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: 20 institutions have reported holding COST so far. See Q3 2026
- Institutional holders
- 4,261
- +47 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
- 204
- 1,734 more added
- Sold out
- 157
- 1,736 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 |
|---|---|---|---|---|---|
| Clarus Wealth Advisors | 1,931 | $1.84M | 0.71% | +197+11.4% | Added |
| BKM Wealth Management, LLC | 1,970 | $1.84M | 0.65% | +65+3.4% | Added |
| Baader Bank INC | 1,970 | $1.84M | 0.15% | +1,519+336.8% | Added |
| Vaughan David Investments LLC | 1,970 | $1.84M | 0.04% | +108+5.8% | Added |
| Tempus Wealth Planning, LLC | 1,971 | $1.84M | 0.36% | −22−1.1% | Reduced |
| FSM Wealth Advisors, LLC | 1,971 | $1.84M | 0.20% | +139+7.6% | Added |
| St. Clair Advisors, LLC | 1,975 | $1.85M | 0.48% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 1,977 | $1.85M | 0.60% | +38+2.0% | Added |
| Everest Financial Group LLC | 1,989 | $1.86M | 0.25% | +21+1.1% | Added |
| Fukoku Mutual Life Insurance Co | 1,993 | $1.86M | 0.11% | +378+23.4% | Added |
| Invst, LLC | 1,994 | $1.87M | 0.18% | −41−2.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,994 | $1.87M | 0.80% | −2,160−52.0% | Reduced |
| Ruggiero Investments, Inc. | 1,994 | $1.87M | 1.58% | −510−20.4% | Reduced |
| Allegheny Financial Group LTD | 1,994 | $1.87M | 0.20% | −16−0.8% | Reduced |
| Marin Bay Wealth Advisors, LLC | 1,994 | $1.87M | 1.00% | −1,495−42.8% | Reduced |
| Gsa Capital Partners LLP | 1,997 | $1.87M | 0.12% | +20+1.0% | Added |
| Washburn Capital Management, Inc. | 1,997 | $1.87M | 0.92% | −82−3.9% | Reduced |
| Redwood Investment Management, LLC | 1,998 | $1.87M | 0.19% | +43+2.2% | Added |
| Kane Investment Management, Inc. | 1,998 | $1.87M | 0.80% | −50−2.4% | Reduced |
| Arsenal Capital Advisors LLC | 1,999 | $1.87M | 1.10% | −85−4.1% | Reduced |
| Advisory Resource Group | 2,000 | $1.87M | 0.28% | −133−6.2% | Reduced |
| Greenwich Wealth Management LLC | 2,000 | $1.87M | 0.07% | +651+48.3% | Added |
| PFW Advisors LLC | 2,001 | $1.87M | 0.55% | −38−1.9% | Reduced |
| Disciplined Investors, L.L.C. | 2,002 | $1.87M | 0.94% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 2,007 | $1.88M | 0.54% | +60+3.1% | Added |
| Mayflower Financial Advisors, LLC | 2,008 | $1.88M | 0.16% | −2−0.1% | Reduced |
| Broadway Wealth Solutions, Inc. | 2,017 | $1.89M | 0.88% | +3+0.1% | Added |
| Navalign, LLC | 2,020 | $1.89M | 0.44% | +19+0.9% | Added |
| First Nebraska Trust Co | 2,024 | $1.89M | 0.15% | +2+0.1% | Added |
| LCM Capital Management Inc | 2,028 | $1.90M | 0.83% | +38+1.9% | Added |
| Fortis Capital Management LLC | 2,033 | $1.90M | 0.21% | +4+0.2% | Added |
| Cascade Financial Partners, LLC | 2,038 | $1.91M | 0.17% | +18+0.9% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 2,039 | $1.91M | 1.02% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,040 | $1.91M | 0.11% | −4,581−69.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,042 | $1.91M | 0.45% | −5−0.2% | Reduced |
| Searle & Co. | 2,044 | $1.91M | 0.43% | −48−2.3% | Reduced |
| Keel Point, LLC | 2,045 | $1.91M | 0.11% | +135+7.1% | Added |
| Wright Investors Service Inc | 2,052 | $1.92M | 0.52% | −25−1.2% | Reduced |
| Laurion Capital Management LP | 2,052 | $1.92M | 0.14% | +2,052 | New |
| MJP Associates Inc | 2,056 | $1.92M | 0.21% | −151−6.8% | Reduced |
| Sun Financial Inc | 2,019 | $1.92M | 0.91% | +52+2.6% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,028 | $1.93M | 0.58% | +13+0.6% | Added |
| Opinicus Capital, Inc. | 2,061 | $1.93M | 1.03% | +7+0.3% | Added |
| Cedrus Wealth Group LLC | 2,060 | $1.93M | 1.68% | −18−0.9% | Reduced |
| Wellington Shields Capital Management, LLC | 2,065 | $1.93M | 0.25% | −5−0.2% | Reduced |
| Triangle Securities Wealth Management | 2,065 | $1.93M | 0.38% | −3−0.1% | Reduced |
| CVA Family Office, LLC | 2,074 | $1.94M | 0.18% | −108−4.9% | Reduced |
| Kampmann Melissa S. | 2,076 | $1.94M | 1.47% | +216+11.6% | Added |
| Cito Capital Group, LLC | 2,077 | $1.94M | 0.53% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,079 | $1.94M | 0.42% | −7−0.3% | Reduced |
| Clearwave Capital, LLC | 2,082 | $1.95M | 1.07% | +63+3.1% | Added |
| Circle Wealth Management, LLC | 2,084 | $1.95M | 0.02% | −931−30.9% | Reduced |
| Smithfield Trust Co | 2,086 | $1.95M | 0.08% | −10−0.5% | Reduced |
| Delta Asset Management LLC | 2,087 | $1.95M | 0.17% | −25−1.2% | Reduced |
| St. Johns Investment Management Company, LLC | 2,095 | $1.96M | 0.74% | +31+1.5% | Added |
| Investment Partners, Ltd. | 2,098 | $1.96M | 0.61% | +8+0.4% | Added |
| Occudo Quantitative Strategies LP | 2,099 | $1.96M | 0.10% | +2,099 | New |
| Sentinus, LLC | 2,100 | $1.96M | 0.16% | +118+6.0% | Added |
| First Heartland Consultants, Inc. | 2,101 | $1.97M | 0.13% | −31−1.5% | Reduced |
| Bearing Point Capital, LLC | 2,104 | $1.97M | 0.27% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 2,106 | $1.97M | 1.30% | −4−0.2% | Reduced |
| KWB Wealth | 2,109 | $1.97M | 0.17% | −12−0.6% | Reduced |
| Fragasso Group Inc. | 2,109 | $1.97M | 0.11% | +7+0.3% | Added |
| Intesa Sanpaolo Wealth Management | 2,110 | $1.97M | 0.40% | +468+28.5% | Added |
| WealthSpring Partners, LLC | 2,111 | $1.97M | 1.70% | −19−0.9% | Reduced |
| Iowa State Bank | 2,111 | $1.97M | 0.33% | −6−0.3% | Reduced |
| Camden Capital, LLC | 2,103 | $1.97M | 0.10% | +91+4.5% | Added |
| Welch Group, LLC | 2,114 | $1.98M | 0.07% | +85+4.2% | Added |
| Prairie Advisory, LLC | 2,118 | $1.98M | 0.48% | +2,118 | New |
| Nicholson Wealth Management Group, LLC | 2,127 | $1.99M | 1.18% | −53−2.4% | Reduced |
| Silphium Asset Management Ltd | 2,128 | $1.99M | 0.67% | +220+11.5% | Added |
| VeraBank, N.A. | 2,130 | $1.99M | 0.33% | −270−11.3% | Reduced |
| BNP Paribas | 2,107 | $2.00M | 0.05% | +1,769+523.4% | Added |
| Volterra Technologies LP | 2,142 | $2.00M | 1.29% | +2,142 | New |
| Wealth Alliance Advisory Group, LLC | 2,147 | $2.01M | 0.29% | −138−6.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 2,154 | $2.02M | 1.21% | −10−0.5% | Reduced |
| Crystal Rock Capital Management | 2,155 | $2.02M | 1.03% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,156 | $2.02M | 0.17% | −48−2.2% | Reduced |
| Indivisible Partners | 2,158 | $2.02M | 0.11% | +1,320+157.5% | Added |
| Wulff, Hansen & Co. | 2,158 | $2.02M | 1.55% | +111+5.4% | Added |
| Compass Capital Corp | 2,125 | $2.02M | 0.66% | −85−3.8% | Reduced |
| Oxbow Advisors, LLC | 2,164 | $2.02M | 0.16% | +13+0.6% | Added |
| Fire Capital Management LLC | 2,170 | $2.03M | 0.83% | +280+14.8% | Added |
| Commonwealth Retirement Investments LLC | 2,171 | $2.03M | 0.55% | −25−1.1% | Reduced |
| Corps Capital Advisors, LLC | 2,174 | $2.03M | 1.64% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,176 | $2.04M | 0.08% | +94+4.5% | Added |
| Legacy Advisors, LLC | 2,180 | $2.04M | 0.19% | +44+2.1% | Added |
| Rinkey Investments | 2,185 | $2.04M | 0.48% | −73−3.2% | Reduced |
| Trust Point Inc. | 2,187 | $2.05M | 0.17% | +118+5.7% | Added |
| Rasp Wealth Solutions, LLC | 2,192 | $2.05M | 0.68% | +2,192 | New |
| Matrix Trust Co | 2,194 | $2.05M | 0.30% | −142−6.1% | Reduced |
| Ducere Wealth Management LLC | 2,200 | $2.06M | 0.62% | +554+33.7% | Added |
| Louisbourg Investments Inc. | 2,200 | $2.06M | 0.38% | 00.0% | Unchanged |
| First American Trust, FSB | 2,200 | $2.06M | 0.12% | +201+10.1% | Added |
| Next Century Growth Investors LLC | 2,203 | $2.06M | 0.11% | −10.0% | Reduced |
| Financial Gravity Companies, Inc. | 2,207 | $2.06M | 0.33% | +2,207 | New |
| Investor's Fiduciary Advisor Network, LLC | 2,208 | $2.06M | 0.70% | −146−6.2% | Reduced |
| City State Bank | 2,212 | $2.07M | 0.47% | −20−0.9% | Reduced |
| GLOBALT Investments LLC | 2,217 | $2.07M | 0.07% | +3+0.1% | Added |
| Vista Private Wealth Partners. LLC | 2,159 | $2.08M | 0.68% | −57−2.6% | Reduced |