COSTCO WHOLESALE CORP /NEW (COST) — Institutional Holders, Q2 2026 (page 40)
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 3,901 to 4,000. 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 3,901–4,000 of 4,276
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3901 | ADVOCATE GROUP#3901 · 253 sh | 253 | $236.7K | — | -2.3% |
| 3902 | Prospect Financial Group#3902 · 253 sh | 253 | $236.7K | 0.19% | +8.1% |
| 3903 | FLYWHEEL PRIVATE WEALTH#3903 · 253 sh | 253 | $236.7K | 0.12% | 0.0% |
| 3904 | Endowment Wealth Management#3904 · 253 sh | 253 | $236.4K | 0.09% | New |
| 3905 | HT Partners#3905 · 253 sh | 253 | $236.2K | — | +0.4% |
| 3906 | One Wealth Advisors#3906 · 252 sh | 252 | $235.7K | 0.03% | 0.0% |
| 3907 | GREENWOOD GEARHART#3907 · 251 sh | 251 | $234.8K | 0.01% | New |
| 3908 | F&V Capital Management#3908 · 250 sh | 250 | $234.0K | — | 0.0% |
| 3909 | Schiavi#3909 · 250 sh | 250 | $233.9K | 0.06% | -0.8% |
| 3910 | HILL ISLAND FINANCIAL#3910 · 249 sh | 249 | $233.3K | — | 0.0% |
| 3911 | LEGACY FINANCIAL GROUP#3911 · 249 sh | 249 | $232.9K | — | +0.8% |
| 3912 | Hudson Capital Management#3912 · 249 sh | 249 | $232.9K | — | -8.1% |
| 3913 | Orcam Financial Group#3913 · 249 sh | 249 | $232.9K | 0.11% | New |
| 3914 | North Capital#3914 · 249 sh | 249 | $232.9K | — | New |
| 3915 | Piscataqua Savings Bank#3915 · 249 sh | 249 | $232.9K | — | +25.1% |
| 3916 | WAYSTONE ADVISORS#3916 · 247 sh | 247 | $231.1K | — | -8.2% |
| 3917 | New Insight Wealth Advisors#3917 · 247 sh | 247 | $230.8K | 0.07% | -13.6% |
| 3918 | Patten Group#3918 · 246 sh | 246 | $230.3K | — | New |
| 3919 | ATX Financial Planning#3919 · 246 sh | 246 | $230.1K | — | -7.2% |
| 3920 | Martin Investment Management#3920 · 246 sh | 246 | $230.1K | 0.08% | -16.9% |
| 3921 | Park Capital Management, / WI#3921 · 246 sh | 246 | $230.1K | — | +7.0% |
| 3922 | REDW Wealth#3922 · 246 sh | 246 | $229.8K | 0.08% | +5.6% |
| 3923 | Renasant Bank#3923 · 245 sh | 245 | $229.2K | 0.15% | -41.9% |
| 3924 | Cadia Private Client#3924 · 245 sh | 245 | $228.8K | 0.16% | +0.4% |
| 3925 | Fortress Wealth Group#3925 · 244 sh | 244 | $228.1K | 0.08% | +3.4% |
| 3926 | Carroll Advisory Group#3926 · 243 sh | 243 | $227.2K | — | -4.0% |
| 3927 | Merkkuri Wealth Advisors#3927 · 243 sh | 243 | $226.9K | 0.14% | -6.5% |
| 3928 | East Coast Asset Management#3928 · 242 sh | 242 | $226.4K | 0.04% | 0.0% |
| 3929 | Asset Allocation & Management Company#3929 · 242 sh | 242 | $226.0K | — | -53.5% |
| 3930 | Legacy Wealth Asset Management#3930 · 241 sh | 241 | $225.5K | — | 0.0% |
| 3931 | FIDELITY D & D BANCORP#3931 · 241 sh | 241 | $225.4K | 0.08% | New |
| 3932 | Aurora Private Wealth#3932 · 240 sh | 240 | $225.0K | — | -8.4% |
| 3933 | Stillwater Private Wealth#3933 · 238 sh | 238 | $225.0K | 0.15% | +5.3% |
| 3934 | AJ Advisors#3934 · 240 sh | 240 | $224.7K | 0.07% | -2.0% |
| 3935 | INSTRUMENTAL WEALTH#3935 · 240 sh | 240 | $224.5K | — | +5.3% |
| 3936 | Spinnaker Investment Group#3936 · 240 sh | 240 | $224.5K | — | New |
| 3937 | Genesis Wealth Advisors#3937 · 240 sh | 240 | $224.5K | 0.13% | 0.0% |
| 3938 | WITTENBERG INVESTMENT MANAGEMENT#3938 · 240 sh | 240 | $224.5K | 0.08% | 0.0% |
| 3939 | Arcadia Wealth Management#3939 · 238 sh | 238 | $222.7K | 0.11% | 0.0% |
| 3940 | McGowan Group Asset Management#3940 · 238 sh | 238 | $222.7K | 0.03% | +0.4% |
| 3941 | tru Independence#3941 · 238 sh | 238 | $222.6K | — | -1.7% |
| 3942 | SELDON CAPITAL#3942 · 238 sh | 238 | $222.6K | 0.07% | 0.0% |
| 3943 | Atwater Malick#3943 · 237 sh | 237 | $221.7K | — | New |
| 3944 | LEGACY FINANCIAL INDEPENDENT ADVISORS#3944 · 237 sh | 237 | $221.7K | 0.10% | -1.7% |
| 3945 | COREPATH WEALTH PARTNERS#3945 · 232 sh | 232 | $220.9K | — | +1.3% |
| 3946 | Meriwether Wealth & Planning#3946 · 236 sh | 236 | $220.8K | — | -0.4% |
| 3947 | Beaird Harris Wealth Management#3947 · 236 sh | 236 | $220.8K | 0.01% | 0.0% |
| 3948 | Camarda Financial Advisors#3948 · 236 sh | 236 | $220.6K | 0.07% | New |
| 3949 | Private Wealth Management Group#3949 · 236 sh | 236 | $220.5K | — | +42.2% |
| 3950 | SURIENCE PRIVATE WEALTH#3950 · 235 sh | 235 | $219.8K | — | 0.0% |
| 3951 | CRUX WEALTH ADVISORS#3951 · 235 sh | 235 | $219.6K | 0.08% | 0.0% |
| 3952 | Bernardo Wealth Planning#3952 · 234 sh | 234 | $219.3K | — | New |
| 3953 | Haven Private#3953 · 234 sh | 234 | $218.9K | 0.08% | +0.9% |
| 3954 | MEANS INVESTMENT#3954 · 234 sh | 234 | $218.5K | 0.02% | -8.6% |
| 3955 | Dupree Financial Group#3955 · 233 sh | 233 | $218.4K | — | 0.0% |
| 3956 | DeLarme Wealth Management#3956 · 233 sh | 233 | $218.0K | 0.13% | +5.9% |
| 3957 | ProVise Management Group#3957 · 233 sh | 233 | $218.0K | 0.01% | -1.3% |
| 3958 | OneAscent Investment Solutions#3958 · 233 sh | 233 | $218.0K | 0.21% | -5.3% |
| 3959 | Astra Wealth Partners#3959 · 233 sh | 233 | $218.0K | 0.12% | +8.4% |
| 3960 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#3960 · 232 sh | 232 | $217.2K | — | New |
| 3961 | Vantus Wealth#3961 · 232 sh | 232 | $217.2K | 0.12% | — |
| 3962 | VESTIA PERSONAL WEALTH ADVISORS#3962 · 232 sh | 232 | $217.1K | — | -20.3% |
| 3963 | Landing Point Financial Group#3963 · 232 sh | 232 | $217.1K | 0.07% | 0.0% |
| 3964 | Grantham, Mayo, Van Otterloo#3964 · 232 sh | 232 | $217.0K | <0.01% | +11.5% |
| 3965 | First PREMIER Bank#3965 · 232 sh | 232 | $217.0K | — | -4.1% |
| 3966 | Ball & Wealth Management#3966 · 232 sh | 232 | $217.0K | 0.15% | 0.0% |
| 3967 | Oxinas Partners Wealth Management#3967 · 232 sh | 232 | $216.8K | 0.09% | 0.0% |
| 3968 | Ballast Rock Private Wealth#3968 · 231 sh | 231 | $216.5K | — | 0.0% |
| 3969 | Birchwood Financial Partners#3969 · 231 sh | 231 | $216.4K | 0.18% | 0.0% |
| 3970 | AMARILLO NATIONAL BANK#3970 · 231 sh | 231 | $216.1K | — | 0.0% |
| 3971 | Richmond Investment Services#3971 · 231 sh | 231 | $216.0K | 0.07% | -61.5% |
| 3972 | EARNEST PARTNERS#3972 · 230 sh | 230 | $215.2K | <0.01% | 0.0% |
| 3973 | Allegiance Financial Group Advisory Services#3973 · 230 sh | 230 | $215.2K | 0.04% | New |
| 3974 | TABLEAUX#3974 · 230 sh | 230 | $215.2K | — | 0.0% |
| 3975 | Provenance Wealth Advisors#3975 · 230 sh | 230 | $215.2K | 0.02% | +2.7% |
| 3976 | OAK ASSOCIATES LTD#3976 · 230 sh | 230 | $215.2K | 0.01% | 0.0% |
| 3977 | GRANVILLE CAPITAL#3977 · 229 sh | 229 | $214.4K | 0.10% | -5.4% |
| 3978 | IVC Wealth Advisors#3978 · 229 sh | 229 | $214.2K | — | -4.6% |
| 3979 | NOESIS CAPITAL MANGEMENT#3979 · 229 sh | 229 | $213.8K | — | -3.4% |
| 3980 | ACT Advisors#3980 · 228 sh | 228 | $213.5K | — | -1.3% |
| 3981 | Synergy Investment Management#3981 · 221 sh | 221 | $213.4K | 0.05% | +225.0% |
| 3982 | Ariadne Wealth Management#3982 · 228 sh | 228 | $213.3K | 0.09% | -54.4% |
| 3983 | Premier Financial Group#3983 · 228 sh | 228 | $213.3K | 0.04% | New |
| 3984 | CITY NATIONAL BANK OF FLORIDA#3984 · 228 sh | 228 | $213.3K | 0.09% | New |
| 3985 | Pembroke Management, LTD#3985 · 227 sh | 227 | $212.4K | — | 0.0% |
| 3986 | LWM Advisory Services#3986 · 227 sh | 227 | $212.3K | 0.38% | -26.8% |
| 3987 | Purewater Capital#3987 · 227 sh | 227 | $212.3K | — | -16.8% |
| 3988 | LIBRA WEALTH#3988 · 226 sh | 226 | $211.4K | 0.05% | -9.6% |
| 3989 | Leslie Global Wealth#3989 · 226 sh | 226 | $211.4K | — | -0.4% |
| 3990 | CAXTON ASSOCIATES LLP#3990 · 226 sh | 226 | $211.4K | <0.01% | -90.3% |
| 3991 | Serenity Investment Advisors#3991 · 226 sh | 226 | $211.3K | 0.09% | -1.7% |
| 3992 | OFS Enterprise#3992 · 226 sh | 226 | $211.1K | — | +3.2% |
| 3993 | Oak Barrel Wealth Advisory#3993 · 225 sh | 225 | $210.9K | 0.09% | — |
| 3994 | Powerhouse Assets#3994 · 225 sh | 225 | $210.5K | — | 0.0% |
| 3995 | Financial Futures Ltd Liability#3995 · 225 sh | 225 | $210.5K | — | 0.0% |
| 3996 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#3996 · 225 sh | 225 | $210.5K | 0.09% | 0.0% |
| 3997 | Midwestern Financial#3997 · 224 sh | 224 | $210.0K | 0.15% | 0.0% |
| 3998 | Three Cord True Wealth Management#3998 · 224 sh | 224 | $209.6K | 0.10% | 0.0% |
| 3999 | Coyle Financial Counsel#3999 · 224 sh | 224 | $209.5K | 0.04% | +9.3% |
| 4000 | Keeler Thomas Management#4000 · 224 sh | 224 | $209.5K | 0.07% | +0.9% |
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.