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 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
- 3,419
- +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
- 1,428 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,261 | $301.8B |
| Q1 2026 | 4,274 | $311.5B |
| Q4 2025 | 4,138 | $272.0B |
| Q3 2025 | 3,941 | $274.4B |
| Q2 2025 | 4,011 | $302.3B |
| Q1 2025 | 3,952 | $287.8B |
| Q4 2024 | 3,941 | $279.6B |
| Q3 2024 | 3,590 | $266.7B |
| Q2 2024 | 3,526 | $258.3B |
| Q1 2024 | 3,419 | $222.0B |
| Q4 2023 | 3,343 | $201.0B |
| Q3 2023 | 3,077 | $169.9B |
| Q2 2023 | 3,041 | $162.0B |
| Q1 2023 | 2,943 | $149.2B |
| Q4 2022 | 2,938 | $137.2B |
| Q3 2022 | 2,825 | $141.6B |
| Q2 2022 | 2,784 | $143.4B |
| Q1 2022 | 2,862 | $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 2024
Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Excalibur Management Corp | 1,432 | $1.05M | 0.44% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,440 | $1.05M | 0.13% | −2−0.1% | Reduced |
| Radnor Capital Management, LLC | 1,442 | $1.06M | 0.18% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 1,442 | $1.06M | 0.31% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,443 | $1.06M | 0.80% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 1,443 | $1.06M | 0.18% | 00.0% | Unchanged |
| Archer Investment Corp | 1,444 | $1.06M | 0.32% | −53−3.5% | Reduced |
| West Bancorporation Inc | 1,446 | $1.06M | 0.70% | −19−1.3% | Reduced |
| Berkshire Bank | 1,447 | $1.06M | 0.26% | +156+12.1% | Added |
| Corundum Group, Inc. | 1,449 | $1.06M | 0.51% | −48−3.2% | Reduced |
| Heritage Financial Services, LLC | 1,449 | $1.06M | 0.16% | −20−1.4% | Reduced |
| Burton Enright Welch | 1,449 | $1.06M | 0.26% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 1,449 | $1.06M | 0.06% | +57+4.1% | Added |
| Centerpoint Advisors, LLC | 1,450 | $1.06M | 0.40% | −15−1.0% | Reduced |
| Park Edge Advisors, LLC | 1,450 | $1.06M | 0.30% | +177+13.9% | Added |
| Schulhoff & Co Inc | 1,451 | $1.06M | 0.47% | −38−2.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,451 | $1.06M | 0.11% | −4−0.3% | Reduced |
| SNS Financial Group, LLC | 1,454 | $1.07M | 0.12% | +27+1.9% | Added |
| Cubist Systematic Strategies, LLC | 1,455 | $1.07M | 0.01% | −38,644−96.4% | Reduced |
| Greatmark Investment Partners, Inc. | 1,460 | $1.07M | 0.15% | −3−0.2% | Reduced |
| Wealth Alliance | 1,460 | $1.07M | 0.14% | −44−2.9% | Reduced |
| Davis Capital Management | 1,484 | $1.07M | 0.95% | −225−13.2% | Reduced |
| MBL Wealth, LLC | 1,462 | $1.07M | 0.12% | +3+0.2% | Added |
| United Advisor Group, LLC | 1,464 | $1.07M | 0.40% | +1,464 | New |
| Camden Capital, LLC | 1,466 | $1.07M | 0.10% | −103−6.6% | Reduced |
| Tradewinds Capital Management, LLC | 1,472 | $1.08M | 0.30% | +24+1.7% | Added |
| Cardinal Strategic Wealth Guidance | 1,474 | $1.08M | 0.41% | −71−4.6% | Reduced |
| Bulltick Wealth Management, LLC | 1,474 | $1.08M | 0.23% | +64+4.5% | Added |
| Drake & Associates, LLC | 1,474 | $1.08M | 0.40% | −16−1.1% | Reduced |
| Continental Investors Services, Inc. | 1,500 | $1.08M | 2.56% | +41+2.8% | Added |
| Waypoint Wealth Partners Inc. | 1,479 | $1.08M | 0.31% | +637+75.7% | Added |
| Wulff, Hansen & Co. | 1,485 | $1.09M | 1.09% | +825+125.0% | Added |
| Ingalls & Snyder LLC | 1,485 | $1.09M | 0.05% | −1−0.1% | Reduced |
| Legacy Edge Advisors, LLC | 1,487 | $1.09M | 0.23% | +688+86.1% | Added |
| HBC Financial Services, PLLC | 1,510 | $1.09M | 0.74% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 1,493 | $1.09M | 0.57% | +18+1.2% | Added |
| Personal Cfo Solutions, LLC | 1,493 | $1.09M | 0.17% | +17+1.2% | Added |
| Signet Investment Advisory Group, Inc. | 1,495 | $1.10M | 0.60% | −33−2.2% | Reduced |
| Nabity-Jensen Investment Management Inc | 1,505 | $1.10M | 0.91% | 00.0% | Unchanged |
| Stableford Capital II LLC | 1,514 | $1.11M | 0.45% | −79−5.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,520 | $1.11M | 0.18% | 00.0% | Unchanged |
| Ewa, LLC | 1,417 | $1.12M | 0.50% | +134+10.4% | Added |
| Octavia Wealth Advisors, LLC | 1,524 | $1.12M | 0.16% | −388−20.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,528 | $1.12M | 0.37% | −146−8.7% | Reduced |
| 1776 Wealth LLC | 1,529 | $1.12M | 0.55% | −15−1.0% | Reduced |
| Winthrop Capital Management, LLC | 1,530 | $1.12M | 0.52% | +13+0.9% | Added |
| Columbia Advisory Partners LLC | 1,531 | $1.12M | 1.14% | +10+0.7% | Added |
| Stablepoint Partners, LLC | 1,532 | $1.12M | 0.23% | +153+11.1% | Added |
| Richwood Investment Advisors, LLC | 1,534 | $1.12M | 1.00% | −10−0.6% | Reduced |
| Hoxton Planning & Management, LLC | 1,535 | $1.12M | 0.54% | +14+0.9% | Added |
| Consilium Wealth Advisory, LLC | 1,536 | $1.13M | 0.63% | −61−3.8% | Reduced |
| LVW Advisors, LLC | 1,541 | $1.13M | 0.19% | +351+29.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,545 | $1.13M | 0.13% | +801+107.7% | Added |
| Legacy Capital Group California, Inc. | 1,545 | $1.13M | 0.42% | −38−2.4% | Reduced |
| Laidlaw Wealth Management LLC | 1,548 | $1.13M | 0.63% | −2,538−62.1% | Reduced |
| Surience Private Wealth LLC | 1,550 | $1.14M | 1.08% | −4,411−74.0% | Reduced |
| Lodestone Wealth Management LLC | 1,556 | $1.14M | 0.60% | −17−1.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,557 | $1.14M | 0.02% | +1,557 | New |
| LexAurum Advisors, LLC | 1,559 | $1.14M | 0.29% | −474−23.3% | Reduced |
| Associated Banc-Corp | 1,560 | $1.14M | 0.04% | −17−1.1% | Reduced |
| Skyline Advisors, Inc. | 1,561 | $1.14M | 0.51% | +2+0.1% | Added |
| DT Investment Partners, LLC | 1,561 | $1.14M | 0.12% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 1,562 | $1.14M | 2.21% | −154−9.0% | Reduced |
| Souders Financial Advisors | 1,563 | $1.14M | 0.18% | +305+24.2% | Added |
| Allstate Corp | 1,564 | $1.15M | 0.08% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 1,566 | $1.15M | 0.41% | +233+17.5% | Added |
| Fielder Capital Group LLC | 1,567 | $1.15M | 0.51% | +295+23.2% | Added |
| Lodestar Private Asset Management LLC | 1,574 | $1.15M | 0.16% | +99+6.7% | Added |
| Global Strategic Investment Solutions, LLC | 1,574 | $1.15M | 0.13% | −28−1.7% | Reduced |
| Creative Financial Designs Inc | 1,575 | $1.15M | 0.11% | +95+6.4% | Added |
| Tortoise Investment Management, LLC | 1,576 | $1.15M | 0.14% | −177−10.1% | Reduced |
| WP Advisors, LLC | 1,576 | $1.15M | 0.38% | +2+0.1% | Added |
| Altfest L J & Co Inc | 1,579 | $1.16M | 0.17% | +54+3.5% | Added |
| Sander Capital Advisors Inc | 1,585 | $1.16M | 0.57% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 1,586 | $1.16M | 0.11% | +77+5.1% | Added |
| Transatlantique Private Wealth LLC | 1,587 | $1.16M | 0.51% | +40+2.6% | Added |
| Castle Rock Wealth Management, LLC | 1,615 | $1.17M | 0.32% | +84+5.5% | Added |
| Morton Capital Management LLC | 1,594 | $1.17M | 0.32% | +30+1.9% | Added |
| Weaver Consulting Group | 1,599 | $1.17M | 0.43% | −183−10.3% | Reduced |
| Amussen Hunsaker Associates LLC | 1,618 | $1.17M | 0.21% | −22−1.3% | Reduced |
| Whalen Wealth Management Inc. | 1,603 | $1.17M | 0.87% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,604 | $1.18M | 0.92% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,604 | $1.18M | 0.26% | −927−36.6% | Reduced |
| Avidian Wealth Solutions, LLC | 1,605 | $1.18M | 0.06% | +378+30.8% | Added |
| Oakworth Capital, Inc. | 1,615 | $1.18M | 0.09% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 1,615 | $1.18M | 0.46% | +1,615 | New |
| Signal Advisors Wealth, LLC | 1,615 | $1.18M | 0.29% | +911+129.4% | Added |
| KLCM Advisors, Inc. | 1,619 | $1.19M | 0.15% | +323+24.9% | Added |
| Adirondack Trust Co | 1,619 | $1.19M | 0.50% | −15−0.9% | Reduced |
| Pioneer Trust Bank N A | 1,619 | $1.19M | 0.33% | −76−4.5% | Reduced |
| Seamount Financial Group Inc | 1,621 | $1.19M | 1.04% | +11+0.7% | Added |
| Anfield Capital Management, LLC | 1,623 | $1.19M | 0.57% | +1,623 | New |
| Centurion Wealth Management LLC | 1,628 | $1.19M | 0.47% | +10+0.6% | Added |
| Verity & Verity, LLC | 1,629 | $1.19M | 0.13% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,631 | $1.19M | 0.10% | +490+42.9% | Added |
| Beacon Capital Management, LLC | 1,633 | $1.20M | 0.25% | +57+3.6% | Added |
| Family Firm, Inc. | 1,636 | $1.20M | 0.29% | +1+0.1% | Added |
| Hemenway Trust Co LLC | 1,636 | $1.20M | 0.10% | −32−1.9% | Reduced |
| Gould Asset Management LLC | 1,637 | $1.20M | 0.29% | 00.0% | Unchanged |
| Bank of Hawaii | 1,638 | $1.20M | 0.06% | 00.0% | Unchanged |