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 |
|---|---|---|---|---|---|
| Peak Financial Management, Inc. | 665 | $622.4K | 0.14% | 00.0% | Unchanged |
| Close Asset Management Ltd | 666 | $623.0K | 0.02% | −27−3.9% | Reduced |
| Invested Advisors | 666 | $623.0K | 0.55% | +15+2.3% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 666 | $623.4K | 0.32% | +102+18.1% | Added |
| Grey Fox Wealth Advisors, LLC | 669 | $625.9K | 0.10% | +669 | New |
| London & Capital Asset Management Ltd | 673 | $629.5K | 0.01% | +164+32.2% | Added |
| Momentous Wealth Management, Inc. | 674 | $630.3K | 0.32% | +3+0.4% | Added |
| Hiley Hunt Wealth Management | 674 | $630.6K | 0.25% | +1+0.1% | Added |
| Warren Street Wealth Advisors, LLC | 675 | $631.4K | 0.14% | +3+0.4% | Added |
| Keating Investment Counselors Inc | 675 | $631.4K | 0.17% | −175−20.6% | Reduced |
| Asio Capital, LLC | 675 | $631.4K | 0.08% | +10+1.5% | Added |
| Successful Portfolios LLC | 691 | $632.1K | 0.30% | −17−2.4% | Reduced |
| First Growth Capital LLC | 676 | $632.4K | 0.48% | 00.0% | Unchanged |
| SP Asset Management LLC | 677 | $633.5K | 0.05% | +350+107.0% | Added |
| InTrack Investment Management Inc | 678 | $634.5K | 0.31% | +140+26.0% | Added |
| Van Strum & Towne Inc. | 679 | $635.1K | 0.17% | +32+4.9% | Added |
| Twin Tree Management, LP | 679 | $635.2K | 0.10% | −1,604−70.3% | Reduced |
| Nestegg Advisors, Inc. | 680 | $636.4K | 0.45% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 682 | $637.9K | 0.35% | −40−5.5% | Reduced |
| CWC Advisors, LLC. | 682 | $638.0K | 0.28% | −15−2.2% | Reduced |
| SFM, LLC | 682 | $638.3K | 0.33% | +10+1.5% | Added |
| Planning Alternatives Ltd | 683 | $638.9K | 0.07% | −136−16.6% | Reduced |
| OneAscent Family Office, LLC | 684 | $639.9K | 0.32% | +450+192.3% | Added |
| Smith & Howard Wealth Management, LLC | 685 | $641.0K | 0.13% | −37−5.1% | Reduced |
| Optivise Advisory Services LLC | 687 | $642.6K | 0.33% | −11−1.6% | Reduced |
| Elm3 Financial Group, LLC | 687 | $643.0K | 0.44% | −27−3.8% | Reduced |
| Granite Harbor Advisors, Inc. | 688 | $643.6K | 0.25% | +23+3.5% | Added |
| Jackson Thornton Asset Management, LLC | 689 | $644.5K | 0.05% | +179+35.1% | Added |
| Tandem Investment Partners LLC | 690 | $645.5K | 0.50% | −71−9.3% | Reduced |
| Gambit Capital Management, LLC | 691 | $646.4K | 0.38% | +18+2.7% | Added |
| HRC Wealth Management, LLC | 691 | $646.7K | 0.26% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 691 | $647.2K | 0.50% | −230−25.0% | Reduced |
| Greenwood Capital Associates LLC | 692 | $647.3K | 0.06% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 692 | $647.6K | 0.44% | 00.0% | Unchanged |
| Evansbrook LLC | 693 | $648.4K | 0.39% | +44+6.8% | Added |
| Capital Squared Financial LLC | 695 | $649.9K | 0.42% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 695 | $650.3K | 0.07% | +47+7.3% | Added |
| Valtinson Bruner Financial Planning LLC | 698 | $652.8K | 0.16% | +9+1.3% | Added |
| Lee Financial Co | 698 | $652.9K | 0.08% | −33−4.5% | Reduced |
| BIT Capital GmbH | 698 | $653.0K | 0.02% | +698 | New |
| Sage Mountain Advisors LLC | 699 | $653.9K | 0.04% | +139+24.8% | Added |
| BankPlus Wealth Management LLC | 700 | $655.2K | 0.29% | +18+2.6% | Added |
| Scarborough Advisors, LLC | 668 | $656.4K | 0.08% | −67−9.1% | Reduced |
| Correct Capital Wealth Management | 702 | $656.7K | 0.11% | +17+2.5% | Added |
| Peterson Wealth Advisors, LLC | 702 | $656.8K | 0.08% | +53+8.2% | Added |
| Quantum Financial Advisors, LLC | 703 | $657.4K | 0.07% | −7−1.0% | Reduced |
| Sawgrass Asset Management LLC | 703 | $657.6K | 0.09% | 00.0% | Unchanged |
| White Pine Capital LLC | 704 | $658.6K | 0.16% | −6−0.8% | Reduced |
| J. L. Bainbridge & Co., Inc. | 705 | $659.4K | 0.05% | +5+0.7% | Added |
| Tamar Securities, LLC | 706 | $660.1K | 0.06% | −72−9.3% | Reduced |
| Stolz & Associates, PS | 706 | $660.4K | 0.41% | +124+21.3% | Added |
| Prelude Capital Management, LLC | 707 | $661.4K | 0.05% | +707 | New |
| Hendershot Investments Inc. | 708 | $662.3K | 0.09% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 709 | $663.6K | 0.30% | +61+9.4% | Added |
| DRW Securities, LLC | 711 | $665.1K | 0.04% | −8,109−91.9% | Reduced |
| Capstone Investment Advisors, LLC | 711 | $665.1K | 0.00% | −714−50.1% | Reduced |
| Hamilton Capital, LLC | 712 | $666.1K | 0.03% | −18−2.5% | Reduced |
| Rise Advisors, LLC | 712 | $666.4K | 0.19% | −49−6.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 712 | $666.5K | 0.13% | +3+0.4% | Added |
| LVM Capital Management Ltd | 713 | $667.0K | 0.06% | −10−1.4% | Reduced |
| Virtue Asset Management LLC | 714 | $668.1K | 0.47% | −27−3.6% | Reduced |
| Palisade Asset Management, LLC | 715 | $668.9K | 0.06% | +6+0.8% | Added |
| Caliber Wealth Management, LLC | 715 | $669.0K | 0.06% | −4−0.6% | Reduced |
| Orin Green Financial, LLC | 716 | $669.3K | 0.25% | 00.0% | Unchanged |
| Hartmann Taylor Wealth Management, LLC | 672 | $669.6K | 0.44% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 716 | $669.9K | 0.35% | −51−6.6% | Reduced |
| Caitlin John, LLC | 716 | $670.1K | 0.37% | +100+16.2% | Added |
| Dempze Nancy E | 718 | $671.7K | 0.32% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 720 | $673.9K | 0.05% | −5−0.7% | Reduced |
| Eaton Financial Holdings Company, LLC | 721 | $674.4K | 0.19% | +18+2.6% | Added |
| Emerald Advisers, LLC | 721 | $674.5K | 0.02% | −10−1.4% | Reduced |
| Tarbox Family Office, Inc. | 721 | $674.5K | 0.10% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 721 | $674.5K | 0.20% | +113+18.6% | Added |
| Private Client Services, LLC | 722 | $675.7K | 0.18% | −6−0.8% | Reduced |
| Royal Capital Wealth Management, LLC | 722 | $675.8K | 0.38% | +1+0.1% | Added |
| Cannon Financial Strategists, Inc. | 722 | $675.8K | 0.08% | +445+160.6% | Added |
| EdgeRock Capital LLC | 723 | $676.0K | 0.16% | −68−8.6% | Reduced |
| Pine Harbor Wealth Management, LLC | 725 | $677.8K | 0.18% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 725 | $678.2K | 0.19% | 00.0% | Unchanged |
| Langley Wealth Management, LLC | 726 | $679.3K | 0.66% | +726 | New |
| Brucke Financial, Inc. | 728 | $680.8K | 0.30% | −66−8.3% | Reduced |
| Braeburn Wealth Management LLC | 728 | $680.9K | 0.29% | −101−12.2% | Reduced |
| Collective Family Office LLC | 728 | $681.0K | 0.14% | −12−1.6% | Reduced |
| Rosenberg Matthew Hamilton | 729 | $682.0K | 0.13% | +14+2.0% | Added |
| BOS Asset Management, LLC | 730 | $682.9K | 0.16% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 730 | $682.9K | 0.48% | +699+2,254.8% | Added |
| WealthBridge Capital Management, LLC | 730 | $683.0K | 0.14% | +10+1.4% | Added |
| Flatrock Wealth Partners LLC | 731 | $683.8K | 0.27% | −33−4.3% | Reduced |
| Alpha Zero LLC | 724 | $684.6K | 0.26% | +181+33.3% | Added |
| Accelerate Investment Advisors LLC | 732 | $685.1K | 0.39% | +62+9.3% | Added |
| Clarity Wealth Development LLC | 734 | $686.9K | 0.38% | +59+8.7% | Added |
| Aspen Grove Capital, LLC | 734 | $687.6K | 0.10% | −5−0.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 735 | $688.0K | 0.20% | −51−6.5% | Reduced |
| Tevis Investment Management | 736 | $688.6K | 0.38% | 00.0% | Unchanged |
| Spectrum Investment Advisors, Inc. | 738 | $690.2K | 0.28% | +454+159.9% | Added |
| McRae Capital Management Inc | 738 | $690.4K | 0.14% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 739 | $691.6K | 0.14% | −26−3.4% | Reduced |
| Ninepoint Partners LP | 740 | $692.2K | 0.06% | −1,392−65.3% | Reduced |
| Millstone Evans Group, LLC | 740 | $692.2K | 0.37% | −188−20.3% | Reduced |
| Enzi Wealth | 751 | $692.5K | 0.22% | −1−0.1% | Reduced |