Skip to main content

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; 4,260 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
4,260
+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
1,736 more reduced

61 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.

Institutional holdersQ2 2026: 4,260 institutions
Q1 2021: 2,359 institutionsQ2 2021: 2,394 institutionsQ3 2021: 2,463 institutionsQ4 2021: 2,823 institutionsQ1 2022: 2,863 institutionsQ2 2022: 2,785 institutionsQ3 2022: 2,826 institutionsQ4 2022: 2,939 institutionsQ1 2023: 2,944 institutionsQ2 2023: 3,042 institutionsQ3 2023: 3,078 institutionsQ4 2023: 3,344 institutionsQ1 2024: 3,420 institutionsQ2 2024: 3,527 institutionsQ3 2024: 3,591 institutionsQ4 2024: 3,942 institutionsQ1 2025: 3,953 institutionsQ2 2025: 4,012 institutionsQ3 2025: 3,942 institutionsQ4 2025: 4,139 institutionsQ1 2026: 4,275 institutionsQ2 2026: 4,260 institutions
Value heldQ2 2026: $301.8B
Q1 2021: $104.1BQ2 2021: $119.0BQ3 2021: $134.3BQ4 2021: $170.2BQ1 2022: $172.4BQ2 2022: $143.4BQ3 2022: $141.6BQ4 2022: $137.2BQ1 2023: $149.2BQ2 2023: $162.0BQ3 2023: $169.9BQ4 2023: $201.0BQ1 2024: $222.0BQ2 2024: $258.3BQ3 2024: $266.7BQ4 2024: $279.6BQ1 2025: $287.8BQ2 2025: $302.3BQ3 2025: $274.4BQ4 2025: $272.0BQ1 2026: $311.5BQ2 2026: $301.8B
Institutions holding COST and their total value by quarter
QuarterHoldersValue
Q2 20264,260$301.8B
Q1 20264,275$311.5B
Q4 20254,139$272.0B
Q3 20253,942$274.4B
Q2 20254,012$302.3B
Q1 20253,953$287.8B
Q4 20243,942$279.6B
Q3 20243,591$266.7B
Q2 20243,527$258.3B
Q1 20243,420$222.0B
Q4 20233,344$201.0B
Q3 20233,078$169.9B
Q2 20233,042$162.0B
Q1 20232,944$149.2B
Q4 20222,939$137.2B
Q3 20222,826$141.6B
Q2 20222,785$143.4B
Q1 20222,863$172.4B
Q4 20212,823$170.2B
Q3 20212,463$134.3B
Q2 20212,394$119.0B
Q1 20212,359$104.1B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q1 2026.

Institutions holding COST in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Wealth Solutions LLC54$50.8K0.03%00.0%Unchanged
Agur Provident & Training Funds Management Ltd5,815$51.2K0.28%+5,815New
Marquette Asset Management, LLC55$51.5K0.01%−2−3.5%Reduced
MPWM Advisory Solutions, LLC58$54.2K0.02%00.0%Unchanged
Pingora Partners LLC62$58.0K0.03%00.0%Unchanged
Torren Management, LLC62$58.0K0.03%+48+342.9%Added
Redwood Park Advisors LLC62$58.4K0.04%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.63$58.9K0.18%−128−67.0%Reduced
Aspect Partners, LLC63$58.9K0.02%−5−7.4%Reduced
Covestor Ltd63$59.0K0.03%−4−6.0%Reduced
LFA - Lugano Financial Advisors SA64$59.9K0.04%+33+106.5%Added
Sarver Vrooman Wealth Advisors65$60.3K0.04%00.0%Unchanged
Leo H. Evart, Inc.67$62.8K0.05%00.0%Unchanged
Napier Financial, LLC68$63.6K0.01%−2−2.9%Reduced
Breakwater Investment Management68$63.6K0.02%00.0%Unchanged
Acima Private Wealth, LLC72$67.4K0.02%00.0%Unchanged
Atlantic Private Wealth, LLC75$70.2K0.04%00.0%Unchanged
Ramirez Asset Management, Inc.75$70.2K0.01%00.0%Unchanged
Raffa Wealth Management, LLC76$71.1K0.01%+20+35.7%Added
Benson Wealth Management INC77$72.0K0.07%00.0%Unchanged
Frazier Financial Advisors, LLC77$72.2K0.04%+18+30.5%Added
Axiom Investment Management LLC80$74.8K0.05%00.0%Unchanged
CBIZ Investment Advisory Services, LLC76$75.7K0.00%00.0%Unchanged
Bank & Trust Co81$75.8K0.05%00.0%Unchanged
Gilpin Wealth Management, LLC82$76.7K0.05%00.0%Unchanged
Signature Resources Capital Management, LLC82$76.9K0.03%+27+49.1%Added
Friedenthal Financial83$77.9K0.04%+11+15.3%Added
Kings Path Partners LLC84$78.6K0.02%00.0%Unchanged
Lavaca Capital LLC85$79.5K0.01%00.0%Unchanged
USA Financial Formulas85$79.5K0.01%+85New
Forum Finance Group S.A.107$81.0K0.03%+107New
Sankala Group LLC84$81.1K0.05%−11−11.6%Reduced
Kilter Group LLC87$81.4K0.03%+16+22.5%Added
Highland Investment Advisors LLC90$84.1K0.04%+90New
VSM Wealth Advisory, LLC90$84.1K0.02%00.0%Unchanged
RHL Group, LLC91$85.1K0.07%+8+9.6%Added
Carolina Wealth Advisors, LLC91$85.1K0.03%00.0%Unchanged
Maseco LLP95$88.5K0.00%00.0%Unchanged
Proffitt & Goodson Inc98$91.7K0.01%00.0%Unchanged
Timmons Wealth Management, LLC99$92.4K0.07%00.0%Unchanged
Nexus Investment Management ULC100$93.5K0.01%00.0%Unchanged
Nalls Sherbakoff Group, LLC100$93.7K0.07%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC101$94.4K0.00%−10−9.0%Reduced
Holos Integrated Wealth LLC100$94.8K0.04%00.0%Unchanged
Pin Oak Investment Advisors Inc103$96.0K0.07%+3+3.0%Added
High Point Wealth Management, LLC103$96.7K0.08%00.0%Unchanged
Quaker Wealth Management, LLC104$97.3K0.03%00.0%Unchanged
Walsh & Associates, LLC107$100.1K0.08%+40+59.7%Added
Cherry Tree Wealth Management, LLC109$101.5K0.02%00.0%Unchanged
Rakuten Securities, Inc.110$102.9K0.02%−30−21.4%Reduced
Meramec Financial Planners, LLC110$104.7K0.04%+80+266.7%Added
Smallwood Wealth Investment Management, LLC113$105.7K0.05%−3−2.6%Reduced
Byrne Asset Management LLC114$106.6K0.06%−55−32.5%Reduced
Community Bank, N.A.115$107.6K0.01%+15+15.0%Added
Fountainhead AM, LLC117$109.5K0.08%+15+14.7%Added
Lloyd Advisory Services, LLC.119$110.9K0.04%+37+45.1%Added
Moisand Fitzgerald Tamayo, LLC120$112.3K0.01%00.0%Unchanged
State of Wyoming122$114.1K0.01%−11−8.3%Reduced
Luminist Capital LLC122$114.1K0.13%+122New
Roble, Belko & Company, Inc123$115.0K0.01%−13−9.6%Reduced
Godfrey Financial Associates, Inc.125$117.0K0.09%−1−0.8%Reduced
Marshall Investment Management, LLC126$117.9K0.05%+26+26.0%Added
Cornerstone National Bank & Trust Co129$119.3K0.04%−97−42.9%Reduced
Bruce G. Allen Investments, LLC128$119.7K0.08%+4+3.2%Added
Catalyst Capital Advisors LLC129$120.7K0.00%−35−21.3%Reduced
Peck Wealth Management, LLC129$120.7K0.10%00.0%Unchanged
Adalta Capital Management LLC130$121.6K0.05%−5−3.7%Reduced
Quarry LP130$121.6K0.02%+99+319.4%Added
Cypress Capital, LLC130$121.6K0.03%+130New
New England Capital Financial Advisors LLC131$122.4K0.03%00.0%Unchanged
Graticule Asia Macro Advisors LLC131$122.5K0.01%+131New
Boreal Capital Management LLC134$125.4K0.09%−66−33.0%Reduced
Joseph Group Capital Management134$125.4K0.03%−5−3.6%Reduced
Miller Global Investments, LLC135$126.3K0.10%+33+32.4%Added
Longview Financial Advisors LLC137$128.2K0.06%−59−30.1%Reduced
CDKV Holdings LLC137$128.4K0.10%00.0%Unchanged
Old Point Trust & Financial Services N A138$129.1K0.04%00.0%Unchanged
Harbor Asset Planning, Inc.138$129.1K0.10%00.0%Unchanged
Fedenia Advisers LLC141$131.9K0.03%+141New
Cohen & Steers, Inc.150$140.0K0.00%00.0%Unchanged
Munich Reinsurance Co Stock Corp in Munich151$141.3K0.00%+151New
Richardson Capital Management LLC151$141.4K0.06%00.0%Unchanged
Cornerstone Financial Management LLC152$142.2K0.11%+21+16.0%Added
Hilton Head Capital Partners, LLC153$143.1K0.07%−6−3.8%Reduced
Migdal Insurance & Financial Holdings Ltd.153$143.1K0.00%00.0%Unchanged
Kingdom Financial Group LLC.153$143.6K0.04%+71+86.6%Added
Essential Partners LLC155$145.0K0.07%−116−42.8%Reduced
Atlantic Edge Private Wealth Management, LLC156$145.9K0.03%−6−3.7%Reduced
Jackson, Grant Investment Advisers, Inc.157$146.9K0.05%00.0%Unchanged
Security National Bank of So Dak158$147.8K0.07%−315−66.6%Reduced
Bravera Wealth158$147.8K0.06%−11−6.5%Reduced
Measured Wealth Private Client Group, LLC158$147.8K0.04%00.0%Unchanged
JCIC Asset Management Inc.150$149.5K0.05%00.0%Unchanged
Kemnay Advisory Services Inc.160$149.7K0.02%+13+8.8%Added
Timbuktu Capital Management, LLC160$149.7K0.23%+160New
Rachor Investment Advisory Services, LLC160$150.1K0.07%−3−1.8%Reduced
Strengthening Families & Communities, LLC167$155.8K0.03%+7+4.4%Added
DHJJ Financial Advisors, Ltd.167$155.8K0.04%+57+51.8%Added
Pioneer Family Office, LLC170$159.0K0.08%00.0%Unchanged
Wilkerson Advisory Group LLC171$160.0K0.05%+4+2.4%Added