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Livermore
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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; 4,261 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 2023

Institutional positions in Costco Wholesale Corp as of Mar 31, 2023. 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
2,944
+67 vs. Q4 2022
Shares held
349.1M
+49.1M (+16.4%) vs. Q4 2022
Total value
$149.2B
+$12.2B (+8.9%) vs. Q4 2022
New holders
195
1,255 more added
Sold out
128
1,084 more reduced

62 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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 holdersQ1 2023: 2,944 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 2023: $149.2B
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 20264,261$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 2023

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q4 2022.

Institutions holding COST in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.609$4670.02%+152+33.3%Added
AllSquare Wealth Management LLC1$4970.00%00.0%Unchanged
Horrell Capital Management, Inc.3$1.00K0.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd1$1.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp4$1.99K0.00%+4New
NewSquare Capital LLC4$2.12K0.00%00.0%Unchanged
First Command Advisory Services, Inc.11$2.48K0.00%−59−84.3%Reduced
Financial Synergies Wealth Advisors, Inc.5$2.48K0.00%00.0%Unchanged
WestEnd Advisors, LLC–$2.98K0.00%––
Ranger Investment Management, L.P.8$3.98K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC9$4.47K0.00%+4+80.0%Added
Johnson Midwest Financial, LLC10$4.97K0.01%00.0%Unchanged
SkyView Investment Advisors, LLC11$5.00K0.00%+11New
Morgan Dempsey Capital Management LLC11$5.47K0.00%00.0%Unchanged
PayPay Securities Corp12$5.96K0.40%−5−29.4%Reduced
BBJS Financial Advisors, LLC12$5.96K0.00%−40−76.9%Reduced
Longfellow Investment Management Co LLC13$6.46K0.00%00.0%Unchanged
Capstone Investment Advisors, LLC14$6.96K0.00%−15,230−99.9%Reduced
Thomas J. Herzfeld Advisors, Inc.14$6.96K0.00%00.0%Unchanged
Norwood Financial Corp15$7.45K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC15$7.45K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.19$8.00K0.01%00.0%Unchanged
Cornerstone Management, Inc.17$8.45K0.00%00.0%Unchanged
DecisionPoint Financial, LLC17$8.45K0.00%+16+1,600.0%Added
Disciplined Equity Management, Inc.20$9.94K0.01%−1,390−98.6%Reduced
CarsonAllaria Wealth Management, Ltd.20$9.96K0.01%00.0%Unchanged
RE Dickinson Investment Advisors, LLC20$10.0K0.00%+2+11.1%Added
Community Bank, N.A.22$10.9K0.00%−99−81.8%Reduced
Barrett & Company, Inc.22$10.9K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.24$11.9K0.00%00.0%Unchanged
Capital Management Associates25$12.4K0.02%00.0%Unchanged
Delos Wealth Advisors, LLC26$12.9K0.02%−16−38.1%Reduced
Evolution Advisers, Inc.28$13.0K0.01%00.0%Unchanged
Level Financial Advisors, Inc.28$13.9K0.01%00.0%Unchanged
Slocum, Gordon & Co LLP28$13.9K0.01%00.0%Unchanged
Ruedi Wealth Management, Inc.28$13.9K0.01%00.0%Unchanged
Parallax Volatility Advisers, L.P.30$14.9K0.00%−30−50.0%Reduced
Live Oak Investment Partners–$14.9K0.01%––
Lam Group, Inc.30$14.9K0.01%00.0%Unchanged
First PREMIER Bank32$16.0K0.00%00.0%Unchanged
Grayhawk Investment Strategies Inc.24$16.0K0.01%+24New
Register Financial Advisors LLC33$16.4K0.01%00.0%Unchanged
Hoese & Co LLP35$16.9K0.02%00.0%Unchanged
Contravisory Investment Management, Inc.35$17.4K0.00%−15−30.0%Reduced
Stonehage Fleming Financial Services Holdings Ltd35$17.4K0.00%00.0%Unchanged
Chesapeake Asset Management LLC40$19.9K0.02%+40New
Avion Wealth45$20.0K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC40$20.0K0.01%00.0%Unchanged
Aspire Private Capital, LLC41$20.4K0.01%00.0%Unchanged
Nalls Sherbakoff Group, LLC45$22.1K0.02%+45New
Mach-1 Financial Group, Inc.45$22.4K0.14%+45New
Clear Perspectives Financial Planning, LLC50$24.8K0.01%00.0%Unchanged
Financial Freedom, LLC50$25.1K0.02%00.0%Unchanged
Stephenson National Bank & Trust52$25.8K0.02%00.0%Unchanged
Dougherty Wealth Advisers LLC52$25.8K0.04%00.0%Unchanged
Taikang Asset Management (Hong Kong) Co Ltd6,694$26.1K0.60%+6,694New
Mendota Financial Group, LLC47$27.1K0.03%00.0%Unchanged
True Wealth Design, LLC56$27.8K0.01%+10+21.7%Added
Country Trust Bank57$28.3K0.00%−15−20.8%Reduced
Thompson Siegel & Walmsley LLC65$32.0K0.00%−200−75.5%Reduced
Farmers & Merchants Trust Co of Chambersburg PA64$32.0K0.02%00.0%Unchanged
Lansing Street Advisors68$33.8K0.02%−4−5.6%Reduced
Buck Wealth Strategies, LLC69$34.1K0.02%+69New
Worth Asset Management, LLC70$34.8K0.03%00.0%Unchanged
Schubert & Co71$35.3K0.03%−4−5.3%Reduced
Your Advocates Ltd., LLP74$36.8K0.02%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.75$37.3K0.03%+1+1.4%Added
Baillie Gifford & Co78$38.8K0.00%+3+4.0%Added
Itau Unibanco Holding S.A.81$40.2K0.00%−16,069−99.5%Reduced
Disciplina Capital Management LLC82$40.9K0.01%−6−6.8%Reduced
Resources Management Corp1,000$41.0K0.01%−14,313−93.5%Reduced
Agur Provident & Training Funds Management Ltd8,400$42.3K0.02%+8,400New
25 LLC87$43.6K0.03%+87New
Harvest Group Wealth Management, LLC89$44.2K0.03%00.0%Unchanged
Focused Wealth Management, Inc90$44.7K0.01%00.0%Unchanged
Operose Advisors LLC91$45.2K0.02%00.0%Unchanged
WR Wealth Planners, LLC91$45.4K0.02%+83+1,037.5%Added
Tfo-TDC, LLC94$46.7K0.01%+11+13.3%Added
Piscataqua Savings Bank95$47.2K0.04%+22+30.1%Added
Worm Capital, LLC96$47.7K0.04%−60−38.5%Reduced
Piershale Financial Group, Inc.100$49.7K0.04%00.0%Unchanged
LSV Asset Management100$50.0K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc100$50.0K0.06%00.0%Unchanged
Cary Street Partners Asset Management LLC102$50.5K0.01%00.0%Unchanged
Cranbrook Wealth Management, LLC102$50.7K0.01%00.0%Unchanged
Global Wealth Strategies & Associates107$53.2K0.03%00.0%Unchanged
Compagnie Lombard Odier SCmA110$54.7K0.00%00.0%Unchanged
Brown Shipley& Co Ltd115$57.1K0.04%+115New
Sageworth Trust Co118$58.6K0.00%00.0%Unchanged
Bell Investment Advisors, Inc119$59.1K0.01%+9+8.2%Added
Moisand Fitzgerald Tamayo, LLC122$60.6K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC126$62.5K0.04%−2−1.6%Reduced
Investors Research Corp126$62.6K0.02%00.0%Unchanged
Castleview Partners, LLC135$67.1K0.06%00.0%Unchanged
Manitou Investment Management Ltd.137$68.1K0.02%+137New
Covestor Ltd139$69.0K0.06%−10−6.7%Reduced
LFA - Lugano Financial Advisors SA141$70.1K0.05%00.0%Unchanged
Annapolis Financial Services, LLC141$70.2K0.02%00.0%Unchanged
Cedar Wealth Management, LLC143$71.2K0.03%00.0%Unchanged
Graham Capital Wealth Management, LLC145$72.0K0.10%+145New