Costco Wholesale Corp

COST

Exchange: Nasdaq
Industry: Retail-Variety Stores
SEC CIK: 0000909832

SEC filings (opens in a new tab)

In the last 90 days, Costco Wholesale Corp insiders filed 0 open-market purchases and 2 sales; 4,261 institutions reported holding it in 13F filings for Q2 2026, worth $301.8B in total; 4 superinvestors hold it, including Markel Group and Gardner Russo & Quinn.

13F holders, Q1 2021

Institutional positions in Costco Wholesale Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders: 2,359; No complete 13F data for Q4 2020
Shares held: 296.0M; No complete 13F data for Q4 2020
Total value: $104.1B; No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting COST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 2,359 institutions

Value heldQ1 2021: $104.1B

Institutions holding COST and their total value by quarter
Quarter	Holders	Value
Q2 2026	4,261	$301.8B
Q1 2026	4,275	$311.5B
Q4 2025	4,139	$272.0B
Q3 2025	3,942	$274.4B
Q2 2025	4,012	$302.3B
Q1 2025	3,953	$287.8B
Q4 2024	3,942	$279.6B
Q3 2024	3,591	$266.7B
Q2 2024	3,527	$258.3B
Q1 2024	3,420	$222.0B
Q4 2023	3,344	$201.0B
Q3 2023	3,078	$169.9B
Q2 2023	3,042	$162.0B
Q1 2023	2,944	$149.2B
Q4 2022	2,939	$137.2B
Q3 2022	2,826	$141.6B
Q2 2022	2,785	$143.4B
Q1 2022	2,863	$172.4B
Q4 2021	2,823	$170.2B
Q3 2021	2,463	$134.3B
Q2 2021	2,394	$119.0B
Q1 2021	2,359	$104.1B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding COST in Q1 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Cooper Financial Group	3,042	$1.07M	0.24%	–	–
Oxford Financial Group Ltd	3,071	$1.08M	0.15%	–	–
Apriem Advisors	3,069	$1.08M	0.17%	–	–
Tufton Capital Management	3,081	$1.08M	0.19%	–	–
Leavell Investment Management, Inc.	3,085	$1.09M	0.09%	–	–
Equitable Holdings, Inc.	3,086	$1.09M	0.02%	–	–
Alaethes Wealth LLC	3,105	$1.09M	1.01%	–	–
Court Place Advisors, LLC	3,114	$1.10M	0.34%	–	–
Rehmann Capital Advisory Group	3,113	$1.10M	0.11%	–	–
Hohimer Wealth Management, LLC	3,127	$1.10M	0.27%	–	–
First Hawaiian Bank	3,142	$1.11M	0.05%	–	–
Salem Investment Counselors Inc	3,160	$1.11M	0.07%	–	–
Susquehanna Fundamental Investments, LLC	3,180	$1.12M	0.02%	–	–
NBT Bank N A	3,186	$1.12M	0.16%	–	–
Bridge Creek Capital Management LLC	3,190	$1.12M	0.43%	–	–
J. W. Coons Advisors, LLC	3,199	$1.13M	0.40%	–	–
Triton Wealth Management, PLLC	3,107	$1.13M	0.76%	–	–
NVWM, LLC	3,195	$1.13M	0.45%	–	–
Connectus Wealth, LLC	3,127	$1.13M	0.14%	–	–
Essex Financial Services, Inc.	3,204	$1.13M	0.20%	–	–
Meristem Family Wealth, LLC	3,203	$1.13M	0.23%	–	–
Arkadios Wealth Advisors	3,205	$1.13M	0.19%	–	–
BI Asset Management Fondsmaeglerselskab A/S	3,226	$1.14M	0.05%	–	–
Harvest Fund Management Co., Ltd	3,230	$1.14M	0.11%	–	–
Archford Capital Strategies, LLC	3,091	$1.14M	0.30%	–	–
Winch Advisory Services, LLC	3,239	$1.14M	0.46%	–	–
Marble Harbor Investment Counsel, LLC	3,245	$1.14M	0.16%	–	–
M Holdings Securities, Inc.	3,246	$1.14M	0.10%	–	–
Merriman Wealth Management, LLC	3,258	$1.15M	0.13%	–	–
Graves-Light Private Wealth Management, Inc.	3,259	$1.15M	0.20%	–	–
Fairbanks Capital Management, Inc.	3,261	$1.15M	0.97%	–	–
Ironwood Financial, llc	3,283	$1.16M	0.38%	–	–
Loveless Wealth Management LLC	3,294	$1.16M	0.77%	–	–
Capital Planning LLC	3,296	$1.16M	0.51%	–	–
Campbell Capital Management Inc	3,302	$1.16M	0.54%	–	–
Ontario Teachers Pension Plan Board	3,301	$1.16M	0.01%	–	–
We Are One Seven, LLC	3,308	$1.17M	0.20%	–	–
Cahill Financial Advisors Inc	3,314	$1.17M	0.29%	–	–
Mairs & Power Inc	3,318	$1.17M	0.01%	–	–
WESPAC Advisors SoCal, LLC	3,323	$1.17M	0.46%	–	–
Founders Financial Securities LLC	3,325	$1.17M	0.27%	–	–
Veriti Management LLC	3,330	$1.17M	0.31%	–	–
Princeton Capital Management LLC	3,353	$1.18M	0.40%	–	–
Nicholas Hoffman & Company, LLC.	3,360	$1.18M	0.24%	–	–
Cadence Bank NA	3,361	$1.19M	0.37%	–	–
Cypress Capital Management LLC (WY)	3,361	$1.19M	1.04%	–	–
Financial Network Wealth Management LLC	3,372	$1.19M	0.78%	–	–
Roof Eidam & Maycock	3,385	$1.19M	0.46%	–	–
Meeder Asset Management Inc	3,409	$1.20M	0.06%	–	–
Clearview Wealth Advisors LLC	3,416	$1.20M	0.78%	–	–
Mitchell McLeod Pugh & Williams Inc	3,419	$1.21M	0.50%	–	–
RNC Capital Management LLC	3,427	$1.21M	0.07%	–	–
AMG National Trust Bank	3,432	$1.21M	0.04%	–	–
San Francisco Sentry Investment Group (Ca)	3,433	$1.21M	0.52%	–	–
Carroll Financial Associates, Inc.	3,434	$1.21M	0.07%	–	–
OneAscent Wealth Management LLC	3,447	$1.22M	0.52%	–	–
Aries Wealth Management	3,349	$1.22M	0.55%	–	–
Peak Asset Management, LLC	3,462	$1.22M	0.29%	–	–
Procyon Private Wealth Partners, LLC	3,465	$1.22M	0.56%	–	–
S. R. Schill & Associates	3,466	$1.22M	0.54%	–	–
Titus Wealth Management	3,475	$1.23M	0.72%	–	–
Joel Isaacson & Co., LLC	3,496	$1.23M	0.11%	–	–
Invst, LLC	3,319	$1.24M	0.21%	–	–
Oxler Private Wealth LLC	3,520	$1.24M	0.63%	–	–
Homrich & Berg	3,521	$1.24M	0.03%	–	–
Next Century Growth Investors LLC	3,527	$1.24M	0.09%	–	–
Capital Advisors Wealth Management, LLC	3,526	$1.24M	0.54%	–	–
Nadler Financial Group, Inc.	3,536	$1.25M	0.22%	–	–
KMG Fiduciary Partners, LLC	3,537	$1.25M	0.24%	–	–
Shikiar Asset Management Inc	3,540	$1.25M	0.42%	–	–
AdvisorNet Financial, Inc	3,544	$1.25M	0.09%	–	–
DT Investment Partners, LLC	3,549	$1.25M	0.18%	–	–
Spectrum Asset Management, Inc. (NB/CA)	3,548	$1.25M	0.39%	–	–
Pointe Capital Management LLC	3,550	$1.25M	0.89%	–	–
D.B. Root & Company, LLC	3,553	$1.25M	0.49%	–	–
Financial Architects, Inc	3,559	$1.25M	0.20%	–	–
Forte Capital LLC	3,585	$1.26M	0.19%	–	–
Carl P. Sherr & Co., LLC	3,585	$1.26M	0.95%	–	–
Independent Investors Inc	3,590	$1.26M	0.34%	–	–
BCM Advisors, LLC	3,388	$1.26M	0.38%	–	–
GFG Capital, LLC	3,590	$1.26M	0.44%	–	–
Veritas Investment Partners (UK) Ltd.	3,597	$1.27M	0.05%	–	–
Laurel Wealth Advisors, Inc.	3,600	$1.27M	0.19%	–	–
Beaumont Financial Partners, LLC	3,604	$1.27M	0.11%	–	–
Fiducient Advisors LLC	3,613	$1.27M	0.41%	–	–
Am Investment Strategies LLC	3,629	$1.28M	0.36%	–	–
Pendal Group Limited	3,645	$1.28M	0.01%	–	–
Integrated Advisors Network LLC	3,643	$1.28M	0.12%	–	–
Bryn Mawr Trust Co	3,644	$1.28M	0.05%	–	–
Wealthsource Partners, LLC	3,649	$1.29M	0.13%	–	–
Wright Investors Service Inc	3,651	$1.29M	0.39%	–	–
Harbor Investment Advisory, LLC	3,666	$1.29M	0.19%	–	–
Lederer & Associates Investment Counsel	3,676	$1.30M	0.91%	–	–
Koshinski Asset Management, Inc.	3,677	$1.30M	0.14%	–	–
Capstone Financial Advisors, Inc.	3,689	$1.30M	0.12%	–	–
Michael B. Yongue	3,696	$1.30M	1.03%	–	–
Eudaimonia Partners, LLC	3,696	$1.30M	0.27%	–	–
Northwest & Ethical Investments L.P.	3,711	$1.31M	0.05%	–	–
Vident Investment Advisory, LLC	3,717	$1.31M	0.04%	–	–
SeaBridge Investment Advisors LLC	3,750	$1.32M	0.44%	–	–