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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 423 | $396.1K | 0.04% | +24+6.0% | Added |
| Fearless Solutions, LLC dba Best Invest | 423 | $396.1K | 0.21% | 00.0% | Unchanged |
| One River Asset Management, LLC | 424 | $396.6K | 1.90% | +424 | New |
| Topsail Wealth Management, LLC | 425 | $397.6K | 0.05% | −5−1.2% | Reduced |
| Armor Investment Advisors, LLC | 425 | $397.6K | 0.13% | 00.0% | Unchanged |
| Welch Financial Planning, LLC | 425 | $398.0K | 0.23% | +52+13.9% | Added |
| Uhlmann Price Securities, LLC | 427 | $399.6K | 0.01% | +49+13.0% | Added |
| Novak & Powell Financial Services, Inc. | 427 | $399.8K | 0.19% | −12−2.7% | Reduced |
| Scissortail Wealth Management, LLC | 428 | $400.4K | 0.08% | −11−2.5% | Reduced |
| Kondo Wealth Advisors, Inc. | 428 | $400.9K | 0.13% | −2−0.5% | Reduced |
| Dynasty Wealth Management, LLC | 430 | $401.8K | 0.00% | −50−10.4% | Reduced |
| One Wealth Capital Management, LLC | 431 | $403.2K | 0.11% | +198+85.0% | Added |
| Osterweis Capital Management Inc | 432 | $404.1K | 0.02% | −23−5.1% | Reduced |
| Piedmont Capital Management, LLC | 432 | $404.1K | 0.25% | −19−4.2% | Reduced |
| Tacita Capital Inc | 432 | $404.1K | 0.22% | 00.0% | Unchanged |
| DDFG, Inc | 432 | $404.3K | 0.08% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 433 | $405.3K | 0.11% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 434 | $406.0K | 0.06% | −5−1.1% | Reduced |
| Cloud Capital Management, LLC | 435 | $406.0K | 0.15% | −2−0.5% | Reduced |
| V. M. Manning & Co., Inc. | 434 | $406.4K | 0.35% | +434 | New |
| G2 Capital Management, LLC | 435 | $406.7K | 0.09% | −1,562−78.2% | Reduced |
| Summit Financial Consulting LLC | 435 | $406.9K | 0.28% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 435 | $407.1K | 0.11% | +4+0.9% | Added |
| Charter Capital Management, LLC | 435 | $407.3K | 0.18% | −3−0.7% | Reduced |
| Jacksonville Wealth Management, LLC | 436 | $407.8K | 0.23% | +1+0.2% | Added |
| Fullerton Fund Management Co Ltd. | 436 | $407.9K | 0.03% | −1,332−75.3% | Reduced |
| Vima LLC | 436 | $408.0K | 0.40% | +436 | New |
| Atlas Wealth LLC | 438 | $409.7K | 0.06% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 438 | $409.7K | 0.25% | 00.0% | Unchanged |
| Sonoma Allocations LLC | 440 | $409.7K | 0.17% | −37−7.8% | Reduced |
| Semus Wealth Partners LLC | 438 | $410.2K | 0.20% | −2−0.5% | Reduced |
| Code Waechter LLC | 439 | $410.7K | 0.21% | +19+4.5% | Added |
| Tripletail Wealth Management, LLC | 432 | $411.1K | 0.47% | 00.0% | Unchanged |
| ERn Financial, LLC | 440 | $411.6K | 0.07% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 440 | $411.6K | 0.07% | +40+10.0% | Added |
| Cottage Street Advisors LLC | 441 | $412.5K | 0.16% | −6−1.3% | Reduced |
| Brown Wealth Management, LLC | 441 | $412.5K | 0.09% | +13+3.0% | Added |
| 626 Financial, LLC | 441 | $412.5K | 0.16% | −33−7.0% | Reduced |
| STG Securities, LLC | 442 | $413.5K | 0.45% | +442 | New |
| XY Planning Network, Inc. | 443 | $414.5K | 0.05% | −222−33.4% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 445 | $416.2K | 0.12% | −14−3.1% | Reduced |
| Alliance Wealth Advisors, LLC | 445 | $416.3K | 0.08% | −74−14.3% | Reduced |
| Williams & Novak, LLC | 445 | $416.3K | 0.28% | −19−4.1% | Reduced |
| Hopwood Financial Services, Inc. | 445 | $416.3K | 0.24% | +23+5.5% | Added |
| CGC Financial Services, LLC | 447 | $418.6K | 0.09% | −24−5.1% | Reduced |
| Targeted Financial Services LLC | 448 | $418.8K | 0.31% | +36+8.7% | Added |
| Vega Investment Solutions | 448 | $419.1K | 0.06% | +395+745.3% | Added |
| Panoramic Investment Advisors, LLC | 449 | $420.2K | 0.20% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 450 | $420.9K | 0.11% | 00.0% | Unchanged |
| Birchbrook, Inc. | 450 | $421.0K | 0.20% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 450 | $421.4K | 0.12% | −193−30.0% | Reduced |
| Private Wealth Asset Management, LLC | 451 | $421.5K | 0.04% | +10+2.3% | Added |
| Elgethun Capital Management | 451 | $421.5K | 0.06% | +34+8.2% | Added |
| Blue Rock Wealth Management LLC | 451 | $421.9K | 0.24% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 451 | $421.9K | 0.26% | +451 | New |
| Hamilton Point Investment Advisors, LLC | 452 | $422.5K | 0.06% | −5−1.1% | Reduced |
| Integrity Wealth Solutions LLC | 452 | $422.8K | 0.16% | −66−12.7% | Reduced |
| DecisionMap Wealth Management, LLC | 452 | $422.8K | 0.24% | +28+6.6% | Added |
| Itau Unibanco Holding S.A. | 452 | $422.8K | 0.01% | +448+11,200.0% | Added |
| Burford Brothers, Inc. | 452 | $423.2K | 0.16% | +43+10.5% | Added |
| Perissos Private Wealth Management, LLC | 453 | $423.5K | 0.29% | +1+0.2% | Added |
| FORM Wealth Advisors, LLC | 454 | $424.7K | 0.05% | 00.0% | Unchanged |
| Everest Management Corp. | 454 | $424.7K | 0.16% | +20+4.6% | Added |
| Strategic Financial Concepts, LLC | 454 | $425.1K | 0.13% | −137−23.2% | Reduced |
| Reston Wealth Management LLC | 455 | $426.1K | 0.11% | −13−2.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 463 | $426.5K | 0.02% | +1+0.2% | Added |
| Wellington Grp LLC | 456 | $426.6K | 0.11% | −69−13.1% | Reduced |
| Sierra Ocean, LLC | 457 | $427.2K | 0.30% | +126+38.1% | Added |
| Plimoth Trust Co LLC | 457 | $427.5K | 0.09% | −4−0.9% | Reduced |
| Founders Capital Management | 457 | $427.5K | 0.18% | −1−0.2% | Reduced |
| Mountain Capital Investment Advisors, Inc | 458 | $428.8K | 0.06% | −22−4.6% | Reduced |
| Foster & Motley Inc | 459 | $429.0K | 0.02% | +17+3.8% | Added |
| Intellectus Partners, LLC | 459 | $429.1K | 0.07% | +38+9.0% | Added |
| RS Crum Inc. | 459 | $429.5K | 0.08% | 00.0% | Unchanged |
| Wealthquest Corp | 461 | $431.4K | 0.03% | +21+4.8% | Added |
| Kidder Stephen W | 462 | $432.2K | 0.11% | −25−5.1% | Reduced |
| Stewardship Advisors, LLC | 462 | $432.2K | 0.09% | −9−1.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 462 | $432.2K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 463 | $432.8K | 0.08% | +23+5.2% | Added |
| Worth Financial Advisory Group, LLC | 464 | $434.1K | 0.18% | +464 | New |
| Landaas & Co | 465 | $435.0K | 0.08% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 465 | $435.0K | 0.17% | 00.0% | Unchanged |
| Next Level Private LLC | 466 | $435.5K | 0.09% | −8−1.7% | Reduced |
| Aberdeen Wealth Management LLC | 466 | $436.0K | 0.21% | −250−34.9% | Reduced |
| Salomon & Ludwin, LLC | 472 | $436.4K | 0.04% | −40−7.8% | Reduced |
| First American Bank | 467 | $436.9K | 0.02% | −29−5.8% | Reduced |
| Warther Private Wealth, LLC | 468 | $437.8K | 0.10% | −100−17.6% | Reduced |
| Seaside Wealth Management, Inc. | 468 | $437.9K | 0.11% | +15+3.3% | Added |
| Sharkey, Howes & Javer | 469 | $438.4K | 0.05% | +1+0.2% | Added |
| Severin Investments, LLC | 470 | $439.2K | 0.33% | −191−28.9% | Reduced |
| Bourgeon Capital Management LLC | 470 | $439.7K | 0.07% | 00.0% | Unchanged |
| Clifford Group, LLC | 470 | $440.1K | 0.30% | −12−2.5% | Reduced |
| Affiance Financial, LLC | 471 | $440.6K | 0.06% | +10+2.2% | Added |
| Hexagon Capital Partners LLC | 472 | $441.1K | 0.06% | +66+16.3% | Added |
| SPWM Advisors LLC | 469 | $441.2K | 0.41% | +1+0.2% | Added |
| GoalVest Advisory LLC | 472 | $441.5K | 0.08% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 472 | $442.2K | 0.35% | −1−0.2% | Reduced |
| Maia Wealth LLC | 473 | $442.3K | 0.07% | −7−1.5% | Reduced |
| Sky-Mountain Capital Management, Inc. | 473 | $442.9K | 0.32% | 00.0% | Unchanged |
| New World Advisors LLC | 474 | $443.4K | 0.08% | −37−7.2% | Reduced |