COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | MV CAPITAL MANAGEMENT#1401 · 4,730 sh | 4,730 | $4.4M | 0.39% | +3.7% |
| 1402 | Benin Management#1402 · 4,730 sh | 4,730 | $4.4M | — | -1.3% |
| 1403 | Naviter Wealth#1403 · 4,723 sh | 4,723 | $4.4M | 0.40% | +24.9% |
| 1404 | FIRST BUSINESS FINANCIAL SERVICES#1404 · 4,723 sh | 4,723 | $4.4M | 0.34% | +1.6% |
| 1405 | Modus Advisors#1405 · 4,721 sh | 4,721 | $4.4M | 1.09% | +1.5% |
| 1406 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS#1406 · 4,719 sh | 4,719 | $4.4M | 0.84% | -4.8% |
| 1407 | Keating Financial Advisory Services#1407 · 4,714 sh | 4,714 | $4.4M | 0.58% | +0.7% |
| 1408 | Everhart Financial Group#1408 · 4,697 sh | 4,697 | $4.4M | — | -8.5% |
| 1409 | BLODGETT WEALTH ADVISORS#1409 · 4,693 sh | 4,693 | $4.4M | — | +1.3% |
| 1410 | SFMG#1410 · 4,690 sh | 4,690 | $4.4M | 0.26% | +2.9% |
| 1411 | Maloon Powers Pitre Higgins & Dennehy#1411 · 4,667 sh | 4,667 | $4.4M | 1.50% | — |
| 1412 | Bank OZK#1412 · 4,663 sh | 4,663 | $4.4M | 1.30% | +6.1% |
| 1413 | Andrew Hill Investment Advisors#1413 · 4,656 sh | 4,656 | $4.4M | — | +113.0% |
| 1414 | guardian investment management#1414 · 4,635 sh | 4,635 | $4.3M | — | -5.2% |
| 1415 | Robbins Farley#1415 · 4,634 sh | 4,634 | $4.3M | — | New |
| 1416 | Ninety One North America#1416 · 4,626 sh | 4,626 | $4.3M | — | New |
| 1417 | SBI Securities , Ltd.#1417 · 4,624 sh | 4,624 | $4.3M | — | -12.8% |
| 1418 | Fairvoy Private Wealth#1418 · 4,617 sh | 4,617 | $4.3M | — | +5.4% |
| 1419 | Martin Capital Advisors, LLP#1419 · 4,608 sh | 4,608 | $4.3M | — | +2.3% |
| 1420 | Qtron Investments#1420 · 4,600 sh | 4,600 | $4.3M | 0.57% | -13.1% |
| 1421 | Alan B. Lancz & Associates#1421 · 4,596 sh | 4,596 | $4.3M | 3.74% | -0.2% |
| 1422 | AMG National Bank#1422 · 4,590 sh | 4,590 | $4.3M | 0.09% | -2.3% |
| 1423 | MWA Asset Management#1423 · 4,575 sh | 4,575 | $4.3M | 1.93% | +0.4% |
| 1424 | Apella Capital#1424 · 4,501 sh | 4,501 | $4.3M | — | +0.6% |
| 1425 | Wellspring Financial Advisors#1425 · 4,556 sh | 4,556 | $4.3M | 0.28% | +0.1% |
| 1426 | Blume Capital Management#1426 · 4,540 sh | 4,540 | $4.2M | — | -1.0% |
| 1427 | Freedom Day Solutions#1427 · 4,540 sh | 4,540 | $4.2M | — | +0.6% |
| 1428 | Essex Financial Services#1428 · 4,509 sh | 4,509 | $4.2M | 0.21% | -3.2% |
| 1429 | Vickerman Investment Advisors#1429 · 4,506 sh | 4,506 | $4.2M | 0.82% | -8.7% |
| 1430 | Evergreen Wealth Solutions#1430 · 4,382 sh | 4,382 | $4.2M | 0.22% | +50.7% |
| 1431 | SHEETS SMITH WEALTH MANAGEMENT#1431 · 4,502 sh | 4,502 | $4.2M | — | +1.4% |
| 1432 | SPIRIT OF AMERICA MANAGEMENT#1432 · 4,481 sh | 4,481 | $4.2M | — | -4.3% |
| 1433 | Field & Main Bank#1433 · 4,456 sh | 4,456 | $4.2M | 0.86% | -1.0% |
| 1434 | International Private Wealth Advisors#1434 · 4,452 sh | 4,452 | $4.2M | 2.14% | +20.9% |
| 1435 | Ignite Planners#1435 · 4,421 sh | 4,421 | $4.1M | — | +4.7% |
| 1436 | Asset Dedication#1436 · 4,407 sh | 4,407 | $4.1M | 0.26% | -1.7% |
| 1437 | Skye Global Management#1437 · 4,400 sh | 4,400 | $4.1M | 0.08% | 0.0% |
| 1438 | RED CEDAR INVESTMENT MANAGEMENT#1438 · 4,399 sh | 4,399 | $4.1M | 0.39% | 0.0% |
| 1439 | Sivia Capital Partners#1439 · 4,383 sh | 4,383 | $4.1M | 0.50% | -34.2% |
| 1440 | DAVIDSON#1440 · 4,371 sh | 4,371 | $4.1M | — | -4.5% |
| 1441 | J. Derek Lewis & Associates#1441 · 4,369 sh | 4,369 | $4.1M | 0.77% | -4.0% |
| 1442 | DeDora Capital#1442 · 4,362 sh | 4,362 | $4.1M | — | +2.9% |
| 1443 | Columbia Asset Management#1443 · 4,353 sh | 4,353 | $4.1M | — | -3.3% |
| 1444 | OneAscent Financial Services#1444 · 4,344 sh | 4,344 | $4.1M | 0.19% | -0.1% |
| 1445 | Umpqua Bank#1445 · 4,342 sh | 4,342 | $4.1M | 0.91% | +4.7% |
| 1446 | SUMITOMO LIFE INSURANCE#1446 · 4,334 sh | 4,334 | $4.1M | 0.07% | -5.5% |
| 1447 | Triad Wealth Partners#1447 · 4,249 sh | 4,249 | $4.1M | — | +21.7% |
| 1448 | Knights of Columbus Asset Advisors#1448 · 4,330 sh | 4,330 | $4.1M | 0.20% | +0.6% |
| 1449 | West Branch Capital#1449 · 4,329 sh | 4,329 | $4.0M | — | +2.0% |
| 1450 | RDA Financial Network#1450 · 4,322 sh | 4,322 | $4.0M | — | -3.7% |
| 1451 | RWWM#1451 · 4,319 sh | 4,319 | $4.0M | 0.30% | +2.2% |
| 1452 | Norway Savings Bank#1452 · 4,318 sh | 4,318 | $4.0M | — | +0.9% |
| 1453 | Kepler Cheuvreux (Suisse) SA#1453 · 4,314 sh | 4,314 | $4.0M | — | +106.3% |
| 1454 | Cypress Capital Management (WY)#1454 · 4,309 sh | 4,309 | $4.0M | 3.37% | -2.0% |
| 1455 | HOLLENCREST SECURITIES#1455 · 4,304 sh | 4,304 | $4.0M | 0.26% | -93.9% |
| 1456 | Strategic Advisors#1456 · 4,302 sh | 4,302 | $4.0M | — | -43.1% |
| 1457 | Schonfeld Strategic Advisors#1457 · 4,302 sh | 4,302 | $4.0M | 0.01% | -75.6% |
| 1458 | CITIZENS & NORTHERN#1458 · 4,291 sh | 4,291 | $4.0M | 0.92% | -0.3% |
| 1459 | Sciencast Management#1459 · 4,282 sh | 4,282 | $4.0M | 0.83% | -32.8% |
| 1460 | ABLE Financial Group#1460 · 4,277 sh | 4,277 | $4.0M | — | +4.4% |
| 1461 | TOUNJIAN ADVISORY PARTNERS#1461 · 4,268 sh | 4,268 | $4.0M | 1.71% | +50.2% |
| 1462 | EQUITABLE#1462 · 4,266 sh | 4,266 | $4.0M | — | +5.5% |
| 1463 | Faithward Advisors#1463 · 4,261 sh | 4,261 | $4.0M | 0.49% | +2.8% |
| 1464 | W.H. Cornerstone Investments#1464 · 4,258 sh | 4,258 | $4.0M | 2.25% | +0.2% |
| 1465 | GRIMES & WEALTH MANAGEMENT#1465 · 4,257 sh | 4,257 | $4.0M | 0.09% | +1.6% |
| 1466 | AIRE ADVISORS#1466 · 4,250 sh | 4,250 | $4.0M | — | -0.6% |
| 1467 | JGP Wealth Management#1467 · 4,249 sh | 4,249 | $4.0M | — | +1.4% |
| 1468 | ARGUS INVESTORS' COUNSEL#1468 · 4,244 sh | 4,244 | $4.0M | — | -2.3% |
| 1469 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#1469 · 4,227 sh | 4,227 | $4.0M | 0.44% | 0.0% |
| 1470 | WT Wealth Management#1470 · 4,227 sh | 4,227 | $4.0M | — | +14.7% |
| 1471 | one8zero8#1471 · 4,225 sh | 4,225 | $4.0M | 0.78% | -6.6% |
| 1472 | RMB Capital Management#1472 · 4,224 sh | 4,224 | $4.0M | 0.06% | +5.2% |
| 1473 | Legato Capital Management#1473 · 4,224 sh | 4,224 | $4.0M | 0.33% | -12.0% |
| 1474 | Avidian Wealth Solutions#1474 · 4,218 sh | 4,218 | $3.9M | — | +4.6% |
| 1475 | Garde Capital#1475 · 4,213 sh | 4,213 | $3.9M | 0.18% | +0.3% |
| 1476 | Cooper Financial Group#1476 · 4,208 sh | 4,208 | $3.9M | — | -3.2% |
| 1477 | Highview Capital Management#1477 · 4,204 sh | 4,204 | $3.9M | 1.13% | +10.7% |
| 1478 | Somerset Group#1478 · 4,287 sh | 4,287 | $3.9M | 2.76% | +0.4% |
| 1479 | MOODY NATIONAL BANK DIVISION#1479 · 4,198 sh | 4,198 | $3.9M | — | -2.5% |
| 1480 | AssuredPartners Investment Advisors#1480 · 4,196 sh | 4,196 | $3.9M | 0.38% | 0.0% |
| 1481 | CIGNA INVESTMENTS#1481 · 4,193 sh | 4,193 | $3.9M | — | -0.9% |
| 1482 | Symphony Financial, Ltd.#1482 · 4,146 sh | 4,146 | $3.9M | — | +10.4% |
| 1483 | Meiji Yasuda Life Insurance#1483 · 4,181 sh | 4,181 | $3.9M | 0.13% | 0.0% |
| 1484 | Ebert Capital Management#1484 · 4,180 sh | 4,180 | $3.9M | — | -0.5% |
| 1485 | Old North State#1485 · 4,176 sh | 4,176 | $3.9M | 2.01% | +1.4% |
| 1486 | BOK Financial Private Wealth#1486 · 4,176 sh | 4,176 | $3.9M | 0.20% | -4.0% |
| 1487 | Covenant Asset Management#1487 · 4,166 sh | 4,166 | $3.9M | — | 0.0% |
| 1488 | ARBOR WEALTH ADVISORS#1488 · 4,163 sh | 4,163 | $3.9M | 1.57% | +1.8% |
| 1489 | NATURAL INVESTMENTS#1489 · 4,144 sh | 4,144 | $3.9M | 0.85% | +24.0% |
| 1490 | TFR Capital#1490 · 4,135 sh | 4,135 | $3.9M | 1.09% | -9.1% |
| 1491 | Finivi#1491 · 4,128 sh | 4,128 | $3.9M | — | +2.1% |
| 1492 | Grey Ledge Advisors#1492 · 4,119 sh | 4,119 | $3.9M | 0.77% | -0.2% |
| 1493 | Bryn Mawr Advisors#1493 · 4,113 sh | 4,113 | $3.8M | 0.17% | -0.9% |
| 1494 | Cairn Investment Group#1494 · 4,111 sh | 4,111 | $3.8M | 1.70% | +5.1% |
| 1495 | Illumine Investment Management#1495 · 0 sh | 0 | $3.8M | — | -100.0% |
| 1496 | Triton Financial Group#1496 · 4,101 sh | 4,101 | $3.8M | 2.21% | New |
| 1497 | Premier Path Wealth Partners#1497 · 4,095 sh | 4,095 | $3.8M | — | -8.6% |
| 1498 | PDS Planning#1498 · 4,086 sh | 4,086 | $3.8M | 0.22% | +6.2% |
| 1499 | Berbice Capital Management#1499 · 4,085 sh | 4,085 | $3.8M | — | 0.0% |
| 1500 | Ninety One SA (PTY) Ltd#1500 · 4,057 sh | 4,057 | $3.8M | — | New |
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.