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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
First Horizon Advisors, Inc.1,678$590.0K0.03%––
Cable Hill Partners, LLC1,675$590.0K0.16%––
Lee Financial Group Hawaii, Inc.1,680$592.0K0.49%––
Ingalls & Snyder LLC1,684$594.0K0.03%––
Mirador Capital Partners LP1,686$594.0K0.15%––
Tributary Capital Management, LLC1,690$596.0K0.05%––
Cito Capital Group, LLC1,700$599.0K0.29%––
Verdence Capital Advisors LLC1,703$600.0K0.10%––
Lumature Wealth Partners, LLC1,702$600.0K0.32%––
Prescott Group Capital Management, L.L.C.1,708$602.0K0.18%––
Integrated Investment Consultants, LLC1,708$602.0K0.21%––
Benedict Financial Advisors Inc1,710$603.0K0.17%––
ZWJ Investment Counsel Inc1,712$603.0K0.04%––
Texas Capital Bancshares Inc1,719$605.0K0.49%––
Palisades Hudson Asset Management, L.P.1,727$609.0K0.29%––
Halbert Hargrove Global Advisors, LLC1,728$609.0K0.04%––
Fortem Financial Group, LLC1,728$609.0K0.35%––
Horst & Graben Wealth Management LLC1,728$609.0K0.19%––
London Co of Virginia1,730$610.0K0.00%––
Gryphon Financial Partners LLC1,729$610.0K0.14%––
Cambridge Trust Co1,735$612.0K0.02%––
WP Advisors, LLC1,740$613.0K0.26%––
GM Advisory Group, Inc.1,743$614.0K0.07%––
Fulton Breakefield Broenniman LLC1,744$615.0K0.06%––
Peddock Capital Advisors, LLC1,747$616.0K0.24%––
Calton & Associates, Inc.1,749$617.0K0.12%––
LifePro Asset Management1,750$617.0K0.20%––
qPULA Trading Management LP1,753$618.0K1.31%––
Avidian Wealth Solutions, LLC1,756$619.0K0.05%––
Waldron Private Wealth LLC1,758$619.0K0.04%––
Kayne Anderson Rudnick Investment Management LLC1,761$621.0K0.00%––
Elevated Capital Advisors, LLC1,674$622.0K0.24%––
GYL Financial Synergies, LLC1,770$624.0K0.34%––
Investors Financial Group, LLC1,770$624.0K0.37%––
Hourglass Capital, LLC1,772$625.0K0.16%––
Davy Global Fund Management Ltd1,777$626.0K0.11%––
Barings LLC1,781$627.0K0.02%––
Stelac Advisory Services LLC1,779$627.0K0.23%––
First American Trust, FSB1,783$628.0K0.10%––
Keebeck Alpha, LP1,784$629.0K0.27%––
Armstrong Henry H Associates Inc1,787$630.0K0.08%––
Fukoku Mutual Life Insurance Co1,800$634.0K0.06%––
ArrowMark Colorado Holdings LLC1,798$634.0K0.00%––
Midwest Professional Planners, LTD.2,224$634.0K0.64%––
Family Firm, Inc.1,801$635.0K0.18%––
Pacific Wealth Strategies Group, Inc.1,816$640.0K0.27%––
Wealth Advisors of Iowa, LLC1,816$640.0K0.36%––
Stockman Wealth Management, Inc.1,828$644.0K0.18%––
WMS Partners, LLC1,826$644.0K0.15%––
HBC Financial Services, PLLC1,775$644.6K0.44%––
Edge Capital Group, LLC1,830$645.0K0.05%––
Optas, LLC1,828$645.0K0.20%––
Biltmore Wealth Management, LLC1,840$648.0K0.28%––
CNB Bank1,841$648.0K0.45%––
Sound View Wealth Advisors Group, LLC1,837$648.0K0.15%––
Naples Global Advisors, LLC1,840$649.0K0.10%––
Gyon Technologies Capital Management, LP1,842$649.0K0.28%––
Barber Financial Group, Inc.1,844$650.0K0.09%––
Bender Robert & Associates1,858$655.0K0.21%––
Orrstown Financial Services Inc1,855$658.0K0.93%––
Spears Abacus Advisors LLC1,873$660.0K0.05%––
Insight Advisors, LLC1,783$663.0K0.21%––
Argent Advisors, Inc.1,892$667.0K0.43%––
AIA Group Ltd1,891$667.0K0.10%––
Peoples Bank1,894$668.0K0.36%––
Plimoth Trust Co LLC1,895$668.0K0.20%––
Csenge Advisory Group1,839$668.0K0.07%––
Tiedemann Advisors, LLC1,901$669.0K0.03%––
Novare Capital Management LLC1,903$671.0K0.08%––
Oakworth Capital, Inc.1,907$672.0K0.08%––
Almanack Investment Partners, LLC.1,914$675.0K0.07%––
ARS Wealth Advisors, LLC1,918$676.0K0.15%––
Cobblestone Capital Advisors LLC1,936$682.0K0.05%––
Telemus Capital, LLC1,889$682.0K0.05%––
Vaughan David Investments LLC1,937$683.0K0.02%––
Stableford Capital II LLC1,940$684.0K0.35%––
Cedar Brook Financial Partners, LLC1,943$685.0K0.24%––
TrinityPoint Wealth, LLC1,954$689.0K0.16%––
Cardinal Strategic Wealth Guidance1,955$689.0K0.40%––
Cornerstone Advisory, LLC1,958$690.0K0.13%––
Cantor Fitzgerald Investment Adviser L.P.1,835$691.0K0.10%––
Elm Advisors, LLC1,964$692.0K0.43%––
Jump Financial, LLC1,964$692.0K0.06%––
Johnson Financial Group, Inc.1,974$696.0K0.05%––
Pacific Capital Wealth Advisors, Inc1,974$696.0K0.39%––
Burke & Herbert Bank & Trust Co1,978$697.0K0.48%––
Allegheny Financial Group LTD1,978$697.0K0.51%––
Bingham Osborn & Scarborough LLC1,980$698.0K0.05%––
Lester Murray Antman dba SimplyRich1,980$698.0K0.28%––
Jupiter Asset Management Ltd1,983$699.0K0.01%––
Global Strategic Investment Solutions, LLC1,987$701.0K0.13%––
Lafayette Investments, Inc.1,992$702.0K0.22%––
Perkins Coie Trust Co1,993$702.0K0.23%––
BKD Wealth Advisors, LLC1,997$704.0K0.03%––
First Bank & Trust1,999$705.0K0.35%––
Abundance Wealth Counselors2,001$705.0K0.18%––
Tortoise Investment Management, LLC2,003$706.0K0.16%––
Israel Discount Bank of New York2,005$707.0K0.55%––
Stonebridge Capital Management Inc2,015$710.0K0.27%––
Golden Green, Inc.2,013$710.0K0.61%––