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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
Tamar Securities, LLC1,371$483.0K0.19%––
MainStreet Investment Advisors LLC1,370$483.0K0.04%––
Chicago Partners Investment Group LLC1,312$484.0K0.04%––
Monumental Financial Group Inc.1,372$484.0K0.46%––
Resource Management, LLC1,376$485.0K0.06%––
Prudent Man Advisors, LLC1,381$487.0K0.20%––
OneAscent Financial Services LLC1,386$488.0K0.48%––
Aberdeen Wealth Management LLC1,385$488.0K0.39%––
Valley Brook Capital Group1,385$488.0K0.44%––
Epstein & White Financial LLC1,387$489.0K0.14%––
Braun-Bostich & Associates Inc.1,388$489.0K0.94%––
Relyea Zuckerberg Hanson LLC1,322$489.0K0.22%––
Moulton Wealth Management, Inc1,363$491.0K0.37%––
Capital Square, LLC1,354$491.0K0.37%––
Hikari Tsushin, Inc.1,400$493.0K0.07%––
XR Securities LLC1,400$493.0K0.27%––
BSW Wealth Partners1,405$495.0K0.14%––
Private Portfolio Partners LLC1,406$495.7K0.16%––
Van Leeuwen & Company, LLC1,406$496.0K0.33%––
Brown Miller Wealth Management, LLC1,409$497.0K0.35%––
Capital One Financial Corp1,412$498.0K0.06%––
Sit Investment Associates Inc1,417$499.0K0.01%––
Compton Wealth Advisory Group, LLC1,417$499.0K0.29%––
Gould Asset Management LLC1,422$501.0K0.15%––
New England Asset Management Inc1,425$502.0K0.01%––
Morse Asset Management, Inc1,425$502.0K0.13%––
Wealth Management Associates, Inc.1,425$502.1K0.32%––
Greatmark Investment Partners, Inc.1,427$503.0K0.10%––
Sugarloaf Wealth Management, LLC1,428$503.0K0.15%––
MEMBERS Trust Co1,428$503.0K0.02%––
West Branch Capital LLC1,431$505.0K0.30%––
Gleason Group, Inc.1,431$505.0K0.20%––
Capital Advisors Inc1,445$509.0K0.02%––
Cutler Group LP1,445$509.0K0.04%––
Dohj, LLC1,445$509.0K0.30%––
Associated Banc-Corp1,792$511.0K0.03%––
Mitchell Sinkler & Starr1,452$512.0K0.50%––
Colonial River Wealth Management, LLC1,453$512.0K0.41%––
Smith Anglin Financial, LLC1,458$514.0K0.11%––
Pinnacle Wealth Management Advisory Group, LLC1,457$514.0K0.14%––
Moloney Securities Asset Management, LLC1,460$515.0K0.10%––
Cheviot Value Management, LLC1,463$516.0K0.14%––
NorthRock Partners, LLC1,469$518.0K0.05%––
Monarch Capital Management Inc1,473$519.0K0.15%––
Retirement Solution Inc.1,483$523.0K0.31%––
VeraBank, N.A.1,488$524.0K0.34%––
Clare Market Investments LLC1,489$524.4K0.20%––
TCG Advisory Services, LLC1,488$525.0K0.16%––
Oxbow Advisors, LLC1,498$528.0K0.06%––
Highland Private Wealth Management1,499$528.0K0.09%––
Adirondack Trust Co1,507$531.0K0.28%––
Intrua Financial, LLC1,439$533.0K0.14%––
Financial Partners Group, Inc1,517$535.0K0.15%––
James Investment Research Inc1,522$536.0K0.05%––
Donaldson Capital Management, LLC1,520$536.0K0.03%––
UMA Financial Services, Inc.1,485$536.0K0.17%––
1776 Wealth LLC1,568$536.0K0.34%––
M&G Investment Management Ltd1,526$537.0K0.00%––
Safeguard Investment Advisory Group, LLC1,523$537.0K0.48%––
Investment Partners, Ltd.1,528$538.0K0.26%––
Moseley Investment Management Inc1,531$540.0K0.30%––
Tarbox Family Office, Inc.1,535$541.0K0.11%––
Grandview Asset Management LLC1,533$541.0K0.29%––
Corbett Road Capital Management, LLC1,536$541.0K0.80%––
Vanguard Capital Wealth Advisors1,422$541.4K0.46%––
American State Bank (Iowa)1,555$548.1K0.47%––
Tobam1,558$549.0K0.02%––
Norway Savings Bank1,561$550.0K0.29%––
Overbrook Management Corp1,562$551.0K0.12%––
Transcend Wealth Collective, LLC1,572$553.0K0.07%––
First National Bank of Hutchinson1,575$555.0K0.27%––
Kalos Management, Inc.1,469$555.0K0.17%––
Clear Perspective Advisors, LLC1,576$556.0K0.22%––
Steigerwald, Gordon & Koch Inc.1,579$556.0K0.10%––
Wealth Alliance1,578$556.0K0.16%––
Merit Financial Group, LLC1,579$557.0K0.06%––
Nexus Investment Management ULC1,582$558.0K0.06%––
Biltmore Family Office, LLC1,585$559.0K0.17%––
InterOcean Capital Group, LLC1,594$562.0K0.03%––
Pennsylvania Capital Management Inc1,600$564.0K0.33%––
Mount Yale Investment Advisors, LLC1,603$565.0K0.07%––
Endurance Wealth Management, Inc.1,605$566.0K0.07%––
Vantage Consulting Group Inc1,606$566.0K0.11%––
First Heartland Consultants, Inc.1,611$568.0K0.09%––
Icon Wealth Partners, LLC1,612$568.0K0.07%––
Circle Wealth Management, LLC1,618$570.0K0.09%––
Mathes Company, Inc.1,621$571.0K0.22%––
Pinnacle Wealth Planning Services, Inc.1,621$572.0K0.15%––
Palumbo Wealth Management LLC1,628$574.0K0.43%––
Collective Family Office LLC1,630$575.0K0.28%––
Bank of Hawaii1,634$576.0K0.03%––
ExodusPoint Capital Management, LP1,633$576.0K0.01%––
LCM Capital Management Inc1,641$578.0K0.52%––
Fusion Capital, LLC1,645$580.0K0.38%––
Paulson Wealth Management Inc.1,579$582.0K0.29%––
Aurora Private Wealth, Inc.1,653$583.0K0.24%––
Connecticut Wealth Management, LLC1,656$584.0K0.05%––
Pinnacle Bancorp, Inc.1,658$584.0K0.28%––
Mather Group, LLC.1,662$586.0K0.02%––
Gladstone Institutional Advisory LLC1,667$588.0K0.09%––