Costco Wholesale Corp
COST- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000909832
No open-market purchases or sales by Costco Wholesale Corp insiders were filed in the last 90 days; 4,260 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, Q2 2026
Institutional positions in Costco Wholesale Corp as of Jun 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
- Institutional holders
- 4,260
- +46 vs. Q1 2026
- Shares held
- 322.8M
- +3.17M (+1.0%) vs. Q1 2026
- Total value
- $301.8B
- −$9.05B (−2.9%) vs. Q1 2026
- New holders
- 203
- 1,734 more added
- Sold out
- 157
- 1,736 more reduced
61 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,260 | $301.8B |
| Q1 2026 | 4,275 | $311.5B |
| Q4 2025 | 4,139 | $272.0B |
| Q3 2025 | 3,942 | $274.4B |
| Q2 2025 | 4,012 | $302.3B |
| Q1 2025 | 3,953 | $287.8B |
| Q4 2024 | 3,942 | $279.6B |
| Q3 2024 | 3,591 | $266.7B |
| Q2 2024 | 3,527 | $258.3B |
| Q1 2024 | 3,420 | $222.0B |
| Q4 2023 | 3,344 | $201.0B |
| Q3 2023 | 3,078 | $169.9B |
| Q2 2023 | 3,042 | $162.0B |
| Q1 2023 | 2,944 | $149.2B |
| Q4 2022 | 2,939 | $137.2B |
| Q3 2022 | 2,826 | $141.6B |
| Q2 2022 | 2,785 | $143.4B |
| Q1 2022 | 2,863 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gillespie Robinson & Grimm Inc | 474 | $443.4K | 0.03% | −4−0.8% | Reduced |
| Cape Ann Savings Bank | 474 | $443.4K | 0.21% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 475 | $444.3K | 0.10% | +120+33.8% | Added |
| Hanlon Investment Management, Inc. | 475 | $444.4K | 0.24% | +36+8.2% | Added |
| Warwick Investment Management, Inc. | 477 | $446.3K | 0.05% | −5−1.0% | Reduced |
| Wingate Wealth Advisors, Inc. | 477 | $446.6K | 0.20% | +47+10.9% | Added |
| Signet Private Wealth LLC | 478 | $446.9K | 0.36% | −3−0.6% | Reduced |
| SOA Wealth Advisors, LLC. | 6,631 | $447.1K | 0.08% | −11,138−62.7% | Reduced |
| Saxon Interests, Inc. | 479 | $448.1K | 0.12% | −8−1.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 480 | $449.1K | 0.10% | −37−7.2% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 480 | $449.4K | 0.05% | +44+10.1% | Added |
| Johnson Bixby & Associates, LLC | 481 | $449.5K | 0.05% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 481 | $449.5K | 0.06% | −10−2.0% | Reduced |
| Morris Financial Concepts, Inc. | 483 | $451.6K | 0.14% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 483 | $451.9K | 0.22% | +483 | New |
| Sachetta, LLC | 483 | $452.1K | 0.22% | +34+7.6% | Added |
| Lighthouse Financial Services Inc | 490 | $452.8K | 0.10% | +1+0.2% | Added |
| ASL Financial, LLC | 484 | $452.8K | 0.32% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 484 | $452.8K | 0.08% | +23+5.0% | Added |
| Rather & Kittrell, Inc. | 484 | $452.9K | 0.06% | +9+1.9% | Added |
| American Capital Advisory, LLC | 484 | $453.0K | 0.17% | −411−45.9% | Reduced |
| Founders Grove Wealth Partners, LLC | 485 | $453.7K | 0.09% | +144+42.2% | Added |
| Mma Asset Management LLC | 486 | $454.9K | 0.14% | −2−0.4% | Reduced |
| Syntegra Private Wealth Group, LLC | 487 | $455.6K | 0.04% | +20+4.3% | Added |
| Ares Financial Consulting, LLC | 489 | $457.7K | 0.33% | 00.0% | Unchanged |
| Christensen, King & Associates Investment Services, Inc. | 489 | $457.8K | 0.18% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 489 | $457.8K | 0.05% | +107+28.0% | Added |
| Ring Mountain Capital, LLC | 490 | $458.6K | 0.19% | +19+4.0% | Added |
| Convergence Investment Partners, LLC | 491 | $459.0K | 0.04% | −79−13.9% | Reduced |
| Vicus Capital | 491 | $459.3K | 0.03% | +107+27.9% | Added |
| Shulman DeMeo Asset Management LLC | 492 | $460.0K | 0.09% | +4+0.8% | Added |
| Griffith & Werner, Inc. | 492 | $460.0K | 0.22% | +122+33.0% | Added |
| Braun-Bostich & Associates Inc. | 492 | $460.3K | 0.26% | +24+5.1% | Added |
| Rare Wolf Capital LLC | 492 | $460.3K | 0.30% | +179+57.2% | Added |
| Team Financial Group, LLC | 492 | $460.4K | 0.20% | 00.0% | Unchanged |
| Five Pine Wealth Management | 492 | $460.6K | 0.26% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 493 | $461.2K | 0.08% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 493 | $461.2K | 0.02% | 00.0% | Unchanged |
| Schaeffer Financial LLC | 493 | $461.2K | 0.36% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 495 | $463.1K | 0.35% | +56+12.8% | Added |
| Harmony Asset Management LLC | 495 | $463.1K | 0.12% | 00.0% | Unchanged |
| GSG Advisors LLC | 496 | $463.7K | 0.10% | −13−2.6% | Reduced |
| WealthCollab, LLC | 496 | $464.0K | 0.17% | +59+13.5% | Added |
| Firethorn Wealth Partners, LLC | 498 | $465.8K | 0.15% | +57+12.9% | Added |
| Mayfair Advisory Group, LLC | 499 | $466.2K | 0.14% | +76+18.0% | Added |
| McDonald Partners LLC | 499 | $466.8K | 0.11% | +136+37.5% | Added |
| Bouchey Financial Group Ltd | 499 | $467.0K | 0.03% | −48−8.8% | Reduced |
| Wick Capital Partners, LLC | 500 | $467.3K | 0.07% | +92+22.5% | Added |
| JMG Financial Group, Ltd. | 500 | $467.7K | 0.01% | −28−5.3% | Reduced |
| Eight 31 Financial LLC | 500 | $467.7K | 0.28% | −25−4.8% | Reduced |
| Avenir Corp | 500 | $467.7K | 0.06% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 500 | $467.7K | 0.28% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 500 | $467.7K | 0.34% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 500 | $467.7K | 0.31% | +45+9.9% | Added |
| Yarger Wealth Strategies, LLC | 511 | $467.9K | 0.17% | +20+4.1% | Added |
| Elite Financial, Inc. | 501 | $468.0K | 0.19% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 500 | $468.1K | 0.16% | −28−5.3% | Reduced |
| Cornerstone Enterprises, LLC | 501 | $468.7K | 0.21% | +5+1.0% | Added |
| Lorne Steinberg Wealth Management Inc. | 501 | $468.7K | 0.10% | +22+4.6% | Added |
| BCS Wealth Management | 501 | $468.7K | 0.08% | −9−1.8% | Reduced |
| Equity Wealth Partners, LLC | 502 | $469.4K | 0.17% | +11+2.2% | Added |
| Green Ridge Wealth Planning LLC | 502 | $469.6K | 0.20% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 503 | $470.5K | 0.11% | −69−12.1% | Reduced |
| Windsor Capital Management, LLC | 503 | $470.5K | 0.12% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 503 | $470.5K | 0.08% | +50+11.0% | Added |
| Fox Run Management, L.L.C. | 503 | $470.5K | 0.08% | +503 | New |
| LifeGoal Wealth Advisors | 504 | $471.5K | 0.22% | +77+18.0% | Added |
| WFA of San Diego, LLC | 491 | $472.0K | 0.39% | −9−1.8% | Reduced |
| DAGCO, Inc. | 505 | $472.3K | 0.09% | −30−5.6% | Reduced |
| Capital Wealth Alliance, LLC | 505 | $472.4K | 0.22% | −7−1.4% | Reduced |
| Campbell Newman Asset Management Inc | 505 | $472.4K | 0.04% | 00.0% | Unchanged |
| Tumwater Wealth Management, LLC | 505 | $472.4K | 0.17% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 505 | $472.6K | 0.06% | −57−10.1% | Reduced |
| Oakmont Investment Advisors, Inc. | 505 | $472.8K | 0.33% | −260−34.0% | Reduced |
| Cambridge Financial Group, LLC | 507 | $473.9K | 0.15% | −32−5.9% | Reduced |
| Greenline Wealth Management LLC | 507 | $474.3K | 0.39% | +23+4.8% | Added |
| Valley National Advisers Inc | 507 | $474.7K | 0.05% | −23−4.3% | Reduced |
| Define Financial, LLC | 507 | $474.7K | 0.22% | +96+23.4% | Added |
| Arvest Investments, Inc. | 509 | $476.2K | 0.06% | −3−0.6% | Reduced |
| Wilkins Investment Counsel Inc | 510 | $477.1K | 0.06% | −100−16.4% | Reduced |
| Mullaney, Keating & Wright, Inc. | 510 | $477.1K | 0.23% | −20−3.8% | Reduced |
| Walker Asset Management, LLC | 510 | $477.5K | 0.24% | −28−5.2% | Reduced |
| Alaethes Wealth LLC | 511 | $478.0K | 0.14% | −50−8.9% | Reduced |
| Index Technologies Group LLC | 512 | $479.0K | 0.38% | +10+2.0% | Added |
| Geneva Partners, LLC | 513 | $480.0K | 0.13% | −5−1.0% | Reduced |
| Heritage Wealth Management, Inc. | 514 | $480.8K | 0.24% | +245+91.1% | Added |
| CAP Partners, LLC | 514 | $480.8K | 0.24% | +15+3.0% | Added |
| ATLas Financial Planning LLC | 514 | $480.9K | 0.39% | −58−10.1% | Reduced |
| Motive Wealth Advisors | 515 | $481.8K | 0.20% | +9+1.8% | Added |
| Ssi Investment Management LLC | 517 | $483.6K | 0.03% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 517 | $483.7K | 0.24% | +10+2.0% | Added |
| Waterfront Wealth Inc. | 529 | $484.7K | 0.08% | +162+44.1% | Added |
| Sit Investment Associates Inc | 519 | $486.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 520 | $486.4K | 0.08% | −138−21.0% | Reduced |
| Fairfield, Bush & Co. | 520 | $486.6K | 0.24% | +52+11.1% | Added |
| National Wealth Management Group, LLC | 520 | $486.7K | 0.15% | +8+1.6% | Added |
| Winslow Asset Management Inc | 521 | $487.0K | 0.08% | −25−4.6% | Reduced |
| Aletheian Wealth Advisors LLC | 521 | $487.4K | 0.21% | +38+7.9% | Added |
| Legacy Wealth Advisors, LLC | 521 | $487.4K | 0.21% | +118+29.3% | Added |
| Wealth Advisors Northwest LLC | 523 | $488.9K | 0.17% | +4+0.8% | Added |