COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | Welch Group#2001 · 2,114 sh | 2,114 | $2.0M | 0.07% | +4.2% |
| 2002 | CERTUITY#2002 · 2,103 sh | 2,103 | $2.0M | 0.10% | +4.5% |
| 2003 | Iowa State Bank#2003 · 2,111 sh | 2,111 | $2.0M | — | -0.3% |
| 2004 | WealthSpring Partners#2004 · 2,111 sh | 2,111 | $2.0M | — | -0.9% |
| 2005 | Intesa Sanpaolo Wealth Management#2005 · 2,110 sh | 2,110 | $2.0M | 0.40% | +28.5% |
| 2006 | Fragasso Group#2006 · 2,109 sh | 2,109 | $2.0M | — | +0.3% |
| 2007 | KWB Wealth#2007 · 2,109 sh | 2,109 | $2.0M | — | -0.6% |
| 2008 | LEDERER & ASSOCIATES INVESTMENT COUNSEL#2008 · 2,106 sh | 2,106 | $2.0M | — | -0.2% |
| 2009 | BEARING POINT CAPITAL#2009 · 2,104 sh | 2,104 | $2.0M | 0.27% | 0.0% |
| 2010 | First Heartland Consultants#2010 · 2,101 sh | 2,101 | $2.0M | — | -1.5% |
| 2011 | Sentinus#2011 · 2,100 sh | 2,100 | $2.0M | 0.16% | +6.0% |
| 2012 | OCCUDO QUANTITATIVE STRATEGIES#2012 · 2,099 sh | 2,099 | $2.0M | 0.10% | New |
| 2013 | INVESTMENT PARTNERS, LTD.#2013 · 2,098 sh | 2,098 | $2.0M | 0.61% | +0.4% |
| 2014 | St. Johns Investment Management Company#2014 · 2,095 sh | 2,095 | $2.0M | 0.74% | +1.5% |
| 2015 | DELTA ASSET MANAGEMENT#2015 · 2,087 sh | 2,087 | $2.0M | 0.17% | -1.2% |
| 2016 | Smithfield#2016 · 2,086 sh | 2,086 | $2.0M | 0.08% | -0.5% |
| 2017 | Circle Wealth Management#2017 · 2,084 sh | 2,084 | $1.9M | 0.02% | -30.9% |
| 2018 | Clearwave Capital#2018 · 2,082 sh | 2,082 | $1.9M | 1.07% | +3.1% |
| 2019 | Fielder Capital Group#2019 · 2,079 sh | 2,079 | $1.9M | 0.42% | -0.3% |
| 2020 | Cito Capital Group#2020 · 2,077 sh | 2,077 | $1.9M | 0.53% | 0.0% |
| 2021 | Kampmann Melissa S.#2021 · 2,076 sh | 2,076 | $1.9M | 1.47% | +11.6% |
| 2022 | CVA Family Office#2022 · 2,074 sh | 2,074 | $1.9M | 0.18% | -4.9% |
| 2023 | Talon Private Wealth#2023 · 2,066 sh | 2,066 | $1.9M | 0.11% | +143.3% |
| 2024 | Wellington Shields Capital Management#2024 · 2,065 sh | 2,065 | $1.9M | 0.24% | -0.2% |
| 2025 | Triangle Securities Wealth Management#2025 · 2,065 sh | 2,065 | $1.9M | — | -0.1% |
| 2026 | Cedrus Wealth Group#2026 · 2,060 sh | 2,060 | $1.9M | 1.68% | -0.9% |
| 2027 | OPINICUS CAPITAL#2027 · 2,061 sh | 2,061 | $1.9M | 1.03% | +0.3% |
| 2028 | Arkfeld Wealth Strategies, L.L.C.#2028 · 2,028 sh | 2,028 | $1.9M | — | +0.6% |
| 2029 | Sun Financial#2029 · 2,019 sh | 2,019 | $1.9M | 0.91% | +2.6% |
| 2030 | MJP ASSOCIATES#2030 · 2,056 sh | 2,056 | $1.9M | 0.21% | -6.8% |
| 2031 | WRIGHT INVESTORS SERVICE#2031 · 2,052 sh | 2,052 | $1.9M | 0.52% | -1.2% |
| 2032 | Laurion Capital Management#2032 · 2,052 sh | 2,052 | $1.9M | 0.05% | New |
| 2033 | Keel Point#2033 · 2,045 sh | 2,045 | $1.9M | 0.11% | +7.1% |
| 2034 | SEARLE#2034 · 2,044 sh | 2,044 | $1.9M | 0.43% | -2.3% |
| 2035 | Lester Murray Antman dba SimplyRich#2035 · 2,042 sh | 2,042 | $1.9M | 0.45% | -0.2% |
| 2036 | Cornerstone Wealth Group#2036 · 2,040 sh | 2,040 | $1.9M | 0.11% | -69.2% |
| 2037 | ABLES, IANNONE, MOORE & ASSOCIATES#2037 · 2,039 sh | 2,039 | $1.9M | — | 0.0% |
| 2038 | Cascade Financial Partners#2038 · 2,038 sh | 2,038 | $1.9M | 0.17% | +0.9% |
| 2039 | Fortis Capital Management#2039 · 2,033 sh | 2,033 | $1.9M | 0.21% | +0.2% |
| 2040 | LCM Capital Management#2040 · 2,028 sh | 2,028 | $1.9M | — | +1.9% |
| 2041 | First Nebraska#2041 · 2,024 sh | 2,024 | $1.9M | 0.15% | +0.1% |
| 2042 | Navalign#2042 · 2,020 sh | 2,020 | $1.9M | 0.44% | +0.9% |
| 2043 | Broadway Wealth Solutions#2043 · 2,017 sh | 2,017 | $1.9M | — | +0.1% |
| 2044 | Mayflower Financial Advisors#2044 · 2,008 sh | 2,008 | $1.9M | 0.16% | -0.1% |
| 2045 | Pines Wealth Management#2045 · 2,007 sh | 2,007 | $1.9M | — | +3.1% |
| 2046 | Disciplined Investors, L.L.C.#2046 · 2,002 sh | 2,002 | $1.9M | 0.94% | 0.0% |
| 2047 | PFW Advisors#2047 · 2,001 sh | 2,001 | $1.9M | — | -1.9% |
| 2048 | Greenwich Wealth Management#2048 · 2,000 sh | 2,000 | $1.9M | 0.07% | +48.3% |
| 2049 | Advisory Resource Group#2049 · 2,000 sh | 2,000 | $1.9M | — | -6.2% |
| 2050 | Arsenal Capital Advisors#2050 · 1,999 sh | 1,999 | $1.9M | 1.10% | -4.1% |
| 2051 | KANE INVESTMENT MANAGEMENT#2051 · 1,998 sh | 1,998 | $1.9M | 0.80% | -2.4% |
| 2052 | Redwood Investment Management#2052 · 1,998 sh | 1,998 | $1.9M | 0.19% | +2.2% |
| 2053 | WASHBURN CAPITAL MANAGEMENT#2053 · 1,997 sh | 1,997 | $1.9M | — | -3.9% |
| 2054 | GSA CAPITAL PARTNERS LLP#2054 · 1,997 sh | 1,997 | $1.9M | 0.12% | +1.0% |
| 2055 | Marin Bay Wealth Advisors#2055 · 1,994 sh | 1,994 | $1.9M | 1.00% | -42.8% |
| 2056 | Allegheny Financial Group LTD#2056 · 1,994 sh | 1,994 | $1.9M | 0.20% | -0.8% |
| 2057 | Ruggiero Investments#2057 · 1,994 sh | 1,994 | $1.9M | 1.57% | -20.4% |
| 2058 | Sustainable Insight Capital Management#2058 · 1,994 sh | 1,994 | $1.9M | 0.80% | -52.0% |
| 2059 | Invst#2059 · 1,994 sh | 1,994 | $1.9M | 0.18% | -2.0% |
| 2060 | FUKOKU MUTUAL LIFE INSURANCE#2060 · 1,993 sh | 1,993 | $1.9M | 0.11% | +23.4% |
| 2061 | Everest Financial Group#2061 · 1,989 sh | 1,989 | $1.9M | 0.25% | +1.1% |
| 2062 | SmartHarvest Portfolios#2062 · 1,977 sh | 1,977 | $1.8M | — | +2.0% |
| 2063 | St. Clair Advisors#2063 · 1,975 sh | 1,975 | $1.8M | — | 0.0% |
| 2064 | FSM Wealth Advisors#2064 · 1,971 sh | 1,971 | $1.8M | 0.20% | +7.6% |
| 2065 | Tempus Wealth Planning#2065 · 1,971 sh | 1,971 | $1.8M | — | -1.1% |
| 2066 | VAUGHAN DAVID INVESTMENTS#2066 · 1,970 sh | 1,970 | $1.8M | 0.04% | +5.8% |
| 2067 | Baader Bank Aktiengesellschaft#2067 · 1,970 sh | 1,970 | $1.8M | 0.14% | +336.8% |
| 2068 | BKM Wealth Management#2068 · 1,970 sh | 1,970 | $1.8M | — | +3.4% |
| 2069 | Clarus Wealth Advisors#2069 · 1,931 sh | 1,931 | $1.8M | — | +11.4% |
| 2070 | Marble Harbor Investment Counsel#2070 · 1,967 sh | 1,967 | $1.8M | 0.19% | +3.5% |
| 2071 | Vann Equity Management#2071 · 1,962 sh | 1,962 | $1.8M | — | +1.9% |
| 2072 | NORRIS PERNE & FRENCH LLP#2072 · 1,961 sh | 1,961 | $1.8M | — | -0.5% |
| 2073 | GOULD ASSET MANAGEMENT#2073 · 1,961 sh | 1,961 | $1.8M | 0.29% | -1.4% |
| 2074 | Ullmann Wealth Partners Group#2074 · 1,960 sh | 1,960 | $1.8M | 0.17% | +1.0% |
| 2075 | Zullo Investment Group#2075 · 1,959 sh | 1,959 | $1.8M | — | -0.2% |
| 2076 | DECISION INVESTMENTS#2076 · 1,959 sh | 1,959 | $1.8M | — | -1.5% |
| 2077 | Magnus Financial Group#2077 · 1,959 sh | 1,959 | $1.8M | — | +8.4% |
| 2078 | Canvas Wealth Advisors#2078 · 1,958 sh | 1,958 | $1.8M | 0.26% | -5.6% |
| 2079 | MITCHELL SINKLER & STARR#2079 · 1,954 sh | 1,954 | $1.8M | — | -1.2% |
| 2080 | RiverPark Advisors#2080 · 1,953 sh | 1,953 | $1.8M | 0.83% | -4.6% |
| 2081 | Navera Investment Management Ltd.#2081 · 1,952 sh | 1,952 | $1.8M | 0.05% | 0.0% |
| 2082 | CARY STREET PARTNERS INVESTMENT ADVISORY#2082 · 1,950 sh | 1,950 | $1.8M | 0.37% | +13.4% |
| 2083 | Directional Asset Management#2083 · 1,949 sh | 1,949 | $1.8M | — | -3.4% |
| 2084 | Crescent Sterling, Ltd.#2084 · 1,948 sh | 1,948 | $1.8M | — | +2.3% |
| 2085 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#2085 · 1,941 sh | 1,941 | $1.8M | 0.11% | +5.5% |
| 2086 | Members#2086 · 1,941 sh | 1,941 | $1.8M | 0.06% | -0.3% |
| 2087 | JSF Financial#2087 · 1,937 sh | 1,937 | $1.8M | — | -3.0% |
| 2088 | Wealth Quarterback#2088 · 1,934 sh | 1,934 | $1.8M | — | +1.7% |
| 2089 | GENEVA CAPITAL MANAGEMENT#2089 · 1,931 sh | 1,931 | $1.8M | 0.04% | -13.5% |
| 2090 | Atlas Legacy Advisors#2090 · 1,917 sh | 1,917 | $1.8M | 0.27% | +17.4% |
| 2091 | NCP#2091 · 1,923 sh | 1,923 | $1.8M | 2.50% | +1.6% |
| 2092 | Legacy Financial Advisors#2092 · 1,921 sh | 1,921 | $1.8M | 0.22% | +0.6% |
| 2093 | Midwest Financial Group#2093 · 1,920 sh | 1,920 | $1.8M | — | -4.2% |
| 2094 | Main Street Financial Solutions#2094 · 1,918 sh | 1,918 | $1.8M | 0.11% | -2.6% |
| 2095 | Texas Bank#2095 · 1,918 sh | 1,918 | $1.8M | 0.59% | +3.5% |
| 2096 | Quintet Private Bank (Europe) S.A.#2096 · 1,917 sh | 1,917 | $1.8M | — | 0.0% |
| 2097 | Wealth Advisors of Iowa#2097 · 1,915 sh | 1,915 | $1.8M | 0.49% | -0.3% |
| 2098 | Regent Peak Wealth Advisors#2098 · 1,913 sh | 1,913 | $1.8M | — | +3.7% |
| 2099 | BIRMINGHAM CAPITAL MANAGEMENT#2099 · 1,910 sh | 1,910 | $1.8M | 0.68% | 0.0% |
| 2100 | S&A Financial Services#2100 · 1,906 sh | 1,906 | $1.8M | 1.09% | -1.9% |
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.