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 |
|---|---|---|---|---|---|
| Oxinas Partners Wealth Management LLC | 232 | $216.8K | 0.09% | 00.0% | Unchanged |
| First PREMIER Bank | 232 | $217.0K | 0.04% | −10−4.1% | Reduced |
| Ball & Co Wealth Management Inc. | 232 | $217.0K | 0.15% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 232 | $217.0K | 0.00% | +24+11.5% | Added |
| Landing Point Financial Group, LLC | 232 | $217.1K | 0.07% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 232 | $217.1K | 0.08% | −59−20.3% | Reduced |
| Vantus Wealth LLC | 232 | $217.2K | 0.12% | +232 | New |
| Journey Retirement Planning & Investment Management LLC | 232 | $217.2K | 0.17% | +232 | New |
| OneAscent Investment Solutions LLC | 233 | $218.0K | 0.21% | −13−5.3% | Reduced |
| ProVise Management Group, LLC | 233 | $218.0K | 0.01% | −3−1.3% | Reduced |
| Astra Wealth Partners LLC | 233 | $218.0K | 0.12% | +18+8.4% | Added |
| DeLarme Wealth Management, Inc. | 233 | $218.0K | 0.13% | +13+5.9% | Added |
| Dupree Financial Group, LLC | 233 | $218.4K | 0.08% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 234 | $218.5K | 0.02% | −22−8.6% | Reduced |
| Haven Private, LLC | 234 | $218.9K | 0.08% | +2+0.9% | Added |
| Bernardo Wealth Planning LLC | 234 | $219.3K | 0.04% | +234 | New |
| Crux Wealth Advisors | 235 | $219.6K | 0.08% | 00.0% | Unchanged |
| Surience Private Wealth LLC | 235 | $219.8K | 0.19% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 236 | $220.5K | 0.05% | +70+42.2% | Added |
| Camarda Financial Advisors, LLC | 236 | $220.6K | 0.07% | +236 | New |
| Beaird Harris Wealth Management, LLC | 236 | $220.8K | 0.01% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 236 | $220.8K | 0.11% | −1−0.4% | Reduced |
| Corepath Wealth Partners LLC | 232 | $220.9K | 0.14% | +3+1.3% | Added |
| Legacy Financial Independent Advisors LLC | 237 | $221.7K | 0.10% | −4−1.7% | Reduced |
| Atwater Malick LLC | 237 | $221.7K | 0.05% | +237 | New |
| Seldon Capital LP | 238 | $222.6K | 0.07% | 00.0% | Unchanged |
| tru Independence LLC | 238 | $222.6K | 0.10% | −4−1.7% | Reduced |
| McGowan Group Asset Management, Inc. | 238 | $222.7K | 0.03% | +1+0.4% | Added |
| Arcadia Wealth Management, Inc. | 238 | $222.7K | 0.11% | 00.0% | Unchanged |
| Genesis Wealth Advisors, LLC | 240 | $224.5K | 0.13% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 240 | $224.5K | 0.08% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 240 | $224.5K | 0.04% | +240 | New |
| Instrumental Wealth, LLC | 240 | $224.5K | 0.11% | +12+5.3% | Added |
| AJ Advisors, LLC | 240 | $224.7K | 0.07% | −5−2.0% | Reduced |
| Aurora Private Wealth, Inc. | 240 | $225.0K | 0.14% | −22−8.4% | Reduced |
| Stillwater Private Wealth, LLC | 238 | $225.0K | 0.15% | +12+5.3% | Added |
| Fidelity D & D Bancorp Inc | 241 | $225.4K | 0.08% | +241 | New |
| Legacy Wealth Asset Management, LLC | 241 | $225.5K | 0.05% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 242 | $226.0K | 0.07% | −278−53.5% | Reduced |
| East Coast Asset Management, LLC. | 242 | $226.4K | 0.07% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 243 | $226.9K | 0.14% | −17−6.5% | Reduced |
| Carroll Advisory Group, LLC | 243 | $227.2K | 0.07% | −10−4.0% | Reduced |
| Fortress Wealth Group, LLC | 244 | $228.1K | 0.08% | +8+3.4% | Added |
| Cadia Private Client LLC | 245 | $228.8K | 0.16% | +1+0.4% | Added |
| Renasant Bank | 245 | $229.2K | 0.15% | −177−41.9% | Reduced |
| REDW Wealth LLC | 246 | $229.8K | 0.08% | +13+5.6% | Added |
| Martin Investment Management, LLC | 246 | $230.1K | 0.08% | −50−16.9% | Reduced |
| Park Capital Management, LLC | 246 | $230.1K | 0.14% | +16+7.0% | Added |
| ATX Financial Planning, LLC | 246 | $230.1K | 0.15% | −19−7.2% | Reduced |
| Patten Group, Inc. | 246 | $230.3K | 0.04% | +246 | New |
| New Insight Wealth Advisors | 247 | $230.8K | 0.07% | −39−13.6% | Reduced |
| Waystone Advisors LLC | 247 | $231.1K | 0.17% | −22−8.2% | Reduced |
| Piscataqua Savings Bank | 249 | $232.9K | 0.16% | +50+25.1% | Added |
| Hudson Capital Management LLC | 249 | $232.9K | 0.06% | −22−8.1% | Reduced |
| Orcam Financial Group | 249 | $232.9K | 0.11% | +249 | New |
| North Capital, Inc. | 249 | $232.9K | 0.18% | +249 | New |
| Legacy Financial Group, Inc. | 249 | $232.9K | 0.05% | +2+0.8% | Added |
| Hill Island Financial LLC | 249 | $233.3K | 0.05% | 00.0% | Unchanged |
| Schiavi & Co LLC | 250 | $233.9K | 0.06% | −2−0.8% | Reduced |
| F&V Capital Management, LLC | 250 | $234.0K | 0.04% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 251 | $234.8K | 0.01% | +251 | New |
| One Wealth Advisors, LLC | 252 | $235.7K | 0.03% | 00.0% | Unchanged |
| HT Partners LLC | 253 | $236.2K | 0.07% | +1+0.4% | Added |
| Endowment Wealth Management, Inc. | 253 | $236.4K | 0.09% | +253 | New |
| Advocate Group LLC | 253 | $236.7K | 0.04% | −6−2.3% | Reduced |
| Flywheel Private Wealth LLC | 253 | $236.7K | 0.12% | 00.0% | Unchanged |
| Prospect Financial Group LLC | 253 | $236.7K | 0.19% | +19+8.1% | Added |
| Disciplined Investments, LLC | 253 | $236.7K | 0.08% | −1−0.4% | Reduced |
| Stapp Wealth Management, PLLC | 254 | $237.6K | 0.31% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 255 | $238.2K | 0.16% | 00.0% | Unchanged |
| Steelhead Wealth Management LLC | 256 | $239.0K | 0.10% | +46+21.9% | Added |
| Winslow Capital Management, LLC | 256 | $239.5K | 0.00% | −9,965−97.5% | Reduced |
| Wallace Advisory Group, LLC | 256 | $239.5K | 0.23% | +43+20.2% | Added |
| Encompass More Asset Management | 256 | $239.6K | 0.04% | +256 | New |
| Valued Retirements, Inc. | 256 | $239.6K | 0.22% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 257 | $240.1K | 0.04% | +55+27.2% | Added |
| Midwest Capital Advisors, LLC | 258 | $241.3K | 0.10% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 258 | $241.4K | 0.06% | 00.0% | Unchanged |
| Sollinda Capital Management LLC | 258 | $241.4K | 0.05% | +258 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 259 | $242.3K | 0.33% | 00.0% | Unchanged |
| Rayburn West Financial Services LLC | 260 | $243.2K | 0.13% | 00.0% | Unchanged |
| HMV Wealth Advisors, LLC | 260 | $243.2K | 0.09% | +260 | New |
| Sawyer & Company, Inc | 260 | $243.3K | 0.08% | 00.0% | Unchanged |
| Tandem Financial, LLC | 260 | $243.4K | 0.08% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 260 | $243.6K | 0.13% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 260 | $243.6K | 0.17% | −232−47.2% | Reduced |
| Lynch Investment Planning, LLC | 262 | $244.7K | 0.19% | +23+9.6% | Added |
| MQS Management LLC | 262 | $245.1K | 0.30% | −730−73.6% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 262 | $245.1K | 0.20% | −15−5.4% | Reduced |
| Lincoln Capital Corp | 263 | $246.0K | 0.08% | 00.0% | Unchanged |
| Pflug Koory, LLC | 263 | $246.0K | 0.10% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 263 | $246.0K | 0.06% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 263 | $246.2K | 0.03% | 00.0% | Unchanged |
| Citrine Capital LLC | 264 | $247.0K | 0.09% | +2+0.8% | Added |
| H&H Retirement Design & Management INC | 254 | $247.3K | 0.12% | −215−45.8% | Reduced |
| Treasure Coast Financial Planning | 265 | $247.9K | 0.12% | 00.0% | Unchanged |
| JMN Financial LLC | 265 | $248.3K | 0.19% | −205−43.6% | Reduced |
| Smith Partners Wealth Management, LLC | 266 | $248.8K | 0.20% | 00.0% | Unchanged |
| Castleview Partners, LLC | 266 | $248.8K | 0.11% | +7+2.7% | Added |
| IMZ Advisory Inc | 266 | $248.9K | 0.08% | −54−16.9% | Reduced |