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 |
|---|---|---|---|---|---|
| Independent Family Office, LLC | 742 | $694.1K | 0.28% | −282−27.5% | Reduced |
| Blossom Wealth Management | 743 | $695.0K | 0.98% | +12+1.6% | Added |
| Legacy Wealth Partners, LLC | 745 | $696.9K | 0.16% | −23−3.0% | Reduced |
| AIMZ Investment Advisors, LLC | 746 | $697.9K | 0.19% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 746 | $697.9K | 0.29% | −427−36.4% | Reduced |
| Presidio Capital Management, LLC | 747 | $699.0K | 0.17% | +17+2.3% | Added |
| LeClair Wealth Partners LLC | 747 | $699.1K | 0.36% | +747 | New |
| Scott Capital Advisors, LLC | 748 | $699.5K | 0.11% | +14+1.9% | Added |
| Tiaa Trust, National Association | 748 | $699.7K | 0.04% | −296−28.4% | Reduced |
| Jacobsen Capital Management | 750 | $701.6K | 0.21% | −28−3.6% | Reduced |
| Aua Capital Management, LLC | 750 | $701.6K | 0.33% | 00.0% | Unchanged |
| Corient IA LLC | 750 | $701.6K | 0.65% | +750 | New |
| Sandy Cove Advisors, LLC | 750 | $701.7K | 0.18% | +22+3.0% | Added |
| WJ Wealth Management, LLC | 751 | $702.5K | 0.28% | 00.0% | Unchanged |
| BDFS Capital LLC | 754 | $705.5K | 0.31% | −37−4.7% | Reduced |
| Argos Wealth Advisors, LLC | 755 | $705.9K | 0.19% | +33+4.6% | Added |
| Elite Wealth Management, Inc. | 756 | $707.2K | 0.21% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 756 | $707.2K | 0.25% | 00.0% | Unchanged |
| Elite Life Management LLC | 751 | $707.4K | 0.83% | −26−3.3% | Reduced |
| Firestone Capital Management | 756 | $707.6K | 0.13% | +20+2.7% | Added |
| Swiss Re Ltd | 759 | $710.0K | 0.06% | +679+848.8% | Added |
| Benchmark Financial, LLC | 759 | $710.4K | 0.58% | −38−4.8% | Reduced |
| Essex LLC | 760 | $710.8K | 0.11% | +3+0.4% | Added |
| Strid Group, LLC | 762 | $712.8K | 0.08% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 762 | $713.2K | 0.28% | −68−8.2% | Reduced |
| Seizert Capital Partners, LLC | 763 | $713.8K | 0.03% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 764 | $714.7K | 0.35% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 764 | $714.7K | 0.17% | +47+6.6% | Added |
| White Knight Strategic Wealth Advisors, LLC | 764 | $714.7K | 0.50% | +122+19.0% | Added |
| Ironwood Investment Management LLC | 766 | $716.6K | 0.25% | −153−16.6% | Reduced |
| Trademark Financial Management, LLC | 766 | $717.0K | 0.29% | −12−1.5% | Reduced |
| Affinity Capital Advisors, LLC | 755 | $717.6K | 0.09% | −109−12.6% | Reduced |
| Wealth Management Associates, Inc. | 768 | $718.0K | 0.20% | −11−1.4% | Reduced |
| CMG Global Holdings, LLC | 768 | $718.8K | 0.30% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 769 | $719.4K | 0.18% | −50−6.1% | Reduced |
| Quattro Advisors LLC | 770 | $720.1K | 0.48% | +142+22.6% | Added |
| Empire Financial Management Company, LLC | 770 | $720.3K | 0.29% | 00.0% | Unchanged |
| Smith, Moore & Co. | 770 | $720.7K | 0.05% | −168−17.9% | Reduced |
| Intrua Financial, LLC | 771 | $721.2K | 0.07% | +81+11.7% | Added |
| Templeton & Phillips Capital Management, LLC | 771 | $721.2K | 0.53% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 772 | $722.6K | 0.23% | +329+74.3% | Added |
| 1776 Wealth LLC | 772 | $723.0K | 0.25% | 00.0% | Unchanged |
| Davidson Kahn Capital Management, LLC | 773 | $723.3K | 0.31% | +189+32.4% | Added |
| Coquina Private Wealth LLC | 775 | $725.3K | 0.49% | −66−7.8% | Reduced |
| South Plains Financial, Inc. | 777 | $726.8K | 0.39% | −11−1.4% | Reduced |
| Thompson David Blair | 777 | $726.9K | 0.36% | −29−3.6% | Reduced |
| Investment Partners Asset Management, Inc. | 777 | $726.9K | 0.41% | −2−0.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 777 | $726.9K | 0.20% | +70+9.9% | Added |
| West Wealth Group, LLC | 777 | $727.5K | 0.12% | +67+9.4% | Added |
| KRS Capital Management, LLC | 779 | $728.3K | 0.34% | +12+1.6% | Added |
| Edgemoor Investment Advisors, Inc. | 778 | $728.4K | 0.05% | −7−0.9% | Reduced |
| Shade Tree Advisors LLC | 779 | $728.9K | 0.42% | −35−4.3% | Reduced |
| Financial Planning Hawaii, Inc. | 780 | $729.3K | 0.39% | −6−0.8% | Reduced |
| Charles Schwab Trust Co | 780 | $729.7K | 0.04% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 780 | $729.8K | 0.08% | +67+9.4% | Added |
| PUREfi Wealth, LLC | 780 | $729.9K | 0.40% | +25+3.3% | Added |
| GW&K Investment Management, LLC | 780 | $730.0K | 0.01% | +202+34.9% | Added |
| Horizon Investment Services, LLC | 781 | $731.0K | 0.20% | −4−0.5% | Reduced |
| SGL Investment Advisors, Inc. | 767 | $731.1K | 0.25% | −236−23.5% | Reduced |
| Berkeley Capital Partners, LLC | 782 | $731.4K | 0.15% | +13+1.7% | Added |
| Lantern Wealth Advisors, LLC | 782 | $731.5K | 0.33% | −8−1.0% | Reduced |
| Elevatus Welath Management | 783 | $732.6K | 0.18% | +204+35.2% | Added |
| Tidemark, LLC | 785 | $734.4K | 0.17% | +39+5.2% | Added |
| Seelaus Asset Management LLC | 787 | $736.0K | 0.52% | −587−42.7% | Reduced |
| Old Port Advisors | 789 | $738.1K | 0.15% | −54−6.4% | Reduced |
| 1248 Management, LLC | 790 | $739.0K | 0.29% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 791 | $740.0K | 0.07% | +371+88.3% | Added |
| Signature Equity Partners, LLC | 793 | $742.1K | 0.34% | +363+84.4% | Added |
| M3 Advisory Group, LLC | 795 | $743.4K | 0.39% | −77−8.8% | Reduced |
| Thrive Wealth Management, LLC | 795 | $743.5K | 0.10% | −10−1.2% | Reduced |
| Atlas Capital Advisors LLC | 795 | $743.7K | 0.08% | −4,772−85.7% | Reduced |
| Panoramic Capital Partners, LLC | 795 | $743.7K | 0.35% | −1,003−55.8% | Reduced |
| Heritage Family Offices, LLP | 796 | $744.6K | 0.29% | +138+21.0% | Added |
| Pacific Excel Wealth Advisors, Inc. | 796 | $744.6K | 0.29% | +470+144.2% | Added |
| APCM Wealth Management for Individuals | 796 | $744.7K | 0.08% | +106+15.4% | Added |
| KWMG, LLC | 797 | $745.9K | 0.05% | +8+1.0% | Added |
| Winthrop Partners - WNY, LLC | 799 | $747.4K | 0.37% | 00.0% | Unchanged |
| Capstone Wealth Management, LLC | 799 | $747.5K | 0.35% | +490+158.6% | Added |
| Marathon Trading Investment Management LLC | 800 | $748.4K | 0.09% | +800 | New |
| LifeWealth Investments, LLC | 801 | $749.3K | 0.20% | +13+1.6% | Added |
| GR Financial Group, LLC | 801 | $749.6K | 0.10% | −12−1.5% | Reduced |
| Drucker Wealth 3.0, LLC | 802 | $749.9K | 0.12% | −42−5.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 802 | $750.9K | 0.47% | +25+3.2% | Added |
| Riverview Trust Co | 803 | $751.2K | 0.89% | 00.0% | Unchanged |
| Miller Financial Services LLC | 806 | $753.8K | 0.61% | −35−4.2% | Reduced |
| WNY Asset Management, LLC | 806 | $753.9K | 0.07% | −4−0.5% | Reduced |
| Black Diamond Financial, LLC | 806 | $754.1K | 0.07% | −14−1.7% | Reduced |
| Brick & Kyle, Associates | 759 | $756.1K | 0.25% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 808 | $756.3K | 0.26% | +375+86.6% | Added |
| Cadent Capital Advisors, LLC | 809 | $756.3K | 0.16% | −15−1.8% | Reduced |
| Empirical Asset Management, LLC | 810 | $758.1K | 0.17% | +19+2.4% | Added |
| Stonebridge Financial Group, LLC | 811 | $758.7K | 0.06% | +142+21.2% | Added |
| Capital Financial Group Inc | 811 | $758.7K | 0.40% | −58−6.7% | Reduced |
| Rooted Wealth Advisors, Inc. | 814 | $761.6K | 0.19% | +91+12.6% | Added |
| Verity & Verity, LLC | 815 | $762.4K | 0.05% | −100−10.9% | Reduced |
| Avantra Family Wealth, Inc. | 815 | $762.4K | 0.49% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 815 | $762.5K | 0.08% | 00.0% | Unchanged |
| Evanson Financial, LLC | 815 | $762.7K | 0.04% | +815 | New |
| Womack Financial LLC | 817 | $764.3K | 0.51% | −3−0.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 818 | $765.2K | 0.22% | +273+50.1% | Added |