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
Q3 2026 data is still coming in: 10 institutions have reported holding COST so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 1,250 | $1.17M | 0.01% | −231−15.6% | Reduced |
| Wellington Shields & Co., LLC | 1,250 | $1.17M | 0.26% | +200+19.0% | Added |
| PeakShares LLC | 1,252 | $1.17M | 0.87% | +90+7.7% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,253 | $1.17M | 0.17% | +6+0.5% | Added |
| AMG Asset Management Group, Inc. | 1,253 | $1.17M | 0.73% | +38+3.1% | Added |
| Winthrop Capital Management, LLC | 1,254 | $1.17M | 0.28% | +2+0.2% | Added |
| West Bancorporation Inc | 1,255 | $1.17M | 0.50% | −55−4.2% | Reduced |
| David R. Rahn & Associates Inc. | 1,257 | $1.18M | 0.28% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,259 | $1.18M | 0.51% | −10−0.8% | Reduced |
| Davidson Investment Advisors | 1,260 | $1.18M | 0.05% | +8+0.6% | Added |
| Lawson Kroeker Investment Management Inc | 1,260 | $1.18M | 0.33% | −21−1.6% | Reduced |
| Granite Bay Wealth Management, LLC | 1,264 | $1.18M | 0.11% | +800+172.4% | Added |
| Gilliland Jeter Wealth Management LLC | 1,264 | $1.18M | 0.31% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 1,265 | $1.18M | 0.33% | +39+3.2% | Added |
| Anchyra Partners LLC | 1,265 | $1.18M | 0.28% | +100+8.6% | Added |
| Bender Robert & Associates | 1,268 | $1.19M | 0.25% | −16−1.2% | Reduced |
| Crown Wealth Group, LLC | 1,268 | $1.19M | 0.30% | −71−5.3% | Reduced |
| Skyline Advisors, Inc. | 1,268 | $1.19M | 0.37% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 1,269 | $1.19M | 0.09% | −1,361−51.7% | Reduced |
| Sacks & Associates, LLC | 1,250 | $1.19M | 0.80% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,272 | $1.19M | 0.12% | +24+1.9% | Added |
| Bingham Private Wealth, LLC | 1,272 | $1.19M | 0.82% | +37+3.0% | Added |
| Milestone Asset Management Group, LLC | 1,273 | $1.19M | 0.60% | −8−0.6% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $1.19M | 0.28% | 0 | Unchanged |
| Two Sigma Securities, LLC | 1,277 | $1.19M | 0.10% | +1,277 | New |
| Florida Financial Advisors, LLC | 1,277 | $1.20M | 0.20% | −81−6.0% | Reduced |
| Parthenon LLC | 1,278 | $1.20M | 0.12% | −25−1.9% | Reduced |
| Phoenix Wealth Advisors | 1,278 | $1.20M | 0.40% | −25−1.9% | Reduced |
| Wealth Architects, LLC | 1,279 | $1.20M | 0.09% | −4−0.3% | Reduced |
| Thompson Davis & Co., Inc. | 1,281 | $1.20M | 0.72% | −23−1.8% | Reduced |
| 55 North Private Wealth, LLC | 1,282 | $1.20M | 0.24% | −82−6.0% | Reduced |
| V2 Financial group LLC | 1,284 | $1.20M | 0.45% | +29+2.3% | Added |
| Montgomery Investment Management Inc | 1,285 | $1.20M | 0.36% | 00.0% | Unchanged |
| TrustBank | 1,289 | $1.21M | 0.41% | −22−1.7% | Reduced |
| Octavia Wealth Advisors, LLC | 1,290 | $1.21M | 0.10% | −141−9.9% | Reduced |
| TRB Wealth Management, LLC | 1,291 | $1.21M | 0.16% | −507−28.2% | Reduced |
| Westfuller Advisors, LLC | 1,292 | $1.21M | 0.44% | +276+27.2% | Added |
| Tradewinds Capital Management, LLC | 1,293 | $1.21M | 0.22% | −115−8.2% | Reduced |
| Waterway Wealth Management, LLC | 1,296 | $1.21M | 0.25% | +19+1.5% | Added |
| Hutchinson Capital Management | 1,297 | $1.21M | 0.21% | +73+6.0% | Added |
| Wilson & Boucher Capital Management, LLC | 1,298 | $1.21M | 0.71% | −12−0.9% | Reduced |
| Bank of Hawaii | 1,299 | $1.22M | 0.06% | −4−0.3% | Reduced |
| Waters Parkerson & Co., LLC | 1,299 | $1.22M | 0.06% | −25−1.9% | Reduced |
| Clarion Wealth Managment Partners, LLC | 1,302 | $1.22M | 0.98% | −87−6.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,302 | $1.22M | 0.11% | +25+2.0% | Added |
| Abel Hall, LLC | 1,303 | $1.22M | 0.21% | +28+2.2% | Added |
| Bauman Advisory Group, LLC | 1,308 | $1.22M | 0.65% | +19+1.5% | Added |
| Maripau Wealth Management LLC | 1,308 | $1.22M | 0.44% | +306+30.5% | Added |
| Parkside Investments, LLC | 1,309 | $1.22M | 0.14% | −15−1.1% | Reduced |
| GeoWealth Management, LLC | 1,313 | $1.23M | 0.04% | +32+2.5% | Added |
| San Luis Wealth Advisors LLC | 1,317 | $1.23M | 0.19% | −27−2.0% | Reduced |
| Stablepoint Partners, LLC | 1,318 | $1.23M | 0.17% | −6−0.5% | Reduced |
| Unify Financial Advisors | 1,320 | $1.23M | 1.14% | +33+2.6% | Added |
| Blue Jean Financial LLC | 1,321 | $1.24M | 0.86% | +26+2.0% | Added |
| Saiph Capital, LLC | 1,323 | $1.24M | 0.37% | +767+137.9% | Added |
| Maxele Advisors, LLC | 1,328 | $1.24M | 0.87% | +1,328 | New |
| Waldron Private Wealth LLC | 1,328 | $1.24M | 0.04% | −21−1.6% | Reduced |
| Lansing Street Advisors | 1,333 | $1.25M | 0.27% | −16−1.2% | Reduced |
| Sage Rhino Capital LLC | 1,333 | $1.25M | 0.20% | −19−1.4% | Reduced |
| Bernard Wealth Management Corp. | 1,335 | $1.25M | 0.46% | −31−2.3% | Reduced |
| Helen Stephens Group, LLC | 1,336 | $1.25M | 0.21% | +14+1.1% | Added |
| Laurel Wealth Advisors LLC | 1,337 | $1.25M | 0.12% | +3+0.2% | Added |
| BSW Wealth Partners | 1,340 | $1.25M | 0.14% | +61+4.8% | Added |
| Gemmer Asset Management LLC | 1,342 | $1.25M | 0.08% | +64+5.0% | Added |
| Winthrop Advisory Group LLC | 1,342 | $1.26M | 0.08% | +84+6.7% | Added |
| Carr Financial Group Corp | 1,343 | $1.26M | 0.29% | +200+17.5% | Added |
| Mission Financial Group, LLC | 1,344 | $1.26M | 1.04% | +1,344 | New |
| Westside Investment Management, Inc. | 1,348 | $1.26M | 0.17% | +30+2.3% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,340 | $1.26M | 0.75% | −17−1.3% | Reduced |
| Summit Wealth Partners, LLC | 1,350 | $1.26M | 0.18% | −58−4.1% | Reduced |
| Jackson Wealth Management, LLC | 1,350 | $1.26M | 0.74% | −12,975−90.6% | Reduced |
| Elm Partners Management LLC | 1,351 | $1.26M | 0.05% | +2+0.1% | Added |
| Values Added Financial LLC | 1,352 | $1.26M | 0.46% | +9+0.7% | Added |
| Global Strategic Investment Solutions, LLC | 1,355 | $1.27M | 0.11% | −1−0.1% | Reduced |
| Mindset Wealth Management, LLC | 1,356 | $1.27M | 0.24% | +444+48.7% | Added |
| Gleason Group, Inc. | 1,356 | $1.27M | 0.11% | +10+0.7% | Added |
| Missouri Trust & Investment Co | 1,333 | $1.27M | 0.34% | 00.0% | Unchanged |
| Heirloom Wealth Management | 1,358 | $1.27M | 0.18% | −77−5.4% | Reduced |
| Gerald Baker Financial Group LLC | 1,359 | $1.27M | 0.36% | +2+0.1% | Added |
| Carrera Capital Advisors | 1,362 | $1.27M | 0.19% | +161+13.4% | Added |
| KTF Investments, LLC | 1,364 | $1.28M | 0.13% | −25−1.8% | Reduced |
| Wiregrass Investment Management LLC | 1,364 | $1.28M | 0.87% | +36+2.7% | Added |
| Madson Wealth Advisors Inc | 1,369 | $1.28M | 0.87% | +74+5.7% | Added |
| Matisse Capital | 1,369 | $1.28M | 0.51% | +96+7.5% | Added |
| Diligent Investors, LLC | 1,372 | $1.28M | 0.29% | +20+1.5% | Added |
| Strategic Investment Advisors | 1,372 | $1.28M | 0.08% | +7+0.5% | Added |
| Income Insurance Ltd | 1,375 | $1.29M | 0.77% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 1,375 | $1.29M | 0.10% | −8−0.6% | Reduced |
| Curbstone Financial Management Corp | 1,376 | $1.29M | 0.22% | +434+46.1% | Added |
| SHP Wealth Management | 1,377 | $1.29M | 0.09% | +31+2.3% | Added |
| Atwood & Palmer Inc | 1,380 | $1.29M | 0.07% | −10−0.7% | Reduced |
| Five Oceans Advisors | 1,382 | $1.29M | 0.42% | −1−0.1% | Reduced |
| Vision Financial Markets LLC | 1,383 | $1.29M | 1.12% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,382 | $1.29M | 0.21% | +116+9.2% | Added |
| Sander Capital Advisors Inc | 1,382 | $1.29M | 0.68% | −95−6.4% | Reduced |
| Greatmark Investment Partners, Inc. | 1,384 | $1.29M | 0.14% | 00.0% | Unchanged |
| Foster Group, Inc. | 1,385 | $1.30M | 0.03% | +11+0.8% | Added |
| Sentry LLC | 1,388 | $1.30M | 0.36% | 00.0% | Unchanged |
| Andrews Advisory Associates, LLC | 1,388 | $1.30M | 0.62% | −83−5.6% | Reduced |
| Blom & Howell Financial Planning, Inc. | 1,389 | $1.30M | 1.08% | −11−0.8% | Reduced |