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 |
|---|---|---|---|---|---|
| Payne Capital Management, LLC | 266 | $248.9K | 0.07% | +266 | New |
| Wharton Business Group, LLC | 266 | $249.2K | 0.01% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 266 | $249.2K | 0.12% | +16+6.4% | Added |
| Acorn Financial Advisory Services Inc | 267 | $249.8K | 0.03% | −25−8.6% | Reduced |
| Monograph Wealth Advisors, LLC | 267 | $249.8K | 0.02% | −309−53.6% | Reduced |
| Horizon Wealth Management, LLC | 269 | $251.3K | 0.03% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 269 | $251.6K | 0.15% | −1−0.4% | Reduced |
| Alexander Labrunerie & Co., Inc. | 269 | $251.6K | 0.09% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 269 | $251.6K | 0.05% | +23+9.3% | Added |
| TSA Wealth Managment LLC | 270 | $252.6K | 0.07% | −20−6.9% | Reduced |
| Anchor Capital Advisors LLC | 270 | $252.6K | 0.01% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 270 | $252.6K | 0.05% | 00.0% | Unchanged |
| Foronjy Financial LLC | 271 | $253.6K | 0.09% | −25−8.4% | Reduced |
| St. Louis Trust Co | 293 | $253.7K | 0.07% | 00.0% | Unchanged |
| Capital City Trust Co | 272 | $254.4K | 0.05% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 272 | $254.9K | 0.01% | +272 | New |
| Roberts Glore & Co Inc | 272 | $254.9K | 0.06% | −1−0.4% | Reduced |
| Sfam, LLC | 273 | $255.4K | 0.21% | 00.0% | Unchanged |
| Caden Capital Partners, LP | 273 | $255.4K | 3.08% | 00.0% | Unchanged |
| Pacific Park Financial, Inc. | 273 | $255.4K | 0.15% | +37+15.7% | Added |
| Compton Financial Group, LLC | 273 | $255.4K | 0.05% | −7−2.5% | Reduced |
| Grant Street Asset Management, Inc. | 274 | $256.3K | 0.04% | −32−10.5% | Reduced |
| Fortitude Financial, LLC | 274 | $256.3K | 0.23% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 274 | $256.3K | 0.03% | +274 | New |
| Cowa, LLC | 275 | $257.0K | 0.06% | +3+1.1% | Added |
| Hall Laurie J Trustee | 275 | $257.3K | 0.08% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 276 | $258.2K | 0.13% | 00.0% | Unchanged |
| jvl associates llc | 276 | $258.2K | 0.07% | +276 | New |
| WPG Advisers, LLC | 276 | $258.3K | 0.15% | +25+10.0% | Added |
| Cornerstone Wealth Advisors, Inc. | 276 | $258.3K | 0.05% | 00.0% | Unchanged |
| Align Financial, LLC | 276 | $258.4K | 0.13% | 00.0% | Unchanged |
| Brookmont Capital Management | 277 | $258.8K | 0.14% | +60+27.6% | Added |
| Hughes Financial Services, LLC | 277 | $259.2K | 0.03% | −2−0.7% | Reduced |
| Market Street Wealth Management Advisors LLC | 278 | $260.1K | 0.04% | +21+8.2% | Added |
| Voya Financial Advisors, Inc. | 275 | $260.3K | 0.02% | −55−16.7% | Reduced |
| Millington Financial Advisors, LLC | 277 | $260.4K | 0.10% | +65+30.7% | Added |
| OLIO Financial Planning | 279 | $260.8K | 0.06% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 279 | $261.0K | 0.12% | −14−4.8% | Reduced |
| Integrated Quantitative Investments LLC | 279 | $261.0K | 0.04% | 00.0% | Unchanged |
| Steffes Financial, Ltd. | 279 | $261.0K | 0.11% | 00.0% | Unchanged |
| Sensible Money, LLC | 279 | $261.3K | 0.07% | −44−13.6% | Reduced |
| Cedar Point Capital Partners, LLC | 280 | $261.9K | 0.15% | −15−5.1% | Reduced |
| Sather Financial Group Inc | 280 | $261.9K | 0.02% | +32+12.9% | Added |
| Thrive Capital Management, LLC | 280 | $262.1K | 0.05% | −77−21.6% | Reduced |
| Banque de Luxembourg S.A. | 281 | $262.9K | 0.12% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 281 | $262.9K | 0.02% | −18−6.0% | Reduced |
| Rockbridge Investment Management, LCC | 281 | $263.3K | 0.02% | 00.0% | Unchanged |
| Meadowbrook Wealth Management, LLC | 285 | $263.5K | 0.28% | −1,305−82.1% | Reduced |
| West Michigan Advisors, LLC | 282 | $263.8K | 0.05% | −13−4.4% | Reduced |
| Center for Financial Planning, Inc. | 282 | $263.8K | 0.02% | +1+0.4% | Added |
| Shufro Rose & Co LLC | 282 | $263.8K | 0.02% | +70+33.0% | Added |
| Marshall Financial Group LLC | 283 | $264.6K | 0.04% | +29+11.4% | Added |
| Prospect Financial Services LLC | 283 | $264.7K | 0.13% | −15−5.0% | Reduced |
| Berman McAleer LLC | 283 | $264.7K | 0.03% | +7+2.5% | Added |
| Flow Traders U.S. LLC | 284 | $266.0K | 0.01% | +284 | New |
| MBE Wealth Management, LLC | 284 | $266.1K | 0.09% | −6−2.1% | Reduced |
| Auctus Advisors LLC | 285 | $266.6K | 0.22% | 00.0% | Unchanged |
| SwitchPoint Financial Planning, LLC | 285 | $266.7K | 0.15% | −2−0.7% | Reduced |
| Intrepid Capital Management Inc | 286 | $267.5K | 0.09% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 286 | $267.5K | 0.11% | +24+9.2% | Added |
| Droms Strauss Advisors Inc | 286 | $267.9K | 0.06% | +40+16.3% | Added |
| Glass Jacobson Investment Advisors llc | 286 | $267.9K | 0.08% | 00.0% | Unchanged |
| Wills Financial Group LLC | 287 | $268.4K | 0.10% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 287 | $268.5K | 0.03% | −18−5.9% | Reduced |
| Insight Wealth Partners, LLC | 287 | $268.5K | 0.04% | +24+9.1% | Added |
| Ogorek Anthony Joseph | 288 | $269.0K | 0.07% | +15+5.5% | Added |
| Winning Points Advisors, LLC | 288 | $269.7K | 0.36% | 00.0% | Unchanged |
| Dorato Capital Management | 295 | $270.3K | 0.18% | 00.0% | Unchanged |
| Members Wealth LLC | 289 | $270.4K | 0.15% | −13−4.3% | Reduced |
| StoryOne LLC | 290 | $271.3K | 0.13% | +290 | Added |
| Finward Bancorp | 290 | $271.3K | 0.21% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 290 | $271.3K | 0.24% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 290 | $271.3K | 0.30% | 00.0% | Unchanged |
| Boston Research & Management Inc | 290 | $271.3K | 0.06% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 291 | $272.2K | 0.13% | +9+3.2% | Added |
| LCNB Corp | 291 | $272.2K | 0.08% | +14+5.1% | Added |
| Bennett Associates Wealth Management | 291 | $272.2K | 0.17% | +85+41.3% | Added |
| White Lighthouse Investment Management Inc. | 291 | $272.5K | 0.03% | 00.0% | Unchanged |
| United Bank | 292 | $273.2K | 0.03% | −132−31.1% | Reduced |
| Cape Investment Advisory, Inc. | 293 | $274.3K | 0.07% | +22+8.1% | Added |
| Seros Financial, LLC | 293 | $274.5K | 0.14% | +16+5.8% | Added |
| Family Office Research LLC | 293 | $274.5K | 0.10% | −32−9.8% | Reduced |
| Uniting Wealth Partners, LLC | 294 | $275.2K | 0.06% | +17+6.1% | Added |
| BetterWealth, LLC | 295 | $276.0K | 0.05% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 295 | $276.0K | 0.03% | +295 | New |
| Regimen Wealth, LLC | 296 | $276.9K | 0.07% | 00.0% | Unchanged |
| Parsonex Advisory Services, Inc. | 296 | $277.4K | 0.24% | −4−1.3% | Reduced |
| Price Financial Group Wealth Management, Inc | 292 | $277.4K | 4.61% | 00.0% | Unchanged |
| PFS Partners, LLC | 297 | $277.4K | 0.11% | +1+0.3% | Added |
| Rodgers Brothers Inc. | 297 | $277.8K | 0.03% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 297 | $277.8K | 0.11% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 297 | $278.1K | 0.04% | 00.0% | Unchanged |
| marrick wealth, LLC | 298 | $278.8K | 0.20% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 299 | $279.3K | 0.15% | +6+2.0% | Added |
| Polymer Capital Management (US) LLC | 299 | $279.7K | 0.04% | −631−67.8% | Reduced |
| Hoey Investments, Inc | 299 | $279.7K | 0.04% | −7−2.3% | Reduced |
| IMG Wealth Management, Inc. | 299 | $279.7K | 0.16% | +10+3.5% | Added |
| Mullooly Asset Management, Inc. | 299 | $279.7K | 0.09% | +3+1.0% | Added |
| Awm Capital, LLC | 299 | $279.9K | 0.02% | +53+21.5% | Added |
| Summa Corp. | 300 | $280.6K | 0.09% | −200−40.0% | Reduced |