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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, Q1 2024

Institutional positions in Costco Wholesale Corp as of Mar 31, 2024. 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
3,420
+125 vs. Q4 2023
Shares held
304.1M
+1.14M (+0.4%) vs. Q4 2023
Total value
$222.0B
+$21.8B (+10.9%) vs. Q4 2023
New holders
226
1,429 more added
Sold out
101
1,343 more reduced

49 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 3,420 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 2024: $222.0B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q4 2023.

Institutions holding COST in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
NewSquare Capital LLC0$2000.00%0Unchanged
Gordian Capital Singapore Pte Ltd1$7330.00%00.0%Unchanged
Global Assets Advisory, LLC696,604$9660.04%+696,604New
PEAK6 Investments LLC2$1.48K0.00%−1−33.3%Reduced
Horrell Capital Management, Inc.3$2.00K0.00%00.0%Unchanged
Broadwater Capital Management LLC3$2.20K0.00%00.0%Unchanged
WestEnd Advisors, LLC4$2.93K0.00%−3−42.9%Reduced
Sanctuary Wealth Management, L.L.C.4$2.93K0.00%00.0%Unchanged
Perritt Capital Management Inc4$2.94K0.00%00.0%Unchanged
FPC Investment Advisory, Inc.5$3.62K0.00%+5New
Knights of Columbus Asset Advisors LLC5$3.66K0.00%00.0%Unchanged
TD Capital Management LLC6$4.51K0.00%00.0%Unchanged
Chesapeake Asset Management LLC7$5.13K0.01%−40−85.1%Reduced
Alaska Permanent Fund Corp7$5.13K0.00%+7New
Financial Connections Group, Inc.7$6.00K0.01%+7New
Lummis Asset Management, LP10$7.33K0.01%00.0%Unchanged
Hoese & Co LLP10$7.44K0.01%−9−47.4%Reduced
Morgan Dempsey Capital Management LLC11$8.06K0.00%00.0%Unchanged
BBJS Financial Advisors, LLC12$8.79K0.00%00.0%Unchanged
PayPay Securities Corp13$9.52K0.48%−19−59.4%Reduced
Longfellow Investment Management Co LLC13$9.52K0.00%00.0%Unchanged
Insight Financial Services13$9.52K0.01%+13New
Quarry LP14$10.3K0.00%−36−72.0%Reduced
Kathleen S. Wright Associates Inc.15$11.0K0.01%00.0%Unchanged
Naples Money Management LLC17$12.5K0.01%00.0%Unchanged
Macroview Investment Management LLC17$12.5K0.01%+17New
Christopher J. Hasenberg, Inc17$12.5K0.01%+17New
VisionPoint Advisory Group, LLC19$14.0K0.01%+19New
McClarren Financial Advisors, Inc.19$14.0K0.01%+1+5.6%Added
Delos Wealth Advisors, LLC20$14.7K0.02%−6−23.1%Reduced
Access Investment Management LLC20$14.7K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC21$15.0K0.01%00.0%Unchanged
Fairway Wealth LLC20$15.0K0.01%00.0%Unchanged
Quest Partners LLC22$16.1K0.00%+22New
Partnership Wealth Management, LLC23$16.9K0.01%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.23$17.1K0.00%+18+360.0%Added
Stonehage Fleming Financial Services Holdings Ltd35$17.4K0.00%+35New
Grayhawk Investment Strategies Inc.24$17.6K0.02%00.0%Unchanged
Horizon Financial Services, LLC25$18.3K0.01%+25New
DiNuzzo Private Wealth, Inc.27$19.8K0.00%00.0%Unchanged
Ransom Advisory, Ltd28$20.5K0.01%+28New
Evolution Advisers, Inc.28$21.0K0.01%00.0%Unchanged
Barrett & Company, Inc.30$22.0K0.01%−10−25.0%Reduced
Lam Group, Inc.30$22.0K0.02%00.0%Unchanged
Altshuler Shaham Ltd31$22.7K0.00%−90−74.4%Reduced
CarsonAllaria Wealth Management, Ltd.31$22.8K0.01%00.0%Unchanged
Keener Financial Planning LLC31$23.0K0.02%+20+181.8%Added
Evergreen Private Wealth LLC32$23.4K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC33$24.2K0.02%+11+50.0%Added
Ruedi Wealth Management, Inc.34$25.0K0.01%00.0%Unchanged
Brown Shipley& Co Ltd35$25.5K0.01%00.0%Unchanged
Core Wealth Advisors, Inc.36$26.4K0.01%00.0%Unchanged
Abich Financial Wealth Management LLC37$27.1K0.02%+8+27.6%Added
Rocky Mountain Advisers, LLC40$29.3K0.01%00.0%Unchanged
Frank, Rimerman Advisors LLC40$29.3K0.01%00.0%Unchanged
Wetzel Investment Advisors, Inc.42$29.9K0.02%−3−6.7%Reduced
West Financial Advisors, LLC41$30.0K0.01%00.0%Unchanged
Rogco, LP41$30.0K0.01%+9+28.1%Added
Redmont Wealth Advisors LLC43$31.5K0.04%+43New
Semmax Financial Advisors Inc.42$32.6K0.01%−2−4.5%Reduced
Heck Capital Advisors, LLC45$33.0K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC45$33.1K0.01%00.0%Unchanged
Raffa Wealth Management, LLC46$33.7K0.01%−6−11.5%Reduced
Aspect Partners, LLC47$34.4K0.03%00.0%Unchanged
Financial Freedom, LLC50$36.9K0.02%00.0%Unchanged
DSM Capital Partners LLC55$40.3K0.00%00.0%Unchanged
Slocum, Gordon & Co LLP58$42.5K0.03%00.0%Unchanged
True Wealth Design, LLC60$44.0K0.01%+4+7.1%Added
Strengthening Families & Communities, LLC59$44.0K0.03%00.0%Unchanged
Iron Horse Wealth Management, LLC72$52.7K0.02%00.0%Unchanged
Avondale Wealth Management78$57.1K0.04%00.0%Unchanged
Lowe Wealth Advisors, LLC81$59.3K0.03%−28−25.7%Reduced
Breakwater Investment Management81$59.3K0.03%+81New
State of Wyoming85$62.3K0.01%−2−2.3%Reduced
Kiely Wealth Advisory Group, Inc.87$63.0K0.04%00.0%Unchanged
Clear Point Advisors Inc.87$63.6K0.05%+5+6.1%Added
Paloma Partners Management Co87$63.7K0.01%+87New
Avion Wealth86$64.0K0.02%+14+19.4%Added
Piscataqua Savings Bank93$68.1K0.06%−2−2.1%Reduced
Tfo-TDC, LLC94$68.9K0.01%−1−1.1%Reduced
Centiva Capital, LP94$68.9K0.00%+30+46.9%Added
Global Wealth Strategies & Associates95$69.6K0.03%−12−11.2%Reduced
Cherry Tree Wealth Management, LLC100$72.9K0.02%+4+4.2%Added
Pin Oak Investment Advisors Inc100$73.0K0.07%00.0%Unchanged
Proffitt & Goodson Inc100$73.3K0.01%−54−35.1%Reduced
DHJJ Financial Advisors, Ltd.100$73.3K0.03%00.0%Unchanged
Cranbrook Wealth Management, LLC103$75.4K0.02%+1+1.0%Added
Mma Asset Management LLC104$76.4K0.04%+104New
Stephenson National Bank & Trust107$78.4K0.03%+55+105.8%Added
Compagnie Lombard Odier SCmA110$80.6K0.00%00.0%Unchanged
Country Trust Bank112$82.1K0.00%+46+69.7%Added
Aspire Private Capital, LLC113$83.0K0.02%+72+175.6%Added
Your Advocates Ltd., LLP114$83.5K0.04%00.0%Unchanged
Covestor Ltd115$84.0K0.05%−6−5.0%Reduced
VitalStone Financial, LLC118$86.0K0.07%+118New
Cornerstone Planning Group LLC117$86.4K0.03%−18−13.3%Reduced
Pingora Partners LLC120$87.9K0.06%+120New
Acima Private Wealth, LLC121$88.6K0.03%−33−21.4%Reduced
Register Financial Advisors LLC121$88.6K0.05%+121New
Moisand Fitzgerald Tamayo, LLC124$90.9K0.01%−4−3.1%Reduced