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 |
|---|---|---|---|---|---|
| Banta Asset Management LP | 300 | $280.6K | 0.25% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 300 | $280.6K | 0.10% | 00.0% | Unchanged |
| Black Swift Group, LLC | 300 | $280.6K | 0.04% | +300 | New |
| O'Rourke & Company, Inc | 300 | $280.8K | 0.10% | +41+15.8% | Added |
| Morris Retirement Advisors, LLC | 300 | $280.9K | 0.10% | −195−39.4% | Reduced |
| Cherrydale Wealth Management, LLC | 300 | $281.0K | 0.07% | −1−0.3% | Reduced |
| OceanIQ Capital, LLC | 298 | $281.4K | 0.17% | +298 | New |
| Center For Asset Management LLC | 301 | $281.6K | 0.12% | +40+15.3% | Added |
| Kelly Financial Services LLC | 301 | $281.7K | 0.06% | −13−4.1% | Reduced |
| SWP Financial LLC | 302 | $282.2K | 0.13% | +15+5.2% | Added |
| Paladin Advisory Group, LLC | 302 | $282.5K | 0.19% | 00.0% | Unchanged |
| LFG Wealth Partners, LLC | 302 | $282.5K | 0.13% | +21+7.5% | Added |
| Advance Capital Management, Inc. | 302 | $282.6K | 0.01% | +23+8.2% | Added |
| USAdvisors Wealth Management, LLC | 303 | $283.0K | 0.08% | +6+2.0% | Added |
| DMKC Advisory Services, LLC | 303 | $283.4K | 0.05% | 00.0% | Unchanged |
| Koa Wealth Management, LLC | 303 | $283.4K | 0.19% | +12+4.1% | Added |
| Financial Avengers, Inc. | 304 | $284.6K | 0.12% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 304 | $284.7K | 0.17% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 305 | $285.0K | 0.06% | +1+0.3% | Added |
| Sunesis Advisors, LLC | 305 | $285.3K | 0.12% | −103−25.2% | Reduced |
| hemming& Wealth Management, Inc. | 306 | $286.0K | 0.17% | 00.0% | Unchanged |
| Country Trust Bank | 306 | $286.3K | 0.01% | +8+2.7% | Added |
| Montz Harcus Wealth Management LLC | 306 | $286.4K | 0.10% | +3+1.0% | Added |
| Pathway Financial Advisors LLC | 301 | $286.5K | 0.03% | −197−39.6% | Reduced |
| Downshift Financial, LLC | 306 | $286.5K | 0.13% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 306 | $286.6K | 0.08% | +2+0.7% | Added |
| Peak Planning Group, LLC | 307 | $286.9K | 0.06% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 307 | $287.2K | 0.07% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 307 | $287.2K | 0.28% | 00.0% | Unchanged |
| J.M. Arbour, LLC | 307 | $287.2K | 0.25% | +13+4.4% | Added |
| Wolverine Asset Management LLC | 308 | $288.1K | 0.00% | +308 | New |
| Nordwand Advisors, LLC | 309 | $289.0K | 0.04% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 309 | $289.0K | 0.03% | +309 | New |
| Commerce Advisors, LLC | 309 | $289.1K | 0.16% | 00.0% | Unchanged |
| Ameraudi Asset Management, Inc. | 309 | $289.1K | 0.13% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 309 | $289.1K | 0.12% | +77+33.2% | Added |
| Great Oak Capital Partners, LLC | 313 | $289.8K | 0.06% | −13−4.0% | Reduced |
| Conscious Wealth Investments, LLC | 312 | $289.9K | 0.15% | +78+33.3% | Added |
| Soundwatch Capital LLC | 310 | $290.0K | 0.03% | −5−1.6% | Reduced |
| Vaquero Private Wealth, Ltd | 310 | $290.0K | 0.06% | +310 | New |
| Dunhill Financial, LLC | 310 | $290.0K | 0.06% | +29+10.3% | Added |
| Stirlingshire Investments, Inc. | 310 | $290.2K | 0.22% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 311 | $290.6K | 0.03% | +7+2.3% | Added |
| Sharp Financial Services, LLC | 311 | $291.3K | 0.13% | +1+0.3% | Added |
| Cedarwood Wealth LLC | 312 | $291.4K | 0.22% | −18−5.5% | Reduced |
| STAR Financial Bank | 312 | $291.9K | 0.12% | +312 | New |
| Alliance Wealth Advisors, LLC | 313 | $292.8K | 0.12% | +8+2.6% | Added |
| Stone House Investment Management, LLC | 313 | $292.9K | 0.04% | +101+47.6% | Added |
| Activest Wealth Management | 314 | $293.4K | 0.06% | −174−35.7% | Reduced |
| Stegner Investment Associates Inc. | 314 | $293.4K | 0.14% | 00.0% | Unchanged |
| Grange Capital, LLC | 314 | $293.7K | 0.27% | −1−0.3% | Reduced |
| Clarus Group, Inc. | 314 | $293.7K | 0.10% | 00.0% | Unchanged |
| HughesLittle Investment Management Ltd. | 315 | $294.7K | 0.05% | 00.0% | Unchanged |
| Burr Financial Services, LLC | 316 | $295.6K | 0.18% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 316 | $295.7K | 0.03% | +1+0.3% | Added |
| 4WEALTH Advisors, Inc. | 313 | $296.5K | 0.23% | 00.0% | Unchanged |
| StoneCrest Wealth Management, Inc. | 317 | $296.5K | 0.09% | 00.0% | Unchanged |
| GreatBanc Trust CO | 318 | $297.5K | 0.18% | −300−48.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 318 | $297.5K | 0.05% | 00.0% | Unchanged |
| Quilter Plc | 318 | $297.5K | 0.00% | +318 | New |
| Sunburst Financial Group, LLC | 318 | $297.6K | 0.05% | −9−2.8% | Reduced |
| Rose Capital Advisors LLC | 318 | $297.7K | 0.16% | +318 | New |
| Shrier Wealth Management, LLC | 319 | $298.1K | 0.10% | +1+0.3% | Added |
| BlueChip Wealth Advisors LLC | 319 | $298.7K | 0.11% | −38−10.6% | Reduced |
| TruNorth Capital Management, LLC | 321 | $300.3K | 0.05% | +24+8.1% | Added |
| Demars Financial Group, LLC | 321 | $300.7K | 0.08% | +28+9.6% | Added |
| WESPAC Advisors SoCal, LLC | 322 | $301.2K | 0.05% | +1+0.3% | Added |
| Armbruster Capital Management, Inc. | 324 | $303.1K | 0.05% | 00.0% | Unchanged |
| GFI Investment Counsel Ltd. | 324 | $303.1K | 0.04% | 00.0% | Unchanged |
| Presper Financial Architects, LLC | 324 | $303.1K | 0.16% | +10+3.2% | Added |
| Conservest Capital Advisors, Inc. | 324 | $303.3K | 0.02% | +25+8.4% | Added |
| Promethium Advisors,llc | 325 | $303.9K | 0.15% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 325 | $304.0K | 0.08% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 326 | $304.6K | 0.11% | −10−3.0% | Reduced |
| Swisher Financial Concepts, Inc. | 326 | $305.0K | 0.19% | −423−56.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 326 | $305.0K | 0.11% | 00.0% | Unchanged |
| Joel Adams & Associates, Inc. | 326 | $305.0K | 0.20% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 1,195 | $305.2K | 0.09% | +22+1.9% | Added |
| Creekside Partners | 326 | $305.3K | 0.11% | +326 | New |
| Petra Financial Advisors Inc | 327 | $305.5K | 0.14% | −899−73.3% | Reduced |
| William Mack & Associates, Inc. | 327 | $305.7K | 0.11% | +71+27.7% | Added |
| Guerra Pan Advisors, LLC | 327 | $305.9K | 0.17% | −151−31.6% | Reduced |
| JNBA Financial Advisors | 327 | $305.9K | 0.02% | +4+1.2% | Added |
| Daniel Investment Group, Inc. | 327 | $305.9K | 0.18% | +327 | New |
| NWM Advisors, LLC | 328 | $306.8K | 0.24% | −65−16.5% | Reduced |
| Manske Wealth Management | 328 | $306.8K | 0.08% | −16−4.7% | Reduced |
| IAG Wealth Partners, LLC | 328 | $306.8K | 0.03% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 328 | $306.8K | 0.16% | +328 | New |
| TPG Financial Advisors, LLC | 328 | $307.0K | 0.09% | 00.0% | Unchanged |
| Mayport, LLC | 329 | $307.4K | 0.05% | −10−2.9% | Reduced |
| Granite Group Advisors, LLC | 329 | $307.8K | 0.18% | +5+1.5% | Added |
| Johnson & White Wealth Management, LLC | 329 | $307.8K | 0.12% | +39+13.4% | Added |
| Waller Financial Planning Group, Inc | 330 | $308.2K | 0.06% | +330 | New |
| Montis Financial, LLC | 330 | $308.3K | 0.06% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 330 | $308.6K | 0.15% | 00.0% | Unchanged |
| Lynx Investment Advisory | 330 | $308.7K | 0.10% | 00.0% | Unchanged |
| Options Solutions, LLC | 330 | $308.7K | 0.22% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 330 | $308.7K | 0.07% | +21+6.8% | Added |
| Decker Wealth Management LLC | 331 | $309.7K | 0.07% | +331 | New |
| Ketron Financial | 332 | $310.2K | 0.10% | +11+3.4% | Added |