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Livermore
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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
Greenwood Gearhart Inc114$75.2K0.01%+114New
Altshuler Shaham Ltd121$79.9K0.00%+121New
Covestor Ltd121$80.0K0.05%+2+1.7%Added
Bell Investment Advisors, Inc126$83.2K0.02%+6+5.0%Added
New England Capital Financial Advisors LLC126$83.5K0.05%00.0%Unchanged
Addison Advisors LLC128$84.5K0.03%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC128$84.5K0.01%+1+0.8%Added
Annapolis Financial Services, LLC132$87.3K0.02%−9−6.4%Reduced
Atlantic Edge Private Wealth Management, LLC135$89.1K0.04%+135New
Cornerstone Planning Group LLC135$89.1K0.03%−41−23.3%Reduced
Cedar Wealth Management, LLC142$93.9K0.03%00.0%Unchanged
Private Wealth Management Group, LLC143$94.4K0.05%+143New
SOA Wealth Advisors, LLC.144$94.8K0.02%−215−59.9%Reduced
Cape Investment Advisory, Inc.144$95.3K0.05%−15−9.4%Reduced
Wiser Advisor Group LLC146$96.7K0.16%+146New
AlphaMark Advisors, LLC147$97.0K0.04%00.0%Unchanged
JCIC Asset Management Inc.150$99.0K0.04%00.0%Unchanged
Ramirez Asset Management, Inc.150$99.0K0.02%00.0%Unchanged
LGT Financial Advisors LLC150$99.0K0.12%+88+141.9%Added
Pension & Wealth Management Advisors, Inc.153$101.3K0.06%+78+104.0%Added
Acima Private Wealth, LLC154$101.7K0.04%−19−11.0%Reduced
Bruce G. Allen Investments, LLC154$101.7K0.09%+154New
Proffitt & Goodson Inc154$101.7K0.02%−2−1.3%Reduced
Activest Wealth Management155$102.2K0.06%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.157$103.6K0.05%00.0%Unchanged
Transcendent Capital Group LLC159$105.0K0.07%+159New
Sofos Investments, Inc.161$106.7K0.03%−1,999−92.5%Reduced
Adalta Capital Management LLC160$108.0K0.07%00.0%Unchanged
Spotlight Asset Group, Inc.200$113.0K0.10%00.0%Unchanged
Voisard Asset Management Group, Inc.173$114.2K0.07%+173New
JDM Financial Group LLC173$114.2K0.09%00.0%Unchanged
Belmont Capital, LLC174$114.6K0.05%+1+0.6%Added
Essex Investment Management Co LLC180$118.8K0.02%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.182$120.4K0.07%00.0%Unchanged
Hobbs Group Advisors, LLC184$121.6K0.05%+184New
Life Planning Partners, Inc187$123.4K0.12%+187New
Family CFO Inc190$125.4K0.08%00.0%Unchanged
Byrne Asset Management LLC197$131.4K0.10%00.0%Unchanged
Ogorek Anthony Joseph201$132.0K0.05%00.0%Unchanged
Dunhill Financial, LLC201$132.6K0.12%+201New
Carolina Wealth Advisors, LLC201$132.7K0.07%00.0%Unchanged
POM Investment Strategies, LLC206$136.0K0.12%+206New
GW&K Investment Management, LLC206$136.0K0.00%−5−2.4%Reduced
Intrepid Capital Management Inc207$136.6K0.09%+29+16.3%Added
Global Financial Private Client, LLC211$139.3K0.07%00.0%Unchanged
Dakota Community Bank & Trust NA214$141.3K0.79%+18+9.2%Added
Institutional & Family Asset Management, LLC216$142.6K0.02%−2−0.9%Reduced
Ravenstone Capital Management Inc.216$142.6K0.10%00.0%Unchanged
Disciplina Capital Management LLC225$148.7K0.03%00.0%Unchanged
A.P. Gilfoyle & Co., L.P.200$149.9K27.91%+200New
Tanglewood Legacy Advisors, LLC229$151.2K0.08%00.0%Unchanged
Creekmur Asset Management LLC230$151.7K0.05%+230New
First Community Trust NA230$151.8K0.16%00.0%Unchanged
Stephens Consulting, LLC235$155.1K0.05%00.0%Unchanged
Versant Capital Management, Inc237$156.3K0.05%+76+47.2%Added
Gould Capital, LLC240$158.4K0.12%00.0%Unchanged
Old Point Trust & Financial Services N A241$159.1K0.06%+241New
Kelly Financial Services LLC241$159.3K0.06%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.243$160.1K0.11%00.0%Unchanged
Tidemark, LLC243$160.5K0.10%+243New
Studio Investment Management LLC244$161.1K0.04%00.0%Unchanged
Tucker Asset Management LLC246$162.1K0.04%−13−5.0%Reduced
Planning Capital Management Corp250$165.3K0.13%+250New
Gables Capital Management Inc.257$169.6K0.11%00.0%Unchanged
PFG Private Wealth Management, LLC260$171.6K0.12%+200+333.3%Added
Financial Avengers, Inc.260$171.8K0.10%00.0%Unchanged
IAG Wealth Partners, LLC261$172.3K0.04%−14−5.1%Reduced
SRS Capital Advisors, Inc.263$173.9K0.02%−3−1.1%Reduced
Arvest Investments, Inc.265$174.9K0.03%+265New
Provenance Wealth Advisors, LLC267$176.2K0.02%+35+15.1%Added
PFS Partners, LLC267$176.3K0.12%00.0%Unchanged
Cassady Schiller Wealth Management, LLC269$177.6K0.09%00.0%Unchanged
Paradigm Asset Management Co LLC281$185.5K0.05%00.0%Unchanged
Friedenthal Financial283$187.1K0.12%+283New
Glass Jacobson Investment Advisors llc288$189.9K0.08%−4−1.4%Reduced
Pflug Koory, LLC291$192.1K0.10%00.0%Unchanged
Blue Bell Private Wealth Management, LLC291$192.1K0.05%+102+54.0%Added
Natixis Investment Managers International302$199.3K0.01%−100−24.9%Reduced
Confluence Investment Management LLC304$200.7K0.00%+304New
Sykon Capital LLC304$200.7K0.08%+304New
D L Carlson Investment Group Inc277$200.7K0.04%+277New
Private Wealth Strategies, L.L.C.305$201.2K0.04%+305New
Round Rock Advisors, LLC305$201.5K0.05%+305New
Operose Advisors LLC306$202.0K0.08%−49−13.8%Reduced
J.Safra Asset Management Corp306$202.0K0.03%00.0%Unchanged
Sym Financial Corp306$202.0K0.03%+306New
MGB Wealth Management, LLC305$202.2K0.10%+305New
American Financial Advisors, LLC307$202.3K0.03%+307New
Alpha Omega Group, Inc.307$202.6K0.35%+307New
GoalVest Advisory LLC309$204.0K0.09%+115+59.3%Added
Ameraudi Asset Management, Inc.309$204.0K0.09%+309New
Dock Street Asset Management Inc310$204.6K0.03%+310New
Towarzystwo Funduszy Inwestycyjnych Pzu SA310$204.6K0.09%+310New
Engrave Wealth Partners LLC311$205.3K0.06%−44−12.4%Reduced
Summitry LLC311$205.5K0.01%+311New
E&G Advisors, LP312$205.9K0.07%+312New
Menard Financial Group LLC312$205.9K0.26%+312New
Carson Advisory Inc.312$206.0K0.16%+312New
Seven Post Investment Office LP313$206.6K0.05%+313New
Riverstone Advisors, LLC313$206.6K0.13%+313New