COSTCO WHOLESALE CORPORATION (COST)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
221
Reporting holders
$1.0B
Reported value
0.0%
Calls
0.3%
Puts
-4,033
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | $183.0M | 201,044 | 1.19% | 32q | -3.7%-$7.1M |
| SAPIENT CAPITAL LLC | $65.8M | 72,244 | 0.88% | 12q | -50.4%-$66.8M |
| Norman Fields, Gottscho Capital Management, LLC | $52.0M | 57,161 | 15.83% | 32q | HELD |
| Violich Capital Management, Inc. | $41.1M | 45,120 | 4.43% | 32q | -3.5%-$1.5M |
| YHB Investment Advisors, Inc. | $37.8M | 41,507 | 2.38% | 32q | -1.4%-$550.8K |
| Lincoln Capital LLC | $31.0M | 33,963 | 5.44% | 32q | -0.7%-$226.5K |
| PARK NATIONAL CORP /OH/ | $30.3M | 33,235 | 0.82% | 32q | -9.6%-$3.2M |
| Farther Finance Advisors, LLC | $29.4M | 32,263 | 0.21% | 16q | +17.2%+$4.3M |
| Gradient Investments LLC | $25.6M | 28,115 | 0.37% | 32q | +1.9%+$482.5K |
| Bath Savings Trust Co | $23.4M | 25,737 | 2.43% | 32q | +1.2%+$288.6K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $21.8M | 23,969 | 3.67% | 32q | -2.6%-$575.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $18.9M | 20,747 | 0.23% | 32q | -4.4%-$861.2K |
| Oak Grove Capital LLC | $17.6M | 19,363 | 0.80% | 28q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $17.6M | 19,307 | 1.61% | 32q | -9.4%-$1.8M |
| EASTERN BANK | $16.9M | 18,617 | 0.26% | 32q | HELD |
| MassMutual Private Wealth & Trust, FSB | $14.0M | 15,383 | 0.37% | 32q | -3.2%-$468.8K |
| Gouws Capital LLC | $12.0M | 13,201 | 5.68% | 20q | +0.8%+$98.3K |
| S.E.E.D. Planning Group LLC | $12.0M | 13,191 | 2.94% | 28q | +4.4%+$504.3K |
| CENTRAL BANK & TRUST CO | $11.9M | 13,078 | 1.70% | 32q | -0.8%-$92.9K |
| CYPRESS ASSET MANAGEMENT INC/TX | $11.9M | 13,073 | 2.35% | 32q | -1.6%-$198.5K |
| GAMMA Investing LLC | $11.2M | 12,350 | 0.38% | 12q | -3.2%-$376.0K |
| TOMPKINS FINANCIAL CORP | $10.8M | 11,823 | 0.76% | 31q | -4.4%-$491.6K |
| Defender Capital, LLC. | $10.5M | 11,555 | 3.30% | 4q | HELD |
| Venture Visionary Partners LLC | $9.8M | 10,546 | 0.26% | 28q | +1.7%+$167.0K |
| DLK Investment Management, LLC | $8.6M | 9,426 | 3.12% | 12q | -2.4%-$209.4K |
| Stokes Capital Advisors, LLC | $8.5M | 9,350 | 1.87% | 32q | -6.1%-$551.7K |
| Legacy Private Trust Co. | $8.1M | 8,922 | 0.44% | 32q | +3.8%+$295.9K |
| Valeo Financial Advisors, LLC | $8.0M | 8,735 | 0.17% | 32q | -4.9%-$406.1K |
| CapWealth Advisors, LLC | $7.9M | 8,728 | 0.60% | 32q | -1.5%-$117.4K |
| Coastline Trust Co | $7.9M | 8,726 | 0.74% | 32q | -14.7%-$1.4M |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $7.6M | 8,303 | 0.17% | 32q | +1.2%+$91.0K |
| Wedmont Private Capital | $7.4M | 7,851 | 0.18% | 20q | +14.1%+$921.4K |
| ROCKLAND TRUST CO | $7.3M | 8,047 | 0.28% | 32q | HELD |
| Eastover Investment Advisors LLC | $7.1M | 7,838 | 2.77% | 27q | -2.1%-$153.8K |
| Montecito Bank & Trust | $6.9M | 7,619 | 1.05% | 31q | HELD |
| Grove Bank & Trust | $6.7M | 7,380 | 0.67% | 32q | HELD |
| Capital Advisors Wealth Management, LLC | $5.6M | 6,114 | 0.63% | 23q | HELD |
| Galvin, Gaustad & Stein, LLC | $5.1M | 5,655 | 0.39% | 24q | -7.0%-$389.7K |
| Mirador Capital Partners LP | $5.0M | 5,476 | 0.58% | 27q | +2.0%+$100.1K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $5.0M | 5,453 | 0.33% | 20q | +13.1%+$576.2K |
| Bank of New Hampshire | $4.9M | 5,371 | 1.06% | 22q | -1.2%-$58.3K |
| MOODY NATIONAL BANK TRUST DIVISION | $4.8M | 5,306 | 0.40% | 32q | +26.4%+$1.0M |
| Apella Capital, LLC | $4.8M | 5,096 | 0.06% | 21q | +13.2%+$560.6K |
| CoreCap Advisors, LLC | $4.8M | 5,224 | 0.14% | 19q | +2.1%+$97.4K |
| Greenfield Savings Bank | $4.5M | 4,948 | 1.70% | 18q | HELD |
| Atlas Brown,Inc. | $4.4M | 4,830 | 1.16% | 32q | HELD |
| HWG Holdings LP | $4.3M | 4,703 | 0.99% | 26q | -14.4%-$717.3K |
| Wealth Enhancement Trust Services, Inc. | $4.3M | 4,682 | 0.46% | 4q | -58.1%-$5.9M |
| Avidian Wealth Enterprises, LLC | $4.2M | 4,592 | 0.12% | 32q | +8.9%+$340.4K |
| ARGUS INVESTORS' COUNSEL, INC. | $3.9M | 4,252 | 3.01% | 32q | HELD |
| Everhart Financial Group, Inc. | $3.9M | 4,232 | 0.24% | 21q | -9.9%-$423.3K |
| Ebert Capital Management Inc. | $3.8M | 4,143 | 3.28% | 4q | -0.9%-$33.7K |
| DAVIDSON TRUST CO | $3.7M | 4,101 | 1.48% | 28q | -6.2%-$245.8K |
| Cooper Financial Group | $3.7M | 4,096 | 0.30% | 30q | -2.7%-$102.0K |
| Nautilus Advisors LLC | $3.6M | 4,001 | 2.20% | 8q | +9.8%+$324.1K |
| Gallagher Capital Advisors, LLC | $3.6M | 3,976 | 1.94% | 8q | -1.2%-$43.7K |
| Douglas Lane & Associates, LLC | $3.3M | 3,661 | 0.04% | 32q | -9.7%-$356.9K |
| Werlinich Asset Management, LLC | $3.3M | 3,624 | 1.28% | 23q | HELD |
| Capital Planning LLC | $3.3M | 3,605 | 0.87% | 24q | HELD |
| Castle Rock Wealth Management, LLC | $3.2M | 3,453 | 0.61% | 30q | -7.3%-$254.5K |
| LifeGoal Investments, LLC | $3.2M | 3,467 | 0.96% | 3q | +587.9%+$2.7M |
| Shelter Rock Management, LLC | $3.1M | 3,374 | 2.87% | 4q | +4.8%+$142.6K |
| BENEDICT FINANCIAL ADVISORS INC | $3.0M | 3,249 | 0.59% | 23q | -1.6%-$47.3K |
| Central Pacific Bank - Trust Division | $2.9M | 3,196 | 0.31% | 11q | -15.8%-$547.1K |
| Noble Wealth Management PBC | $2.9M | 194 | 1.30% | 7q | -4.4%-$134.9K |
| TOTH FINANCIAL ADVISORY CORP | $2.6M | 2,858 | 0.26% | 32q | HELD |
| ARGENT CAPITAL MANAGEMENT LLC | $2.2M | 2,470 | 0.07% | 27q | HELD |
| Emprise Bank | $2.2M | 2,427 | 0.84% | 11q | -1.6%-$36.4K |
| ANB BANK | $2.1M | 2,335 | 0.76% | 8q | HELD |
| Iowa State Bank | $2.0M | 2,235 | 0.34% | 11q | +5.9%+$112.9K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $2.0M | 2,146 | 1.17% | 16q | HELD |
| Graves Light Lenhart Wealth, Inc. | $1.9M | 2,134 | 0.18% | 32q | -6.6%-$137.4K |
| RHODES INVESTMENT ADVISORS INC /ADV | $1.9M | 2,097 | 1.35% | 4q | +34.3%+$487.9K |
| First Heartland Consultants, Inc. | $1.9M | 2,079 | 0.13% | 31q | -1.0%-$20.0K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $1.9M | 2,043 | 0.96% | 12q | HELD |
| TILIA FIDUCIARY PARTNERS, INC. | $1.8M | 2,002 | 0.42% | 20q | +90.7%+$866.5K |
| PFW Advisors LLC | $1.8M | 1,993 | 0.54% | 14q | HELD |
| DECISION INVESTMENTS, INC | $1.8M | 1,957 | 1.61% | 4q | HELD |
| Family Legacy Financial Solutions, LLC | $1.8M | 1,926 | 1.01% | 6q | +3.6%+$61.0K |
| Whalen Wealth Management Inc. | $1.7M | 1,897 | 0.74% | 12q | +3.7%+$61.9K |
| Sound Income Strategies, LLC | $1.7M | 1,794 | 0.08% | 30q | HELD |
| Acropolis Investment Management, LLC | $1.7M | 1,834 | 0.07% | 27q | -49.8%-$1.7M |
| Olistico Wealth, LLC | $1.7M | 1,822 | 0.69% | 16q | +0.6%+$9.1K |
| Great Waters Wealth Management | $1.6M | 1,811 | 0.15% | 16q | HELD |
| Boltwood Capital Management | $1.6M | 1,748 | 0.36% | 20q | -0.7%-$11.8K |
| Shira Ridge Wealth Management | $1.5M | 1,699 | 0.54% | 16q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.5M | 1,653 | 0.13% | 20q | -2.9%-$45.5K |
| Vann Equity Management LLC | $1.5M | 1,648 | 0.89% | 3q | -16.0%-$285.8K |
| Bullock Wealth Management Group | $1.4M | 1,552 | 0.59% | 11q | +0.7%+$10.1K |
| ATWOOD & PALMER INC | $1.4M | 1,549 | 0.07% | 32q | +12.2%+$153.8K |
| General Partner, Inc. | $1.4M | 1,542 | 0.75% | 16q | -3.1%-$45.5K |
| Davis Capital Management | $1.4M | 1,520 | 0.83% | 13q | -1.0%-$13.7K |
| Weaver Consulting Group | $1.4M | 1,498 | 0.27% | 22q | +2.5%+$32.8K |
| Baring Financial LLC | $1.3M | 1,445 | 0.70% | 8q | -0.6%-$7.3K |
| Gerald Baker Financial Group LLC | $1.2M | 1,361 | 0.35% | 3q | HELD |
| Versant Capital Management, Inc | $1.2M | 1,297 | 0.10% | 32q | -17.4%-$249.4K |
| STABLEFORD CAPITAL II LLC | $1.2M | 1,286 | 0.41% | 14q | +3.1%+$35.5K |
| SACKS & ASSOCIATES, LLC | $1.1M | 1,250 | 0.79% | 4q | HELD |
| RIVERSEDGE ADVISORS, LLC | $1.1M | 1,236 | 0.14% | 15q | -16.1%-$216.7K |
| ECLECTIC ASSOCIATES INC /ADV | $1.1M | 1,236 | 0.13% | 24q | +16.9%+$162.9K |
Showing the largest 100 of 231 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-29 | Adamo Claudine | Executive Vice President | Sold | 2,200 | $2.0M |
| 2026-06-23 | DENMAN KENNETH D | Director | Sold | 885 | $847.3K |
| 2026-09-29 | Frates Caton | Sr. Executive Vice President | Sold | 801 | $733.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 221 | $1.0B | 1,140,112 | 4 | 59 | 93 | 0.3% |
| Q2 2026 | 4,254 | $351.6B | 352,765,974 | 151 | 1,536 | 1,512 | 6.3% |
| Q1 2026 | 4,249 | $338.1B | 325,374,961 | 252 | 1,600 | 1,477 | 4.4% |
| Q4 2025 | 4,132 | $290.3B | 323,358,449 | 121 | 1,422 | 1,502 | 5.6% |
| Q3 2025 | 3,944 | $297.3B | 300,462,422 | 122 | 1,446 | 1,405 | 6.5% |
| Q2 2025 | 4,018 | $322.5B | 309,822,959 | 161 | 1,563 | 1,338 | 5.0% |
| Q1 2025 | 3,967 | $305.6B | 305,108,248 | 158 | 1,413 | 1,545 | 5.5% |
| Q4 2024 | 3,955 | $301.3B | 307,001,856 | 128 | 1,318 | 1,293 | 6.6% |
| Q3 2024 | 3,598 | $289.2B | 305,616,696 | 139 | 1,286 | 1,283 | 6.3% |
| Q2 2024 | 3,539 | $278.2B | 309,815,007 | 194 | 1,269 | 1,248 | 5.5% |
| Q1 2024 | 3,433 | $254.9B | 326,323,725 | 168 | 1,264 | 1,230 | 6.3% |
| Q4 2023 | 3,366 | $224.3B | 317,861,803 | 159 | 1,188 | 1,079 | 6.3% |
| Q3 2023 | 3,090 | $179.1B | 301,787,784 | 124 | 1,079 | 1,031 | 4.8% |
| Q2 2023 | 3,048 | $170.4B | 301,963,436 | 173 | 1,060 | 1,013 | 4.6% |
| Q1 2023 | 2,949 | $161.9B | 311,429,066 | 155 | 1,085 | 964 | 4.4% |
| Q4 2022 | 2,938 | $148.8B | 308,677,358 | 115 | 1,033 | 982 | 5.3% |
| Q3 2022 | 2,825 | $150.6B | 301,263,103 | 131 | 1,067 | 929 | 5.5% |
| Q2 2022 | 2,788 | $150.8B | 299,304,007 | 105 | 1,023 | 1,034 | 4.7% |
| Q1 2022 | 2,862 | $181.5B | 300,466,888 | 154 | 1,044 | 997 | 4.8% |
| Q4 2021 | 2,823 | $185.5B | 302,131,199 | 205 | 935 | 861 | 7.7% |
| Q3 2021 | 2,459 | $142.4B | 298,907,055 | 151 | 819 | 825 | 5.8% |
| Q2 2021 | 2,391 | $125.3B | 301,556,075 | 130 | 931 | 737 | 4.8% |
| Q1 2021 | 2,353 | $111.5B | 296,232,573 | 116 | 1,035 | 719 | 6.4% |
| Q4 2020 | 2,360 | $124.8B | 305,271,686 | 113 | 927 | 686 | 7.7% |
| Q3 2020 | 2,167 | $115.2B | 304,870,430 | 145 | 804 | 709 | 6.2% |
| Q2 2020 | 2,086 | $97.5B | 307,569,711 | 154 | 853 | 680 | 4.4% |
| Q1 2020 | 2,054 | $92.2B | 311,397,678 | 156 | 787 | 747 | 4.1% |
| Q4 2019 | 2,006 | $96.9B | 316,459,545 | 89 | 716 | 568 | 3.9% |
| Q3 2019 | 1,830 | $94.4B | 314,711,551 | 126 | 625 | 641 | 3.9% |
| Q2 2019 | 1,760 | $88.4B | 319,989,753 | 119 | 593 | 572 | 4.3% |
| Q1 2019 | 1,715 | $79.5B | 318,849,044 | 120 | 653 | 519 | 2.9% |
| Q4 2018 | 1,667 | $69.0B | 326,127,428 | 13 | 28 | 27 | 3.8% |