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
- 2,863
- +76 vs. Q4 2021
- Shares held
- 300.2M
- −188.6K (−0.1%) vs. Q4 2021
- Total value
- $172.4B
- +$2.29B (+1.3%) vs. Q4 2021
- New holders
- 191
- 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 |
|---|---|---|---|---|---|
| First Citizens Financial Corp | 617 | $355.0K | 0.27% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 617 | $355.0K | 0.19% | +4+0.7% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 618 | $355.0K | 0.35% | +618 | New |
| Patton Albertson Miller Group, LLC | 618 | $356.0K | 0.06% | +618 | New |
| Curated Wealth Partners LLC | 633 | $359.0K | 0.12% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 625 | $360.0K | 0.04% | +8+1.3% | Added |
| Frisch Financial Group, Inc. | 625 | $360.0K | 0.12% | +21+3.5% | Added |
| Trust Co of Virginia | 625 | $360.0K | 0.04% | +62+11.0% | Added |
| MAS Advisors LLC | 627 | $361.0K | 0.28% | −14−2.2% | Reduced |
| Sutton Wealth Advisors Inc. | 627 | $361.1K | 0.12% | +12+2.0% | Added |
| Parkside Advisors LLC | 631 | $363.0K | 0.11% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 630 | $363.0K | 0.12% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 633 | $364.0K | 0.04% | −33−5.0% | Reduced |
| Navalign, LLC | 657 | $364.0K | 0.15% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 632 | $364.0K | 0.06% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 632 | $364.1K | 0.19% | +632 | New |
| Baron Silver Stevens Financial Advisors, LLC | 635 | $365.0K | 0.09% | +268+73.0% | Added |
| McDaniel Terry & Co | 637 | $367.0K | 0.04% | +123+23.9% | Added |
| Clean Yield Group | 639 | $368.0K | 0.13% | −89−12.2% | Reduced |
| Martin Investment Management, LLC | 640 | $369.0K | 0.09% | 00.0% | Unchanged |
| Exeter Financial, LLC | 641 | $369.0K | 0.20% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 640 | $369.0K | 0.21% | +640 | New |
| Edgemoor Investment Advisors, Inc. | 643 | $370.0K | 0.04% | +78+13.8% | Added |
| Beacon Financial Group | 633 | $370.0K | 0.05% | +633 | New |
| Lee Danner & Bass Inc | 644 | $371.0K | 0.03% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 646 | $372.0K | 0.06% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 646 | $372.0K | 0.10% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 648 | $373.0K | 0.17% | +13+2.0% | Added |
| Silver Oak Advisory Group, Inc. | 650 | $374.0K | 0.24% | −18−2.7% | Reduced |
| Van Strum & Towne Inc. | 650 | $374.0K | 0.14% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 650 | $374.0K | 0.45% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 649 | $374.0K | 0.06% | +210+47.8% | Added |
| Three Bridge Wealth Advisors, LLC | 650 | $374.0K | 0.10% | +650 | New |
| Compass Financial Advisors LLC | 651 | $375.0K | 0.41% | 00.0% | Unchanged |
| PFS Investments Inc. | 651 | $375.0K | 0.01% | +241+58.8% | Added |
| Integrity Advisory, LLC | 651 | $375.0K | 0.37% | +651 | New |
| Foster Group, Inc. | 653 | $376.0K | 0.03% | 00.0% | Unchanged |
| Davidson Investment Advisors | 655 | $377.0K | 0.03% | 00.0% | Unchanged |
| Weaver Consulting Group | 654 | $377.0K | 0.18% | +10+1.6% | Added |
| Wealth Alliance Advisory Group, LLC | 655 | $377.0K | 0.16% | +655 | New |
| Crewe Advisors LLC | 658 | $379.0K | 0.07% | −5−0.8% | Reduced |
| Total Clarity Wealth Management, Inc. | 658 | $379.0K | 0.21% | +173+35.7% | Added |
| CFO4Life Group, LLC | 661 | $380.0K | 0.08% | +42+6.8% | Added |
| Peninsula Wealth, LLC | 661 | $381.0K | 0.11% | +12+1.8% | Added |
| Tyler-Stone Wealth Management | 662 | $381.0K | 0.21% | +190+40.3% | Added |
| Matrix Trust Co | 662 | $381.0K | 0.09% | +662 | New |
| Orin Green Financial, LLC | 663 | $382.0K | 0.25% | +176+36.1% | Added |
| Quantum Private Wealth, LLC | 665 | $383.0K | 0.17% | +200+43.0% | Added |
| Cabot Wealth Management Inc | 667 | $384.0K | 0.05% | +1+0.2% | Added |
| Sage Mountain Advisors LLC | 666 | $384.0K | 0.06% | +51+8.3% | Added |
| Evolution Wealth Advisors, LLC | 668 | $385.0K | 0.08% | −25−3.6% | Reduced |
| Old Mission Investment Co LLC | 669 | $385.2K | 0.14% | −2−0.3% | Reduced |
| Veracity Capital LLC | 671 | $386.0K | 0.16% | −107−13.8% | Reduced |
| HITE Hedge Asset Management LLC | 670 | $386.0K | 0.04% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 672 | $387.0K | 0.18% | −1,270−65.4% | Reduced |
| Allen Investment Management LLC | 674 | $388.0K | 0.01% | −150−18.2% | Reduced |
| HughesLittle Investment Management Ltd. | 675 | $388.7K | 0.09% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 675 | $389.0K | 0.03% | −150−18.2% | Reduced |
| Callan Capital, LLC | 675 | $389.0K | 0.05% | +40+6.3% | Added |
| Towerpoint Wealth, LLC | 677 | $390.0K | 0.19% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 678 | $391.0K | 0.39% | 00.0% | Unchanged |
| Hutchinson Capital Management | 679 | $391.0K | 0.09% | +7+1.0% | Added |
| Consilium Wealth Advisory, LLC | 681 | $392.0K | 0.28% | +26+4.0% | Added |
| Lincoln Capital Corp | 682 | $393.0K | 0.20% | +108+18.8% | Added |
| Financial Perspectives, Inc | 686 | $395.3K | 0.18% | +36+5.5% | Added |
| Eclectic Associates Inc | 687 | $396.0K | 0.25% | −244−26.2% | Reduced |
| Altus Wealth Group LLC | 690 | $397.0K | 0.33% | 00.0% | Unchanged |
| Libra Wealth LLC | 690 | $398.0K | 0.23% | 00.0% | Unchanged |
| Navellier & Associates Inc | 692 | $398.0K | 0.07% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 696 | $400.0K | 0.06% | −204−22.7% | Reduced |
| KLCM Advisors, Inc. | 695 | $400.0K | 0.08% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 696 | $401.0K | 0.20% | +2+0.3% | Added |
| Mirador Capital Partners LP | 696 | $401.0K | 0.08% | +98+16.4% | Added |
| Rex Capital Advisors, LLC | 700 | $403.0K | 0.25% | 00.0% | Unchanged |
| Toews Corp | 700 | $403.0K | 0.07% | +700 | New |
| RVW Wealth, LLC | 700 | $403.0K | 0.05% | +700 | New |
| Walkner Condon Financial Advisors LLC | 705 | $406.0K | 0.12% | +705 | New |
| Weinberger Asset Management, Inc | 705 | $406.2K | 0.35% | +1+0.1% | Added |
| Vicus Capital | 707 | $407.0K | 0.04% | +93+15.1% | Added |
| Liberty Wealth Management LLC | 709 | $408.0K | 0.15% | −353−33.2% | Reduced |
| Alerus Financial NA | 708 | $408.0K | 0.03% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 708 | $408.0K | 0.04% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 710 | $409.0K | 0.09% | −160−18.4% | Reduced |
| Marks Group Wealth Management, Inc | 710 | $409.0K | 0.05% | +1+0.1% | Added |
| Perpetual Investment Management Ltd | 712 | $410.0K | 0.05% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 712 | $410.0K | 0.23% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 715 | $412.0K | 0.29% | −1,247−63.6% | Reduced |
| Pacifica Partners Inc. | 781 | $412.0K | 0.27% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 715 | $412.0K | 0.39% | 00.0% | Unchanged |
| Tevis Investment Management | 713 | $412.0K | 0.37% | +10+1.4% | Added |
| Fortune 45 LLC | 719 | $414.0K | 0.39% | +78+12.2% | Added |
| Evoke Wealth, LLC | 719 | $414.0K | 0.01% | +86+13.6% | Added |
| NFP Retirement, Inc. | 721 | $415.2K | 0.10% | +721 | New |
| Pegasus Partners Ltd. | 723 | $416.0K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 722 | $416.0K | 0.12% | +54+8.1% | Added |
| Gitterman Wealth Management, LLC | 722 | $416.0K | 0.33% | +100+16.1% | Added |
| Waypoint Wealth Partners Inc. | 725 | $417.0K | 0.15% | −77−9.6% | Reduced |
| Tillar-Wenstrup Advisors, LLC | 725 | $417.0K | 0.20% | −40−5.2% | Reduced |
| Vista Wealth Management Group, LLC | 726 | $418.0K | 0.06% | +21+3.0% | Added |
| WC Walker & Associates, Inc. | 708 | $418.0K | 0.22% | 00.0% | Unchanged |