COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 31)
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 3,001 to 3,100. 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 3,001–3,100 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3001 | Dempze Nancy E#3001 · 718 sh | 718 | $671.7K | 0.32% | 0.0% |
| 3002 | Caitlin John#3002 · 716 sh | 716 | $670.1K | 0.37% | +16.2% |
| 3003 | Alpha Financial Partners#3003 · 716 sh | 716 | $669.9K | 0.35% | -6.6% |
| 3004 | Hartmann Taylor Wealth Management#3004 · 672 sh | 672 | $669.6K | — | 0.0% |
| 3005 | Orin Green Financial#3005 · 716 sh | 716 | $669.3K | — | 0.0% |
| 3006 | CALIBER WEALTH MANAGEMENT, / KS#3006 · 715 sh | 715 | $669.0K | 0.06% | -0.6% |
| 3007 | Palisade Asset Management#3007 · 715 sh | 715 | $668.9K | 0.06% | +0.8% |
| 3008 | VIRTUE ASSET MANAGEMENT#3008 · 714 sh | 714 | $668.1K | — | -3.6% |
| 3009 | LVM CAPITAL MANAGEMENT LTD#3009 · 713 sh | 713 | $667.0K | — | -1.4% |
| 3010 | Beverly Hills Private Wealth#3010 · 712 sh | 712 | $666.5K | 0.13% | +0.4% |
| 3011 | Rise Advisors#3011 · 712 sh | 712 | $666.4K | — | -6.4% |
| 3012 | Hamilton Capital#3012 · 712 sh | 712 | $666.1K | — | -2.5% |
| 3013 | CAPSTONE INVESTMENT ADVISORS#3013 · 711 sh | 711 | $665.1K | <0.01% | -50.1% |
| 3014 | DRW Securities#3014 · 711 sh | 711 | $665.1K | 0.02% | -91.9% |
| 3015 | XXI WEALTH#3015 · 709 sh | 709 | $663.6K | — | +9.4% |
| 3016 | Hendershot Investments#3016 · 708 sh | 708 | $662.3K | 0.09% | 0.0% |
| 3017 | PRELUDE CAPITAL MANAGEMENT#3017 · 707 sh | 707 | $661.4K | 0.05% | New |
| 3018 | STOLZ & ASSOCIATES, PS#3018 · 706 sh | 706 | $660.4K | 0.41% | +21.3% |
| 3019 | Tamar Securities#3019 · 706 sh | 706 | $660.1K | 0.06% | -9.3% |
| 3020 | J. L. Bainbridge#3020 · 705 sh | 705 | $659.4K | — | +0.7% |
| 3021 | WHITE PINE CAPITAL#3021 · 704 sh | 704 | $658.6K | 0.16% | -0.8% |
| 3022 | SAWGRASS ASSET MANAGEMENT#3022 · 703 sh | 703 | $657.6K | 0.09% | 0.0% |
| 3023 | Quantum Financial Advisors#3023 · 703 sh | 703 | $657.4K | 0.07% | -1.0% |
| 3024 | Peterson Wealth Advisors#3024 · 702 sh | 702 | $656.8K | — | +8.2% |
| 3025 | CORRECT CAPITAL WEALTH MANAGEMENT#3025 · 702 sh | 702 | $656.7K | 0.11% | +2.5% |
| 3026 | Scarborough Advisors#3026 · 668 sh | 668 | $656.4K | — | -9.1% |
| 3027 | BankPlus Wealth Management#3027 · 700 sh | 700 | $655.2K | — | +2.6% |
| 3028 | Sage Mountain Advisors#3028 · 699 sh | 699 | $653.9K | 0.04% | +24.8% |
| 3029 | BIT Capital GmbH#3029 · 698 sh | 698 | $653.0K | 0.02% | New |
| 3030 | Lee Financial#3030 · 698 sh | 698 | $652.9K | — | -4.5% |
| 3031 | Valtinson Bruner Financial Planning#3031 · 698 sh | 698 | $652.8K | 0.16% | +1.3% |
| 3032 | Foguth Wealth Management#3032 · 695 sh | 695 | $650.3K | — | +7.3% |
| 3033 | Capital Squared Financial#3033 · 695 sh | 695 | $649.9K | 0.42% | 0.0% |
| 3034 | Evansbrook#3034 · 693 sh | 693 | $648.4K | — | +6.8% |
| 3035 | Oder Investment Management#3035 · 692 sh | 692 | $647.6K | 0.44% | 0.0% |
| 3036 | GREENWOOD CAPITAL ASSOCIATES#3036 · 692 sh | 692 | $647.3K | 0.06% | 0.0% |
| 3037 | Sherman Asset Management#3037 · 691 sh | 691 | $647.2K | 0.50% | -25.0% |
| 3038 | HRC WEALTH MANAGEMENT#3038 · 691 sh | 691 | $646.7K | — | 0.0% |
| 3039 | Gambit Capital Management#3039 · 691 sh | 691 | $646.4K | 0.38% | +2.7% |
| 3040 | Tandem Investment Partners#3040 · 690 sh | 690 | $645.5K | — | -9.3% |
| 3041 | JACKSON THORNTON WEALTH MANAGEMENT#3041 · 689 sh | 689 | $644.5K | 0.05% | +35.1% |
| 3042 | Granite Harbor Advisors#3042 · 688 sh | 688 | $643.6K | 0.25% | +3.5% |
| 3043 | Elm3 Financial Group#3043 · 687 sh | 687 | $643.0K | — | -3.8% |
| 3044 | Optivise Advisory Services#3044 · 687 sh | 687 | $642.6K | — | -1.6% |
| 3045 | Smith & Howard Wealth Management#3045 · 685 sh | 685 | $641.0K | 0.13% | -5.1% |
| 3046 | OneAscent Family Office#3046 · 684 sh | 684 | $639.9K | 0.32% | +192.3% |
| 3047 | PLANNING ALTERNATIVES LTD#3047 · 683 sh | 683 | $638.9K | 0.07% | -16.6% |
| 3048 | SFM#3048 · 682 sh | 682 | $638.3K | — | +1.5% |
| 3049 | CWC Advisors#3049 · 682 sh | 682 | $638.0K | — | -2.2% |
| 3050 | Silver Grove Financial Group#3050 · 682 sh | 682 | $637.9K | 0.35% | -5.5% |
| 3051 | NESTEGG ADVISORS#3051 · 680 sh | 680 | $636.4K | — | 0.0% |
| 3052 | Twin Tree Management#3052 · 679 sh | 679 | $635.2K | 0.01% | -70.3% |
| 3053 | VAN STRUM & TOWNE#3053 · 679 sh | 679 | $635.1K | 0.17% | +4.9% |
| 3054 | InTrack Investment Management#3054 · 678 sh | 678 | $634.5K | — | +26.0% |
| 3055 | SP Asset Management#3055 · 677 sh | 677 | $633.5K | 0.05% | +107.0% |
| 3056 | First Growth Capital#3056 · 676 sh | 676 | $632.4K | — | 0.0% |
| 3057 | Successful Portfolios#3057 · 691 sh | 691 | $632.1K | — | -2.4% |
| 3058 | KEATING INVESTMENT COUNSELORS#3058 · 675 sh | 675 | $631.4K | — | -20.6% |
| 3059 | Asio Capital#3059 · 675 sh | 675 | $631.4K | — | +1.5% |
| 3060 | Warren Street Wealth Advisors#3060 · 675 sh | 675 | $631.4K | 0.14% | +0.4% |
| 3061 | Hiley Hunt Wealth Management#3061 · 674 sh | 674 | $630.6K | — | +0.1% |
| 3062 | Momentous Wealth Management#3062 · 674 sh | 674 | $630.3K | — | +0.4% |
| 3063 | London & Capital Asset Management Ltd#3063 · 673 sh | 673 | $629.5K | <0.01% | +32.2% |
| 3064 | Grey Fox Wealth Advisors#3064 · 669 sh | 669 | $625.9K | 0.10% | New |
| 3065 | Dickmeyer Boyce Financial Management#3065 · 666 sh | 666 | $623.4K | — | +18.1% |
| 3066 | INVESTED ADVISORS#3066 · 666 sh | 666 | $623.0K | — | +2.3% |
| 3067 | Close Asset Management Ltd#3067 · 666 sh | 666 | $623.0K | 0.02% | -3.9% |
| 3068 | Peak Financial Management#3068 · 665 sh | 665 | $622.4K | — | 0.0% |
| 3069 | JB Capital#3069 · 665 sh | 665 | $622.2K | — | -17.6% |
| 3070 | North Berkeley Wealth Management#3070 · 664 sh | 664 | $621.2K | 0.25% | -0.2% |
| 3071 | SAGE PRIVATE WEALTH GROUP#3071 · 664 sh | 664 | $621.0K | — | +110.1% |
| 3072 | WEST CHESTER CAPITAL ADVISORS#3072 · 663 sh | 663 | $620.2K | — | -12.5% |
| 3073 | NBH Bank#3073 · 662 sh | 662 | $619.3K | 0.26% | — |
| 3074 | Lantz Financial#3074 · 662 sh | 662 | $619.0K | — | -0.5% |
| 3075 | Krane Financial Solutions#3075 · 660 sh | 660 | $617.2K | 0.38% | -7.3% |
| 3076 | Ifrah Financial Services#3076 · 659 sh | 659 | $616.5K | — | New |
| 3077 | PEOPLES FINANCIAL SERVICES#3077 · 658 sh | 658 | $615.5K | — | -1.3% |
| 3078 | Newman Dignan & Sheerar#3078 · 657 sh | 657 | $615.0K | — | +1.4% |
| 3079 | WILLNER & HELLER#3079 · 654 sh | 654 | $611.4K | 0.38% | +2.3% |
| 3080 | Lombard Odier Asset Management (Europe) Ltd#3080 · 653 sh | 653 | $610.9K | 0.03% | New |
| 3081 | MARIETTA INVESTMENT PARTNERS#3081 · 652 sh | 652 | $610.1K | 0.10% | 0.0% |
| 3082 | BARNES PETTEY FINANCIAL ADVISORS#3082 · 652 sh | 652 | $609.9K | 0.19% | +4.0% |
| 3083 | LANE BROTHERS &#3083 · 651 sh | 651 | $609.4K | 0.40% | +4.0% |
| 3084 | Tulsa Wealth Advisors#3084 · 651 sh | 651 | $609.1K | 0.09% | +18.4% |
| 3085 | Carmel Capital Partners#3085 · 650 sh | 650 | $608.2K | 0.20% | -5.2% |
| 3086 | Prota Financial#3086 · 658 sh | 658 | $608.0K | — | +1.9% |
| 3087 | THOMPSON INVESTMENT MANAGEMENT#3087 · 648 sh | 648 | $606.2K | — | 0.0% |
| 3088 | Planned Solutions#3088 · 648 sh | 648 | $606.2K | — | +3.0% |
| 3089 | CHARTER RESEARCH & INVESTMENT GROUP#3089 · 647 sh | 647 | $605.2K | 0.37% | 0.0% |
| 3090 | CPA Asset Management#3090 · 647 sh | 647 | $604.8K | — | 0.0% |
| 3091 | M1 Capital Management#3091 · 646 sh | 646 | $604.4K | 0.22% | -1.1% |
| 3092 | Gibson Capital#3092 · 646 sh | 646 | $604.3K | — | +0.6% |
| 3093 | Financial Management Professionals#3093 · 645 sh | 645 | $603.3K | — | +0.5% |
| 3094 | Alvarez & Marsal Private Wealth Partners#3094 · 644 sh | 644 | $602.4K | 0.08% | -45.7% |
| 3095 | Proactive Wealth Strategies#3095 · 642 sh | 642 | $602.0K | 0.10% | +10.5% |
| 3096 | REUTER JAMES WEALTH MANAGEMENT#3096 · 642 sh | 642 | $600.6K | — | -0.9% |
| 3097 | Colter Lewis Investment Partners#3097 · 641 sh | 641 | $599.6K | 0.27% | 0.0% |
| 3098 | Taylor Financial Group#3098 · 641 sh | 641 | $599.6K | 0.33% | 0.0% |
| 3099 | WESPAC Advisors#3099 · 640 sh | 640 | $598.7K | — | 0.0% |
| 3100 | Balentine#3100 · 640 sh | 640 | $598.7K | 0.02% | +141.5% |
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.