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 |
|---|---|---|---|---|---|
| Altman Advisors, Inc. | 2,220 | $2.08M | 0.75% | −9−0.4% | Reduced |
| Putney Financial Group LLC | 2,223 | $2.08M | 1.87% | +761+52.1% | Added |
| Solstein Capital, LLC | 2,225 | $2.08M | 0.71% | −10.0% | Reduced |
| Victory Financial Group, LLC | 2,234 | $2.09M | 0.22% | −48−2.1% | Reduced |
| Formuepleje A/S | 2,237 | $2.09M | 0.16% | +2,237 | New |
| Kavar Capital Partners Group, LLC | 2,237 | $2.09M | 0.26% | +141+6.7% | Added |
| Lineweaver Wealth Advisors, LLC | 2,237 | $2.09M | 0.25% | +235+11.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 2,238 | $2.09M | 0.14% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 2,217 | $2.10M | 0.44% | +174+8.5% | Added |
| Axxion S.A. | 2,243 | $2.10M | 0.15% | +2,243 | New |
| Heritage Wealth Advisors | 2,244 | $2.10M | 0.07% | −52−2.3% | Reduced |
| Ostrum Asset Management | 2,246 | $2.10M | 0.10% | +353+18.6% | Added |
| Guardian Wealth Advisors, LLC | 2,247 | $2.10M | 0.12% | −60−2.6% | Reduced |
| Arq Wealth Advisors, LLC | 2,278 | $2.11M | 0.26% | +5+0.2% | Added |
| Tufton Capital Management | 2,260 | $2.11M | 0.35% | +10+0.4% | Added |
| Investors Asset Management of Georgia Inc | 2,260 | $2.11M | 0.73% | −10−0.4% | Reduced |
| Markowski Investments | 2,265 | $2.12M | 0.47% | +2,265 | New |
| Elser Financial Planning, Inc | 2,268 | $2.12M | 0.09% | −152−6.3% | Reduced |
| IKE Capital, LLC | 2,272 | $2.12M | 1.12% | −167−6.8% | Reduced |
| Dudley Capital Management, LLC | 2,273 | $2.13M | 0.85% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 2,275 | $2.13M | 1.13% | −27−1.2% | Reduced |
| Abacus Planning Group, Inc. | 2,283 | $2.14M | 0.26% | +38+1.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,285 | $2.14M | 0.20% | −36−1.6% | Reduced |
| SkyOak Wealth, LLC | 2,291 | $2.14M | 0.35% | +208+10.0% | Added |
| Scott & Selber, Inc. | 2,293 | $2.15M | 0.45% | −3−0.1% | Reduced |
| IFG Advisory, LLC | 2,305 | $2.16M | 0.08% | +2,305 | New |
| MBM Wealth Consultants, LLC | 2,312 | $2.16M | 0.42% | +259+12.6% | Added |
| Petersen Hastings Wealth Advisors Inc. | 2,319 | $2.17M | 0.18% | −8−0.3% | Reduced |
| Union Savings Bank | 2,320 | $2.17M | 0.87% | −37−1.6% | Reduced |
| Encompass Wealth Advisors, LLC | 2,322 | $2.17M | 0.66% | +10.0% | Added |
| Mainstream Capital Management LLC | 2,323 | $2.17M | 1.31% | −5−0.2% | Reduced |
| Associated Banc-Corp | 2,323 | $2.17M | 0.05% | +290+14.3% | Added |
| Perpetual Ltd | 2,328 | $2.18M | 0.03% | −10−0.4% | Reduced |
| Drive Wealth Management, LLC | 2,334 | $2.18M | 0.39% | +57+2.5% | Added |
| Anb Bank | 2,335 | $2.18M | 0.81% | −70−2.9% | Reduced |
| Orion Capital Management LLC | 2,336 | $2.19M | 0.68% | −11−0.5% | Reduced |
| Urban Wealth Management, LLC | 2,340 | $2.19M | 1.91% | +76+3.4% | Added |
| Challenger Wealth Management | 2,343 | $2.19M | 1.61% | −50−2.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,352 | $2.20M | 0.21% | −36−1.5% | Reduced |
| Sky Investment Group LLC | 2,352 | $2.20M | 0.35% | −30−1.3% | Reduced |
| Kennedy Investment Group | 2,353 | $2.20M | 0.75% | −7−0.3% | Reduced |
| Kirtland Hills Capital Management, LLC | 2,356 | $2.20M | 0.63% | +23+1.0% | Added |
| BCJ Capital Management, LLC | 2,356 | $2.20M | 0.11% | +6+0.3% | Added |
| NBC Securities, Inc. | 2,356 | $2.20M | 0.15% | −53−2.2% | Reduced |
| Canopy Partners, LLC | 2,357 | $2.20M | 0.66% | −63−2.6% | Reduced |
| Aspiriant, LLC | 2,357 | $2.21M | 0.05% | +424+21.9% | Added |
| First United Bank Trust | 2,359 | $2.21M | 0.63% | +8+0.3% | Added |
| Ellis Investment Partners, LLC | 2,365 | $2.21M | 0.34% | −76−3.1% | Reduced |
| Aventura Private Wealth, LLC | 2,367 | $2.21M | 0.68% | +78+3.4% | Added |
| Ballast Advisors LLC | 2,370 | $2.22M | 0.53% | +10.0% | Added |
| Oakworth Capital, Inc. | 2,379 | $2.22M | 0.11% | −76−3.1% | Reduced |
| Madison Wealth Partners, Inc | 2,374 | $2.22M | 0.28% | +148+6.6% | Added |
| Guyasuta Investment Advisors Inc | 2,377 | $2.22M | 0.11% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 2,390 | $2.24M | 0.57% | −212−8.1% | Reduced |
| WJ Financial Advisors LLC | 2,397 | $2.24M | 1.65% | −4−0.2% | Reduced |
| Letson Investment Management, Inc. | 2,397 | $2.24M | 0.82% | −4−0.2% | Reduced |
| Forbes J M & Co LLP | 2,407 | $2.25M | 0.18% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,409 | $2.25M | 0.54% | −226−8.6% | Reduced |
| ZWJ Investment Counsel Inc | 2,412 | $2.26M | 0.07% | −75−3.0% | Reduced |
| Legacy Edge Advisors, LLC | 2,414 | $2.26M | 0.21% | +407+20.3% | Added |
| FCG Investment Co | 2,415 | $2.26M | 0.78% | −1,381−36.4% | Reduced |
| Independent Investors Inc | 2,415 | $2.26M | 0.43% | −450−15.7% | Reduced |
| Pacific Point Advisors, LLC | 2,416 | $2.26M | 1.03% | +86+3.7% | Added |
| Tiemann Investment Advisors, LLC | 2,420 | $2.26M | 0.82% | −174−6.7% | Reduced |
| Bennett Selby Investments LP | 2,423 | $2.27M | 0.72% | +40+1.7% | Added |
| Relyea Zuckerberg Hanson LLC | 2,424 | $2.27M | 0.19% | +13+0.5% | Added |
| Greykasell Wealth Strategies, Inc. | 2,428 | $2.27M | 0.82% | −43−1.7% | Reduced |
| Claro Advisors LLC | 2,430 | $2.27M | 0.24% | −11−0.5% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,431 | $2.27M | 0.36% | −489−16.7% | Reduced |
| Compass Wealth Management LLC | 2,433 | $2.28M | 0.43% | +2,433 | New |
| First Dallas Securities Inc. | 2,434 | $2.28M | 0.75% | −123−4.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,433 | $2.28M | 0.60% | +61+2.6% | Added |
| Harbour Wealth Management Group, Inc. | 2,444 | $2.29M | 1.55% | −57−2.3% | Reduced |
| Greenspring Advisors, LLC | 2,444 | $2.29M | 0.13% | +56+2.3% | Added |
| Moss Adams Wealth Advisors LLC | 2,448 | $2.29M | 0.14% | −1,910−43.8% | Reduced |
| Vigilare Wealth Management | 2,448 | $2.29M | 0.70% | +8+0.3% | Added |
| Constitution Capital LLC | 2,452 | $2.29M | 1.18% | −7,325−74.9% | Reduced |
| Busey Wealth Management | 2,453 | $2.29M | 0.06% | −45−1.8% | Reduced |
| Gs Investments, Inc. | 2,457 | $2.30M | 1.66% | −2,000−44.9% | Reduced |
| Silverlake Wealth Management LLC | 2,459 | $2.30M | 0.44% | −5−0.2% | Reduced |
| SeaBridge Investment Advisors LLC | 2,461 | $2.30M | 0.33% | +12+0.5% | Added |
| Littlejohn Financial Services, Inc. | 2,461 | $2.30M | 1.67% | −433−15.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 2,665 | $2.31M | 0.50% | +61+2.3% | Added |
| Emprise Bank | 2,467 | $2.31M | 0.85% | −36−1.4% | Reduced |
| Curran Financial Partners, LLC | 2,471 | $2.31M | 0.34% | −83−3.2% | Reduced |
| Argent Capital Management LLC | 2,480 | $2.32M | 0.07% | 00.0% | Unchanged |
| Cercano Management LLC | 2,490 | $2.33M | 0.31% | −8,138−76.6% | Reduced |
| Rockingstone Advisors LLC | 2,495 | $2.33M | 0.94% | +54+2.2% | Added |
| Cambria Investment Management, L.P. | 2,495 | $2.33M | 0.12% | +1,164+87.5% | Added |
| Prescott Group Capital Management, L.L.C. | 2,499 | $2.34M | 0.20% | +371+17.4% | Added |
| Leibman Financial Services, Inc. | 2,514 | $2.35M | 1.56% | +1,155+85.0% | Added |
| WealthShield Partners, LLC | 2,514 | $2.35M | 0.36% | −403−13.8% | Reduced |
| Rational Advisors LLC | 2,522 | $2.36M | 0.22% | −256−9.2% | Reduced |
| Tobam | 2,530 | $2.37M | 0.57% | −107−4.1% | Reduced |
| Bernicke Wealth Management, Ltd. | 2,533 | $2.37M | 0.28% | −50−1.9% | Reduced |
| L2 Asset Management, LLC | 2,538 | $2.37M | 0.25% | +43+1.7% | Added |
| Financial & Tax Architects, LLC | 2,541 | $2.38M | 0.50% | +112+4.6% | Added |
| Yukon Wealth Management, Inc. | 2,545 | $2.38M | 0.68% | +2,545 | New |
| MSH Capital Advisors LLC | 2,552 | $2.39M | 0.42% | +502+24.5% | Added |
| Transcend Wealth Collective, LLC | 2,556 | $2.39M | 0.16% | −19−0.7% | Reduced |