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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,260 | $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 |
|---|---|---|---|---|---|
| Vestor Capital, LLC | 646 | $160.0K | 0.01% | −371−36.5% | Reduced |
| Consultiva Wealth Management, Corp. | 173 | $161.8K | 0.36% | 00.0% | Unchanged |
| Palladiem, LLC | 177 | $166.0K | 0.16% | −55−23.7% | Reduced |
| Essex Investment Management Co LLC | 180 | $168.4K | 0.02% | 00.0% | Unchanged |
| Graney & King, LLC | 180 | $168.5K | 0.06% | +7+4.0% | Added |
| Financial Network Wealth Advisors LLC | 182 | $170.6K | 0.17% | −19−9.5% | Reduced |
| Cornerstone Planning Group LLC | 188 | $174.2K | 0.02% | −35−15.7% | Reduced |
| Addison Advisors LLC | 187 | $175.4K | 0.08% | −183−49.5% | Reduced |
| Clark Wealth Partners | 190 | $178.1K | 0.10% | 00.0% | Unchanged |
| Curat Global, LLC | 189 | $178.9K | 0.15% | 00.0% | Unchanged |
| 10Elms LLP | 194 | $181.5K | 0.08% | +42+27.6% | Added |
| First National Bank | 194 | $181.5K | 0.07% | +194 | New |
| Mosley Wealth Management | 194 | $181.8K | 0.06% | −119−38.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 198 | $184.9K | 0.14% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 199 | $186.1K | 0.20% | +5+2.6% | Added |
| True Wealth Design, LLC | 200 | $187.1K | 0.04% | −6−2.9% | Reduced |
| Ravenstone Capital Management Inc. | 200 | $187.1K | 0.08% | 00.0% | Unchanged |
| Skylands Capital, LLC | 200 | $187.1K | 0.02% | +200 | New |
| Noble Wealth Management PBC | 203 | $190.1K | 0.09% | +2+1.0% | Added |
| Operose Advisors LLC | 206 | $192.7K | 0.04% | +206 | New |
| POM Investment Strategies, LLC | 207 | $193.7K | 0.22% | −8−3.7% | Reduced |
| Strategic Wealth Advisors LLC | 226 | $194.0K | 0.17% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 209 | $195.5K | 0.04% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 209 | $195.7K | 0.04% | +4+2.0% | Added |
| South Dakota Investment Council | 210 | $196.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 212 | $198.0K | 0.04% | +10+5.0% | Added |
| AlphaGrep UK Ltd | 214 | $200.2K | 0.06% | +214 | New |
| FSA Advisors, Inc. | 215 | $201.0K | 0.09% | −31−12.6% | Reduced |
| Cascade Investment Advisors, Inc. | 215 | $201.1K | 0.11% | −15−6.5% | Reduced |
| Manitou Investment Management Ltd. | 215 | $201.1K | 0.04% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 215 | $201.1K | 0.09% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 215 | $201.1K | 0.05% | −12−5.3% | Reduced |
| Causey Wealth LLC | 215 | $201.5K | 0.08% | −14−6.1% | Reduced |
| Van Diest Capital, LLC | 215 | $201.5K | 0.18% | −18−7.7% | Reduced |
| Opus Capital Group, LLC | 216 | $202.0K | 0.02% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 216 | $202.1K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 216 | $202.1K | 0.08% | +216 | New |
| Provident Wealth Management, LLC | 216 | $202.1K | 0.05% | +216 | New |
| Paragon Capital Management Ltd | 216 | $202.6K | 0.04% | −5−2.3% | Reduced |
| Martel Wealth Advisors Inc | 217 | $203.0K | 0.03% | −11−4.8% | Reduced |
| Precision Wealth Strategies, LLC | 217 | $203.0K | 0.06% | −2−0.9% | Reduced |
| Edge Wealth Management LLC | 218 | $204.0K | 0.03% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 218 | $204.1K | 0.06% | +11+5.3% | Added |
| Freedom Financial Partners LLC | 218 | $204.1K | 0.07% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 217 | $204.2K | 0.05% | 00.0% | Unchanged |
| Financially Speaking Inc | 205 | $204.3K | 0.99% | 00.0% | Unchanged |
| G&S Capital LLC | 219 | $204.9K | 0.06% | −3−1.4% | Reduced |
| Redwood Financial Network Corp | 219 | $204.9K | 0.11% | −1−0.5% | Reduced |
| Valued Wealth Advisors LLC | 219 | $205.1K | 0.07% | +4+1.9% | Added |
| waypoint wealth counsel | 220 | $205.6K | 0.13% | −87−28.3% | Reduced |
| Global Trust Wealth Management LLC | 220 | $205.8K | 0.14% | −10−4.3% | Reduced |
| JDM Financial Group LLC | 220 | $205.8K | 0.07% | 00.0% | Unchanged |
| Westwood Wealth Management | 220 | $205.8K | 0.06% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 220 | $206.2K | 0.04% | 00.0% | Unchanged |
| Penobscot Wealth Management | 221 | $206.6K | 0.06% | −124−35.9% | Reduced |
| Mystic Asset Management, Inc. | 221 | $206.7K | 0.04% | −18−7.5% | Reduced |
| 3 Factor Indexing, LLC | 221 | $206.7K | 0.17% | 00.0% | Unchanged |
| Catalyst Investment Management LLC | 221 | $206.7K | 0.19% | +221 | New |
| Camelot Portfolios, LLC | 221 | $207.0K | 0.15% | −2−0.9% | Reduced |
| Tenzing Financial LLC | 218 | $207.4K | 0.14% | +1+0.5% | Added |
| Zuckerman Investment Group, LLC | 222 | $207.7K | 0.02% | +4+1.8% | Added |
| American Asset Management Inc. | 222 | $207.7K | 0.17% | +222 | New |
| Planning Directions Inc | 222 | $208.1K | 0.10% | −113−33.7% | Reduced |
| Mainsail Asset Management, LLC | 221 | $208.2K | 0.08% | +221 | New |
| Dakota Community Bank & Trust NA | 223 | $208.6K | 0.65% | −1−0.4% | Reduced |
| B&D White Capital Company, LLC | 223 | $208.6K | 0.02% | +223 | New |
| Exit Wealth Advisors, LLC. | 223 | $208.8K | 0.10% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 224 | $209.5K | 0.07% | +2+0.9% | Added |
| Coyle Financial Counsel LLC | 224 | $209.5K | 0.04% | +19+9.3% | Added |
| Three Cord True Wealth Management, LLC | 224 | $209.6K | 0.10% | 00.0% | Unchanged |
| Midwestern Financial, LLC | 224 | $210.0K | 0.15% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 225 | $210.5K | 0.09% | 00.0% | Unchanged |
| Powerhouse Assets LLC | 225 | $210.5K | 0.17% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 225 | $210.5K | 0.08% | 00.0% | Unchanged |
| Oak Barrel Wealth Advisory LLC | 225 | $210.9K | 0.09% | +225 | New |
| OFS Enterprise LLC | 226 | $211.1K | 0.05% | +7+3.2% | Added |
| Serenity Investment Advisors | 226 | $211.3K | 0.09% | −4−1.7% | Reduced |
| Caxton Associates LLP | 226 | $211.4K | 0.00% | −2,113−90.3% | Reduced |
| Libra Wealth LLC | 226 | $211.4K | 0.05% | −24−9.6% | Reduced |
| Leslie Global Wealth, LLC | 226 | $211.4K | 0.08% | −1−0.4% | Reduced |
| Purewater Capital LLC | 227 | $212.3K | 0.15% | −46−16.8% | Reduced |
| LWM Advisory Services, LLC | 227 | $212.3K | 0.38% | −83−26.8% | Reduced |
| Pembroke Management, LTD | 227 | $212.4K | 0.03% | 00.0% | Unchanged |
| City National Bank of Florida | 228 | $213.3K | 0.09% | +228 | New |
| Premier Financial Group | 228 | $213.3K | 0.05% | +228 | New |
| Ariadne Wealth Management, LP | 228 | $213.3K | 0.09% | −272−54.4% | Reduced |
| Synergy Investment Management, LLC | 221 | $213.4K | 0.05% | +153+225.0% | Added |
| ACT Advisors, LLC. | 228 | $213.5K | 0.07% | −3−1.3% | Reduced |
| Noesis Capital Mangement Corp | 229 | $213.8K | 0.03% | −8−3.4% | Reduced |
| IVC Wealth Advisors LLC | 229 | $214.2K | 0.08% | −11−4.6% | Reduced |
| Granville Capital, Inc. | 229 | $214.4K | 0.10% | −13−5.4% | Reduced |
| Oak Associates, Ltd | 230 | $215.2K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 230 | $215.2K | 0.00% | 00.0% | Unchanged |
| Tableaux LLC | 230 | $215.2K | 0.09% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 230 | $215.2K | 0.02% | +6+2.7% | Added |
| Allegiance Financial Group Advisory Services LLC | 230 | $215.2K | 0.04% | +230 | New |
| Richmond Investment Services, LLC | 231 | $216.0K | 0.07% | −369−61.5% | Reduced |
| Amarillo National Bank | 231 | $216.1K | 0.03% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 231 | $216.4K | 0.18% | 00.0% | Unchanged |
| Ballast Rock Private Wealth LLC | 231 | $216.5K | 0.10% | 00.0% | Unchanged |