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 2022
Institutional positions in Costco Wholesale Corp as of Mar 31, 2022. 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
- 2,862
- +75 vs. Q4 2021
- Shares held
- 300.2M
- −189.3K (−0.1%) vs. Q4 2021
- Total value
- $172.4B
- +$2.29B (+1.3%) vs. Q4 2021
- New holders
- 190
- 1,163 more added
- Sold out
- 115
- 1,096 more reduced
36 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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 2022
Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MBM Wealth Consultants, LLC | 1,230 | $708.0K | 0.29% | +88+7.7% | Added |
| Cutter & CO Brokerage, Inc. | 1,233 | $710.0K | 0.21% | −81−6.2% | Reduced |
| Watchman Group, Inc. | 1,232 | $710.0K | 0.42% | +57+4.9% | Added |
| Addison Capital Co | 1,234 | $711.0K | 0.34% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 1,244 | $716.0K | 0.19% | −108−8.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,248 | $719.0K | 0.18% | +152+13.9% | Added |
| One Charles Private Wealth Services, LLC | 1,253 | $721.0K | 0.45% | +6+0.5% | Added |
| Hofer & Associates. Inc | 1,252 | $721.0K | 0.63% | +67+5.7% | Added |
| qPULA Trading Management LP | 1,253 | $722.0K | 0.97% | +748+148.1% | Added |
| Miramar Capital, LLC | 1,261 | $726.0K | 0.20% | +1,261 | New |
| Cypress Capital Management LLC | 1,263 | $727.0K | 0.09% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,264 | $727.9K | 0.09% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 1,267 | $730.0K | 0.32% | +601+90.2% | Added |
| Rollins Financial | 1,269 | $731.0K | 0.21% | −62−4.7% | Reduced |
| Continental Investors Services, Inc. | 1,290 | $732.0K | 1.92% | +9+0.7% | Added |
| 1776 Wealth LLC | 1,321 | $734.0K | 0.42% | +62+4.9% | Added |
| Aviance Capital Partners, LLC | 1,274 | $734.0K | 0.13% | +94+8.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 1,274 | $734.0K | 0.10% | +184+16.9% | Added |
| Ssi Investment Management LLC | 1,278 | $736.0K | 0.04% | −14−1.1% | Reduced |
| Disciplined Equity Management, Inc. | 1,280 | $737.0K | 0.74% | +1,280 | New |
| GYL Financial Synergies, LLC | 1,282 | $738.0K | 0.18% | −528−29.2% | Reduced |
| Jag Capital Management, LLC | 2,096 | $739.0K | 0.07% | −2−0.1% | Reduced |
| Providence Wealth Advisors, LLC | 1,284 | $739.0K | 0.48% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,283 | $739.0K | 0.12% | +204+18.9% | Added |
| Marshall & Sullivan Inc | 1,287 | $741.0K | 0.41% | +149+13.1% | Added |
| Jaffetilchin Investment Partners, LLC | 1,526 | $742.0K | 0.09% | +556+57.3% | Added |
| Montgomery Investment Management Inc | 1,300 | $749.0K | 0.26% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,304 | $751.0K | 0.16% | −100−7.1% | Reduced |
| Radnor Capital Management, LLC | 1,304 | $751.0K | 0.19% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,303 | $751.0K | 0.01% | +146+12.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,306 | $752.0K | 0.18% | +10+0.8% | Added |
| Profit Investment Management, LLC | 1,310 | $754.0K | 0.47% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,309 | $754.0K | 0.35% | +132+11.2% | Added |
| Bridge Advisory, LLC | 1,313 | $756.0K | 0.33% | +6+0.5% | Added |
| Frank, Rimerman Advisors LLC | 1,314 | $756.7K | 0.24% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,315 | $757.0K | 0.36% | +16+1.2% | Added |
| Lifeworks Advisors, LLC | 1,317 | $758.0K | 0.50% | −560−29.8% | Reduced |
| Corbett Road Capital Management, LLC | 1,323 | $762.0K | 0.98% | +4+0.3% | Added |
| Zhang Financial LLC | 1,326 | $763.0K | 0.13% | +934+238.3% | Added |
| Helen Stephens Group, LLC | 1,326 | $764.0K | 0.53% | −11−0.8% | Reduced |
| Carlson Capital Management | 1,330 | $766.0K | 0.06% | −151−10.2% | Reduced |
| Phocas Financial Corp. | 1,333 | $768.0K | 0.10% | −327−19.7% | Reduced |
| Calton & Associates, Inc. | 1,334 | $768.0K | 0.23% | −236−15.0% | Reduced |
| Kathmere Capital Management, LLC | 1,336 | $769.0K | 0.13% | +1,336 | New |
| Armstrong Henry H Associates Inc | 1,337 | $770.0K | 0.08% | −25−1.8% | Reduced |
| Connecticut Wealth Management, LLC | 1,337 | $770.0K | 0.06% | +25+1.9% | Added |
| Excalibur Management Corp | 1,337 | $770.0K | 0.33% | +196+17.2% | Added |
| Matisse Capital | 1,348 | $776.0K | 0.71% | +150+12.5% | Added |
| Private Portfolio Partners LLC | 1,350 | $777.8K | 0.19% | −27−2.0% | Reduced |
| Endurance Wealth Management, Inc. | 1,352 | $779.0K | 0.10% | −3−0.2% | Reduced |
| CRA Financial Services, LLC | 1,352 | $779.0K | 0.23% | +157+13.1% | Added |
| Sovereign Financial Group, Inc. | 1,357 | $781.0K | 0.29% | +12+0.9% | Added |
| MainStreet Investment Advisors LLC | 1,356 | $781.0K | 0.07% | +21+1.6% | Added |
| JSF Financial, LLC | 1,360 | $783.0K | 0.33% | −762−35.9% | Reduced |
| Peterson Wealth Advisors, LLC | 1,360 | $783.0K | 0.23% | −48−3.4% | Reduced |
| Greatmark Investment Partners, Inc. | 1,369 | $788.0K | 0.13% | −3−0.2% | Reduced |
| Prudent Man Advisors, LLC | 1,371 | $789.0K | 0.32% | −39−2.8% | Reduced |
| Mitchell Sinkler & Starr | 1,371 | $789.0K | 0.25% | −31−2.2% | Reduced |
| Relative Value Partners Group, LLC | 1,370 | $789.0K | 0.05% | +1,370 | New |
| Moulton Wealth Management, Inc | 1,372 | $790.0K | 0.82% | −98−6.7% | Reduced |
| Lenox Wealth Advisors, LLC | 1,316 | $790.0K | 0.10% | −9−0.7% | Reduced |
| West Paces Advisors Inc. | 1,380 | $794.9K | 0.25% | +291+26.7% | Added |
| Silverlake Wealth Management LLC | 1,385 | $797.6K | 0.46% | +199+16.8% | Added |
| Aberdeen Wealth Management LLC | 1,385 | $798.0K | 0.54% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,388 | $799.0K | 0.31% | −94−6.3% | Reduced |
| Syntax Advisors, LLC | 1,388 | $799.0K | 0.67% | −94−6.3% | Reduced |
| Columbia Advisory Partners LLC | 1,390 | $800.0K | 0.80% | +22+1.6% | Added |
| Vestmark Advisory Solutions, Inc. | 1,392 | $801.0K | 0.05% | −312−18.3% | Reduced |
| Western Pacific Wealth Management, LP | 1,395 | $803.0K | 0.59% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 1,397 | $804.0K | 0.55% | +1+0.1% | Added |
| Sugarloaf Wealth Management, LLC | 1,398 | $805.0K | 0.19% | −7−0.5% | Reduced |
| IMS Capital Management | 1,400 | $806.0K | 0.42% | −35−2.4% | Reduced |
| Hikari Tsushin, Inc. | 1,400 | $806.0K | 0.08% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 1,404 | $808.0K | 0.22% | +14+1.0% | Added |
| Maxele Advisors, LLC | 1,405 | $809.1K | 1.00% | −88−5.9% | Reduced |
| Kings Point Capital Management | 1,410 | $812.0K | 0.07% | +116+9.0% | Added |
| Echo45 Advisors LLC | 1,423 | $819.0K | 0.64% | −210−12.9% | Reduced |
| Clearview Wealth Advisors LLC | 1,428 | $823.0K | 0.54% | −1,321−48.1% | Reduced |
| Strong Tower Advisory Services | 1,429 | $823.0K | 0.42% | +1,429 | New |
| Gryphon Financial Partners LLC | 1,436 | $827.0K | 0.17% | −150−9.5% | Reduced |
| BSW Wealth Partners | 1,440 | $829.0K | 0.21% | +163+12.8% | Added |
| Gleason Group, Inc. | 1,441 | $830.0K | 0.25% | +2+0.1% | Added |
| Wellspring Financial Advisors, LLC | 1,444 | $831.0K | 0.25% | +88+6.5% | Added |
| Cladis Investment Advisory, LLC | 1,445 | $832.4K | 0.67% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,452 | $836.0K | 0.20% | +160+12.4% | Added |
| City Holding Co | 1,451 | $836.0K | 0.14% | +734+102.4% | Added |
| Brown Advisory Securities, LLC | 1,454 | $838.0K | 0.49% | −1,218−45.6% | Reduced |
| Capital Wealth Planning, LLC | 1,457 | $839.0K | 0.02% | +588+67.7% | Added |
| Monarch Capital Management Inc | 1,458 | $840.0K | 0.22% | −5−0.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,458 | $840.0K | 0.24% | +52+3.7% | Added |
| Geller Advisors LLC | 1,460 | $841.0K | 0.16% | +907+164.0% | Added |
| Leonteq Securities AG | 1,461 | $841.3K | 0.04% | −378−20.6% | Reduced |
| Sage Rhino Capital LLC | 1,462 | $842.0K | 0.26% | +8+0.6% | Added |
| Everhart Financial Group, Inc. | 1,463 | $842.0K | 0.49% | +235+19.1% | Added |
| MONECO Advisors, LLC | 1,467 | $845.0K | 0.31% | +8+0.5% | Added |
| Donoghue Forlines LLC | 1,470 | $846.0K | 0.18% | −1,852−55.7% | Reduced |
| Retirement Guys Formula LLC | 1,469 | $846.0K | 0.57% | −176−10.7% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,468 | $846.0K | 0.40% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 1,470 | $846.0K | 0.07% | +240+19.5% | Added |
| Solidarilty Wealth, LLC | 1,423 | $846.0K | 0.48% | +1,423 | New |