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Costco Wholesale Corp

COST
Exchange
Nasdaq
Industry
Retail-Variety Stores
SEC CIK
0000909832

No open-market purchases or sales by Costco Wholesale Corp insiders were filed in the last 90 days; 4,260 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, Q4 2021

Institutional positions in Costco Wholesale Corp as of Dec 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
2,823
+400 vs. Q3 2021
Shares held
300.6M
+1.80M (+0.6%) vs. Q3 2021
Total value
$170.2B
+$36.1B (+26.9%) vs. Q3 2021
New holders
468
1,025 more added
Sold out
68
973 more reduced

40 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

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 holdersQ4 2021: 2,823 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: 4,260 institutions
Value heldQ4 2021: $170.2B
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 20264,260$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, Q4 2021

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q3 2021.

Institutions holding COST in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.47$00.00%−162−77.5%Reduced
Roble, Belko & Company, Inc2$1.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC2$1.00K0.00%00.0%Unchanged
Horrell Capital Management, Inc.1$1.00K0.00%+1New
Raleigh Capital Management Inc.2$1.00K0.00%+2New
Cornerstone Management, Inc.4$2.27K0.00%+4New
HWG Holdings LP6$3.00K0.00%+6New
Iron Horse Wealth Management, LLC5$3.00K0.00%+5New
Dark Forest Capital Management LP6$3.00K0.00%+6New
Thomas J. Herzfeld Advisors, Inc.9$5.00K0.00%00.0%Unchanged
Corbenic Partners LLC8$5.00K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC9$6.00K0.00%−2−18.2%Reduced
Semmax Financial Advisors Inc.10$6.00K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC10$6.00K0.00%+10New
Bivin & Associates, Inc.10$6.00K0.01%+10New
Kathleen S. Wright Associates Inc.12$7.00K0.01%+12New
Sageworth Trust Co15$9.00K0.00%00.0%Unchanged
Lake Point Wealth Management15$9.00K0.00%+15New
BCR Wealth Strategies, LLC16$9.00K0.01%+16New
Leverty Financial Group, LLC17$9.00K0.01%+17New
RE Dickinson Investment Advisors, LLC18$10.0K0.01%+18New
McClarren Financial Advisors, Inc.20$11.0K0.01%+2+11.1%Added
First Quadrant L P19$11.0K0.00%+19New
Hudock, Inc.22$12.0K0.00%00.0%Unchanged
Okabena Investment Services Inc21$12.0K0.00%+21New
Mach-1 Financial Group, Inc.24$13.0K0.01%+24New
Norwood Financial Corp25$14.0K0.02%+25New
Spectrum Management Group, LLC26$15.0K0.00%−93−78.2%Reduced
Avion Wealth27$15.0K0.00%00.0%Unchanged
KB Financial Partners, LLC29$16.0K0.00%+29New
Level Financial Advisors, Inc.28$16.0K0.01%+28New
Schubert & Co29$16.0K0.02%+29New
First PREMIER Bank30$17.0K0.00%00.0%Unchanged
Advanced Research Investment Solutions, LLC30$17.0K0.01%+30New
RPg Family Wealth Advisory, LLC33$18.7K0.01%−18−35.3%Reduced
Macroview Investment Management LLC35$20.0K0.03%+12+52.2%Added
Operose Advisors LLC36$20.0K0.02%+36New
Ogorek Anthony Joseph41$23.0K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC40$23.0K0.03%00.0%Unchanged
Morton Brown Family Wealth, LLC40$23.0K0.02%+40New
Gladius Capital Management LP44$25.0K0.01%+44New
St. Johns Investment Management Company, LLC46$26.0K0.01%−254−84.7%Reduced
Clear Perspectives Financial Planning, LLC50$28.0K0.01%00.0%Unchanged
Evolution Advisers, Inc.51$28.0K0.02%+51New
Dougherty Wealth Advisers LLC52$30.0K0.04%00.0%Unchanged
Laurel Wealth Planning LLC52$30.0K0.02%+10+23.8%Added
Comprehensive Financial Consultants Institutional, Inc.58$30.0K0.02%+58New
Arcadia Investment Advisors LLC500$31.7K0.02%00.0%Unchanged
Country Trust Bank57$32.0K0.00%00.0%Unchanged
Aspire Private Capital, LLC57$32.0K0.01%+16+39.0%Added
Baillie Gifford & Co59$33.0K0.00%−6−9.2%Reduced
Mine & Arao Wealth Creation & Management, LLC.61$34.0K0.02%+1+1.7%Added
Core Alternative Capital66$37.0K0.01%+10+17.9%Added
Stephens Consulting, LLC69$39.2K0.03%+69New
Mystic Asset Management, Inc.71$40.0K0.02%+71New
Edge Wealth Management LLC74$42.0K0.01%00.0%Unchanged
Your Advocates Ltd., LLP74$42.0K0.02%00.0%Unchanged
Ahl Investment Management, Inc.75$43.0K0.04%+75New
PSI Advisors, LLC82$47.0K0.02%00.0%Unchanged
Karlinski Andrew C83$47.0K0.09%+83New
Stonebridge Financial Planning Group, LLC97$48.0K0.03%00.0%Unchanged
Canton Hathaway, LLC85$48.0K0.01%00.0%Unchanged
Charter Oak Capital Management, LLC85$48.0K0.01%00.0%Unchanged
Disciplina Capital Management LLC87$49.2K0.01%−6−6.5%Reduced
Andrew Hill Investment Advisors, Inc.93$52.0K0.05%+93New
Financial Management Professionals, Inc.97$55.0K0.01%−21−17.8%Reduced
Pin Oak Investment Advisors Inc100$57.0K0.06%00.0%Unchanged
West Financial Advisors, LLC100$57.0K0.02%00.0%Unchanged
Shore Point Advisors, LLC100$57.0K0.05%+100New
Cranbrook Wealth Management, LLC102$58.0K0.01%00.0%Unchanged
Cordasco Financial Network104$59.0K0.04%00.0%Unchanged
Masso Torrence Wealth Management Inc.107$61.0K0.04%+107New
John W. Brooker & Co., CPAs110$62.0K0.03%00.0%Unchanged
Foresight Capital Management Advisors, Inc.109$62.0K0.06%+109New
Bell Investment Advisors, Inc111$63.0K0.02%−2−1.8%Reduced
Curi Capital111$63.0K0.01%+111New
Brewin Dolphin Wealth Management Ltd115$65.0K0.01%00.0%Unchanged
Red Cedar Capital, LLC117$66.0K0.04%00.0%Unchanged
Retirement Group, LLC116$66.0K0.03%+73+169.8%Added
Aquire Wealth Advisors, LLC125$71.0K0.04%+125New
Covestor Ltd124$71.0K0.10%+124New
Farmers & Merchants Trust Co of Chambersburg PA129$73.0K0.05%+35+37.2%Added
Retirement Planning Co of New England, Inc.134$76.0K0.04%+134New
Rise Advisors, LLC135$76.6K0.07%+135New
Piscataqua Savings Bank138$78.0K0.06%+5+3.8%Added
LFA - Lugano Financial Advisors SA141$80.0K0.05%+141New
Cedar Wealth Management, LLC144$82.0K0.03%−11−7.1%Reduced
Addison Advisors LLC146$83.0K0.05%+6+4.3%Added
Marquette Asset Management, LLC150$85.0K0.02%00.0%Unchanged
Harvest Group Wealth Management, LLC150$85.0K0.05%00.0%Unchanged
Syverson Strege & Co152$86.0K0.06%00.0%Unchanged
Professional Financial Advisors, LLC152$86.0K0.04%00.0%Unchanged
Paragon Capital Management Ltd151$86.0K0.01%+151New
JCIC Asset Management Inc.155$88.0K0.03%00.0%Unchanged
Investment Research & Advisory Group, Inc.164$93.0K0.06%+164New
Tucker Asset Management LLC165$93.0K0.03%+15+10.0%Added
Institutional & Family Asset Management, LLC167$95.0K0.01%−33−16.5%Reduced
RWM Asset Management, LLC167$95.0K0.02%+26+18.4%Added
Global Financial Private Client, LLC168$95.4K0.05%+150+833.3%Added
Lowe Wealth Advisors, LLC169$96.0K0.04%00.0%Unchanged