COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 30)
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 2,901 to 3,000. 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 2,901–3,000 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2901 | Signature Equity Partners#2901 · 793 sh | 793 | $742.1K | 0.34% | +84.4% |
| 2902 | GEORGE KAISER FAMILY FOUNDATION#2902 · 791 sh | 791 | $740.0K | 0.07% | +88.3% |
| 2903 | 1248 Management#2903 · 790 sh | 790 | $739.0K | 0.29% | 0.0% |
| 2904 | Old Port Advisors#2904 · 789 sh | 789 | $738.1K | — | -6.4% |
| 2905 | Seelaus Asset Management#2905 · 787 sh | 787 | $736.0K | — | -42.7% |
| 2906 | Tidemark#2906 · 785 sh | 785 | $734.4K | 0.17% | +5.2% |
| 2907 | ELEVATUS WELATH MANAGEMENT#2907 · 783 sh | 783 | $732.6K | — | +35.2% |
| 2908 | Lantern Wealth Advisors#2908 · 782 sh | 782 | $731.5K | — | -1.0% |
| 2909 | Berkeley Capital Partners#2909 · 782 sh | 782 | $731.4K | 0.15% | +1.7% |
| 2910 | SGL Investment Advisors#2910 · 767 sh | 767 | $731.1K | 0.25% | -23.5% |
| 2911 | Horizon Investment Services#2911 · 781 sh | 781 | $731.0K | 0.20% | -0.5% |
| 2912 | GW&K Investment Management#2912 · 780 sh | 780 | $730.0K | <0.01% | +34.9% |
| 2913 | PUREfi Wealth#2913 · 780 sh | 780 | $729.9K | — | +3.3% |
| 2914 | FIDUCIARY FINANCIAL GROUP#2914 · 780 sh | 780 | $729.8K | — | +9.4% |
| 2915 | Charles Schwab#2915 · 780 sh | 780 | $729.7K | — | 0.0% |
| 2916 | Financial Planning Hawaii#2916 · 780 sh | 780 | $729.3K | — | -0.8% |
| 2917 | Shade Tree Advisors#2917 · 779 sh | 779 | $728.9K | — | -4.3% |
| 2918 | Edgemoor Investment Advisors#2918 · 778 sh | 778 | $728.4K | 0.05% | -0.9% |
| 2919 | KRS Capital Management#2919 · 779 sh | 779 | $728.3K | — | +1.6% |
| 2920 | West Wealth Group#2920 · 777 sh | 777 | $727.5K | — | +9.4% |
| 2921 | Investment Partners Asset Management#2921 · 777 sh | 777 | $726.9K | — | -0.3% |
| 2922 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#2922 · 777 sh | 777 | $726.9K | 0.20% | +9.9% |
| 2923 | Thompson David Blair#2923 · 777 sh | 777 | $726.9K | 0.36% | -3.6% |
| 2924 | SOUTH PLAINS FINANCIAL#2924 · 777 sh | 777 | $726.8K | 0.39% | -1.4% |
| 2925 | Coquina Private Wealth#2925 · 775 sh | 775 | $725.3K | 0.49% | -7.8% |
| 2926 | Davidson Kahn Capital Management#2926 · 773 sh | 773 | $723.3K | — | +32.4% |
| 2927 | 1776 Wealth#2927 · 772 sh | 772 | $723.0K | 0.25% | 0.0% |
| 2928 | Fourth Dimension Wealth#2928 · 772 sh | 772 | $722.6K | 0.23% | +74.3% |
| 2929 | Templeton & Phillips Capital Management#2929 · 771 sh | 771 | $721.2K | 0.53% | 0.0% |
| 2930 | Intrua Financial#2930 · 771 sh | 771 | $721.2K | 0.07% | +11.7% |
| 2931 | SMITH, MOORE#2931 · 770 sh | 770 | $720.7K | 0.05% | -17.9% |
| 2932 | Empire Financial Management Company#2932 · 770 sh | 770 | $720.3K | 0.29% | 0.0% |
| 2933 | Quattro Advisors#2933 · 770 sh | 770 | $720.1K | 0.48% | +22.6% |
| 2934 | VISTA INVESTMENT PARTNERS#2934 · 769 sh | 769 | $719.4K | — | -6.1% |
| 2935 | CMG Global#2935 · 768 sh | 768 | $718.8K | — | 0.0% |
| 2936 | Wealth Management Associates#2936 · 768 sh | 768 | $718.0K | 0.20% | -1.4% |
| 2937 | Affinity Capital Advisors#2937 · 755 sh | 755 | $717.6K | — | -12.6% |
| 2938 | Trademark Financial Management#2938 · 766 sh | 766 | $717.0K | — | -1.5% |
| 2939 | IRONWOOD INVESTMENT MANAGEMENT#2939 · 766 sh | 766 | $716.6K | 0.25% | -16.6% |
| 2940 | White Knight Strategic Wealth Advisors#2940 · 764 sh | 764 | $714.7K | 0.50% | +19.0% |
| 2941 | First City Capital Management#2941 · 764 sh | 764 | $714.7K | 0.35% | 0.0% |
| 2942 | Sunflower Bank, N.A.#2942 · 764 sh | 764 | $714.7K | 0.17% | +6.6% |
| 2943 | SEIZERT CAPITAL PARTNERS#2943 · 763 sh | 763 | $713.8K | 0.03% | 0.0% |
| 2944 | Darden Wealth Group#2944 · 762 sh | 762 | $713.2K | 0.28% | -8.2% |
| 2945 | Strid Group#2945 · 762 sh | 762 | $712.8K | 0.08% | 0.0% |
| 2946 | Essex#2946 · 760 sh | 760 | $710.8K | — | +0.4% |
| 2947 | Benchmark Financial#2947 · 759 sh | 759 | $710.4K | — | -4.8% |
| 2948 | SWISS RE LTD#2948 · 759 sh | 759 | $710.0K | 0.06% | +848.8% |
| 2949 | Firestone Capital Management#2949 · 756 sh | 756 | $707.6K | 0.13% | +2.7% |
| 2950 | Elite Life Management#2950 · 751 sh | 751 | $707.4K | 0.83% | -3.3% |
| 2951 | Elite Wealth Management#2951 · 756 sh | 756 | $707.2K | 0.21% | 0.0% |
| 2952 | Ruggaard & Associates#2952 · 756 sh | 756 | $707.2K | 0.25% | 0.0% |
| 2953 | Argos Wealth Advisors#2953 · 755 sh | 755 | $705.9K | 0.19% | +4.6% |
| 2954 | BDFS Capital#2954 · 754 sh | 754 | $705.5K | — | -4.7% |
| 2955 | WJ Wealth Management#2955 · 751 sh | 751 | $702.5K | 0.28% | 0.0% |
| 2956 | Sandy Cove Advisors#2956 · 750 sh | 750 | $701.7K | 0.18% | +3.0% |
| 2957 | AUA CAPITAL MANAGEMENT#2957 · 750 sh | 750 | $701.6K | — | 0.0% |
| 2958 | Corient IA#2958 · 750 sh | 750 | $701.6K | 0.65% | New |
| 2959 | Jacobsen Capital Management#2959 · 750 sh | 750 | $701.6K | — | -3.6% |
| 2960 | TIAA , NATIONAL ASSOCIATION#2960 · 748 sh | 748 | $699.7K | 0.04% | -28.4% |
| 2961 | Scott Capital Advisors#2961 · 748 sh | 748 | $699.5K | — | +1.9% |
| 2962 | LeClair Wealth Partners#2962 · 747 sh | 747 | $699.1K | 0.36% | New |
| 2963 | Presidio Capital Management#2963 · 747 sh | 747 | $699.0K | 0.17% | +2.3% |
| 2964 | Grant Private Wealth Management#2964 · 746 sh | 746 | $697.9K | — | -36.4% |
| 2965 | AIMZ Investment Advisors#2965 · 746 sh | 746 | $697.9K | 0.19% | 0.0% |
| 2966 | Legacy Wealth Partners#2966 · 745 sh | 745 | $696.9K | — | -3.0% |
| 2967 | Blossom Wealth Management#2967 · 743 sh | 743 | $695.0K | 0.98% | +1.6% |
| 2968 | Independent Family Office#2968 · 742 sh | 742 | $694.1K | 0.28% | -27.5% |
| 2969 | ENZI WEALTH#2969 · 751 sh | 751 | $692.5K | — | -0.1% |
| 2970 | Ninepoint Partners#2970 · 740 sh | 740 | $692.2K | 0.05% | -65.3% |
| 2971 | Millstone Evans Group#2971 · 740 sh | 740 | $692.2K | 0.37% | -20.3% |
| 2972 | Beacon Financial Advisory#2972 · 739 sh | 739 | $691.6K | — | -3.4% |
| 2973 | MCRAE CAPITAL MANAGEMENT#2973 · 738 sh | 738 | $690.4K | — | 0.0% |
| 2974 | Spectrum Investment Advisors#2974 · 738 sh | 738 | $690.2K | 0.28% | +159.9% |
| 2975 | Tevis Investment Management#2975 · 736 sh | 736 | $688.6K | 0.38% | 0.0% |
| 2976 | Key Client Fiduciary Advisors#2976 · 735 sh | 735 | $688.0K | — | -6.5% |
| 2977 | Aspen Grove Capital#2977 · 734 sh | 734 | $687.6K | 0.10% | -0.7% |
| 2978 | Clarity Wealth Development#2978 · 734 sh | 734 | $686.9K | — | +8.7% |
| 2979 | Accelerate Investment Advisors#2979 · 732 sh | 732 | $685.1K | 0.39% | +9.3% |
| 2980 | Alpha Zero#2980 · 724 sh | 724 | $684.6K | 0.26% | +33.3% |
| 2981 | Flatrock Wealth Partners#2981 · 731 sh | 731 | $683.8K | 0.27% | -4.3% |
| 2982 | WealthBridge Capital Management#2982 · 730 sh | 730 | $683.0K | — | +1.4% |
| 2983 | BOS Asset Management#2983 · 730 sh | 730 | $682.9K | — | 0.0% |
| 2984 | Gunpowder Capital Management, dba Oliver Wealth Management#2984 · 730 sh | 730 | $682.9K | 0.48% | +2254.8% |
| 2985 | Rosenberg Matthew Hamilton#2985 · 729 sh | 729 | $682.0K | — | +2.0% |
| 2986 | COLLECTIVE FAMILY OFFICE#2986 · 728 sh | 728 | $681.0K | — | -1.6% |
| 2987 | Braeburn Wealth Management#2987 · 728 sh | 728 | $680.9K | — | -12.2% |
| 2988 | Brucke Financial#2988 · 728 sh | 728 | $680.8K | — | -8.3% |
| 2989 | LANGLEY WEALTH MANAGEMENT#2989 · 726 sh | 726 | $679.3K | 0.66% | — |
| 2990 | TigerOak Management, L.L.C.#2990 · 725 sh | 725 | $678.2K | — | 0.0% |
| 2991 | Pine Harbor Wealth Management#2991 · 725 sh | 725 | $677.8K | 0.18% | 0.0% |
| 2992 | EdgeRock Capital#2992 · 723 sh | 723 | $676.0K | 0.15% | -8.6% |
| 2993 | Cannon Financial Strategists#2993 · 722 sh | 722 | $675.8K | — | +160.6% |
| 2994 | Royal Capital Wealth Management#2994 · 722 sh | 722 | $675.8K | 0.38% | +0.1% |
| 2995 | PRIVATE CLIENT SERVICES#2995 · 722 sh | 722 | $675.7K | — | -0.8% |
| 2996 | EMERALD ADVISERS#2996 · 721 sh | 721 | $674.5K | 0.02% | -1.4% |
| 2997 | Tarbox Group#2997 · 721 sh | 721 | $674.5K | — | 0.0% |
| 2998 | Ameliora Wealth Management Ltd.#2998 · 721 sh | 721 | $674.5K | — | +18.6% |
| 2999 | Eaton Financial Company#2999 · 721 sh | 721 | $674.4K | 0.19% | +2.6% |
| 3000 | Callahan Advisors#3000 · 720 sh | 720 | $673.9K | 0.05% | -0.7% |
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.