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 |
|---|---|---|---|---|---|
| Veridan Wealth LLC | 332 | $310.5K | 0.11% | +33+11.0% | Added |
| Triasima Portfolio Management inc. | 332 | $310.6K | 0.04% | −140−29.7% | Reduced |
| Kelman-Lazarov, Inc. | 332 | $310.6K | 0.04% | +19+6.1% | Added |
| BridgePort Financial Solutions, LLC | 332 | $310.7K | 0.08% | +59+21.6% | Added |
| Royal Fund Management, LLC | 332 | $311.2K | 0.03% | +40+13.7% | Added |
| RMG Wealth Management LLC | 328 | $311.5K | 0.03% | +12+3.8% | Added |
| Prevail Innovative Wealth Advisors, LLC | 333 | $311.5K | 0.05% | +333 | New |
| Madrid Wealth Management, LLC | 334 | $312.7K | 0.21% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 335 | $313.5K | 0.05% | +335 | New |
| Guidance Point Advisors, LLC | 335 | $313.7K | 0.07% | +2+0.6% | Added |
| CoreFirst Bank & Trust | 336 | $314.3K | 0.16% | −193−36.5% | Reduced |
| Barings LLC | 338 | $316.2K | 0.01% | +40+13.4% | Added |
| Seven Post Investment Office LP | 338 | $316.2K | 0.09% | +338 | New |
| Cora Capital Advisors LLC | 338 | $316.2K | 0.09% | 00.0% | Unchanged |
| Frontier Asset Management, LLC | 338 | $316.2K | 0.06% | −18−5.1% | Reduced |
| HF Advisory Group, LLC | 338 | $316.4K | 0.10% | 00.0% | Unchanged |
| Seek First Inc. | 338 | $316.4K | 0.20% | −13−3.7% | Reduced |
| Denver Wealth Management, Inc. | 338 | $316.6K | 0.09% | −6−1.7% | Reduced |
| Hedeker Wealth, LLC | 339 | $317.1K | 0.06% | −332−49.5% | Reduced |
| Global Financial Private Client, LLC | 339 | $317.1K | 0.09% | +2+0.6% | Added |
| 1 North Wealth Services LLC | 339 | $317.1K | 0.10% | +45+15.3% | Added |
| Tenet Wealth Partners, LLC | 334 | $317.8K | 0.24% | +334 | New |
| Wealthspan Partners, LLC | 340 | $318.3K | 0.10% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 341 | $318.9K | 0.04% | +341 | New |
| Providence Capital Advisors, LLC | 341 | $319.0K | 0.05% | 00.0% | Unchanged |
| Jim Saulnier & Associates, LLC | 342 | $319.7K | 0.13% | +342 | New |
| Richard P Slaughter Associates Inc | 342 | $319.9K | 0.06% | −215−38.6% | Reduced |
| Acute Investment Advisory, LLC | 342 | $319.9K | 3.38% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 342 | $319.9K | 0.16% | +11+3.3% | Added |
| Fortune 45 LLC | 342 | $320.7K | 0.14% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 343 | $321.2K | 0.19% | +10+3.0% | Added |
| Heck Capital Advisors, LLC | 344 | $321.8K | 0.02% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 344 | $322.0K | 0.04% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 344 | $322.1K | 0.39% | −44−11.3% | Reduced |
| Cogent Private Wealth, Inc. | 348 | $325.5K | 0.20% | −16−4.4% | Reduced |
| Expressive Wealth LLC | 348 | $325.6K | 0.31% | +8+2.4% | Added |
| Vermillion Wealth Management, Inc. | 348 | $325.9K | 0.08% | −101−22.5% | Reduced |
| Chung Wu Investment Group, LLC | 350 | $327.4K | 0.22% | 00.0% | Unchanged |
| William John Sempolinski | 350 | $327.4K | 0.13% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 350 | $327.8K | 0.05% | +116+49.6% | Added |
| Carson Advisory Inc. | 350 | $327.9K | 0.15% | +4+1.2% | Added |
| Lynch & Associates | 351 | $327.9K | 0.06% | +10+2.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 351 | $328.3K | 0.12% | −9−2.5% | Reduced |
| Clear Wave Wealth Management LLC | 351 | $328.4K | 0.07% | −29−7.6% | Reduced |
| Wealthcare Capital Partners, LLC | 351 | $328.7K | 0.14% | 00.0% | Unchanged |
| Farrell Financial LLC | 351 | $328.8K | 0.18% | −211−37.5% | Reduced |
| Generations Wealth, LLC | 352 | $329.2K | 0.31% | +88+33.3% | Added |
| GK Wealth Management LLC | 352 | $329.5K | 0.20% | +352 | New |
| Collaborative Capital Advisors LLC | 352 | $329.7K | 0.21% | +352 | New |
| OxenFree Capital LLC | 349 | $330.2K | 0.15% | −9−2.5% | Reduced |
| Lionsbridge Wealth Management LLC | 353 | $330.2K | 0.32% | +353 | New |
| Silver Coast Investments LLC | 355 | $332.1K | 0.10% | +56+18.7% | Added |
| Port Capital LLC | 356 | $333.0K | 0.01% | +75+26.7% | Added |
| Fingerlakes Wealth Management, Inc. | 356 | $333.4K | 0.18% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 356 | $333.4K | 0.08% | −66−15.6% | Reduced |
| Talisman Wealth Advisors LLC | 357 | $333.6K | 0.26% | +48+15.5% | Added |
| Financial Council Asset Management Inc | 357 | $334.0K | 0.11% | −5−1.4% | Reduced |
| Slagle Financial, LLC | 357 | $334.1K | 0.10% | −1−0.3% | Reduced |
| Wealthcare Capital Management LLC | 358 | $334.6K | 0.03% | −2−0.6% | Reduced |
| Providence First Trust Co | 358 | $334.6K | 0.09% | +124+53.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 358 | $334.9K | 0.00% | −4−1.1% | Reduced |
| Neo Ivy Capital Management | 358 | $334.9K | 0.08% | +358 | New |
| Hobart Private Capital, LLC | 358 | $334.9K | 0.06% | +150+72.1% | Added |
| Parker Financial LLC | 358 | $335.3K | 0.12% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 360 | $336.4K | 0.06% | −1−0.3% | Reduced |
| Aldebaran Financial Inc. | 360 | $336.8K | 0.27% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 360 | $336.8K | 0.05% | +14+4.0% | Added |
| Eurizon SLJ Capital Ltd | 361 | $337.7K | 0.12% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 362 | $338.6K | 0.02% | +19+5.5% | Added |
| Gordian Advisors LLC | 362 | $339.0K | 0.20% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 363 | $339.6K | 0.08% | +16+4.6% | Added |
| Leith Wheeler Investment Counsel Ltd. | 363 | $339.6K | 0.03% | 00.0% | Unchanged |
| E6 Portfolios, LLC | 363 | $339.6K | 0.27% | +363 | New |
| Pinney & Scofield, Inc. | 364 | $340.5K | 0.17% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 364 | $341.1K | 0.12% | +79+27.7% | Added |
| REAP Financial Group, LLC | 365 | $341.4K | 0.06% | 00.0% | Unchanged |
| FSA Investment Group, LLC | 365 | $341.4K | 0.11% | +16+4.6% | Added |
| Jeppson Wealth Management, LLC | 365 | $341.5K | 0.10% | −20−5.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 366 | $342.1K | 0.06% | −4−1.1% | Reduced |
| Stewardship Concepts Financial Services LLC | 366 | $342.4K | 0.23% | −14−3.7% | Reduced |
| Compagnie Lombard Odier SCmA | 366 | $342.4K | 0.00% | −41−10.1% | Reduced |
| Overbrook Management Corp | 366 | $342.4K | 0.05% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 365 | $342.6K | 0.09% | −1−0.3% | Reduced |
| Boston Partners | 367 | $343.3K | 0.00% | −3−0.8% | Reduced |
| FreeGulliver LLC | 367 | $343.3K | 0.12% | −143−28.0% | Reduced |
| Smith Thornton Advisors LLC | 371 | $343.9K | 0.15% | +16+4.5% | Added |
| Abound Wealth Management | 368 | $344.4K | 0.07% | −34−8.5% | Reduced |
| LaFleur & Godfrey LLC | 369 | $345.1K | 0.04% | −9−2.4% | Reduced |
| S Harris Financial Group, LLC | 369 | $345.1K | 0.27% | +14+3.9% | Added |
| Stonehearth Capital Management, LLC | 369 | $345.2K | 0.12% | 00.0% | Unchanged |
| Copper Harbor Investment Advisors, LLC | 370 | $346.2K | 0.07% | +370 | New |
| Rexford Capital Inc | 372 | $348.0K | 0.21% | +2+0.5% | Added |
| WMS Group LLC | 375 | $350.8K | 0.45% | +41+12.3% | Added |
| Cooper/Haims Advisors, LLC | 376 | $351.7K | 0.15% | +75+24.9% | Added |
| Meridian Wealth Partners, LLC | 376 | $351.8K | 0.04% | +3+0.8% | Added |
| Entelevest, LLC | 376 | $351.8K | 0.31% | +16+4.4% | Added |
| Fund Advisors of America Inc | 376 | $352.0K | 0.32% | −39−9.4% | Reduced |
| Riverbend Wealth Management, LLC | 377 | $352.4K | 0.18% | +37+10.9% | Added |
| Fiducient Advisors LLC | 377 | $352.7K | 0.05% | 00.0% | Unchanged |
| Saranac Partners Ltd | 377 | $352.7K | 0.11% | +377 | New |