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 |
|---|---|---|---|---|---|
| GatePass Capital, LLC | 377 | $352.9K | 0.13% | +11+3.0% | Added |
| Endeavor Private Wealth, Inc. | 378 | $353.5K | 0.09% | −43−10.2% | Reduced |
| AGH Wealth Advisors, LLC | 378 | $353.6K | 0.22% | +24+6.8% | Added |
| Owl Creek Wealth Partners LLC | 378 | $353.6K | 0.10% | −4−1.0% | Reduced |
| Vawter Financial, Ltd. | 378 | $353.6K | 0.13% | +19+5.3% | Added |
| Cranbrook Wealth Management, LLC | 378 | $353.8K | 0.07% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 383 | $353.9K | 0.03% | +171+80.7% | Added |
| Gilbert & Cook, Inc. | 378 | $353.9K | 0.04% | +6+1.6% | Added |
| Harbor Group, Inc. | 379 | $354.3K | 0.04% | −160−29.7% | Reduced |
| Avid Wealth Partners LLC | 379 | $354.5K | 0.17% | −19−4.8% | Reduced |
| Avail Investment Partners, LLC | 379 | $354.6K | 0.27% | +12+3.3% | Added |
| Capco Asset Management, LLC | 380 | $355.5K | 0.10% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 381 | $356.1K | 0.14% | +1+0.3% | Added |
| Alliance Wealth Management Group | 381 | $356.4K | 0.07% | 00.0% | Unchanged |
| Seven Mile Advisory | 381 | $356.4K | 0.24% | −187−32.9% | Reduced |
| E-Wealth Partners, LLC | 381 | $356.4K | 0.26% | −12−3.1% | Reduced |
| Red Reef Advisors LLC | 381 | $356.4K | 0.33% | −10−2.6% | Reduced |
| Vilga Financial Planning LLC | 382 | $357.4K | 0.27% | +28+7.9% | Added |
| NavPoint Financial, Inc. | 383 | $357.9K | 0.13% | 00.0% | Unchanged |
| Sovereign Investment Advisors, LLC | 383 | $358.3K | 0.07% | +100+35.3% | Added |
| Financial Solutions Advisory Group, Inc. | 394 | $359.8K | 0.05% | +112+39.7% | Added |
| Towercrest Capital Management | 385 | $360.1K | 0.05% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 387 | $362.0K | 0.20% | −675−63.6% | Reduced |
| Silver Lake Advisory, LLC | 387 | $362.3K | 0.13% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 388 | $363.0K | 0.13% | +18+4.9% | Added |
| Madison Park Capital Advisors, LLC | 4,507 | $363.2K | 0.26% | +4,189+1,317.3% | Added |
| Ascent Advisors, LLC | 394 | $364.3K | 0.42% | −5−1.3% | Reduced |
| C2C Wealth Management, LLC | 390 | $364.8K | 0.29% | +10+2.6% | Added |
| Fairscale Capital, LLC | 392 | $366.7K | 0.22% | 00.0% | Unchanged |
| Syntax Research, Inc. | 392 | $366.7K | 0.27% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 392 | $366.9K | 0.06% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 393 | $367.6K | 0.14% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 393 | $367.6K | 0.07% | +393 | New |
| Owen LaRue, LLC | 394 | $368.3K | 0.13% | +1+0.3% | Added |
| Portland Global Advisors LLC | 394 | $368.6K | 0.04% | +5+1.3% | Added |
| Trust Co of Kansas | 396 | $370.0K | 0.19% | +20+5.3% | Added |
| Pennington Partners & Co., LLC | 396 | $370.1K | 0.12% | −32−7.5% | Reduced |
| CDM Financial Counseling Services, Inc. | 396 | $370.4K | 0.32% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 397 | $371.4K | 0.18% | +6+1.5% | Added |
| RHS Financial, LLC | 397 | $371.4K | 0.15% | +124+45.4% | Added |
| ORBA Wealth Advisors, L.L.C. | 397 | $371.4K | 0.32% | +141+55.1% | Added |
| Merrithew & Thorsten Inc | 397 | $372.0K | 0.32% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 398 | $372.2K | 0.04% | +14+3.6% | Added |
| Armistice Capital, LLC | 398 | $372.3K | 0.01% | +398 | New |
| GLR Partners, LLC | 399 | $373.3K | 0.17% | +125+45.6% | Added |
| Revisor Wealth Management LLC | 399 | $373.7K | 0.09% | −27−6.3% | Reduced |
| Capital Management Associates, Inc | 400 | $374.1K | 0.08% | +13+3.4% | Added |
| Ledgewood Wealth Advisors, LLC | 400 | $374.2K | 0.20% | −10−2.4% | Reduced |
| Grace & White Inc | 400 | $374.2K | 0.06% | 00.0% | Unchanged |
| Elevation Advisory Partners LLC | 401 | $375.0K | 0.38% | −134−25.0% | Reduced |
| First Citizens Financial Corp | 401 | $375.1K | 0.16% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 402 | $375.8K | 0.08% | +14+3.6% | Added |
| Latitude Advisors, LLC | 402 | $376.0K | 0.15% | −22−5.2% | Reduced |
| Lathrop Investment Management Corp | 402 | $376.0K | 0.07% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 402 | $376.3K | 0.07% | +3+0.8% | Added |
| N.E.W. Advisory Services LLC | 403 | $376.6K | 0.03% | +41+11.3% | Added |
| Nicollet Investment Management, Inc. | 403 | $377.0K | 0.12% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 405 | $378.9K | 0.01% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 405 | $378.9K | 0.03% | −31−7.1% | Reduced |
| Three Seasons Wealth, LLC | 406 | $379.8K | 0.03% | −2−0.5% | Reduced |
| Wealth Watch Advisors, INC | 406 | $379.8K | 0.12% | +72+21.6% | Added |
| 4J Wealth Management LLC | 408 | $381.7K | 0.19% | +6+1.5% | Added |
| Spectrum Planning & Advisory Services Inc. | 408 | $382.0K | 0.17% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 409 | $382.6K | 0.12% | −23−5.3% | Reduced |
| E&G Advisors, LP | 409 | $382.6K | 0.07% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 410 | $383.3K | 0.02% | −25−5.7% | Reduced |
| NCM Capital Management, LLC | 410 | $383.7K | 0.12% | 00.0% | Unchanged |
| Aspen Capital Management, LLC | 411 | $384.1K | 0.08% | +1+0.2% | Added |
| Ipsen Advisor Group LLC | 411 | $384.3K | 0.25% | −300−42.2% | Reduced |
| Pegasus Asset Management, Inc. | 411 | $384.5K | 0.11% | +70+20.5% | Added |
| SMART Wealth LLC | 412 | $385.1K | 0.08% | −7−1.7% | Reduced |
| Staley Capital Advisers Inc | 412 | $385.4K | 0.02% | 00.0% | Unchanged |
| Kure Advisory, LLC | 413 | $386.0K | 0.18% | +29+7.6% | Added |
| Trust Co | 413 | $386.3K | 0.03% | −252−37.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 413 | $386.3K | 0.12% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 413 | $386.3K | 0.10% | +413 | New |
| Woodward Diversified Capital, LLC | 413 | $386.4K | 0.17% | +42+11.3% | Added |
| Royal Palms Capital LLC | 413 | $386.5K | 0.34% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 388 | $386.6K | 0.07% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 414 | $387.2K | 0.13% | −24−5.5% | Reduced |
| Essential Investment Partners LLC | 414 | $387.3K | 0.31% | 00.0% | Unchanged |
| Cathy Pareto & Associates, Inc | 413 | $387.3K | 0.23% | 00.0% | Unchanged |
| My Purposeful Wealth Corp. | 415 | $388.0K | 0.07% | +118+39.7% | Added |
| Samalin Investment Counsel, LLC | 416 | $389.3K | 0.12% | +5+1.2% | Added |
| Seascape Capital Management | 418 | $391.0K | 0.09% | −1−0.2% | Reduced |
| Capstone Wealth Management Group, Inc. | 418 | $391.1K | 0.24% | +418 | New |
| Aspiring Ventures, LLC | 419 | $391.7K | 0.10% | +6+1.5% | Added |
| Mason Investment Advisory Services, Inc. | 419 | $391.9K | 0.01% | −8−1.9% | Reduced |
| S&T Bank | 419 | $392.0K | 0.12% | −5−1.2% | Reduced |
| Goodman Advisory Group, LLC | 419 | $392.0K | 0.09% | 00.0% | Unchanged |
| Bravias Capital Group, LLC | 419 | $392.0K | 0.23% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 420 | $393.0K | 0.07% | +7+1.7% | Added |
| Viawealth, LLC | 420 | $393.1K | 0.20% | +8+1.9% | Added |
| Northern Lights Advisors, Inc. | 421 | $393.7K | 0.21% | +28+7.1% | Added |
| Dynamic Wealth Strategies, LLC | 421 | $393.8K | 0.21% | −75−15.1% | Reduced |
| Summit Financial Strategies, Inc. | 421 | $394.2K | 0.03% | +13+3.2% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 422 | $394.5K | 0.16% | +20+5.0% | Added |
| Consolidated Planning Corp | 422 | $394.8K | 0.05% | −2−0.5% | Reduced |
| Paul Damon & Associates, Inc. | 423 | $395.7K | 0.15% | +11+2.7% | Added |
| Gables Capital Management Inc. | 423 | $395.7K | 0.14% | +64+17.8% | Added |