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
TCI Wealth Advisors, Inc.	5,754	$2.03M	0.92%	–	–
Savant Capital, LLC	5,759	$2.03M	0.11%	–	–
S.A. Mason LLC	5,782	$2.04M	1.52%	–	–
Meitav Dash Investments Ltd	5,810	$2.05M	0.07%	–	–
Principle Wealth Partners LLC	5,831	$2.06M	0.25%	–	–
Banco de Sabadell, S.A	5,845	$2.06M	0.21%	–	–
20/20 Capital Management, Inc.	5,880	$2.07M	0.60%	–	–
Inlet Private Wealth, LLC	5,880	$2.07M	0.59%	–	–
Conning Inc.	5,945	$2.10M	0.06%	–	–
Elmwood Wealth Management, Inc.	5,951	$2.10M	1.28%	–	–
Balasa Dinverno & Foltz LLC	5,968	$2.10M	0.17%	–	–
Geier Asset Management, Inc.	5,570	$2.11M	1.55%	–	–
M&R Capital Management Inc	6,002	$2.12M	0.53%	–	–
Meridian Wealth Advisors, LLC	6,000	$2.12M	0.70%	–	–
Bay Rivers Group	5,999	$2.12M	1.64%	–	–
Madrona Financial Services, LLC	6,039	$2.13M	1.09%	–	–
Certified Advisory Corp	6,064	$2.14M	0.55%	–	–
U S Global Investors Inc	6,084	$2.14M	0.07%	–	–
Rossmore Private Capital	6,090	$2.15M	0.40%	–	–
Game Plan Financial Advisors, LLC	6,066	$2.15M	1.39%	–	–
Baker Avenue Asset Management, LP	6,115	$2.15M	0.14%	–	–
Brewin Dolphin Ltd	6,120	$2.16M	0.12%	–	–
Benin Management CORP	6,122	$2.16M	0.77%	–	–
Winton Group Ltd	6,163	$2.17M	0.12%	–	–
Fiduciary Group LLC	5,838	$2.17M	0.26%	–	–
Somerset Group LLC	6,184	$2.18M	1.64%	–	–
NEXT Financial Group, Inc	6,183	$2.18M	0.19%	–	–
Calamos Wealth Management LLC	6,198	$2.19M	0.18%	–	–
Odey Asset Management Group Ltd	6,200	$2.19M	0.61%	–	–
DFPG Investments, LLC	6,068	$2.19M	0.94%	–	–
Tiemann Investment Advisors, LLC	6,245	$2.20M	1.10%	–	–
Covenant Asset Management, LLC	6,245	$2.20M	0.74%	–	–
Peterson Wealth Management	6,256	$2.21M	1.87%	–	–
BTG Pactual Global Asset Management Ltd	6,259	$2.21M	1.16%	–	–
Paradigm Financial Partners, LLC	6,274	$2.21M	0.60%	–	–
Banque Pictet & Cie SA	6,279	$2.21M	0.03%	–	–
Douglas Lane & Associates, LLC	6,280	$2.21M	0.03%	–	–
Orleans Capital Management Corp	6,305	$2.22M	1.51%	–	–
Schnieders Capital Management LLC	6,331	$2.23M	0.67%	–	–
Strategic Financial Services, Inc,	6,353	$2.24M	0.19%	–	–
Rowland & Co Investment Counsel	6,353	$2.24M	0.59%	–	–
Highlander Capital Management, LLC	6,357	$2.24M	1.17%	–	–
Tranquility Partners, LLC	6,393	$2.25M	1.40%	–	–
Sullivan, Bruyette, Speros & Blaney, LLC	6,410	$2.26M	0.10%	–	–
Quadrant Private Wealth Management, LLC	6,414	$2.26M	0.98%	–	–
Cohen Capital Management, Inc.	6,456	$2.28M	0.42%	–	–
Columbia Asset Management	6,496	$2.29M	0.42%	–	–
Meridian Wealth Management, LLC	6,538	$2.31M	0.34%	–	–
Kavar Capital Partners Group, LLC	6,546	$2.31M	0.62%	–	–
Gotham Asset Management, LLC	6,561	$2.31M	0.10%	–	–
Atlantic Union Bankshares Corp	6,564	$2.31M	0.24%	–	–
Coastline Trust Co	6,565	$2.31M	0.30%	–	–
Linscomb & Williams, Inc.	6,582	$2.32M	0.13%	–	–
Altman Advisors, Inc.	6,593	$2.32M	1.50%	–	–
Pinkerton Retirement Specialists, LLC	6,602	$2.33M	0.49%	–	–
Philadelphia Trust Co	6,618	$2.33M	0.18%	–	–
GSB Wealth Management, LLC	6,620	$2.33M	0.78%	–	–
Citizens & Northern Corp	6,666	$2.35M	0.93%	–	–
Hudson Canyon Capital Management	6,690	$2.36M	1.85%	–	–
Ceera Investments, LLC	6,710	$2.37M	1.93%	–	–
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus	6,760	$2.38M	0.90%	–	–
Dakota Wealth Management	6,762	$2.38M	0.31%	–	–
Alps Advisors Inc	6,771	$2.39M	0.02%	–	–
Simmons Bank	6,818	$2.40M	0.18%	–	–
Jackson Wealth Management, LLC	6,821	$2.40M	0.36%	–	–
West Oak Capital, LLC	6,831	$2.41M	1.03%	–	–
Wisconsin Capital Management LLC	6,841	$2.41M	1.00%	–	–
IHT Wealth Management, LLC	6,842	$2.41M	0.17%	–	–
Hedeker Wealth, LLC	6,855	$2.42M	0.85%	–	–
Ferris Capital, LLC	6,858	$2.42M	0.60%	–	–
HBK Sorce Advisory LLC	6,894	$2.43M	0.14%	–	–
Zevenbergen Capital Investments LLC	6,910	$2.44M	0.05%	–	–
Eastern Bank	6,921	$2.44M	0.13%	–	–
Ropes Wealth Advisors LLC	6,461	$2.44M	0.43%	–	–
Family Legacy, Inc.	6,930	$2.44M	1.17%	–	–
Alhambra Investment Partners LLC	6,980	$2.46M	1.98%	–	–
Eagle Asset Management Inc	6,988	$2.48M	0.01%	–	–
Rikoon Group, LLC	7,045	$2.48M	0.66%	–	–
Intersect Capital LLC	7,071	$2.49M	0.51%	–	–
Arjuna Capital	7,074	$2.49M	1.23%	–	–
Tower View Investment Management & Research LLC	7,074	$2.49M	1.37%	–	–
United Capital Management of KS, Inc.	7,085	$2.50M	1.15%	–	–
IndexIQ Advisors LLC	7,086	$2.50M	0.09%	–	–
Front Row Advisors LLC	7,087	$2.50M	1.21%	–	–
Howe & Rusling Inc	7,098	$2.50M	0.34%	–	–
Tdam USA Inc.	7,122	$2.51M	0.15%	–	–
Annex Advisory Services, LLC	7,124	$2.51M	0.24%	–	–
Bank Julius Baer & Co. Ltd, Zurich	7,129	$2.51M	0.02%	–	–
Woodmont Investment Counsel LLC	7,170	$2.53M	0.43%	–	–
FineMark National Bank & Trust	7,168	$2.53M	0.11%	–	–
Castle Rock Wealth Management, LLC	6,852	$2.54M	1.03%	–	–
Meiji Yasuda Life Insurance Co	7,226	$2.55M	0.05%	–	–
WBH Advisory Inc	7,245	$2.55M	0.41%	–	–
Signaturefd, LLC	7,256	$2.56M	0.11%	–	–
Cypress Wealth Services, LLC	7,271	$2.56M	0.54%	–	–
TrimTabs Asset Management, LLC	7,301	$2.57M	1.31%	–	–
Harbour Investments, Inc.	7,305	$2.58M	0.09%	–	–
Mission Wealth Management, LP	7,342	$2.59M	0.15%	–	–
Hudson Valley Investment Advisors Inc	7,402	$2.61M	0.47%	–	–
Hills Bank & Trust Co	7,420	$2.62M	0.42%	–	–