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Costco Wholesale Corp

COST
Exchange
Nasdaq
Industry
Retail-Variety Stores
SEC CIK
0000909832

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
Q1 2021: 2,359 institutionsQ2 2021: 2,394 institutionsQ3 2021: 2,463 institutionsQ4 2021: 2,823 institutionsQ1 2022: 2,863 institutionsQ2 2022: 2,785 institutionsQ3 2022: 2,826 institutionsQ4 2022: 2,939 institutionsQ1 2023: 2,944 institutionsQ2 2023: 3,042 institutionsQ3 2023: 3,078 institutionsQ4 2023: 3,344 institutionsQ1 2024: 3,420 institutionsQ2 2024: 3,527 institutionsQ3 2024: 3,591 institutionsQ4 2024: 3,942 institutionsQ1 2025: 3,953 institutionsQ2 2025: 4,012 institutionsQ3 2025: 3,942 institutionsQ4 2025: 4,139 institutionsQ1 2026: 4,275 institutionsQ2 2026: 4,261 institutions
Value heldQ1 2021: $104.1B
Q1 2021: $104.1BQ2 2021: $119.0BQ3 2021: $134.3BQ4 2021: $170.2BQ1 2022: $172.4BQ2 2022: $143.4BQ3 2022: $141.6BQ4 2022: $137.2BQ1 2023: $149.2BQ2 2023: $162.0BQ3 2023: $169.9BQ4 2023: $201.0BQ1 2024: $222.0BQ2 2024: $258.3BQ3 2024: $266.7BQ4 2024: $279.6BQ1 2025: $287.8BQ2 2025: $302.3BQ3 2025: $274.4BQ4 2025: $272.0BQ1 2026: $311.5BQ2 2026: $301.8B
Institutions holding COST and their total value by quarter
QuarterHoldersValue
Q2 20264,261$301.8B
Q1 20264,275$311.5B
Q4 20254,139$272.0B
Q3 20253,942$274.4B
Q2 20254,012$302.3B
Q1 20253,953$287.8B
Q4 20243,942$279.6B
Q3 20243,591$266.7B
Q2 20243,527$258.3B
Q1 20243,420$222.0B
Q4 20233,344$201.0B
Q3 20233,078$169.9B
Q2 20233,042$162.0B
Q1 20232,944$149.2B
Q4 20222,939$137.2B
Q3 20222,826$141.6B
Q2 20222,785$143.4B
Q1 20222,863$172.4B
Q4 20212,823$170.2B
Q3 20212,463$134.3B
Q2 20212,394$119.0B
Q1 20212,359$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
InstitutionSharesValue% of portfolioChange in sharesAction
Better Money Decisions, LLC1,130$398.0K0.41%––
First Citizens Financial Corp1,131$399.0K0.33%––
Waters Parkerson & Co., LLC1,138$401.0K0.02%––
First Nebraska Trust Co1,139$401.5K0.05%––
Wedge Capital Management L L P1,140$402.0K0.00%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,139$402.0K0.15%––
Northwest Investment Counselors, LLC1,143$403.0K0.11%––
Fortis Capital Management LLC1,144$403.0K0.23%––
Valmark Advisers, Inc.1,146$404.0K0.01%––
Capital Asset Advisory Services LLC1,147$404.0K0.06%––
Keel Point, LLC1,149$405.0K0.04%––
Denver Wealth Management, Inc.704$405.0K0.43%––
Laurel Wealth Advisors LLC1,153$406.0K0.10%––
Iron Financial, LLC1,156$407.0K0.21%––
Blue Chip Partners, Inc.1,155$407.0K0.06%––
Capstone Triton Financial Group, LLC1,155$407.0K0.27%––
Nottingham Advisors, Inc.1,158$408.0K0.05%––
Facet Wealth, Inc.1,159$409.0K0.07%––
Phoenix Wealth Advisors1,152$409.0K0.32%––
First Midwest Bank Trust Division1,165$410.0K0.06%––
Cardan Capital Partners, LLC1,167$411.0K0.05%––
Atwood & Palmer Inc1,170$412.0K0.04%––
Amussen Hunsaker Associates LLC1,175$414.0K0.13%––
Sage Rhino Capital LLC1,178$415.0K0.14%––
Asset Management Corp1,180$416.0K0.29%––
Strategic Wealth Management Group, LLC1,189$419.0K0.16%––
Parthenon LLC1,198$422.0K0.07%––
Jacobi Capital Management LLC1,196$422.0K0.06%––
Clear Street Markets LLC1,200$423.0K0.13%––
Northside Capital Management, LLC1,200$423.0K0.12%––
Plancorp, LLC1,209$426.0K0.09%––
Nachman Norwood & Parrott, Inc1,207$426.0K0.05%––
WESPAC Advisors, LLC1,216$429.0K0.32%––
Mitchell & Pahl Private Wealth, LLC1,216$429.0K0.33%––
Pure Financial Advisors, Inc.1,224$431.0K0.04%––
Bayesian Capital Management, LP1,229$433.0K0.10%––
Centiva Capital, LP1,228$433.0K0.06%––
Continuum Advisory, LLC1,184$437.0K0.18%––
TD Private Client Wealth LLC1,241$437.4K0.02%––
Private Ocean, LLC1,241$438.0K0.08%––
Legacy Private Trust Co.1,247$440.0K0.04%––
ETF Managers Group, LLC1,257$440.0K0.01%––
Watchman Group, Inc.1,248$440.0K0.27%––
HughesLittle Investment Management Ltd.1,250$440.6K0.11%––
Bigelow Investment Advisors, LLC1,250$441.0K0.22%––
Burleson & Company, LLC1,256$443.0K0.07%––
Sterling Financial Planning, Inc.1,257$443.0K0.32%––
Allegiant Private Advisors, LLC1,259$444.0K0.08%––
Regent Investment Management LLC1,262$445.0K0.11%––
Convergence Investment Partners, LLC1,266$446.0K0.20%––
FDx Advisors, Inc.1,265$446.0K0.02%––
Fulcrum Capital LLC1,265$446.0K0.13%––
Integer Wealth Advisors Group LLC1,227$446.0K0.24%––
Zions Bancorporation, N.A.1,268$447.0K0.05%––
IMS Capital Management1,274$449.0K0.28%––
FinTrust Capital Advisors, LLC1,273$449.0K0.13%––
Wealthstreet Investment Advisors, LLC1,275$449.0K0.04%––
Bridge Advisory, LLC1,280$451.0K0.28%––
Riverview Trust Co1,284$453.0K0.51%––
Providence Wealth Advisors, LLC1,284$453.0K0.33%––
CMG Global Holdings, LLC1,284$453.0K0.39%––
McRae Capital Management Inc1,292$455.0K0.11%––
Gerber Kawasaki Wealth & Investment Management1,295$456.0K0.05%––
Xcel Wealth Management, LLC1,295$456.0K0.16%––
Ssi Investment Management LLC1,301$458.0K0.03%––
Montgomery Investment Management Inc1,300$458.0K0.18%––
Ocean Endowment Partners, LLC1,610$459.0K1.86%––
Pioneer Trust Bank N A1,305$460.0K0.13%––
Radnor Capital Management, LLC1,304$460.0K0.15%––
Profit Investment Management, LLC1,310$461.0K0.26%––
Hunter Associates Investment Management LLC1,309$461.0K0.11%––
Cutter & CO Brokerage, Inc.1,308$461.0K0.11%––
Mayflower Financial Advisors, LLC1,310$462.0K0.07%––
Woodley Farra Manion Portfolio Management Inc1,317$464.0K0.04%––
First Dallas Securities Inc.1,315$464.0K0.39%––
New Jersey Better Educational Savings Trust1,316$464.0K1.02%––
First Command Bank1,320$465.0K0.10%––
First Command Financial Services, Inc.1,320$465.0K0.10%––
Raub Brock Capital Management LP1,323$466.0K0.07%––
Bamco Inc1,324$467.0K0.00%––
TFC Financial Management1,324$467.0K0.18%––
Carlson Capital Management1,331$469.0K0.08%––
Compagnie Lombard Odier SCmA1,332$469.0K0.01%––
9258 Wealth Management, LLC1,330$469.0K0.14%––
Accredited Investors Inc.1,333$470.0K0.06%––
Addison Capital Co1,334$470.0K0.26%––
Lineweaver Wealth Advisors, LLC1,334$470.0K0.17%––
Canandaigua National Corp1,337$471.0K0.08%––
Good Life Advisors, LLC1,337$471.0K0.10%––
Vestmark Advisory Solutions, Inc.1,337$471.0K0.04%––
Catalyst Private Wealth, LLC1,338$472.0K0.33%––
Regent Peak Wealth Advisors LLC1,342$473.0K0.16%––
Lenox Wealth Advisors, LLC1,346$474.0K0.06%––
Peterson Wealth Advisors, LLC1,349$475.0K0.19%––
JSF Financial, LLC1,350$476.0K0.30%––
Lehman & Derafelo Financial Resources LLC1,354$477.0K0.13%––
Atlanta Financial Associates LLC1,269$478.0K0.22%––
NovaPoint Capital, LLC1,366$481.0K0.23%––
JT Stratford LLC1,367$482.0K0.17%––
Verity & Verity, LLC1,267$483.0K0.08%––