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 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.
| 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 2023
Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Security Asset Management | 1,259 | $625.6K | 0.37% | −1,300−50.8% | Reduced |
| Raub Brock Capital Management LP | 1,259 | $625.6K | 0.12% | +32+2.6% | Added |
| Obsidian Personal Planning Solutions LLC | 1,262 | $627.0K | 0.91% | +261+26.1% | Added |
| Paulson Wealth Management Inc. | 1,265 | $628.5K | 0.28% | +51+4.2% | Added |
| Peoples Financial Services Corp. | 1,267 | $629.5K | 0.29% | +59+4.9% | Added |
| Shira Ridge Wealth Management | 1,270 | $630.9K | 0.42% | +9+0.7% | Added |
| Traverso Chambers Private Wealth Management, LLC | 1,275 | $633.5K | 0.17% | +23+1.8% | Added |
| Copperwynd Financial, LLC | 1,275 | $633.7K | 0.32% | +6+0.5% | Added |
| Arrowroot Family Office, LLC | 1,277 | $634.7K | 0.54% | +1,277 | New |
| Endurance Wealth Management, Inc. | 1,279 | $635.0K | 0.09% | −20−1.5% | Reduced |
| Altfest L J & Co Inc | 1,278 | $635.0K | 0.10% | +348+37.4% | Added |
| First Nebraska Trust Co | 1,280 | $636.0K | 0.08% | +10+0.8% | Added |
| Sugarloaf Wealth Management, LLC | 1,280 | $636.3K | 0.16% | −56−4.2% | Reduced |
| Marshall & Sullivan Inc | 1,281 | $636.4K | 0.39% | −175−12.0% | Reduced |
| Atomi Financial Group, Inc. | 1,281 | $636.5K | 0.36% | +1,281 | New |
| Continental Investors Services, Inc. | 1,289 | $640.4K | 1.81% | −10−0.8% | Reduced |
| GraniteShares Advisors LLC | 1,291 | $641.5K | 0.57% | −66−4.9% | Reduced |
| Laurel Wealth Advisors LLC | 1,294 | $642.8K | 0.14% | −10−0.8% | Reduced |
| MBL Wealth, LLC | 1,294 | $643.0K | 0.10% | +163+14.4% | Added |
| CRA Financial Services, LLC | 1,298 | $644.9K | 0.19% | +5+0.4% | Added |
| Emerald Advisers, LLC | 1,300 | $645.9K | 0.03% | +370+39.8% | Added |
| Zimmermann Investment Management & Planning LLC | 1,307 | $649.2K | 0.34% | +22+1.7% | Added |
| Profit Investment Management, LLC | 1,310 | $650.9K | 0.43% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,314 | $652.9K | 0.39% | +5+0.4% | Added |
| Synergy Financial Group, LTD | 1,316 | $653.6K | 1.06% | −16−1.2% | Reduced |
| Oxbow Advisors, LLC | 1,317 | $654.4K | 0.12% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 1,317 | $654.4K | 0.33% | +12+0.9% | Added |
| Providence Wealth Advisors, LLC | 1,298 | $654.5K | 0.48% | −10−0.8% | Reduced |
| Matisse Capital | 1,318 | $654.9K | 0.42% | 00.0% | Unchanged |
| waypoint wealth counsel | 1,320 | $655.8K | 0.51% | +44+3.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,321 | $656.2K | 0.10% | +29+2.2% | Added |
| C2C Wealth Management, LLC | 1,344 | $657.4K | 0.11% | +1,344 | New |
| Missouri Trust & Investment Co | 1,324 | $657.9K | 0.42% | −17−1.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,324 | $657.9K | 0.47% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 1,329 | $660.5K | 0.34% | 00.0% | Unchanged |
| Sharper & Granite LLC | 1,332 | $661.8K | 0.40% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 1,335 | $663.4K | 0.14% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,337 | $664.5K | 0.46% | +5+0.4% | Added |
| First American Trust, FSB | 1,346 | $669.0K | 0.10% | −91−6.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 1,346 | $669.0K | 0.36% | +6+0.4% | Added |
| Perkins Coie Trust Co | 1,348 | $669.8K | 0.20% | −80−5.6% | Reduced |
| ExodusPoint Capital Management, LP | 1,349 | $670.0K | 0.01% | −34,774−96.3% | Reduced |
| Hemenway Trust Co LLC | 1,349 | $670.3K | 0.07% | −95−6.6% | Reduced |
| Peterson Wealth Advisors, LLC | 1,350 | $670.7K | 0.18% | +17+1.3% | Added |
| Lebenthal Global Advisors, LLC | 1,352 | $671.8K | 0.21% | −8−0.6% | Reduced |
| Tributary Capital Management, LLC | 1,355 | $673.3K | 0.06% | −30−2.2% | Reduced |
| Northwest Capital Management Inc | 1,356 | $673.8K | 0.33% | −2−0.1% | Reduced |
| Johnson Financial Group, Inc. | 1,358 | $674.7K | 0.05% | +445+48.7% | Added |
| TCG Advisory Services, LLC | 1,363 | $677.3K | 0.14% | +642+89.0% | Added |
| Northwest Investment Counselors, LLC | 1,365 | $678.4K | 0.19% | −17−1.2% | Reduced |
| Heritage Financial Services, LLC | 1,366 | $678.7K | 0.15% | +28+2.1% | Added |
| Lee Financial Group Hawaii, Inc. | 1,368 | $679.7K | 0.70% | +60+4.6% | Added |
| DT Investment Partners, LLC | 1,380 | $681.2K | 0.08% | 00.0% | Unchanged |
| Birinyi Associates Inc | 1,375 | $683.0K | 0.28% | −800−36.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,374 | $683.0K | 0.37% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,381 | $686.2K | 0.19% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,382 | $686.7K | 0.46% | −198−12.5% | Reduced |
| Aberdeen Wealth Management LLC | 1,385 | $688.2K | 0.51% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 1,386 | $688.7K | 0.18% | +913+193.0% | Added |
| Brandywine Oak Private Wealth LLC | 1,388 | $689.7K | 0.08% | +20+1.5% | Added |
| West Branch Capital LLC | 1,391 | $691.1K | 0.39% | −11−0.8% | Reduced |
| Smith Anglin Financial, LLC | 1,392 | $691.5K | 0.10% | −102−6.8% | Reduced |
| West Paces Advisors Inc. | 1,393 | $692.4K | 0.22% | −158−10.2% | Reduced |
| Hikari Tsushin, Inc. | 1,400 | $695.6K | 0.07% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,405 | $698.1K | 0.15% | +1,405 | New |
| Tevis Investment Management | 1,411 | $701.3K | 0.71% | +92+7.0% | Added |
| Capital Square, LLC | 1,443 | $701.5K | 0.65% | −35−2.4% | Reduced |
| Farther Finance Advisors, LLC | 1,413 | $702.2K | 0.21% | +227+19.1% | Added |
| Sovereign Financial Group, Inc. | 1,414 | $702.6K | 0.26% | −2−0.1% | Reduced |
| Creative Financial Designs Inc | 1,418 | $704.4K | 0.09% | +75+5.6% | Added |
| Bridge Advisory, LLC | 1,418 | $704.6K | 0.27% | +6+0.4% | Added |
| Owen LaRue, LLC | 1,545 | $705.4K | 0.76% | 00.0% | Unchanged |
| Peoples Bank | 1,420 | $705.6K | 0.45% | −56−3.8% | Reduced |
| BSW Wealth Partners | 1,420 | $705.8K | 0.14% | +1+0.1% | Added |
| Greenwich Wealth Management LLC | 1,421 | $706.0K | 0.08% | −38−2.6% | Reduced |
| GW Henssler & Associates Ltd | 1,425 | $708.0K | 0.05% | +547+62.3% | Added |
| Sentry LLC | 1,428 | $709.5K | 0.17% | +1,428 | New |
| Excalibur Management Corp | 1,431 | $711.1K | 0.37% | +5+0.4% | Added |
| TD Private Client Wealth LLC | 1,432 | $711.5K | 0.03% | −121−7.8% | Reduced |
| Aaron Wealth Advisors | 1,437 | $714.0K | 0.10% | −155−9.7% | Reduced |
| Trust Co | 1,437 | $714.0K | 0.11% | +749+108.9% | Added |
| Sage Mountain Advisors LLC | 1,438 | $714.5K | 0.12% | +382+36.2% | Added |
| Heritage Trust Co | 1,438 | $714.5K | 0.11% | −24−1.6% | Reduced |
| Integral Investment Advisors, Inc. | 1,440 | $715.4K | 0.51% | +21+1.5% | Added |
| Radnor Capital Management, LLC | 1,442 | $716.0K | 0.19% | +138+10.6% | Added |
| Montag & Caldwell, LLC | 1,443 | $717.0K | 0.10% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,444 | $717.6K | 0.10% | −55−3.7% | Reduced |
| Plimoth Trust Co LLC | 1,445 | $718.0K | 0.22% | −115−7.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,443 | $718.0K | 0.30% | +11+0.8% | Added |
| Tradewinds Capital Management, LLC | 1,447 | $719.1K | 0.23% | +93+6.9% | Added |
| Ethos Financial Group, LLC | 1,432 | $719.5K | 0.22% | +47+3.4% | Added |
| Amica Retiree Medical Trust | 1,449 | $720.0K | 0.76% | +254+21.3% | Added |
| Wellspring Financial Advisors, LLC | 1,452 | $721.3K | 0.21% | +29+2.0% | Added |
| Overbrook Management Corp | 1,454 | $722.4K | 0.19% | 00.0% | Unchanged |
| Burton Enright Welch | 1,459 | $724.9K | 0.28% | +166+12.8% | Added |
| Miramar Capital, LLC | 1,461 | $725.9K | 0.19% | +91+6.6% | Added |
| GM Advisory Group, Inc. | 1,463 | $727.0K | 0.07% | +60+4.3% | Added |
| Centurion Wealth Management LLC | 1,468 | $729.5K | 0.37% | +12+0.8% | Added |
| Golden Green, Inc. | 1,470 | $730.4K | 0.86% | −1,321−47.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,470 | $730.4K | 0.15% | +140+10.5% | Added |