COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,600. 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 1,501–1,600 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | Fortis Capital Advisors#1501 · 4,067 sh | 4,067 | $3.8M | 0.43% | +1.5% |
| 1502 | Douglas Lane & Associates#1502 · 4,053 sh | 4,053 | $3.8M | — | -3.8% |
| 1503 | CARRET ASSET MANAGEMENT#1503 · 4,053 sh | 4,053 | $3.8M | 0.33% | -0.2% |
| 1504 | FINANCIAL MANAGEMENT NETWORK#1504 · 4,028 sh | 4,028 | $3.8M | — | New |
| 1505 | Deuterium Capital Management#1505 · 4,050 sh | 4,050 | $3.8M | 4.10% | 0.0% |
| 1506 | Strong Tower Advisory Services#1506 · 4,050 sh | 4,050 | $3.8M | — | +2.3% |
| 1507 | M3 Wealth Management#1507 · 4,040 sh | 4,040 | $3.8M | 2.45% | -0.2% |
| 1508 | Bollard Group#1508 · 4,036 sh | 4,036 | $3.8M | 0.11% | +0.5% |
| 1509 | Capstone Financial Advisors#1509 · 4,029 sh | 4,029 | $3.8M | 0.18% | +0.4% |
| 1510 | Aries Wealth Management#1510 · 4,025 sh | 4,025 | $3.8M | — | 0.0% |
| 1511 | Gallagher Capital Advisors#1511 · 4,024 sh | 4,024 | $3.8M | — | +0.5% |
| 1512 | Cherry Creek Investment Advisors#1512 · 4,009 sh | 4,009 | $3.8M | — | -1.1% |
| 1513 | CONNORS INVESTOR SERVICES#1513 · 4,008 sh | 4,008 | $3.7M | 0.32% | -1.2% |
| 1514 | Gateway Wealth Partners#1514 · 4,008 sh | 4,008 | $3.7M | 0.22% | -46.3% |
| 1515 | Peak Asset Management#1515 · 4,007 sh | 4,007 | $3.7M | 0.55% | +9.8% |
| 1516 | Compton Wealth Advisory Group#1516 · 4,048 sh | 4,048 | $3.7M | — | -0.1% |
| 1517 | Saturna Capital#1517 · 3,996 sh | 3,996 | $3.7M | 0.05% | -3.6% |
| 1518 | Golden State Wealth Management#1518 · 3,995 sh | 3,995 | $3.7M | 0.34% | +0.3% |
| 1519 | Jacobi Capital Management#1519 · 3,982 sh | 3,982 | $3.7M | 0.18% | -1.1% |
| 1520 | IPG Investment Advisors#1520 · 3,975 sh | 3,975 | $3.7M | 0.53% | -28.4% |
| 1521 | Nicholas Hoffman & Company#1521 · 3,968 sh | 3,968 | $3.7M | 0.08% | -0.2% |
| 1522 | Perennial Investment Advisors#1522 · 3,950 sh | 3,950 | $3.7M | 0.25% | +7.5% |
| 1523 | Hilltop#1523 · 3,945 sh | 3,945 | $3.7M | 0.29% | -4.6% |
| 1524 | EVOLVE PRIVATE WEALTH#1524 · 3,937 sh | 3,937 | $3.7M | 0.23% | -45.8% |
| 1525 | Trail Ridge Investment Advisors#1525 · 3,935 sh | 3,935 | $3.7M | — | -27.8% |
| 1526 | Harfst & Associates#1526 · 3,934 sh | 3,934 | $3.7M | — | -0.9% |
| 1527 | TriaGen Wealth Management#1527 · 3,929 sh | 3,929 | $3.7M | — | -35.2% |
| 1528 | Ironwood Investment Counsel#1528 · 3,901 sh | 3,901 | $3.6M | 0.48% | +0.4% |
| 1529 | Warm Springs Advisors#1529 · 3,899 sh | 3,899 | $3.6M | 2.52% | 0.0% |
| 1530 | Hodges Capital Management#1530 · 3,889 sh | 3,889 | $3.6M | 0.24% | -7.5% |
| 1531 | MITCHELL MCLEOD PUGH & WILLIAMS#1531 · 3,888 sh | 3,888 | $3.6M | 0.45% | +13.3% |
| 1532 | MONETARY MANAGEMENT GROUP#1532 · 3,880 sh | 3,880 | $3.6M | 0.75% | -1.5% |
| 1533 | WISCONSIN CAPITAL MANAGEMENT#1533 · 3,877 sh | 3,877 | $3.6M | 1.72% | +1.6% |
| 1534 | MTM Investment Management#1534 · 3,874 sh | 3,874 | $3.6M | 1.03% | 0.0% |
| 1535 | Gibbs Wealth Management#1535 · 3,872 sh | 3,872 | $3.6M | — | -4.5% |
| 1536 | Lynch Asset Management#1536 · 3,850 sh | 3,850 | $3.6M | 0.98% | 0.0% |
| 1537 | Gould Capital#1537 · 3,847 sh | 3,847 | $3.6M | 2.01% | -2.9% |
| 1538 | Wilmington Savings Fund Society, FSB#1538 · 3,843 sh | 3,843 | $3.6M | — | -0.4% |
| 1539 | Oak Thistle#1539 · 3,835 sh | 3,835 | $3.6M | — | +347.5% |
| 1540 | JAMES INVESTMENT RESEARCH#1540 · 3,831 sh | 3,831 | $3.6M | — | +0.3% |
| 1541 | HIGHLINE WEALTH PARTNERS#1541 · 3,831 sh | 3,831 | $3.6M | — | -2.3% |
| 1542 | DOHENY ASSET MANAGEMENT#1542 · 3,828 sh | 3,828 | $3.6M | 2.08% | -0.1% |
| 1543 | Aspire Capital Advisors#1543 · 3,827 sh | 3,827 | $3.6M | 0.70% | -1.9% |
| 1544 | PINCUS CAPITAL MANAGEMENT#1544 · 3,825 sh | 3,825 | $3.6M | 2.13% | 0.0% |
| 1545 | Platform Technology Partners#1545 · 3,821 sh | 3,821 | $3.6M | 0.58% | +0.1% |
| 1546 | Nvest Financial#1546 · 3,814 sh | 3,814 | $3.6M | 1.13% | +4.2% |
| 1547 | Coastal Bridge Advisors#1547 · 3,802 sh | 3,802 | $3.6M | 0.22% | -9.2% |
| 1548 | Central Pacific Bank - Division#1548 · 3,797 sh | 3,797 | $3.6M | — | +85.4% |
| 1549 | Southeast Asset Advisors#1549 · 3,790 sh | 3,790 | $3.5M | 0.36% | -0.1% |
| 1550 | Venturi Wealth Management#1550 · 3,786 sh | 3,786 | $3.5M | 0.14% | +3.7% |
| 1551 | Walkner Condon Financial Advisors#1551 · 3,783 sh | 3,783 | $3.5M | 0.41% | -7.2% |
| 1552 | Marex Group plc#1552 · 3,777 sh | 3,777 | $3.5M | 0.01% | -95.0% |
| 1553 | Elyxium Wealth#1553 · 3,769 sh | 3,769 | $3.5M | 0.37% | +7.7% |
| 1554 | Fortitude Advisory Group L.L.C.#1554 · 3,763 sh | 3,763 | $3.5M | — | +4.8% |
| 1555 | WHITENER CAPITAL MANAGEMENT#1555 · 3,752 sh | 3,752 | $3.5M | — | +0.6% |
| 1556 | XML Financial#1556 · 3,744 sh | 3,744 | $3.5M | 0.25% | +0.1% |
| 1557 | Ironwood Financial#1557 · 3,780 sh | 3,780 | $3.5M | — | -0.4% |
| 1558 | Aviance Capital Partners#1558 · 3,742 sh | 3,742 | $3.5M | 0.36% | -0.9% |
| 1559 | SILVER OAK SECURITIES#1559 · 3,734 sh | 3,734 | $3.5M | 0.21% | +0.3% |
| 1560 | Newbridge Financial Services Group#1560 · 3,725 sh | 3,725 | $3.5M | — | -3.7% |
| 1561 | Kovitz Investment Group Partners#1561 · 3,723 sh | 3,723 | $3.5M | 0.08% | +0.2% |
| 1562 | NTV ASSET MANAGEMENT#1562 · 3,716 sh | 3,716 | $3.5M | — | -5.1% |
| 1563 | NorthStar Asset Management#1563 · 3,704 sh | 3,704 | $3.5M | 1.41% | -0.9% |
| 1564 | ASHTON THOMAS SECURITIES#1564 · 3,708 sh | 3,708 | $3.5M | — | +21.0% |
| 1565 | Legacy Wealth Management, / MS#1565 · 3,702 sh | 3,702 | $3.5M | 0.89% | -0.9% |
| 1566 | PATHWAY WEALTH MANAGEMENT#1566 · 3,690 sh | 3,690 | $3.5M | — | -4.5% |
| 1567 | Krilogy Financial#1567 · 3,687 sh | 3,687 | $3.4M | — | -3.2% |
| 1568 | Castle Rock Wealth Management#1568 · 3,725 sh | 3,725 | $3.4M | — | +1.5% |
| 1569 | Wayfinding Financial#1569 · 3,679 sh | 3,679 | $3.4M | 1.30% | -3.8% |
| 1570 | Westmount Partners#1570 · 3,672 sh | 3,672 | $3.4M | 0.75% | +0.7% |
| 1571 | HAGER INVESTMENT MANAGEMENT SERVICES#1571 · 3,670 sh | 3,670 | $3.4M | 1.58% | -4.5% |
| 1572 | GARRISON POINT ADVISORS#1572 · 3,670 sh | 3,670 | $3.4M | 1.39% | -1.1% |
| 1573 | Triton Wealth Management, PLLC#1573 · 3,586 sh | 3,586 | $3.4M | 1.05% | +3.4% |
| 1574 | Terra Nova Asset Management#1574 · 3,649 sh | 3,649 | $3.4M | — | +3.3% |
| 1575 | Diversified Enterprises#1575 · 3,644 sh | 3,644 | $3.4M | — | +0.4% |
| 1576 | BIP Wealth#1576 · 3,644 sh | 3,644 | $3.4M | — | +28.8% |
| 1577 | OXFORD FINANCIAL GROUP, LTD.#1577 · 3,643 sh | 3,643 | $3.4M | 0.17% | -5.2% |
| 1578 | Sand Hill Global Advisors#1578 · 3,642 sh | 3,642 | $3.4M | 0.10% | -0.1% |
| 1579 | Kentucky Farm Bureau Mutual Insurance#1579 · 3,637 sh | 3,637 | $3.4M | 0.94% | 0.0% |
| 1580 | K.J. Harrison & Partners#1580 · 3,629 sh | 3,629 | $3.4M | 0.48% | +0.6% |
| 1581 | Core Wealth Partners#1581 · 3,628 sh | 3,628 | $3.4M | 1.45% | -9.9% |
| 1582 | RMR Capital Management#1582 · 3,627 sh | 3,627 | $3.4M | — | 0.0% |
| 1583 | Counterweight Ventures#1583 · 3,625 sh | 3,625 | $3.4M | 1.69% | -4.6% |
| 1584 | Werlinich Asset Management#1584 · 3,624 sh | 3,624 | $3.4M | — | 0.0% |
| 1585 | Game Plan Financial Advisors#1585 · 3,622 sh | 3,622 | $3.4M | 1.26% | -5.6% |
| 1586 | Capital Planning#1586 · 3,612 sh | 3,612 | $3.4M | — | +0.3% |
| 1587 | Enhancing Capital#1587 · 3,606 sh | 3,606 | $3.4M | — | +1.3% |
| 1588 | Beaton Management#1588 · 3,606 sh | 3,606 | $3.4M | 1.37% | -0.7% |
| 1589 | RD Lewis#1589 · 3,564 sh | 3,564 | $3.4M | 2.49% | +9.3% |
| 1590 | Verde Capital Management#1590 · 3,602 sh | 3,602 | $3.4M | 0.62% | +3.7% |
| 1591 | Hilltop National Bank#1591 · 3,597 sh | 3,597 | $3.4M | — | -0.6% |
| 1592 | 111 Capital#1592 · 3,594 sh | 3,594 | $3.4M | 0.58% | -9.2% |
| 1593 | 71 West Capital Partners#1593 · 3,587 sh | 3,587 | $3.4M | 0.12% | +31.9% |
| 1594 | Arjuna Capital#1594 · 3,584 sh | 3,584 | $3.4M | 0.75% | 0.0% |
| 1595 | Winch Advisory Services#1595 · 3,582 sh | 3,582 | $3.4M | 0.70% | -0.5% |
| 1596 | Cornerstone Planning#1596 · 3,576 sh | 3,576 | $3.3M | 0.77% | +0.9% |
| 1597 | Cyndeo Wealth Partners#1597 · 3,571 sh | 3,571 | $3.3M | — | -2.1% |
| 1598 | Nautilus Advisors#1598 · 3,645 sh | 3,645 | $3.3M | — | +21.3% |
| 1599 | Henson-Edgewater Management#1599 · 3,510 sh | 3,510 | $3.3M | 1.74% | +0.7% |
| 1600 | Ellsworth Advisors#1600 · 3,636 sh | 3,636 | $3.3M | — | +6.5% |
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.