Skip to main content
Livermore
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, Q4 2023

Institutional positions in Costco Wholesale Corp as of Dec 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
3,344
+324 vs. Q3 2023
Shares held
304.1M
+4.28M (+1.4%) vs. Q3 2023
Total value
$201.0B
+$31.6B (+18.6%) vs. Q3 2023
New holders
407
1,334 more added
Sold out
83
1,218 more reduced

58 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 3,344 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 heldQ4 2023: $201.0B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q3 2023.

Institutions holding COST in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
NewSquare Capital LLC0$1800.00%−2−100.0%Reduced
Gordian Capital Singapore Pte Ltd1$6610.00%00.0%Unchanged
PEAK6 Investments LLC3$1.84K0.00%00.0%Unchanged
Broadwater Capital Management LLC3$1.98K0.00%+3New
Horrell Capital Management, Inc.3$2.00K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.5$2.28K0.00%00.0%Unchanged
Ibex Wealth Advisors4$2.32K0.51%−3,003−99.9%Reduced
Perritt Capital Management Inc4$2.64K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.4$2.64K0.00%00.0%Unchanged
FWL Investment Management, LLC5$3.30K0.00%−25−83.3%Reduced
Knights of Columbus Asset Advisors LLC5$3.30K0.00%+3+150.0%Added
TD Capital Management LLC6$3.97K0.00%+6Added
WestEnd Advisors, LLC7$4.62K0.00%00.0%Unchanged
Ranger Investment Management, L.P.8$5.28K0.00%00.0%Unchanged
Lummis Asset Management, LP10$6.60K0.01%+10New
Keener Financial Planning LLC11$7.00K0.01%+11New
Morgan Dempsey Capital Management LLC11$7.26K0.00%00.0%Unchanged
BBJS Financial Advisors, LLC12$7.92K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC13$8.58K0.00%00.0%Unchanged
Norwood Financial Corp15$9.90K0.02%00.0%Unchanged
Kathleen S. Wright Associates Inc.15$9.90K0.01%+15New
Naples Money Management LLC17$11.2K0.01%+17New
Hoese & Co LLP19$11.3K0.01%00.0%Unchanged
Level Financial Advisors, Inc.18$11.9K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.18$12.0K0.01%00.0%Unchanged
Disciplined Equity Management, Inc.20$13.2K0.01%00.0%Unchanged
Access Investment Management LLC20$13.2K0.00%+20New
Fairway Wealth LLC20$13.5K0.01%+20New
Pineridge Advisors LLC21$13.9K0.00%+21New
RE Dickinson Investment Advisors, LLC21$14.0K0.01%+1+5.0%Added
Frazier Financial Advisors, LLC22$14.5K0.01%+22New
Grayhawk Investment Strategies Inc.24$15.8K0.01%00.0%Unchanged
Clear Investment Research, LLC24$15.8K0.02%+24New
Partnership Wealth Management, LLC23$16.0K0.01%+23New
Cooksen Wealth, LLC25$16.5K0.02%+25New
Delos Wealth Advisors, LLC26$17.2K0.03%00.0%Unchanged
Richardson Capital Management LLC27$17.8K0.02%+27New
DiNuzzo Private Wealth, Inc.27$17.8K0.00%+27New
Evolution Advisers, Inc.28$18.0K0.01%00.0%Unchanged
Abich Financial Wealth Management LLC29$19.1K0.02%+29New
Able Wealth Management LLC29$19.3K0.02%+29New
Live Oak Investment Partners–$19.8K0.02%––
Lam Group, Inc.30$19.8K0.02%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.31$20.5K0.01%+11+55.0%Added
Rogco, LP32$21.1K0.01%00.0%Unchanged
Evergreen Private Wealth LLC32$21.1K0.01%+32New
PayPay Securities Corp32$21.4K1.05%+14+77.8%Added
Ruedi Wealth Management, Inc.34$22.5K0.01%+6+21.4%Added
Brown Shipley& Co Ltd35$23.1K0.01%00.0%Unchanged
Core Wealth Advisors, Inc.36$23.8K0.01%+16+80.0%Added
Clear Street Markets LLC36$24.0K0.01%−14−28.0%Reduced
Richelieu Gestion PLC38$25.0K0.02%+38New
Barrett & Company, Inc.40$26.4K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC40$26.4K0.01%00.0%Unchanged
Frank, Rimerman Advisors LLC40$26.4K0.01%+40New
West Financial Advisors, LLC41$27.1K0.01%00.0%Unchanged
Aspire Private Capital, LLC41$27.1K0.01%−50−54.9%Reduced
Nalls Sherbakoff Group, LLC45$29.7K0.03%00.0%Unchanged
Heck Capital Advisors, LLC45$29.7K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC45$29.8K0.01%+30+200.0%Added
Wetzel Investment Advisors, Inc.45$30.0K0.02%+45New
Chesapeake Asset Management LLC47$31.0K0.03%00.0%Unchanged
Aspect Partners, LLC47$31.0K0.02%+47New
Semmax Financial Advisors Inc.44$31.5K0.01%+34+340.0%Added
Quarry LP50$33.0K0.02%−123−71.1%Reduced
Financial Freedom, LLC50$33.3K0.02%00.0%Unchanged
Capula Management Ltd52$34.3K0.00%−308−85.6%Reduced
Raffa Wealth Management, LLC52$34.3K0.01%−200−79.4%Reduced
Stephenson National Bank & Trust52$34.3K0.02%−22−29.7%Reduced
Dougherty Wealth Advisers LLC52$34.3K0.03%00.0%Unchanged
DSM Capital Partners LLC55$36.3K0.00%+55New
True Wealth Design, LLC56$37.0K0.01%00.0%Unchanged
Slocum, Gordon & Co LLP58$38.3K0.03%00.0%Unchanged
Strengthening Families & Communities, LLC59$39.3K0.03%−75−56.0%Reduced
Valued Wealth Advisors LLC74$42.0K0.04%+74New
Centiva Capital, LP64$42.2K0.00%−128−66.7%Reduced
Country Trust Bank66$43.6K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC70$46.0K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC72$47.5K0.02%−17−19.1%Reduced
Avion Wealth72$48.0K0.01%+4+5.9%Added
Focused Wealth Management, Inc76$50.2K0.01%00.0%Unchanged
Avondale Wealth Management78$51.5K0.04%00.0%Unchanged
Mizuho Securities Co. Ltd.80$52.8K0.19%−90−52.9%Reduced
Clear Point Advisors Inc.82$53.9K0.05%+82New
State of Wyoming87$57.4K0.01%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.87$59.5K0.03%+87New
Piscataqua Savings Bank95$62.7K0.06%00.0%Unchanged
Tfo-TDC, LLC95$62.7K0.01%−37−28.0%Reduced
Cherry Tree Wealth Management, LLC96$63.0K0.02%00.0%Unchanged
Investors Research Corp98$64.7K0.02%−28−22.2%Reduced
DHJJ Financial Advisors, Ltd.100$66.0K0.03%00.0%Unchanged
Cranbrook Wealth Management, LLC102$67.4K0.02%00.0%Unchanged
Pin Oak Investment Advisors Inc100$68.0K0.07%00.0%Unchanged
Global Wealth Strategies & Associates107$70.6K0.03%00.0%Unchanged
Lowe Wealth Advisors, LLC109$71.9K0.04%−20−15.5%Reduced
PSI Advisors, LLC109$71.9K0.03%−6−5.2%Reduced
AJOVista, LLC109$71.9K0.09%+109New
Compagnie Lombard Odier SCmA110$72.6K0.00%00.0%Unchanged
Raleigh Capital Management Inc.113$74.3K0.03%+109+2,725.0%Added
Your Advocates Ltd., LLP114$75.2K0.03%00.0%Unchanged