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; 4,261 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, 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
- 4,261
- +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
- 1,737 more reduced
60 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 | 4,261 | $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 |
|---|---|---|---|---|---|
| Detalus Advisors, LLC | 523 | $489.2K | 0.10% | +27+5.4% | Added |
| Narus Financial Partners, LLC | 523 | $489.6K | 0.13% | −25−4.6% | Reduced |
| Investment Planning Advisors, Inc. | 523 | $489.7K | 0.11% | +135+34.8% | Added |
| LifePlan Investment Advisors, Inc. | 527 | $492.9K | 0.17% | +117+28.5% | Added |
| SPG Advisors LLC | 527 | $493.1K | 8.88% | −10−1.9% | Reduced |
| Johnson Financial Group, LLC | 528 | $493.9K | 0.03% | +255+93.4% | Added |
| Meridian Financial Partners LLC | 539 | $494.2K | 0.17% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 530 | $495.8K | 0.22% | −1,460−73.4% | Reduced |
| PCG Wealth Advisors, LLC | 530 | $495.9K | 0.11% | −9−1.7% | Reduced |
| Ankerstar Wealth, LLC | 530 | $495.9K | 0.42% | +23+4.5% | Added |
| High Note Wealth, LLC | 531 | $496.7K | 0.08% | +1+0.2% | Added |
| Omnia Family Wealth, LLC | 531 | $496.7K | 0.13% | +24+4.7% | Added |
| Unconventional Investor, LLC | 532 | $497.7K | 0.21% | 00.0% | Unchanged |
| Insight Inv LLC | 533 | $498.6K | 0.24% | 00.0% | Unchanged |
| Kingstone Capital Partners Texas, LLC | 534 | $499.4K | 0.27% | +1+0.2% | Added |
| First Community Trust NA | 534 | $499.5K | 0.23% | 00.0% | Unchanged |
| Mane Global Capital Management LP | 534 | $499.5K | 0.04% | +132+32.8% | Added |
| Innova Wealth Partners | 534 | $499.7K | 0.21% | 00.0% | Unchanged |
| Smart Money Group LLC | 535 | $500.5K | 0.13% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 535 | $500.5K | 0.09% | −230−30.1% | Reduced |
| Dale Q Rice Investment Management Ltd | 537 | $502.3K | 0.27% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 537 | $502.4K | 0.11% | +6+1.1% | Added |
| Tannin Capital LLC | 538 | $503.3K | 0.33% | −63−10.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 539 | $504.2K | 0.04% | −12−2.2% | Reduced |
| Bell Investment Advisors, Inc | 539 | $504.2K | 0.07% | +72+15.4% | Added |
| NewSquare Capital LLC | 539 | $504.2K | 0.04% | +55+11.4% | Added |
| Oakmont Advisory Group, LLC | 540 | $504.8K | 0.42% | −264−32.8% | Reduced |
| Adkins Seale Capital Management LLC | 540 | $505.2K | 0.45% | −7−1.3% | Reduced |
| Rahlfs Capital, LLC | 540 | $505.2K | 0.37% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 541 | $506.1K | 0.25% | +40+8.0% | Added |
| First Fiduciary Investment Counsel, Inc. | 542 | $507.0K | 0.10% | −45−7.7% | Reduced |
| Medallion Wealth Advisors, LLC | 542 | $507.0K | 0.17% | −190−26.0% | Reduced |
| CWS Financial Advisors, LLC | 546 | $510.4K | 0.11% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 546 | $510.8K | 0.06% | +5+0.9% | Added |
| Spartan Planning & Wealth Management | 546 | $510.8K | 0.34% | −393−41.9% | Reduced |
| Elevated Capital Advisors, LLC | 547 | $511.6K | 0.14% | −315−36.5% | Reduced |
| KFA Private Wealth Group, LLC | 547 | $512.1K | 0.12% | −215−28.2% | Reduced |
| Thomasville National Bank | 549 | $513.6K | 0.03% | +549 | New |
| Culbertson A N & Co Inc | 550 | $514.5K | 0.06% | −35−6.0% | Reduced |
| Matrix Asset Advisors Inc | 551 | $515.1K | 0.04% | −8−1.4% | Reduced |
| Bayban | 551 | $515.4K | 0.40% | −20−3.5% | Reduced |
| Blankinship & Foster, LLC | 551 | $515.5K | 0.10% | −100−15.4% | Reduced |
| Sulzberger Capital Advisors, Inc. | 554 | $518.3K | 0.51% | −14−2.5% | Reduced |
| TFB Advisors LLC | 554 | $518.3K | 0.23% | +11+2.0% | Added |
| Legacy Financial Strategies, LLC | 554 | $518.6K | 0.08% | +65+13.3% | Added |
| Rodgers & Associates, LTD | 556 | $520.2K | 0.05% | 00.0% | Unchanged |
| Triumph Capital Management | 557 | $520.9K | 0.09% | +5+0.9% | Added |
| Torrey-Payne Wealth Management, LLC | 557 | $521.1K | 0.43% | +6+1.1% | Added |
| Investment Management Trust, LLC | 558 | $521.7K | 0.47% | +1+0.2% | Added |
| Palogic Value Management, L.P. | 558 | $522.0K | 0.18% | 00.0% | Unchanged |
| Hanover Advisors Inc | 558 | $522.0K | 0.19% | +3+0.5% | Added |
| Creative Capital Management Investments LLC | 559 | $522.9K | 0.12% | −13−2.3% | Reduced |
| von Borstel & Associates, Inc. | 560 | $523.0K | 0.11% | −51−8.3% | Reduced |
| Acorn Wealth Advisors, LLC | 559 | $523.2K | 0.13% | −5−0.9% | Reduced |
| Legend Capital Advisors LLC | 561 | $524.8K | 0.29% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 561 | $525.2K | 0.13% | −30−5.1% | Reduced |
| Copia Wealth Management | 563 | $526.7K | 0.32% | −42−6.9% | Reduced |
| Kachkovsky & Fisher, Inc. | 564 | $527.4K | 0.51% | +564 | New |
| Core Wealth Advisors, Inc. | 564 | $528.1K | 0.11% | +54+10.6% | Added |
| Deseret Mutual Benefit Administrators | 565 | $528.5K | 0.17% | −15−2.6% | Reduced |
| Austin Wealth Management, LLC | 562 | $528.7K | 0.11% | −117−17.2% | Reduced |
| Concorde Asset Management, LLC | 565 | $528.9K | 0.31% | +7+1.3% | Added |
| Smith, Salley & Associates | 569 | $532.1K | 0.02% | +77+15.7% | Added |
| Prudent Investors Network | 570 | $533.2K | 0.10% | −48−7.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 571 | $534.0K | 0.08% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 571 | $534.2K | 0.07% | −211−27.0% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 572 | $534.7K | 0.13% | +113+24.6% | Added |
| Summit Wealth & Retirement Planning, Inc. | 573 | $536.0K | 0.11% | −30−5.0% | Reduced |
| Abner Herrman & Brock LLC | 575 | $538.0K | 0.05% | +59+11.4% | Added |
| Quantum Financial Partners LLC | 575 | $538.6K | 0.28% | +575 | New |
| First Financial Bankshares Inc | 576 | $538.8K | 0.01% | −1−0.2% | Reduced |
| Family Investment Center, Inc. | 576 | $538.8K | 0.09% | +576 | New |
| LeConte Wealth Management, LLC | 576 | $538.9K | 0.29% | −16−2.7% | Reduced |
| Widmann Financial Services, Inc. | 577 | $539.7K | 0.29% | +220+61.6% | Added |
| Innovative Asset Advisors Group, LLC | 577 | $539.9K | 0.24% | −1−0.2% | Reduced |
| Paradigm Capital Management, LLC | 577 | $540.0K | 0.46% | −15−2.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 577 | $540.0K | 0.10% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 577 | $540.1K | 0.20% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 579 | $541.2K | 0.61% | +30+5.5% | Added |
| Runnymede Capital Advisors, Inc. | 579 | $541.6K | 0.32% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 579 | $542.2K | 0.30% | +7+1.2% | Added |
| Patriot Investment Management Inc. | 581 | $543.9K | 0.03% | −310−34.8% | Reduced |
| PFG Private Wealth Management, LLC | 582 | $544.5K | 0.24% | +110+23.3% | Added |
| Arlington Trust Co LLC | 583 | $545.4K | 0.05% | −55−8.6% | Reduced |
| Francis Financial, Inc. | 584 | $546.3K | 0.09% | +37+6.8% | Added |
| Vertex Planning Partners, LLC | 585 | $547.3K | 0.08% | +7+1.2% | Added |
| Pennsylvania Capital Management Inc | 585 | $547.3K | 0.14% | +20+3.5% | Added |
| Chapin Davis, Inc. | 585 | $547.3K | 0.10% | −130−18.2% | Reduced |
| Lakeshore Financial Planning, Inc. | 586 | $548.7K | 0.18% | +20+3.5% | Added |
| First Commonwealth Financial Corp | 587 | $548.8K | 0.08% | +116+24.6% | Added |
| Exeter Financial, LLC | 587 | $549.4K | 0.21% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 588 | $549.8K | 0.20% | +275+87.9% | Added |
| Adamsbrown Wealth Consultants LLC | 588 | $550.3K | 0.10% | +231+64.7% | Added |
| Ade, LLC | 589 | $551.0K | 0.23% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 590 | $551.9K | 0.12% | +54+10.1% | Added |
| Fulcrum Equity Management | 590 | $552.0K | 0.45% | −20−3.3% | Reduced |
| Accel Wealth Management | 591 | $553.0K | 0.12% | −3−0.5% | Reduced |
| Tobias Financial Advisors, Inc. | 591 | $553.3K | 0.07% | −17−2.8% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 592 | $553.4K | 0.34% | −24−3.9% | Reduced |
| Chesapeake Wealth Management | 592 | $553.8K | 0.16% | −78−11.6% | Reduced |