Costco Wholesale Corp
COST- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000909832
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, 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 |
|---|---|---|---|---|---|
| Capstone Capital Management Ltd | 819 | $766.1K | 0.34% | +819 | New |
| Novem Group | 820 | $767.3K | 0.08% | +154+23.1% | Added |
| Inceptionr LLC | 822 | $769.0K | 0.19% | +822 | New |
| Weinberger Asset Management, Inc | 808 | $769.5K | 0.25% | +3+0.4% | Added |
| McMillan Office, Inc. | 824 | $770.8K | 0.09% | +4+0.5% | Added |
| Arbor Capital Management Inc | 803 | $771.0K | 0.76% | −78−8.9% | Reduced |
| Princeton Global Asset Management LLC | 825 | $771.8K | 0.11% | +9+1.1% | Added |
| Exchange Bank | 826 | $772.7K | 0.48% | −4−0.5% | Reduced |
| Lighthouse Investment Partners, LLC | 827 | $773.6K | 0.02% | −7,875−90.5% | Reduced |
| Leigh Baldwin & Co., LLC | 828 | $774.5K | 0.42% | −14−1.7% | Reduced |
| Riverstone Advisors, LLC | 829 | $775.0K | 0.32% | +88+11.9% | Added |
| ZRC Wealth Management, LLC | 829 | $775.9K | 0.23% | +24+3.0% | Added |
| HORAN Wealth, LLC | 830 | $776.7K | 0.10% | +27+3.4% | Added |
| Capstone Wealth Management Group, LLC | 831 | $777.8K | 0.27% | +58+7.5% | Added |
| Saxony Capital Management, LLC | 832 | $778.5K | 0.36% | +74+9.8% | Added |
| LightSquare Wealth Management, LLC | 832 | $778.7K | 0.54% | +44+5.6% | Added |
| Aquire Wealth Advisors, LLC | 833 | $779.2K | 0.18% | +7+0.8% | Added |
| M. Kraus & Co | 833 | $779.2K | 0.21% | +10+1.2% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 833 | $779.3K | 0.18% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 834 | $780.5K | 0.13% | +8+1.0% | Added |
| Advisory Advocates, LLC | 834 | $780.6K | 0.67% | −121−12.7% | Reduced |
| Integrity Financial Corp | 837 | $783.1K | 0.37% | −140−14.3% | Reduced |
| Allied Private Wealth LLC | 821 | $783.3K | 0.50% | +821 | New |
| MFA Wealth Services | 838 | $783.6K | 0.47% | −125−13.0% | Reduced |
| BNB Wealth Management, LLC | 838 | $783.8K | 0.43% | +1+0.1% | Added |
| Bill Few Associates, Inc. | 838 | $783.9K | 0.17% | +5+0.6% | Added |
| Green Square Capital Advisors LLC | 838 | $784.2K | 0.07% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 841 | $786.4K | 0.11% | +90+12.0% | Added |
| Vertrix Wealth Management, LLC | 841 | $786.7K | 0.26% | −10−1.2% | Reduced |
| Eagle Harbor Asset Management Inc | 843 | $788.6K | 0.62% | −4−0.5% | Reduced |
| Bannerstone Capital Management, LLC | 843 | $788.7K | 0.66% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 844 | $789.5K | 0.14% | −70−7.7% | Reduced |
| Per Stirling Capital Management, LLC. | 844 | $789.7K | 0.08% | +41+5.1% | Added |
| Pekin Hardy Strauss, Inc. | 845 | $790.5K | 0.07% | +25+3.0% | Added |
| Peoples Bank | 847 | $792.3K | 0.41% | −54−6.0% | Reduced |
| Riverwater Partners LLC | 847 | $792.3K | 0.24% | +49+6.1% | Added |
| Beacon Financial Group | 849 | $794.3K | 0.07% | +6+0.7% | Added |
| Monarch Capital Management Inc | 853 | $798.0K | 0.18% | 00.0% | Unchanged |
| Symphony Financial Services, Inc. | 853 | $798.4K | 0.36% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 855 | $799.8K | 0.42% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 856 | $800.4K | 0.04% | +4+0.5% | Added |
| Bigelow Investment Advisors, LLC | 857 | $801.7K | 0.29% | +33+4.0% | Added |
| Leonteq Securities AG | 857 | $801.7K | 0.05% | +446+108.5% | Added |
| Centennial Wealth Advisory LLC | 858 | $802.5K | 0.17% | +47+5.8% | Added |
| SilverOak Wealth Management LLC | 858 | $802.6K | 0.10% | +95+12.5% | Added |
| Weil Company, Inc. | 862 | $806.2K | 0.14% | 00.0% | Unchanged |
| GenTrust, LLC | 862 | $806.4K | 0.03% | −56−6.1% | Reduced |
| Southland Equity Partners LLC | 863 | $806.9K | 0.14% | +94+12.2% | Added |
| Alchemi Wealth, LLC | 862 | $807.3K | 0.38% | −1−0.1% | Reduced |
| Atlas Private Wealth Advisors | 864 | $807.8K | 0.18% | −22−2.5% | Reduced |
| Dogwood Wealth Management LLC | 865 | $809.2K | 0.32% | −291−25.2% | Reduced |
| RF&L Wealth Management, LLC | 865 | $809.2K | 0.55% | 00.0% | Unchanged |
| Avanza Fonder AB | 865 | $809.2K | 0.02% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 865 | $809.3K | 0.20% | −11−1.3% | Reduced |
| Hara Capital LLC | 868 | $812.0K | 0.43% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 869 | $812.8K | 0.16% | +617+244.8% | Added |
| Alongside, LLC | 869 | $812.8K | 0.15% | +869 | New |
| New Capital Management LP | 869 | $813.2K | 0.19% | +7+0.8% | Added |
| Affinity Wealth Management LLC | 872 | $815.5K | 0.11% | −87−9.1% | Reduced |
| Centerpoint Advisory Group | 872 | $815.7K | 0.52% | +56+6.9% | Added |
| EJMK Ventures LLC | 874 | $817.7K | 0.37% | −237−21.3% | Reduced |
| Kera Capital Partners, Inc. | 874 | $817.7K | 0.08% | −73−7.7% | Reduced |
| Kaizen Financial Strategies | 885 | $818.6K | 0.32% | +52+6.2% | Added |
| Monument Capital Management | 876 | $819.5K | 0.16% | −88−9.1% | Reduced |
| LongView Wealth Management | 876 | $819.7K | 0.21% | +11+1.3% | Added |
| Garden State Investment Advisory Services LLC | 876 | $820.2K | 0.16% | +32+3.8% | Added |
| Altiora Financial Group, LLC | 877 | $820.4K | 0.13% | −2−0.2% | Reduced |
| GWN Securities Inc. | 878 | $821.3K | 0.14% | −34−3.7% | Reduced |
| Jupiter Wealth Management LLC | 879 | $822.3K | 0.33% | −105−10.7% | Reduced |
| Hourglass Capital, LLC | 880 | $823.2K | 0.16% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 882 | $824.9K | 0.04% | +38+4.5% | Added |
| Plum Street Advisors, LLC | 882 | $825.1K | 0.26% | 00.0% | Unchanged |
| Capital Square, LLC | 902 | $826.5K | 0.36% | −66−6.8% | Reduced |
| Clarendon Private LLC | 885 | $827.5K | 0.53% | −1−0.1% | Reduced |
| Cypress Advisory Group LLC | 885 | $827.9K | 0.64% | 00.0% | Unchanged |
| Tuttle Tactical Management | 889 | $831.6K | 0.56% | −162−15.4% | Reduced |
| Invera Wealth Advisors, LLC | 890 | $832.6K | 0.45% | −300−25.2% | Reduced |
| Wealth Effects LLC | 891 | $833.5K | 0.22% | +17+1.9% | Added |
| Hansen & Associates Financial Group, Inc. | 878 | $834.0K | 0.48% | −128−12.7% | Reduced |
| Optima Capital LLC | 892 | $834.9K | 0.33% | −1−0.1% | Reduced |
| SLT Holdings LLC | 898 | $839.7K | 0.54% | −20−2.2% | Reduced |
| Canal Capital Management, LLC | 899 | $841.1K | 0.10% | +19+2.2% | Added |
| Live Oak Private Wealth LLC | 901 | $842.9K | 0.11% | −15−1.6% | Reduced |
| TPG Advisors LLC | 902 | $843.8K | 0.46% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 906 | $847.5K | 0.16% | −6−0.7% | Reduced |
| Bridgewealth Advisory Group, LLC | 906 | $847.6K | 0.16% | −15−1.6% | Reduced |
| Tanager Wealth Management LLP | 909 | $850.3K | 0.07% | −68−7.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 909 | $850.5K | 0.13% | +39+4.5% | Added |
| Souders Financial Advisors | 909 | $850.8K | 0.09% | +7+0.8% | Added |
| Hidden Cove Wealth Management, LLC | 910 | $850.9K | 0.47% | +58+6.8% | Added |
| Courage Miller Partners, LLC | 910 | $851.5K | 0.22% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 910 | $851.7K | 0.14% | −246−21.3% | Reduced |
| Lifeworks Advisors, LLC | 913 | $854.1K | 0.09% | −18−1.9% | Reduced |
| Anson Funds Management LP | 913 | $854.1K | 0.08% | +913 | New |
| Solidarilty Wealth, LLC | 914 | $855.0K | 0.15% | +60+7.0% | Added |
| Poehling Capital Management, LLC | 914 | $855.0K | 0.18% | +64+7.5% | Added |
| MorganRosel Wealth Management, LLC | 914 | $855.1K | 0.29% | +128+16.3% | Added |
| Victrix Investment Advisors | 915 | $855.9K | 0.36% | −10−1.1% | Reduced |
| Pacific Center for Financial Services | 916 | $856.5K | 0.19% | +1+0.1% | Added |
| Provident Investment Management, Inc. | 920 | $860.6K | 0.08% | 00.0% | Unchanged |