COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 22)
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 2,101 to 2,200. 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 2,101–2,200 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2101 | Quantum Financial Planning Services#2101 · 1,905 sh | 1,905 | $1.8M | — | -0.4% |
| 2102 | DARK FOREST CAPITAL MANAGEMENT#2102 · 1,896 sh | 1,896 | $1.8M | 0.11% | -45.4% |
| 2103 | PRIVATE MANAGEMENT GROUP#2103 · 1,895 sh | 1,895 | $1.8M | 0.05% | +2.3% |
| 2104 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#2104 · 1,892 sh | 1,892 | $1.8M | 0.11% | New |
| 2105 | Physician Wealth Advisors#2105 · 1,890 sh | 1,890 | $1.8M | — | -0.6% |
| 2106 | TRAPHAGEN INVESTMENT ADVISORS#2106 · 1,889 sh | 1,889 | $1.8M | — | -0.2% |
| 2107 | Horst & Graben Wealth Management#2107 · 1,910 sh | 1,910 | $1.8M | 0.23% | -7.7% |
| 2108 | Crewe Advisors#2108 · 1,888 sh | 1,888 | $1.8M | 0.13% | +1.5% |
| 2109 | Flavin Financial Services#2109 · 1,887 sh | 1,887 | $1.8M | — | +0.9% |
| 2110 | Sharper & Granite#2110 · 1,871 sh | 1,871 | $1.8M | 0.54% | +34.0% |
| 2111 | Analyst IMS Investment Management Services Ltd.#2111 · 1,871 sh | 1,871 | $1.8M | 0.04% | -39.9% |
| 2112 | CVFG#2112 · 1,869 sh | 1,869 | $1.7M | 0.18% | +2.1% |
| 2113 | Morningstar Investment Management#2113 · 1,754 sh | 1,754 | $1.7M | 0.11% | 0.0% |
| 2114 | RIVERBRIDGE PARTNERS#2114 · 1,868 sh | 1,868 | $1.7M | 0.05% | +5.7% |
| 2115 | Consilium Wealth Advisory#2115 · 1,866 sh | 1,866 | $1.7M | — | +1.4% |
| 2116 | Strategic Wealth Partners, Ltd.#2116 · 1,864 sh | 1,864 | $1.7M | 0.11% | +0.5% |
| 2117 | Cross Staff Investments#2117 · 1,860 sh | 1,860 | $1.7M | — | 0.0% |
| 2118 | Family Legacy Financial Solutions#2118 · 1,859 sh | 1,859 | $1.7M | — | +40.7% |
| 2119 | Essex Savings Bank#2119 · 1,853 sh | 1,853 | $1.7M | — | +2.9% |
| 2120 | Quadcap Wealth Management#2120 · 1,851 sh | 1,851 | $1.7M | 0.17% | +6.2% |
| 2121 | EVERMAY WEALTH MANAGEMENT#2121 · 1,849 sh | 1,849 | $1.7M | 0.18% | +3.4% |
| 2122 | Petros Family Wealth#2122 · 1,848 sh | 1,848 | $1.7M | 1.06% | +3.9% |
| 2123 | Investment Research Partners#2123 · 1,847 sh | 1,847 | $1.7M | — | +8.2% |
| 2124 | Costello Asset Management#2124 · 1,844 sh | 1,844 | $1.7M | 0.52% | -5.6% |
| 2125 | LAZARI CAPITAL MANAGEMENT#2125 · 1,841 sh | 1,841 | $1.7M | — | -0.8% |
| 2126 | CTC Alternative Strategies, Ltd.#2126 · 1,840 sh | 1,840 | $1.7M | 2.48% | New |
| 2127 | EWA#2127 · 1,836 sh | 1,836 | $1.7M | 0.31% | -0.2% |
| 2128 | Live Oak Investment Partners#2128 · 1,832 sh | 1,832 | $1.7M | — | +8.7% |
| 2129 | Whalen Wealth Management#2129 · 1,829 sh | 1,829 | $1.7M | — | -11.6% |
| 2130 | BayBridge Capital Group#2130 · 1,828 sh | 1,828 | $1.7M | — | +4.8% |
| 2131 | INGALLS & SNYDER#2131 · 1,828 sh | 1,828 | $1.7M | 0.05% | +0.2% |
| 2132 | Defiance ETFs#2132 · 1,848 sh | 1,848 | $1.7M | 0.02% | +23.4% |
| 2133 | Acropolis Investment Management#2133 · 1,826 sh | 1,826 | $1.7M | — | +0.1% |
| 2134 | Richwood Investment Advisors#2134 · 1,825 sh | 1,825 | $1.7M | 1.20% | 0.0% |
| 2135 | OARSMAN CAPITAL#2135 · 1,814 sh | 1,814 | $1.7M | 0.18% | -4.3% |
| 2136 | Trueblood Wealth Management#2136 · 1,813 sh | 1,813 | $1.7M | — | +0.4% |
| 2137 | RIA Advisory Group#2137 · 1,812 sh | 1,812 | $1.7M | — | +4.4% |
| 2138 | THURSTON, SPRINGER, MILLER, HERD & TITAK#2138 · 1,812 sh | 1,812 | $1.7M | — | +9.4% |
| 2139 | Great Waters Wealth Management#2139 · 1,812 sh | 1,812 | $1.7M | — | +6.0% |
| 2140 | Olistico Wealth#2140 · 1,812 sh | 1,812 | $1.7M | — | +0.1% |
| 2141 | BARON SILVER STEVENS FINANCIAL ADVISORS#2141 · 1,811 sh | 1,811 | $1.7M | 0.21% | -1.0% |
| 2142 | Brookwood Investment Group#2142 · 1,808 sh | 1,808 | $1.7M | 0.19% | -34.8% |
| 2143 | Abundance Wealth Counselors#2143 · 1,805 sh | 1,805 | $1.7M | — | -15.8% |
| 2144 | BigSur Wealth Management#2144 · 1,800 sh | 1,800 | $1.7M | — | -34.3% |
| 2145 | Union Heritage Capital#2145 · 1,800 sh | 1,800 | $1.7M | 0.57% | 0.0% |
| 2146 | Guardian Capital#2146 · 1,799 sh | 1,799 | $1.7M | 1.38% | -16.4% |
| 2147 | SONATA CAPITAL GROUP#2147 · 1,798 sh | 1,798 | $1.7M | — | -1.1% |
| 2148 | Sound Income Strategies#2148 · 1,794 sh | 1,794 | $1.7M | — | +15.3% |
| 2149 | ORRSTOWN FINANCIAL SERVICES#2149 · 1,793 sh | 1,793 | $1.7M | — | -5.1% |
| 2150 | Signal Advisors Wealth#2150 · 1,792 sh | 1,792 | $1.7M | — | +75.3% |
| 2151 | LODESTAR PRIVATE ASSET MANAGEMENT#2151 · 1,788 sh | 1,788 | $1.7M | — | -0.9% |
| 2152 | Alteri Wealth#2152 · 1,782 sh | 1,782 | $1.7M | 0.46% | -3.3% |
| 2153 | FIDUCIARY FAMILY OFFICE#2153 · 1,779 sh | 1,779 | $1.7M | 0.42% | -0.7% |
| 2154 | Crusonia Wealth Advisors#2154 · 1,779 sh | 1,779 | $1.7M | — | +7.3% |
| 2155 | NORTHBRIDGE FINANCIAL GROUP#2155 · 1,774 sh | 1,774 | $1.7M | 0.64% | +3.9% |
| 2156 | M&G Plc#2156 · 1,773 sh | 1,773 | $1.7M | <0.01% | +22.7% |
| 2157 | Clare Market Investments#2157 · 1,772 sh | 1,772 | $1.7M | 0.30% | +18.6% |
| 2158 | SUMMIT WEALTH GROUP#2158 · 1,768 sh | 1,768 | $1.7M | 0.14% | -1.3% |
| 2159 | Capula Management Ltd#2159 · 1,767 sh | 1,767 | $1.7M | <0.01% | -15.9% |
| 2160 | Sovereign Financial Group#2160 · 1,765 sh | 1,765 | $1.7M | 0.25% | -2.8% |
| 2161 | Beacon Capital Management#2161 · 1,764 sh | 1,764 | $1.7M | — | -2.9% |
| 2162 | CARLSON FINANCIAL#2162 · 1,760 sh | 1,760 | $1.6M | 0.84% | -9.5% |
| 2163 | Traveka Wealth#2163 · 1,762 sh | 1,762 | $1.6M | — | +1.4% |
| 2164 | Boltwood Capital Management#2164 · 1,761 sh | 1,761 | $1.6M | — | +2.4% |
| 2165 | Impact Capital Partners#2165 · 1,761 sh | 1,761 | $1.6M | — | -1.1% |
| 2166 | Global Assets Advisory#2166 · 1,775 sh | 1,775 | $1.6M | 0.36% | +21.9% |
| 2167 | Centennial Bank#2167 · 1,756 sh | 1,756 | $1.6M | 0.53% | 0.0% |
| 2168 | Heritage Wealth Management#2168 · 1,754 sh | 1,754 | $1.6M | 0.41% | +0.3% |
| 2169 | Guardian Financial Partners#2169 · 1,747 sh | 1,747 | $1.6M | 0.64% | -0.9% |
| 2170 | Founders Financial Alliance#2170 · 1,747 sh | 1,747 | $1.6M | 0.22% | -2.3% |
| 2171 | Keudell/Morrison Wealth Management#2171 · 1,743 sh | 1,743 | $1.6M | — | -2.2% |
| 2172 | Crews Bank#2172 · 1,740 sh | 1,740 | $1.6M | 0.21% | -2.0% |
| 2173 | LOGAN CAPITAL MANAGEMENT#2173 · 1,735 sh | 1,735 | $1.6M | 0.06% | New |
| 2174 | Arbor Investment Advisors#2174 · 1,735 sh | 1,735 | $1.6M | — | -4.1% |
| 2175 | Drake & Associates#2175 · 1,735 sh | 1,735 | $1.6M | 0.27% | -28.8% |
| 2176 | BURKE & HERBERT BANK#2176 · 1,732 sh | 1,732 | $1.6M | 0.40% | -0.2% |
| 2177 | Abacus Wealth Partners#2177 · 1,730 sh | 1,730 | $1.6M | 0.17% | -4.4% |
| 2178 | LONDON OF VIRGINIA#2178 · 1,730 sh | 1,730 | $1.6M | <0.01% | 0.0% |
| 2179 | Bridgewater Advisors#2179 · 1,695 sh | 1,695 | $1.6M | 0.09% | -5.0% |
| 2180 | Red Mountain Financial#2180 · 1,728 sh | 1,728 | $1.6M | 1.36% | +9.6% |
| 2181 | MCF Advisors#2181 · 1,724 sh | 1,724 | $1.6M | 0.06% | +0.2% |
| 2182 | Cheviot Value Management#2182 · 1,718 sh | 1,718 | $1.6M | 0.16% | +1.7% |
| 2183 | Paul R. Ried Financial Group#2183 · 1,717 sh | 1,717 | $1.6M | 0.70% | -2.9% |
| 2184 | Shum Financial Group#2184 · 1,715 sh | 1,715 | $1.6M | — | +3.4% |
| 2185 | BEACON INVESTMENT ADVISORY SERVICES#2185 · 1,713 sh | 1,713 | $1.6M | — | -9.0% |
| 2186 | D L CARLSON INVESTMENT GROUP#2186 · 1,710 sh | 1,710 | $1.6M | 0.25% | +2.1% |
| 2187 | Register Financial Advisors#2187 · 1,710 sh | 1,710 | $1.6M | — | +0.1% |
| 2188 | Shira Ridge Wealth Management#2188 · 1,707 sh | 1,707 | $1.6M | — | +0.1% |
| 2189 | Retirement Solution#2189 · 1,706 sh | 1,706 | $1.6M | — | +6.6% |
| 2190 | WESTCO ADVISORY SERVICES#2190 · 1,706 sh | 1,706 | $1.6M | — | -1.7% |
| 2191 | MOSAIC FAMILY WEALTH PARTNERS#2191 · 1,705 sh | 1,705 | $1.6M | 0.11% | +18.2% |
| 2192 | CANANDAIGUA NATIONAL BANK#2192 · 1,703 sh | 1,703 | $1.6M | — | — |
| 2193 | KLCM Advisors#2193 · 1,700 sh | 1,700 | $1.6M | 0.13% | +0.6% |
| 2194 | McAdam#2194 · 1,699 sh | 1,699 | $1.6M | — | +6.9% |
| 2195 | SEEDS INVESTOR#2195 · 1,699 sh | 1,699 | $1.6M | 0.16% | -2.0% |
| 2196 | Stockman Wealth Management#2196 · 1,698 sh | 1,698 | $1.6M | 0.16% | -18.5% |
| 2197 | AMJ Financial Wealth Management#2197 · 1,594 sh | 1,594 | $1.6M | 0.37% | 0.0% |
| 2198 | Maridea Wealth Management#2198 · 1,695 sh | 1,695 | $1.6M | 0.17% | -17.2% |
| 2199 | R2 Capital Strategies#2199 · 1,692 sh | 1,692 | $1.6M | — | — |
| 2200 | PIONEER BANK N A#2200 · 1,688 sh | 1,688 | $1.6M | 0.36% | 0.0% |
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.