–	Not filed
Cornerstone Advisory, LLC	–	–	–	–	Not filed
Chatham Capital Group, Inc.	–	–	–	–	Not filed
Third View Private Wealth, LLC	–	–	–	–	Not filed
Mitchell & Pahl Private Wealth, LLC	–	–	–	–	Not filed
Mainsail Financial Group, LLC	–	–	–	–	Not filed
Westpac Banking Corp	–	–	–	–	Not filed
Woodard & Co Asset Management Group Inc	–	–	–	–	Not filed
Verus Capital Partners, LLC	–	–	–	–	Not filed
Summit Place Financial Advisors, LLC	–	–	–	–	Not filed
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	–	–	–	–	Not filed
Visionary Wealth Advisors	–	–	–	–	Not filed
U S Wealth Group, LLC.	–	–	–	–	Not filed
Westbourne Investments, Inc.	–	–	–	–	Not filed
Davidson Capital Management Inc.	–	–	–	–	Not filed
Cpwa, LLC	–	–	–	–	Not filed
Aft, Forsyth & Sober, LLC	–	–	–	–	Not filed
Financial Network Wealth Management LLC	–	–	–	–	Not filed
Cornell Pochily Investment Advisors, Inc.	–	–	–	–	Not filed
Quadrant Private Wealth Management, LLC	–	–	–	–	Not filed
JM2 Capital Inc.	–	–	–	–	Not filed
Atticus Wealth Management, LLC	–	–	–	–	Not filed
Graybill Bartz & Assoc Ltd	–	–	–	–	Not filed
Wealth Management Partners, LLC	–	–	–	–	Not filed
Mairs & Power Inc	–	–	–	–	Not filed
Fisher Funds Management LTD	–	–	–	–	Not filed
First County Bank	–	–	–	–	Not filed
Fortis Group Advisors, LLC	–	–	–	–	Not filed
BlackDiamond Wealth Management Inc.	–	–	–	–	Not filed
Caldwell Sutter Capital, Inc.	–	–	–	–	Not filed
Capital Investment Advisory Services, LLC	–	–	–	–	Not filed
Hixon Zuercher, LLC	–	–	–	–	Not filed
Cutler Investment Counsel LLC	–	–	–	–	Not filed
Commons Capital, LLC	–	–	–	–	Not filed
Garrett Investment Advisors LLC	–	–	–	–	Not filed
XTX Topco Ltd	–	–	–	–	Not filed
Agate Pass Investment Management, LLC	–	–	–	–	Not filed
Naples Global Advisors, LLC	–	–	–	–	Not filed
Stokes Family Office, LLC	–	–	–	–	Not filed
Focused Alpha, LLC	–	–	–	–	Not filed
Integral Investment Advisors, Inc.	–	–	–	–	Not filed
FWL Investment Management, LLC	–	–	–	–	Not filed
Plancorp, LLC	–	–	–	–	Not filed
One Degree Advisors Inc	–	–	–	–	Not filed
Seneschal Advisors, LLC	–	–	–	–	Not filed
Strategic Financial Services, Inc,	–	–	–	–	Not filed
Root Financial Partners, LLC	–	–	–	–	Not filed
AlphaStar Capital Management, LLC	–	–	–	–	Not filed
Toth Financial Advisory Corp	–	–	–	–	Not filed
Vivid Wealth Management, LLC	–	–	–	–	Not filed
Guidance Capital, Inc	–	–	–	–	Not filed
Supplemental Annuity Collective Trust of NJ	–	–	–	–	Not filed
BBR Partners, LLC	–	–	–	–	Not filed
Advisory Alpha, LLC	–	–	–	–	Not filed
PCM Encore, LLC	–	–	–	–	Not filed
TD Private Client Wealth LLC	–	–	–	–	Not filed
Farmers & Merchants Trust Co of Chambersburg PA	–	–	–	–	Not filed
NovaPoint Capital, LLC	–	–	–	–	Not filed
Smith Chas P & Associates Pa Cpas	–	–	–	–	Not filed
Cidel Asset Management Inc	–	–	–	–	Not filed