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Livermore
ZHEN

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, Q3 2023

Institutional positions in Costco Wholesale Corp as of Sep 30, 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
3,078
+72 vs. Q2 2023
Shares held
300.7M
+166.2K (+0.1%) vs. Q2 2023
Total value
$169.9B
+$8.21B (+5.1%) vs. Q2 2023
New holders
162
1,240 more added
Sold out
90
1,181 more reduced

36 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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 holdersQ3 2023: 3,078 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 heldQ3 2023: $169.9B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q2 2023.

Institutions holding COST in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
TD Capital Management LLC0$90.00%0New
Gordian Capital Singapore Pte Ltd1$5640.00%00.0%Unchanged
LMR Partners LLP1$5650.00%00.0%Unchanged
Macroview Investment Management LLC1$5650.00%+1New
Paloma Partners Management Co2$1.13K0.00%−1,722−99.9%Reduced
Knights of Columbus Asset Advisors LLC2$1.13K0.00%+2New
NewSquare Capital LLC2$1.28K0.00%00.0%Unchanged
PEAK6 Investments LLC3$1.48K0.00%−1−25.0%Reduced
Register Financial Advisors LLC3$1.70K0.00%−30−90.9%Reduced
Raleigh Capital Management Inc.4$1.99K0.00%+4New
Horrell Capital Management, Inc.3$2.00K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.4$2.26K0.00%−53−93.0%Reduced
USA Financial Portformulas Corp4$2.26K0.00%00.0%Unchanged
Perritt Capital Management Inc4$2.26K0.00%+4New
Financial Synergies Wealth Advisors, Inc.5$2.83K0.00%00.0%Unchanged
WestEnd Advisors, LLC7$3.96K0.00%+7New
PayPay Securities Corp18$4.43K0.21%+11+157.1%Added
Ranger Investment Management, L.P.8$4.52K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC10$5.65K0.01%00.0%Unchanged
Semmax Financial Advisors Inc.10$5.79K0.00%+10New
Morgan Dempsey Capital Management LLC11$6.21K0.00%00.0%Unchanged
BBJS Financial Advisors, LLC12$6.78K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC13$7.34K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.14$7.91K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC15$8.47K0.00%00.0%Unchanged
Norwood Financial Corp15$8.47K0.01%00.0%Unchanged
Tobam18$10.0K0.00%−583−97.0%Reduced
McClarren Financial Advisors, Inc.18$10.0K0.01%00.0%Unchanged
Level Financial Advisors, Inc.18$10.2K0.01%−10−35.7%Reduced
Hoese & Co LLP19$10.7K0.01%00.0%Unchanged
Core Wealth Advisors, Inc.20$11.3K0.00%−546−96.5%Reduced
Disciplined Equity Management, Inc.20$11.3K0.01%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.20$11.3K0.01%00.0%Unchanged
RE Dickinson Investment Advisors, LLC20$12.0K0.01%00.0%Unchanged
Community Bank, N.A.22$12.4K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC23$13.0K0.01%00.0%Unchanged
Grayhawk Investment Strategies Inc.24$13.6K0.01%00.0%Unchanged
Mendota Financial Group, LLC24$13.6K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC26$14.3K0.02%00.0%Unchanged
Evolution Advisers, Inc.28$15.0K0.01%00.0%Unchanged
Ruedi Wealth Management, Inc.28$15.9K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd30$16.9K0.01%00.0%Unchanged
Live Oak Investment Partners–$16.9K0.01%––
Lam Group, Inc.30$16.9K0.02%00.0%Unchanged
FWL Investment Management, LLC30$16.9K0.01%+30New
Rogco, LP32$18.1K0.01%+32New
Marquette Asset Management, LLC34$19.2K0.00%−10−22.7%Reduced
Stonehage Fleming Financial Services Holdings Ltd35$19.8K0.00%00.0%Unchanged
Brown Shipley& Co Ltd35$19.8K0.01%−80−69.6%Reduced
Legacy Financial Group LLC39$22.1K0.01%+39New
Rocky Mountain Advisers, LLC40$22.6K0.01%00.0%Unchanged
Barrett & Company, Inc.40$22.6K0.01%+18+81.8%Added
Hibernia Wealth Partners, LLC40$22.6K0.02%+40New
West Financial Advisors, LLC41$23.2K0.01%00.0%Unchanged
Heck Capital Advisors, LLC45$25.4K0.00%+45New
Nalls Sherbakoff Group, LLC45$25.4K0.02%00.0%Unchanged
Chesapeake Asset Management LLC47$26.6K0.03%+7+17.5%Added
Clear Street Markets LLC50$28.0K0.02%−101−66.9%Reduced
Financial Freedom, LLC50$28.5K0.02%00.0%Unchanged
Dougherty Wealth Advisers LLC52$29.4K0.03%00.0%Unchanged
True Wealth Design, LLC56$31.6K0.01%00.0%Unchanged
Taikang Asset Management (Hong Kong) Co Ltd7,157$31.7K0.92%+2,841+65.8%Added
Slocum, Gordon & Co LLP58$32.8K0.03%00.0%Unchanged
PFG Private Wealth Management, LLC60$33.9K0.03%−122−67.0%Reduced
LGT Financial Advisors LLC62$35.0K0.04%+62New
Avion Wealth68$37.0K0.01%+7+11.5%Added
Country Trust Bank66$37.3K0.00%+9+15.8%Added
Thompson Siegel & Walmsley LLC70$40.0K0.00%+5+7.7%Added
Stephenson National Bank & Trust74$41.8K0.02%+22+42.3%Added
Pension & Wealth Management Advisors, Inc.75$42.6K0.03%−32−29.9%Reduced
Focused Wealth Management, Inc76$42.9K0.01%−14−15.6%Reduced
Avondale Wealth Management78$44.1K0.04%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA79$45.0K0.03%00.0%Unchanged
State of Wyoming87$49.2K0.01%−270−75.6%Reduced
Iron Horse Wealth Management, LLC89$50.3K0.02%+80+888.9%Added
Aspire Private Capital, LLC91$51.5K0.02%+50+122.0%Added
Piscataqua Savings Bank95$53.7K0.05%00.0%Unchanged
Cherry Tree Wealth Management, LLC96$54.0K0.02%00.0%Unchanged
Pin Oak Investment Advisors Inc100$56.0K0.06%00.0%Unchanged
Castleview Partners, LLC100$56.5K0.05%00.0%Unchanged
DHJJ Financial Advisors, Ltd.100$56.5K0.03%+100New
Cranbrook Wealth Management, LLC102$57.7K0.02%00.0%Unchanged
Global Wealth Strategies & Associates107$60.5K0.03%00.0%Unchanged
Compagnie Lombard Odier SCmA110$62.1K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC113$63.8K0.02%+44+63.8%Added
Coppell Advisory Solutions LLC140$63.9K0.02%−163−53.8%Reduced
Your Advocates Ltd., LLP114$64.4K0.04%+40+54.1%Added
PSI Advisors, LLC115$65.0K0.03%00.0%Unchanged
Covestor Ltd119$67.0K0.05%00.0%Unchanged
Bell Investment Advisors, Inc120$67.8K0.02%−11−8.4%Reduced
Tfo-TDC, LLC132$71.1K0.01%+1+0.8%Added
Investors Research Corp126$71.2K0.02%00.0%Unchanged
New England Capital Financial Advisors LLC126$71.3K0.05%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC127$71.8K0.02%+5+4.1%Added
Addison Advisors LLC128$72.3K0.03%00.0%Unchanged
Lowe Wealth Advisors, LLC129$72.9K0.04%00.0%Unchanged
Strengthening Families & Communities, LLC134$76.0K0.03%−70−34.3%Reduced
Annapolis Financial Services, LLC141$79.8K0.02%00.0%Unchanged
Cedar Wealth Management, LLC142$80.4K0.03%00.0%Unchanged
KB Financial Partners, LLC143$81.0K0.02%−111−43.7%Reduced