COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 11)
4,276 institutional investment managers reported a COST position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $301.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
COST 13F holders ranked 1,001–1,100 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | KMG FIDUCIARY PARTNERS#1001 · 8,847 sh | 8,847 | $8.3M | — | -14.5% |
| 1002 | SYON CAPITAL#1002 · 8,840 sh | 8,840 | $8.3M | 0.36% | +7.2% |
| 1003 | Stiles Financial Services#1003 · 8,824 sh | 8,824 | $8.3M | 2.07% | -0.3% |
| 1004 | GKV Capital Management#1004 · 8,800 sh | 8,800 | $8.2M | 2.66% | -0.2% |
| 1005 | DLK Investment Management#1005 · 9,656 sh | 9,656 | $8.2M | — | +2.4% |
| 1006 | Americana Partners#1006 · 8,764 sh | 8,764 | $8.2M | 0.18% | -53.0% |
| 1007 | V-Square Quantitative Management#1007 · 8,755 sh | 8,755 | $8.2M | — | +220.5% |
| 1008 | THOROUGHBRED FINANCIAL SERVICES#1008 · 8,755 sh | 8,755 | $8.2M | 0.39% | 0.0% |
| 1009 | Moors & Cabot#1009 · 8,748 sh | 8,748 | $8.2M | 0.32% | -2.6% |
| 1010 | SCHNIEDERS CAPITAL MANAGEMENT#1010 · 8,737 sh | 8,737 | $8.2M | 1.07% | +9.1% |
| 1011 | SVB WEALTH#1011 · 8,736 sh | 8,736 | $8.2M | 0.52% | -2.0% |
| 1012 | Legacy#1012 · 8,671 sh | 8,671 | $8.1M | 1.43% | +1.7% |
| 1013 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD#1013 · 8,670 sh | 8,670 | $8.1M | 1.00% | +119.7% |
| 1014 | CreativeOne Wealth#1014 · 8,659 sh | 8,659 | $8.1M | 0.17% | +12.3% |
| 1015 | Sterling Investment Advisors, Ltd.#1015 · 8,656 sh | 8,656 | $8.1M | 1.35% | -7.7% |
| 1016 | ROI Financial Advisors#1016 · 8,615 sh | 8,615 | $8.1M | — | -0.9% |
| 1017 | Legacy Private#1017 · 8,597 sh | 8,597 | $8.0M | — | -0.7% |
| 1018 | Institute for Wealth Management#1018 · 8,589 sh | 8,589 | $8.0M | 0.71% | +0.2% |
| 1019 | Traynor Capital Management#1019 · 8,580 sh | 8,580 | $8.0M | 0.37% | +3.2% |
| 1020 | Gladstone Institutional Advisory#1020 · 8,562 sh | 8,562 | $8.0M | 0.25% | +1.3% |
| 1021 | HCR Wealth Advisors#1021 · 8,541 sh | 8,541 | $8.0M | — | 0.0% |
| 1022 | NorthRock Partners#1022 · 8,525 sh | 8,525 | $8.0M | 0.12% | +11.3% |
| 1023 | FULTON BANK, N.A.#1023 · 8,505 sh | 8,505 | $8.0M | — | +5.6% |
| 1024 | PETERSON WEALTH MANAGEMENT#1024 · 8,485 sh | 8,485 | $7.9M | 3.70% | +28.9% |
| 1025 | GAM Holding AG#1025 · 8,478 sh | 8,478 | $7.9M | 0.61% | -2.8% |
| 1026 | BFSG#1026 · 8,437 sh | 8,437 | $7.9M | 0.70% | -0.5% |
| 1027 | NLB Skladi, upravljanje premozenja, d.o.o.#1027 · 8,413 sh | 8,413 | $7.9M | — | -21.4% |
| 1028 | Capital Group Investment Management Pte. Ltd.#1028 · 8,402 sh | 8,402 | $7.9M | 1.18% | +2.8% |
| 1029 | FFG Partners#1029 · 8,398 sh | 8,398 | $7.9M | — | -1.4% |
| 1030 | Security National Bank#1030 · 8,378 sh | 8,378 | $7.8M | — | +14.1% |
| 1031 | Cardinal Point Capital Management, ULC#1031 · 8,366 sh | 8,366 | $7.8M | — | +4.2% |
| 1032 | Hoffman, Alan N Investment Management#1032 · 8,346 sh | 8,346 | $7.8M | 4.61% | -0.9% |
| 1033 | LOS ANGELES CAPITAL MANAGEMENT#1033 · 8,342 sh | 8,342 | $7.8M | 0.03% | -66.8% |
| 1034 | OF OKLAHOMA#1034 · 8,342 sh | 8,342 | $7.8M | — | -2.6% |
| 1035 | Anchor Investment Management#1035 · 8,329 sh | 8,329 | $7.8M | 0.59% | -2.2% |
| 1036 | SAGESPRING WEALTH PARTNERS#1036 · 8,300 sh | 8,300 | $7.8M | — | -0.6% |
| 1037 | GRIFFIN ASSET MANAGEMENT#1037 · 8,286 sh | 8,286 | $7.8M | — | -4.7% |
| 1038 | Vantage Investment Partners#1038 · 8,277 sh | 8,277 | $7.7M | 0.47% | -0.3% |
| 1039 | Colonial / SC#1039 · 8,229 sh | 8,229 | $7.7M | 0.97% | -3.1% |
| 1040 | ZEVENBERGEN CAPITAL INVESTMENTS#1040 · 8,203 sh | 8,203 | $7.7M | — | -0.5% |
| 1041 | Engineers Gate Manager#1041 · 8,172 sh | 8,172 | $7.6M | 0.10% | -60.5% |
| 1042 | Secure Asset Management#1042 · 8,155 sh | 8,155 | $7.6M | — | -6.8% |
| 1043 | Frank, Rimerman Advisors#1043 · 8,149 sh | 8,149 | $7.6M | — | -2.4% |
| 1044 | Joel Isaacson#1044 · 8,137 sh | 8,137 | $7.6M | 0.22% | +6.1% |
| 1045 | Fairfield Financial Advisors, LTD#1045 · 8,135 sh | 8,135 | $7.6M | — | -0.3% |
| 1046 | Ameritas Advisory Services#1046 · 8,095 sh | 8,095 | $7.6M | 0.15% | +55.8% |
| 1047 | Quotient Wealth Partners#1047 · 8,083 sh | 8,083 | $7.6M | 0.18% | -4.5% |
| 1048 | StrongBox Wealth#1048 · 8,080 sh | 8,080 | $7.6M | 2.15% | +0.3% |
| 1049 | TEMA ETFS#1049 · 8,067 sh | 8,067 | $7.5M | — | +9.9% |
| 1050 | TOWNSEND ASSET MANAGEMENT /NC#1050 · 8,055 sh | 8,055 | $7.5M | 2.42% | -0.5% |
| 1051 | MEEDER ASSET MANAGEMENT#1051 · 8,052 sh | 8,052 | $7.5M | 0.39% | +230.3% |
| 1052 | DENALI ADVISORS#1052 · 8,050 sh | 8,050 | $7.5M | 0.76% | -6.6% |
| 1053 | Stenger Family Office#1053 · 8,048 sh | 8,048 | $7.5M | — | -10.0% |
| 1054 | ROCKLAND#1054 · 8,043 sh | 8,043 | $7.5M | — | -1.5% |
| 1055 | LAKE STREET PRIVATE WEALTH#1055 · 8,039 sh | 8,039 | $7.5M | — | -1.4% |
| 1056 | SCHMIDT P J INVESTMENT MANAGEMENT#1056 · 8,029 sh | 8,029 | $7.5M | 1.17% | -0.2% |
| 1057 | Tower Research Capital (TRC)#1057 · 8,020 sh | 8,020 | $7.5M | 0.18% | -59.7% |
| 1058 | Confluence Wealth Services#1058 · 8,020 sh | 8,020 | $7.5M | 0.21% | +20.2% |
| 1059 | Eastover Investment Advisors#1059 · 8,007 sh | 8,007 | $7.5M | — | +1.0% |
| 1060 | MMBG INVESTMENT ADVISORS#1060 · 8,005 sh | 8,005 | $7.5M | 0.59% | -8.0% |
| 1061 | Hudson Bay Capital Management#1061 · 8,000 sh | 8,000 | $7.5M | 0.02% | +10.3% |
| 1062 | Petix & Botte#1062 · 7,984 sh | 7,984 | $7.5M | 1.50% | 0.0% |
| 1063 | Koshinski Asset Management#1063 · 7,976 sh | 7,976 | $7.5M | 0.40% | +15.6% |
| 1064 | Fischer Financial Services#1064 · 7,976 sh | 7,976 | $7.5M | 1.87% | +0.9% |
| 1065 | Cove Private Wealth#1065 · 7,969 sh | 7,969 | $7.5M | 1.44% | +74.4% |
| 1066 | Fiduciary Alliance#1066 · 7,941 sh | 7,941 | $7.4M | — | -7.7% |
| 1067 | HARBOR CAPITAL ADVISORS#1067 · 7,939 sh | 7,939 | $7.4M | — | +0.5% |
| 1068 | BURNEY#1068 · 7,937 sh | 7,937 | $7.4M | — | +169.1% |
| 1069 | Entropy Technologies#1069 · 7,925 sh | 7,925 | $7.4M | 0.29% | -55.4% |
| 1070 | Bull Street Advisors#1070 · 7,915 sh | 7,915 | $7.4M | — | +2.4% |
| 1071 | SPIREPOINT PRIVATE CLIENT#1071 · 7,907 sh | 7,907 | $7.4M | 0.60% | -4.8% |
| 1072 | Hills Bank#1072 · 7,906 sh | 7,906 | $7.4M | 0.31% | -1.7% |
| 1073 | Hartford Financial Management#1073 · 7,895 sh | 7,895 | $7.4M | — | -1.4% |
| 1074 | CHELSEA COUNSEL#1074 · 7,890 sh | 7,890 | $7.4M | 3.13% | -5.1% |
| 1075 | FAS Wealth Partners#1075 · 7,879 sh | 7,879 | $7.4M | 0.38% | +6.9% |
| 1076 | Pine Valley Investments Ltd Liability#1076 · 7,866 sh | 7,866 | $7.4M | 0.29% | +0.9% |
| 1077 | Rench Wealth Management#1077 · 7,792 sh | 7,792 | $7.3M | 1.96% | -0.3% |
| 1078 | Kovack Advisors#1078 · 7,813 sh | 7,813 | $7.3M | 0.35% | +0.5% |
| 1079 | BAHL & GAYNOR#1079 · 7,753 sh | 7,753 | $7.3M | 0.03% | -0.2% |
| 1080 | SeaCrest Wealth Management#1080 · 7,744 sh | 7,744 | $7.2M | — | -15.8% |
| 1081 | SPINNAKER#1081 · 7,737 sh | 7,737 | $7.2M | 0.35% | +0.7% |
| 1082 | Catalyst Funds Management Pty Ltd#1082 · 7,720 sh | 7,720 | $7.2M | 0.40% | New |
| 1083 | Rossmore Private Capital#1083 · 7,714 sh | 7,714 | $7.2M | 0.58% | +0.6% |
| 1084 | Keystone Wealth Services#1084 · 7,675 sh | 7,675 | $7.2M | 1.33% | -1.1% |
| 1085 | Montecito Bank#1085 · 7,649 sh | 7,649 | $7.2M | — | -3.4% |
| 1086 | Apollon Financial#1086 · 7,625 sh | 7,625 | $7.1M | — | +4.9% |
| 1087 | Carroll Investors#1087 · 7,587 sh | 7,587 | $7.1M | 3.04% | -0.3% |
| 1088 | LS Investment Advisors#1088 · 7,595 sh | 7,595 | $7.1M | — | -2.3% |
| 1089 | WS MANAGEMENT LLLP#1089 · 7,568 sh | 7,568 | $7.1M | 0.62% | 0.0% |
| 1090 | Quantbot Technologies#1090 · 7,554 sh | 7,554 | $7.1M | 0.28% | +20.0% |
| 1091 | Banque Cantonale Vaudoise#1091 · 7,533 sh | 7,533 | $7.0M | 0.27% | +29.6% |
| 1092 | Arista Wealth Management#1092 · 7,505 sh | 7,505 | $7.0M | 0.76% | +0.7% |
| 1093 | Miller Capital Partners#1093 · 7,496 sh | 7,496 | $7.0M | 2.73% | -0.3% |
| 1094 | Trinity Legacy Partners#1094 · 7,407 sh | 7,407 | $7.0M | 1.40% | +4.7% |
| 1095 | AlpenGlobal Capital#1095 · 7,467 sh | 7,467 | $7.0M | 4.48% | -2.6% |
| 1096 | HANTZ FINANCIAL SERVICES#1096 · 7,458 sh | 7,458 | $7.0M | 0.09% | +5.0% |
| 1097 | ST GERMAIN D J#1097 · 7,454 sh | 7,454 | $7.0M | 0.25% | -0.2% |
| 1098 | Concentric Capital Strategies#1098 · 7,445 sh | 7,445 | $7.0M | 0.39% | -26.2% |
| 1099 | Mission Creek Capital Partners#1099 · 7,444 sh | 7,444 | $7.0M | 1.22% | +11.2% |
| 1100 | Patriot Financial Group Insurance Agency#1100 · 7,424 sh | 7,424 | $6.9M | — | -46.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.