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
- 2,943
- +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
- 1,254 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 |
|---|---|---|---|---|---|
| Aviance Capital Partners, LLC | 1,480 | $735.2K | 0.16% | +34+2.4% | Added |
| Carmel Capital Partners, LLC | 1,480 | $735.4K | 0.43% | +1,480 | New |
| Sage Rhino Capital LLC | 1,482 | $736.6K | 0.21% | +32+2.2% | Added |
| Oak Harvest Investment Services | 1,482 | $736.6K | 0.17% | +241+19.4% | Added |
| SNS Financial Group, LLC | 1,485 | $737.9K | 0.10% | −698−32.0% | Reduced |
| Gleason Group, Inc. | 1,487 | $738.9K | 0.21% | +2+0.1% | Added |
| Nexus Investment Management ULC | 1,489 | $739.8K | 0.08% | 00.0% | Unchanged |
| Great Waters Wealth Management | 1,462 | $740.0K | 0.16% | −47−3.1% | Reduced |
| Elite Wealth Management, Inc. | 1,495 | $742.8K | 0.33% | +12+0.8% | Added |
| Valmark Advisers, Inc. | 1,497 | $743.8K | 0.02% | +241+19.2% | Added |
| Constitution Capital LLC | 1,500 | $745.3K | 0.45% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 1,500 | $745.3K | 0.53% | +1,500 | New |
| LaSalle St. Investment Advisors, LLC | 1,502 | $746.0K | 0.33% | +1,502 | New |
| Deseret Mutual Benefit Administrators | 1,502 | $746.3K | 0.30% | −32−2.1% | Reduced |
| Camden Capital, LLC | 1,503 | $747.0K | 0.11% | −4−0.3% | Reduced |
| SYSTM Wealth Solutions LLC | 1,505 | $747.8K | 0.12% | +273+22.2% | Added |
| West Bancorporation Inc | 1,510 | $750.3K | 0.57% | −165−9.9% | Reduced |
| Lowell Blake & Associates Inc. | 1,515 | $752.8K | 0.23% | −40−2.6% | Reduced |
| Parkside Financial Bank & Trust | 1,516 | $753.3K | 0.20% | +29+2.0% | Added |
| WESPAC Advisors, LLC | 1,517 | $753.8K | 0.71% | +1,517 | New |
| Associated Banc-Corp | 1,527 | $758.7K | 0.03% | −16−1.0% | Reduced |
| Holderness Investments Co | 1,536 | $763.2K | 0.31% | −5−0.3% | Reduced |
| IFG Advisory, LLC | 1,536 | $763.5K | 0.07% | −95−5.8% | Reduced |
| Cascade Investment Group, Inc. | 1,538 | $764.2K | 0.75% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 1,540 | $765.3K | 0.77% | −347−18.4% | Reduced |
| Vise Technologies, Inc. | 1,541 | $765.5K | 0.20% | −708−31.5% | Reduced |
| Main Street Financial Solutions, LLC | 1,541 | $765.9K | 0.11% | −9−0.6% | Reduced |
| Morton Capital Management LLC | 1,542 | $766.0K | 0.27% | +68+4.6% | Added |
| MBM Wealth Consultants, LLC | 1,378 | $768.0K | 0.32% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 1,549 | $769.7K | 0.45% | −3,027−66.1% | Reduced |
| WP Advisors, LLC | 1,554 | $771.9K | 0.32% | −42−2.6% | Reduced |
| Richwood Investment Advisors, LLC | 1,554 | $772.1K | 0.77% | −10−0.6% | Reduced |
| LexAurum Advisors, LLC | 1,556 | $773.2K | 0.26% | −50−3.1% | Reduced |
| Columbia Advisory Partners LLC | 1,559 | $774.7K | 0.73% | +25+1.6% | Added |
| Silverlake Wealth Management LLC | 1,559 | $774.7K | 0.47% | +12+0.8% | Added |
| Journey Strategic Wealth LLC | 1,560 | $775.2K | 0.08% | +383+32.5% | Added |
| Greatmark Investment Partners, Inc. | 1,569 | $779.6K | 0.14% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,571 | $780.6K | 0.24% | −76−4.6% | Reduced |
| Scott Capital Advisors, LLC | 1,572 | $781.0K | 0.38% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,573 | $781.6K | 0.37% | +967+159.6% | Added |
| Cable Hill Partners, LLC | 1,576 | $783.1K | 0.13% | −303−16.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,579 | $784.6K | 0.14% | −110−6.5% | Reduced |
| Global Strategic Investment Solutions, LLC | 1,580 | $785.1K | 0.11% | −2−0.1% | Reduced |
| World Equity Group, Inc. | 22,593 | $785.4K | 0.13% | +12,481+123.4% | Added |
| Strong Tower Advisory Services | 1,581 | $785.7K | 0.41% | +51+3.3% | Added |
| Oakworth Capital, Inc. | 1,589 | $789.5K | 0.07% | +10+0.6% | Added |
| Lathrop Investment Management Corp | 1,590 | $790.0K | 0.17% | −451−22.1% | Reduced |
| Cardinal Strategic Wealth Guidance | 1,593 | $791.5K | 0.37% | −37−2.3% | Reduced |
| Hexagon Capital Partners LLC | 1,594 | $791.9K | 0.22% | −58−3.5% | Reduced |
| Dillon & Associates Inc | 1,597 | $794.0K | 0.16% | +1,120+234.8% | Added |
| Inceptionr LLC | 1,610 | $800.0K | 0.26% | +1,610 | New |
| Telemus Capital, LLC | 1,611 | $800.5K | 0.07% | +12+0.8% | Added |
| Buckingham Strategic Partners | 1,611 | $800.9K | 0.05% | −206−11.3% | Reduced |
| Castle Rock Wealth Management, LLC | 1,605 | $803.0K | 0.29% | +19+1.2% | Added |
| Amussen Hunsaker Associates LLC | 1,618 | $804.1K | 0.20% | +30+1.9% | Added |
| Five Oceans Advisors | 1,620 | $804.9K | 0.52% | +312+23.9% | Added |
| Vantage Consulting Group Inc | 1,621 | $805.4K | 0.46% | +26+1.6% | Added |
| Syntax Advisors, LLC | 1,621 | $805.4K | 0.61% | +26+1.6% | Added |
| HBC Financial Services, PLLC | 1,635 | $807.0K | 0.61% | −170−9.4% | Reduced |
| Valley Brook Capital Group | 1,630 | $809.9K | 0.75% | +10+0.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,630 | $810.0K | 0.01% | −250−13.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,632 | $811.0K | 0.36% | +75+4.8% | Added |
| Signet Investment Advisory Group, Inc. | 1,633 | $811.4K | 0.56% | −95−5.5% | Reduced |
| Advisor Resource Council | 1,628 | $811.7K | 0.20% | +1,138+232.2% | Added |
| Toth Financial Advisory Corp | 1,634 | $811.7K | 0.13% | +153+10.3% | Added |
| Family Firm, Inc. | 1,637 | $813.5K | 0.23% | +10+0.6% | Added |
| Sonata Capital Group Inc | 1,639 | $814.0K | 0.44% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 1,638 | $814.1K | 0.15% | +60+3.8% | Added |
| Winton Group Ltd | 1,641 | $815.4K | 0.05% | −2,490−60.3% | Reduced |
| Dudley Capital Management, LLC | 1,644 | $817.1K | 0.57% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,649 | $819.2K | 0.05% | −77−4.5% | Reduced |
| Allstate Corp | 1,649 | $819.3K | 0.06% | −16,088−90.7% | Reduced |
| Centerpoint Advisors, LLC | 1,653 | $821.0K | 0.36% | +2+0.1% | Added |
| Sander Capital Advisors Inc | 1,652 | $821.0K | 0.50% | +511+44.8% | Added |
| Trustmark National Bank Trust Department | 1,658 | $823.8K | 0.07% | +689+71.1% | Added |
| Beacon Capital Management, LLC | 1,658 | $823.8K | 0.24% | −3−0.2% | Reduced |
| David Loasby | 1,698 | $825.1K | 0.10% | +449+35.9% | Added |
| FinTrust Capital Advisors, LLC | 1,808 | $825.2K | 0.20% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,663 | $826.3K | 0.24% | +50+3.1% | Added |
| 360 Financial, Inc. | 1,664 | $826.8K | 0.44% | −7−0.4% | Reduced |
| Transatlantique Private Wealth LLC | 1,666 | $827.7K | 0.46% | +205+14.0% | Added |
| Avestar Capital, LLC | 1,673 | $831.4K | 0.17% | +182+12.2% | Added |
| Viewpoint Capital Management LLC | 1,675 | $832.3K | 0.75% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,676 | $832.7K | 0.78% | +144+9.4% | Added |
| UMA Financial Services, Inc. | 1,683 | $834.8K | 0.22% | +2+0.1% | Added |
| Levin Capital Strategies, L.P. | 1,684 | $836.7K | 0.11% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 1,685 | $837.2K | 0.66% | +597+54.9% | Added |
| Adirondack Trust Co | 1,687 | $838.2K | 0.42% | −38−2.2% | Reduced |
| Essex Savings Bank | 1,687 | $838.2K | 0.29% | −106−5.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,690 | $839.7K | 0.38% | +284+20.2% | Added |
| JFS Wealth Advisors, LLC | 1,694 | $841.7K | 0.08% | −37−2.1% | Reduced |
| JT Stratford LLC | 1,695 | $842.2K | 0.24% | +279+19.7% | Added |
| Relyea Zuckerberg Hanson LLC | 1,696 | $842.7K | 0.21% | +68+4.2% | Added |
| Cross Staff Investments Inc | 1,700 | $844.7K | 0.84% | +100+6.3% | Added |
| Traynor Capital Management, Inc. | 1,701 | $845.3K | 0.13% | +89+5.5% | Added |
| Texas Capital Bancshares Inc | 1,705 | $847.2K | 0.53% | +14+0.8% | Added |
| MJP Associates Inc | 1,706 | $847.5K | 0.26% | −27−1.6% | Reduced |
| Hoxton Planning & Management, LLC | 1,706 | $847.7K | 0.47% | +3+0.2% | Added |
| Herold Advisors, Inc. | 1,707 | $848.2K | 0.29% | −3,300−65.9% | Reduced |
| Alera Investment Advisors, LLC | 1,708 | $848.6K | 0.20% | +19+1.1% | Added |