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Livermore
ZHEN

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.

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
Oak Thistle LLC410$203.7K0.12%−350−46.1%Reduced
Concord Asset Management, LLC410$203.7K0.08%+410New
United Bank411$204.2K0.03%+411New
Punch & Associates Investment Management, Inc.411$204.2K0.01%+411New
4J Wealth Management LLC412$204.7K0.22%+412New
Wolff Financial Management LLC413$205.0K0.07%+413New
Accretive Wealth Partners, LLC413$205.2K0.13%+413New
Riggs Asset Managment Co. Inc.413$205.2K0.08%00.0%Unchanged
Fairfield, Bush & Co.413$205.3K0.07%+413New
Oliver Luxxe Assets LLC414$205.5K0.05%−6,283−93.8%Reduced
WNY Asset Management, LLC414$205.7K0.05%+414New
WMG Financial Advisors, LLC365$206.2K0.17%+365New
Beaton Management Co. Inc.4,080$207.0K0.14%00.0%Unchanged
Guerra Pan Advisors, LLC417$207.2K0.26%+417New
Icapital Wealth LLC417$207.2K0.14%+417New
Clay Northam Wealth Management, LLC418$207.7K0.21%+418New
LifePro Asset Management455$207.7K0.15%00.0%Unchanged
Farmers National Bank419$208.2K0.07%+419New
Covenant Partners, LLC420$208.7K0.08%−547−56.6%Reduced
Hutchens & Kramer Investment Management Group, LLC420$208.7K0.18%−37−8.1%Reduced
One + One Wealth Management, LLC420$208.7K0.15%+420New
Asset Allocation & Management Company, LLC420$209.0K0.08%−520−55.3%Reduced
Nebula Research & Development LLC422$209.7K0.37%+422New
Coury Firm Asset Management LLC422$209.9K0.29%+422New
Waddell & Associates, LLC423$210.0K0.03%+423New
Tru Independence Asset Management 2, LLC424$210.8K0.21%+424New
RDA Financial Network424$210.8K0.10%+424New
H&H Retirement Design & Management INC428$212.9K0.14%+1+0.2%Added
Total Investment Management Inc429$213.3K0.04%+429New
Etfidea, LLC433$215.1K0.09%+433New
Accel Wealth Management435$216.0K0.09%00.0%Unchanged
Verus Financial Partners, Inc.441$216.3K0.03%00.0%Unchanged
Paradigm, Strategies in Wealth Management, LLC436$216.6K0.17%+436New
Stewart & Patten Co LLC436$216.8K0.04%−12−2.7%Reduced
Reik & Co., LLC437$217.1K0.06%+437New
Blue Zone Wealth Advisors, LLC438$217.6K0.12%−143−24.6%Reduced
Founders Capital Management439$218.0K0.17%00.0%Unchanged
Forbes J M & Co LLP439$218.0K0.03%+439New
Seaside Wealth Management, Inc.438$218.0K0.13%+438New
Diversified Portfolios, Inc.439$218.1K0.05%−52−10.6%Reduced
PCG Wealth Advisors, LLC440$218.6K0.14%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.440$218.9K0.06%+440New
Sandy Cove Advisors, LLC441$219.1K0.16%+441New
Monument Capital Management441$219.3K0.07%+441New
Hill Investment Group Partners, LLC442$219.6K0.04%−4−0.9%Reduced
M. Kulyk & Associates, LLC442$219.6K0.07%00.0%Unchanged
HHM Wealth Advisors, LLC442$219.6K0.04%+173+64.3%Added
Cornerstone Capital, Inc.442$219.6K0.03%+442New
Noesis Capital Mangement Corp442$220.0K0.06%00.0%Unchanged
Howard Wealth Management, LLC445$221.1K0.18%+445New
Whelan Financial446$221.6K0.12%00.0%Unchanged
Sonen Capital LLC446$221.6K0.38%00.0%Unchanged
Von Berge Wealth Management Group, LLC446$221.7K0.20%00.0%Unchanged
RBA Wealth Management, LLC446$221.7K0.11%+5+1.1%Added
LVM Capital Management Ltd448$223.0K0.03%00.0%Unchanged
Summit Financial Group Inc450$223.6K0.09%00.0%Unchanged
Compass Capital Management, Inc450$223.6K0.02%+450New
Alliance Wealth Advisors, LLC451$224.1K0.17%−16−3.4%Reduced
DDFG, Inc451$224.1K0.09%00.0%Unchanged
Paladin Advisory Group, LLC451$224.1K0.19%+451New
Allied Investment Advisors, LLC452$224.6K0.07%00.0%Unchanged
Barber Financial Group, Inc.453$225.0K0.04%+2+0.4%Added
Rock Creek Group, LP453$225.1K0.03%+453New
Curi Capital455$225.8K0.03%−324−41.6%Reduced
Heritage Investment Group, Inc.455$226.0K0.07%+455New
Stonehearth Capital Management, LLC456$226.6K0.12%−8−1.7%Reduced
Bourgeon Capital Management LLC456$226.6K0.05%00.0%Unchanged
Prosperity Wealth Management, Inc.458$227.6K0.18%+458New
Shulman DeMeo Asset Management LLC458$227.6K0.07%−3−0.7%Reduced
Abundance Wealth Counselors458$228.0K0.06%−15−3.2%Reduced
Portland Global Advisors LLC459$228.0K0.04%00.0%Unchanged
BBR Partners, LLC459$228.2K0.03%+459New
Blue Investment Partners LLC460$228.6K0.23%00.0%Unchanged
Hamilton Capital, LLC460$228.6K0.01%+460New
McDaniel Terry & Co461$229.0K0.02%00.0%Unchanged
Friedenthal Financial461$229.0K0.16%+1+0.2%Added
Sharkey, Howes & Javer463$230.0K0.05%00.0%Unchanged
AlphaQ Advisors LLC463$230.1K0.20%−85−15.5%Reduced
ZRC Wealth Management, LLC464$230.6K0.21%+464New
Landaas & Co465$231.0K0.11%00.0%Unchanged
Column Capital Advisors, LLC466$231.6K0.03%+54+13.1%Added
Harbor Group, Inc.467$232.2K0.14%+467New
Greenwood Capital Associates LLC469$233.0K0.03%+469New
Southland Equity Partners LLC469$233.2K0.09%+12+2.6%Added
DAGCO, Inc.613$233.5K0.13%+23+3.9%Added
Advisor OS, LLC470$233.6K0.06%−138−22.7%Reduced
Creative Capital Management Investments LLC472$234.5K0.17%+176+59.5%Added
EdgeRock Capital LLC473$235.0K0.12%+473New
Almanack Investment Partners, LLC.473$235.0K0.05%+3+0.6%Added
Gibson Capital, LLC474$235.5K0.06%00.0%Unchanged
Morningstar Investment Services LLC480$236.0K0.00%+480New
Pathway Financial Advisers, LLC473$236.1K0.09%+88+22.9%Added
First National Bank & Trust Co of Newtown478$237.5K0.05%00.0%Unchanged
High Note Wealth, LLC478$237.5K0.10%00.0%Unchanged
Fairview Capital Investment Management, LLC478$237.6K0.02%00.0%Unchanged
Natixis Investment Managers International479$238.0K0.02%−228−32.2%Reduced
WealthShield Partners, LLC480$238.5K0.04%+25+5.5%Added
GeoWealth Management, LLC481$239.0K0.03%−668−58.1%Reduced
Lynch & Associates482$239.5K0.06%+25+5.5%Added
Petra Financial Advisors Inc483$240.2K0.24%00.0%Unchanged