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
B.O.S.S. Retirement Advisors, LLC	–	–	–	–	Not filed
Elk River Wealth Management, LLC	–	–	–	–	Not filed
Verition Fund Management LLC	–	–	–	–	Not filed
Baker Ellis Asset Management LLC	–	–	–	–	Not filed
Raab & Moskowitz Asset Management LLC	–	–	–	–	Not filed
Peterson Wealth Services	–	–	–	–	Not filed
Palisade Capital Management LLC	–	–	–	–	Not filed
Regency Capital Management Inc.	–	–	–	–	Not filed
Foundations Investment Advisors, LLC	–	–	–	–	Not filed
Ipswich Investment Management Co., Inc.	–	–	–	–	Not filed
Geneos Wealth Management Inc.	–	–	–	–	Not filed
NBT Bank N A	–	–	–	–	Not filed
Modern Wealth Management, LLC	–	–	–	–	Not filed
German American Bancorp, Inc.	–	–	–	–	Not filed
Adams Diversified Equity Fund, Inc.	–	–	–	–	Not filed
King Wealth	–	–	–	–	Not filed
Buckley Wealth Management, LLC	–	–	–	–	Not filed
First Foundation Advisors	–	–	–	–	Not filed
W.G. Shaheen & Associates DBA Whitney & Co	–	–	–	–	Not filed
Brasada Capital Management, LP	–	–	–	–	Not filed
Advisors Preferred, LLC	–	–	–	–	Not filed
MUFG Securities Americas Inc.	–	–	–	–	Not filed
RKL Wealth Management LLC	–	–	–	–	Not filed
Simmons Bank	–	–	–	–	Not filed
Cypress Asset Management Inc	–	–	–	–	Not filed
TCG Advisory Services, LLC	–	–	–	–	Not filed
Perennial Advisors, LLC	–	–	–	–	Not filed
Whalerock Point Partners, LLC	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Coleford Investment Management Ltd.	–	–	–	–	Not filed
Central Bank & Trust Co	–	–	–	–	Not filed
Sienna Gestion	–	–	–	–	Not filed
Level Four Advisory Services, LLC	–	–	–	–	Not filed
KKM Financial LLC	–	–	–	–	Not filed
Great Valley Advisor Group, Inc.	–	–	–	–	Not filed
VestGen Advisors, LLC	–	–	–	–	Not filed
North Dakota State Investment Board	–	–	–	–	Not filed
Gouws Capital LLC	–	–	–	–	Not filed
Vision Capital Management, Inc.	–	–	–	–	Not filed
Resources Management Corp	–	–	–	–	Not filed
Moneta Group Investment Advisors LLC	–	–	–	–	Not filed
PKO Investment Management Joint-Stock Co	–	–	–	–	Not filed
Van Hulzen Asset Management, LLC	–	–	–	–	Not filed
Savvy Advisors, Inc.	–	–	–	–	Not filed
Capital Investment Counsel, LLC	–	–	–	–	Not filed
Trust Co of Virginia	–	–	–	–	Not filed
Kozak & Associates, Inc.	–	–	–	–	Not filed
First National Trust Co	–	–	–	–	Not filed
Lakeside Advisors, INC.	–	–	–	–	Not filed
Petredis Investment Advisors LLC	–	–	–	–	Not filed
Richards, Merrill & Peterson, Inc.	–	–	–	–	Not filed
Wilsey Asset Management Inc	–	–	–	–	Not filed
Vision Retirement, LLC	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
Farmers & Merchants Trust Co of Long Beach	–	–	–	–	Not filed
S.E.E.D. Planning Group LLC	–	–	–	–	Not filed
LMCG Investments, LLC	–	–	–	–	Not filed
CFM Wealth Partners LLC	–	–	–	–	Not filed
Strategic Wealth Designers	–	–	–	–	Not filed
Prosperity Consulting Group, LLC	–	–	–	–	Not filed
Summit Global Investments	–	–	–	–	Not filed
Ramsay, Stattman, Vela & Price, Inc.	–	–	–	–	Not filed
De Burlo Group Inc	–	–	–	–	Not filed
Tompkins Financial Corp	–	–	–	–	Not filed
Blue Fin Capital, Inc.	–	–	–	–	Not filed
Texas Yale Capital Corp.	–	–	–	–	Not filed
Ossiam	–	–	–	–	Not filed
Infusive Asset Management Inc.	–	–	–	–	Not filed
Silicon Valley Capital Partners	–	–	–	–	Not filed
Kercheville Advisors, LLC	–	–	–	–	Not filed
WCG Wealth Advisors LLC	–	–	–	–	Not filed
Texas Capital Bank Wealth Management Services Inc	–	–	–	–	Not filed
WealthPlan Investment Management, LLC	–	–	–	–	Not filed
Principal Securities, Inc.	–	–	–	–	Not filed
Wesbanco Bank Inc	–	–	–	–	Not filed
Fifth Third Wealth Advisors LLC	–	–	–	–	Not filed
Bradley & Co. Private Wealth Management, LLC	–	–	–	–	Not filed
Securian Asset Management, Inc	–	–	–	–	Not filed
Belpointe Asset Management LLC	–	–	–	–	Not filed
Clarity Wealth Advisors, LLC	–	–	–	–	Not filed
Algert Global LLC	–	–	–	–	Not filed
Sigma Investment Counselors Inc	–	–	–	–	Not filed
Greenleaf Trust	–	–	–	–	Not filed
Falcon Wealth Planning	–	–	–	–	Not filed
Bensler, LLC	–	–	–	–	Not filed
Rice Partnership, LLC	–	–	–	–	Not filed
American Money Management, LLC	–	–	–	–	Not filed
Atria Investments LLC	–	–	–	–	Not filed
Kentucky Retirement Systems Insurance Trust Fund	–	–	–	–	Not filed
Canada Post Corp Registered Pension Plan	–	–	–	–	Not filed
Peachtree Investment Partners, LLC	–	–	–	–	Not filed
Chokshi & Queen Wealth Advisors, Inc	–	–	–	–	Not filed
Angeles Wealth Management, LLC	–	–	–	–	Not filed
Boston Common Asset Management, LLC	–	–	–	–	Not filed
Broadleaf Partners, LLC	–	–	–	–	Not filed
Atomi Financial Group, Inc.	–	–	–	–	Not filed
1st Source Bank	–	–	–	–	Not filed
Integrated Advisors Network LLC	–	–	–	–	Not filed
Nations Financial Group Inc,	–	–	–	–	Not filed
Index Fund Advisors, Inc.	–	–	–	–	Not filed