Costco Wholesale Corp
COST- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000909832
In the last 90 days, Costco Wholesale Corp insiders filed 0 open-market purchases and 2 sales; 4,261 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
Q3 2026 data is still coming in: 44 institutions have reported holding COST so far. See Q3 2026
- Institutional holders
- 4,261
- +47 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
- 204
- 1,734 more added
- Sold out
- 157
- 1,736 more reduced
60 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 | 4,261 | $301.8B |
| Q1 2026 | 4,274 | $311.5B |
| Q4 2025 | 4,138 | $272.0B |
| Q3 2025 | 3,941 | $274.4B |
| Q2 2025 | 4,011 | $302.3B |
| Q1 2025 | 3,952 | $287.8B |
| Q4 2024 | 3,941 | $279.6B |
| Q3 2024 | 3,590 | $266.7B |
| Q2 2024 | 3,526 | $258.3B |
| Q1 2024 | 3,419 | $222.0B |
| Q4 2023 | 3,343 | $201.0B |
| Q3 2023 | 3,077 | $169.9B |
| Q2 2023 | 3,041 | $162.0B |
| Q1 2023 | 2,943 | $149.2B |
| Q4 2022 | 2,938 | $137.2B |
| Q3 2022 | 2,825 | $141.6B |
| Q2 2022 | 2,784 | $143.4B |
| Q1 2022 | 2,862 | $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 |
|---|---|---|---|---|---|
| Independent Investors Inc | 2,415 | $2.26M | 0.43% | −450−15.7% | Reduced |
| Legacy Edge Advisors, LLC | 2,414 | $2.26M | 0.21% | +407+20.3% | Added |
| ZWJ Investment Counsel Inc | 2,412 | $2.26M | 0.07% | −75−3.0% | Reduced |
| Cim Investment Mangement Inc | 2,409 | $2.25M | 0.54% | −226−8.6% | Reduced |
| Forbes J M & Co LLP | 2,407 | $2.25M | 0.18% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 2,397 | $2.24M | 0.82% | −4−0.2% | Reduced |
| WJ Financial Advisors LLC | 2,397 | $2.24M | 1.65% | −4−0.2% | Reduced |
| Central Valley Advisors, LLC | 2,390 | $2.24M | 0.57% | −212−8.1% | Reduced |
| Guyasuta Investment Advisors Inc | 2,377 | $2.22M | 0.11% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 2,374 | $2.22M | 0.28% | +148+6.6% | Added |
| Oakworth Capital, Inc. | 2,379 | $2.22M | 0.11% | −76−3.1% | Reduced |
| Ballast Advisors LLC | 2,370 | $2.22M | 0.53% | +10.0% | Added |
| Aventura Private Wealth, LLC | 2,367 | $2.21M | 0.68% | +78+3.4% | Added |
| Ellis Investment Partners, LLC | 2,365 | $2.21M | 0.34% | −76−3.1% | Reduced |
| First United Bank Trust | 2,359 | $2.21M | 0.63% | +8+0.3% | Added |
| Aspiriant, LLC | 2,357 | $2.21M | 0.05% | +424+21.9% | Added |
| Canopy Partners, LLC | 2,357 | $2.20M | 0.66% | −63−2.6% | Reduced |
| NBC Securities, Inc. | 2,356 | $2.20M | 0.15% | −53−2.2% | Reduced |
| BCJ Capital Management, LLC | 2,356 | $2.20M | 0.11% | +6+0.3% | Added |
| Kirtland Hills Capital Management, LLC | 2,356 | $2.20M | 0.63% | +23+1.0% | Added |
| Kennedy Investment Group | 2,353 | $2.20M | 0.75% | −7−0.3% | Reduced |
| Sky Investment Group LLC | 2,352 | $2.20M | 0.35% | −30−1.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,352 | $2.20M | 0.21% | −36−1.5% | Reduced |
| Challenger Wealth Management | 2,343 | $2.19M | 1.61% | −50−2.1% | Reduced |
| Urban Wealth Management, LLC | 2,340 | $2.19M | 1.91% | +76+3.4% | Added |
| Orion Capital Management LLC | 2,336 | $2.19M | 0.68% | −11−0.5% | Reduced |
| Anb Bank | 2,335 | $2.18M | 0.81% | −70−2.9% | Reduced |
| Drive Wealth Management, LLC | 2,334 | $2.18M | 0.39% | +57+2.5% | Added |
| Perpetual Ltd | 2,328 | $2.18M | 0.03% | −10−0.4% | Reduced |
| Associated Banc-Corp | 2,323 | $2.17M | 0.05% | +290+14.3% | Added |
| Mainstream Capital Management LLC | 2,323 | $2.17M | 1.31% | −5−0.2% | Reduced |
| Encompass Wealth Advisors, LLC | 2,322 | $2.17M | 0.66% | +10.0% | Added |
| Union Savings Bank | 2,320 | $2.17M | 0.87% | −37−1.6% | Reduced |
| Petersen Hastings Wealth Advisors Inc. | 2,319 | $2.17M | 0.18% | −8−0.3% | Reduced |
| MBM Wealth Consultants, LLC | 2,312 | $2.16M | 0.42% | +259+12.6% | Added |
| IFG Advisory, LLC | 2,305 | $2.16M | 0.08% | +2,305 | New |
| Scott & Selber, Inc. | 2,293 | $2.15M | 0.45% | −3−0.1% | Reduced |
| SkyOak Wealth, LLC | 2,291 | $2.14M | 0.35% | +208+10.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,285 | $2.14M | 0.20% | −36−1.6% | Reduced |
| Abacus Planning Group, Inc. | 2,283 | $2.14M | 0.26% | +38+1.7% | Added |
| Comprehensive Financial Planning, Inc. | 2,275 | $2.13M | 1.13% | −27−1.2% | Reduced |
| Dudley Capital Management, LLC | 2,273 | $2.13M | 0.85% | 00.0% | Unchanged |
| IKE Capital, LLC | 2,272 | $2.12M | 1.12% | −167−6.8% | Reduced |
| Elser Financial Planning, Inc | 2,268 | $2.12M | 0.09% | −152−6.3% | Reduced |
| Markowski Investments | 2,265 | $2.12M | 0.47% | +2,265 | New |
| Investors Asset Management of Georgia Inc | 2,260 | $2.11M | 0.73% | −10−0.4% | Reduced |
| Tufton Capital Management | 2,260 | $2.11M | 0.35% | +10+0.4% | Added |
| Arq Wealth Advisors, LLC | 2,278 | $2.11M | 0.26% | +5+0.2% | Added |
| Guardian Wealth Advisors, LLC | 2,247 | $2.10M | 0.12% | −60−2.6% | Reduced |
| Ostrum Asset Management | 2,246 | $2.10M | 0.10% | +353+18.6% | Added |
| Heritage Wealth Advisors | 2,244 | $2.10M | 0.07% | −52−2.3% | Reduced |
| Axxion S.A. | 2,243 | $2.10M | 0.15% | +2,243 | New |
| Mattson Financial Services, LLC | 2,217 | $2.10M | 0.44% | +174+8.5% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 2,238 | $2.09M | 0.14% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 2,237 | $2.09M | 0.25% | +235+11.7% | Added |
| Kavar Capital Partners Group, LLC | 2,237 | $2.09M | 0.26% | +141+6.7% | Added |
| Formuepleje A/S | 2,237 | $2.09M | 0.16% | +2,237 | New |
| Victory Financial Group, LLC | 2,234 | $2.09M | 0.22% | −48−2.1% | Reduced |
| Solstein Capital, LLC | 2,225 | $2.08M | 0.71% | −10.0% | Reduced |
| Putney Financial Group LLC | 2,223 | $2.08M | 1.87% | +761+52.1% | Added |
| Altman Advisors, Inc. | 2,220 | $2.08M | 0.75% | −9−0.4% | Reduced |
| Vista Private Wealth Partners. LLC | 2,159 | $2.08M | 0.68% | −57−2.6% | Reduced |
| GLOBALT Investments LLC | 2,217 | $2.07M | 0.07% | +3+0.1% | Added |
| City State Bank | 2,212 | $2.07M | 0.47% | −20−0.9% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 2,208 | $2.06M | 0.70% | −146−6.2% | Reduced |
| Financial Gravity Companies, Inc. | 2,207 | $2.06M | 0.33% | +2,207 | New |
| Next Century Growth Investors LLC | 2,203 | $2.06M | 0.11% | −10.0% | Reduced |
| First American Trust, FSB | 2,200 | $2.06M | 0.12% | +201+10.1% | Added |
| Louisbourg Investments Inc. | 2,200 | $2.06M | 0.38% | 00.0% | Unchanged |
| Ducere Wealth Management LLC | 2,200 | $2.06M | 0.62% | +554+33.7% | Added |
| Matrix Trust Co | 2,194 | $2.05M | 0.30% | −142−6.1% | Reduced |
| Rasp Wealth Solutions, LLC | 2,192 | $2.05M | 0.68% | +2,192 | New |
| Trust Point Inc. | 2,187 | $2.05M | 0.17% | +118+5.7% | Added |
| Rinkey Investments | 2,185 | $2.04M | 0.48% | −73−3.2% | Reduced |
| Legacy Advisors, LLC | 2,180 | $2.04M | 0.19% | +44+2.1% | Added |
| Simon Quick Advisors, LLC | 2,176 | $2.04M | 0.08% | +94+4.5% | Added |
| Corps Capital Advisors, LLC | 2,174 | $2.03M | 1.64% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 2,171 | $2.03M | 0.55% | −25−1.1% | Reduced |
| Fire Capital Management LLC | 2,170 | $2.03M | 0.83% | +280+14.8% | Added |
| Oxbow Advisors, LLC | 2,164 | $2.02M | 0.16% | +13+0.6% | Added |
| Compass Capital Corp | 2,125 | $2.02M | 0.66% | −85−3.8% | Reduced |
| Wulff, Hansen & Co. | 2,158 | $2.02M | 1.55% | +111+5.4% | Added |
| Indivisible Partners | 2,158 | $2.02M | 0.11% | +1,320+157.5% | Added |
| LVW Advisors, LLC | 2,156 | $2.02M | 0.17% | −48−2.2% | Reduced |
| Crystal Rock Capital Management | 2,155 | $2.02M | 1.03% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 2,154 | $2.02M | 1.21% | −10−0.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,147 | $2.01M | 0.29% | −138−6.0% | Reduced |
| Volterra Technologies LP | 2,142 | $2.00M | 1.29% | +2,142 | New |
| BNP Paribas | 2,107 | $2.00M | 0.05% | +1,769+523.4% | Added |
| VeraBank, N.A. | 2,130 | $1.99M | 0.33% | −270−11.3% | Reduced |
| Silphium Asset Management Ltd | 2,128 | $1.99M | 0.67% | +220+11.5% | Added |
| Nicholson Wealth Management Group, LLC | 2,127 | $1.99M | 1.18% | −53−2.4% | Reduced |
| Prairie Advisory, LLC | 2,118 | $1.98M | 0.48% | +2,118 | New |
| Welch Group, LLC | 2,114 | $1.98M | 0.07% | +85+4.2% | Added |
| Camden Capital, LLC | 2,103 | $1.97M | 0.10% | +91+4.5% | Added |
| Iowa State Bank | 2,111 | $1.97M | 0.33% | −6−0.3% | Reduced |
| WealthSpring Partners, LLC | 2,111 | $1.97M | 1.70% | −19−0.9% | Reduced |
| Intesa Sanpaolo Wealth Management | 2,110 | $1.97M | 0.40% | +468+28.5% | Added |
| Fragasso Group Inc. | 2,109 | $1.97M | 0.11% | +7+0.3% | Added |
| KWB Wealth | 2,109 | $1.97M | 0.17% | −12−0.6% | Reduced |