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 |
|---|---|---|---|---|---|
| Goldstein Advisors, LLC | 800 | $397.5K | 0.09% | +9+1.1% | Added |
| Investmark Advisory Group LLC | 801 | $397.8K | 0.29% | −9−1.1% | Reduced |
| Formidable Asset Management, LLC | 801 | $398.0K | 0.08% | −10−1.2% | Reduced |
| Bedel Financial Consulting, Inc. | 801 | $398.1K | 0.10% | −113−12.4% | Reduced |
| Weinberger Asset Management, Inc | 805 | $400.2K | 0.23% | 00.0% | Unchanged |
| Eclectic Associates Inc | 806 | $400.4K | 0.21% | +134+19.9% | Added |
| Van Strum & Towne Inc. | 811 | $403.4K | 0.17% | +161+24.8% | Added |
| Coastal Bridge Advisors, LLC | 812 | $403.5K | 0.10% | −58−6.7% | Reduced |
| Renasant Bank | 812 | $403.5K | 0.31% | −41−4.8% | Reduced |
| Seizert Capital Partners, LLC | 813 | $404.0K | 0.02% | −8−1.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 814 | $404.5K | 0.00% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 815 | $404.9K | 0.09% | 00.0% | Unchanged |
| Boltwood Capital Management | 816 | $405.4K | 0.15% | +156+23.6% | Added |
| Rosenberg Matthew Hamilton | 816 | $405.5K | 0.13% | 00.0% | Unchanged |
| Watchman Group, Inc. | 817 | $406.1K | 0.21% | −140−14.6% | Reduced |
| Royal Capital Wealth Management, LLC | 821 | $408.0K | 0.41% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 822 | $408.4K | 0.05% | −11−1.3% | Reduced |
| LVW Advisors, LLC | 822 | $408.5K | 0.08% | +123+17.6% | Added |
| West Chester Capital Advisors, Inc | 825 | $409.9K | 0.94% | +825 | New |
| Fortune 45 LLC | 828 | $411.5K | 0.41% | +23+2.9% | Added |
| Wilson & Boucher Capital Management, LLC | 829 | $411.9K | 0.40% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 829 | $411.9K | 0.08% | +103+14.2% | Added |
| Private Management Group Inc | 830 | $412.4K | 0.02% | −50−5.7% | Reduced |
| M. Kraus & Co | 830 | $412.4K | 0.15% | +10+1.2% | Added |
| Cutter & CO Brokerage, Inc. | 831 | $412.8K | 0.13% | −44−5.0% | Reduced |
| Hendershot Investments Inc. | 833 | $413.9K | 0.07% | +50+6.4% | Added |
| Sit Investment Associates Inc | 833 | $414.0K | 0.01% | +31+3.9% | Added |
| Hyperion Partners, LLC | 835 | $414.8K | 0.37% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 835 | $414.9K | 0.09% | −1,225−59.5% | Reduced |
| Sawyer & Company, Inc | 840 | $415.0K | 0.22% | 00.0% | Unchanged |
| Inscription Capital, LLC | 838 | $416.4K | 0.11% | +185+28.3% | Added |
| FLC Capital Advisors | 839 | $417.0K | 0.13% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 840 | $417.4K | 0.11% | +370+78.7% | Added |
| Moody Lynn & Lieberson, LLC | 841 | $417.9K | 0.04% | −30−3.4% | Reduced |
| CMG Global Holdings, LLC | 842 | $418.2K | 0.38% | +1+0.1% | Added |
| Marcum Wealth, LLC | 842 | $418.2K | 0.05% | +19+2.3% | Added |
| Pettyjohn, Wood & White, Inc | 842 | $418.2K | 0.10% | +40+5.0% | Added |
| Corton Capital Inc. | 843 | $418.9K | 0.29% | +843 | New |
| Culbertson A N & Co Inc | 845 | $419.9K | 0.09% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 847 | $420.8K | 0.24% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 848 | $421.2K | 0.09% | +45+5.6% | Added |
| Pacifica Partners Inc. | 872 | $422.0K | 0.25% | +50+6.1% | Added |
| Single Point Partners, LLC | 849 | $422.0K | 0.09% | +849 | New |
| Quantum Financial Advisors, LLC | 850 | $422.2K | 0.13% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 850 | $422.3K | 0.11% | +12+1.4% | Added |
| D'Orazio & Associates, Inc. | 851 | $422.9K | 0.11% | +226+36.2% | Added |
| Osher Van de Voorde Investment Management | 852 | $423.3K | 0.12% | −21−2.4% | Reduced |
| Sloy Dahl & Holst, LLC | 853 | $423.8K | 0.10% | +1+0.1% | Added |
| Beech Hill Advisors, Inc. | 855 | $424.8K | 0.21% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 855 | $424.8K | 0.31% | −126−12.8% | Reduced |
| Foster Group, Inc. | 856 | $425.3K | 0.03% | +174+25.5% | Added |
| Riverbridge Partners LLC | 857 | $425.8K | 0.01% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 857 | $426.0K | 0.18% | +18+2.1% | Added |
| True Capital Management | 858 | $426.3K | 0.29% | +50+6.2% | Added |
| Modus Advisors, LLC | 858 | $426.3K | 0.20% | +14+1.7% | Added |
| Campbell & CO Investment Adviser LLC | 860 | $427.3K | 0.08% | +860 | New |
| CFO4Life Group, LLC | 861 | $427.8K | 0.10% | +232+36.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 861 | $427.9K | 0.04% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 862 | $428.3K | 0.14% | 00.0% | Unchanged |
| Dover Advisors, LLC | 864 | $429.5K | 0.41% | 00.0% | Unchanged |
| Gries Financial LLC | 866 | $430.2K | 0.13% | −332−27.7% | Reduced |
| Cidel Asset Management Inc | 866 | $430.3K | 0.02% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 868 | $431.3K | 0.13% | 00.0% | Unchanged |
| Alerus Financial NA | 869 | $431.8K | 0.04% | −719−45.3% | Reduced |
| Equitable Trust Co | 869 | $431.8K | 0.03% | −775−47.1% | Reduced |
| Pacific Center for Financial Services | 869 | $432.0K | 0.15% | +869 | New |
| Pettinga Financial Advisors, LLC | 871 | $432.8K | 0.13% | +1+0.1% | Added |
| Tandem Wealth Advisors LLC | 874 | $434.3K | 0.27% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 877 | $436.0K | 0.27% | +2+0.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 878 | $436.2K | 0.35% | +46+5.5% | Added |
| Old Port Advisors | 875 | $436.5K | 0.16% | −11−1.2% | Reduced |
| BIP Wealth, LLC | 878 | $436.7K | 0.05% | +878 | New |
| Stelac Advisory Services LLC | 879 | $436.7K | 0.19% | +8+0.9% | Added |
| Aveo Capital Partners, LLC | 879 | $436.7K | 0.06% | +98+12.5% | Added |
| Virtue Capital Management, LLC | 883 | $436.8K | 0.07% | −645−42.2% | Reduced |
| Arvest Trust Co N A | 880 | $437.2K | 0.03% | +4+0.5% | Added |
| Northeast Financial Consultants Inc | 882 | $438.2K | 0.03% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 882 | $438.3K | 0.19% | +882 | New |
| NinePointTwo Capital | 884 | $439.0K | 0.17% | −15−1.7% | Reduced |
| Park Edge Advisors, LLC | 885 | $439.7K | 0.17% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 886 | $440.2K | 0.24% | +56+6.7% | Added |
| L & S Advisors Inc | 888 | $441.2K | 0.06% | −9,948−91.8% | Reduced |
| Princeton Global Asset Management LLC | 888 | $441.3K | 0.13% | +269+43.5% | Added |
| Leeward Financial Partners, LLC | 888 | $441.3K | 0.27% | −127−12.5% | Reduced |
| Wittenberg Investment Management, Inc. | 889 | $441.7K | 0.16% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 900 | $442.3K | 0.26% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 891 | $442.8K | 0.34% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 892 | $443.2K | 0.30% | −78−8.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 892 | $443.2K | 0.14% | +147+19.7% | Added |
| Oarsman Capital, Inc. | 892 | $443.2K | 0.21% | +892 | New |
| Westshore Wealth, LLC | 892 | $443.4K | 0.23% | −15−1.7% | Reduced |
| Ballast Advisors LLC | 896 | $445.2K | 0.18% | +42+4.9% | Added |
| Y.D. More Investments Ltd | 900 | $447.2K | 0.11% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 900 | $447.2K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 900 | $447.2K | 0.10% | +75+9.1% | Added |
| Meridian Investment Counsel Inc. | 901 | $447.7K | 0.17% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 902 | $448.1K | 0.05% | +14+1.6% | Added |
| Falcon Wealth Planning | 908 | $451.3K | 0.11% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 897 | $451.5K | 0.22% | +220+32.5% | Added |
| Salomon & Ludwin, LLC | 911 | $452.6K | 0.05% | 00.0% | Unchanged |