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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, 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
Richardson Capital Management LLC127$93.0K0.08%+100+370.4%Added
PSI Advisors, LLC128$93.8K0.03%+19+17.4%Added
New England Capital Financial Advisors LLC129$94.9K0.05%+3+2.4%Added
Cape Investment Advisory, Inc.134$98.5K0.05%−10−6.9%Reduced
Annapolis Financial Services, LLC135$98.6K0.03%+3+2.3%Added
Bruce G. Allen Investments, LLC135$98.9K0.08%−19−12.3%Reduced
Atlantic Edge Private Wealth Management, LLC135$98.9K0.03%00.0%Unchanged
Bell Investment Advisors, Inc136$99.6K0.02%+10+7.9%Added
Headlands Technologies LLC137$100.4K0.02%−1,644−92.3%Reduced
Cutler Group LP138$101.0K0.05%+138New
Addison Advisors LLC138$101.1K0.03%+10+7.8%Added
CBIZ Investment Advisory Services, LLC143$104.6K0.01%+143New
Planning Capital Management Corp145$105.9K0.08%−105−42.0%Reduced
SOA Wealth Advisors, LLC.145$106.2K0.02%+1+0.7%Added
Cedar Wealth Management, LLC146$107.2K0.04%+4+2.8%Added
AlphaMark Advisors, LLC147$108.0K0.04%00.0%Unchanged
Wiser Advisor Group LLC148$109.4K0.17%+2+1.4%Added
Ramirez Asset Management, Inc.150$109.9K0.02%00.0%Unchanged
JCIC Asset Management Inc.150$109.9K0.05%00.0%Unchanged
LGT Financial Advisors LLC150$109.9K0.13%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.157$115.0K0.05%00.0%Unchanged
Activest Wealth Management157$115.2K0.06%+2+1.3%Added
Pension & Wealth Management Advisors, Inc.158$116.6K0.08%+5+3.3%Added
Adalta Capital Management LLC160$117.2K0.06%00.0%Unchanged
Tobam165$121.0K0.01%−213−56.3%Reduced
Valued Wealth Advisors LLC166$121.9K0.09%+92+124.3%Added
Private Wealth Management Group, LLC168$123.4K0.06%+25+17.5%Added
Voisard Asset Management Group, Inc.170$124.5K0.07%−3−1.7%Reduced
JDM Financial Group LLC173$126.7K0.09%00.0%Unchanged
Core Alternative Capital174$127.5K0.02%−180−50.8%Reduced
Wunderlich Capital Managemnt175$128.2K0.06%−175−50.0%Reduced
Westpac Banking Corp176$128.9K0.01%+176New
Fernwood Investment Management, LLC177$129.7K0.04%+177New
Belmont Capital, LLC178$130.2K0.04%+4+2.3%Added
Essex Investment Management Co LLC180$131.9K0.03%00.0%Unchanged
Belvedere Trading LLC180$131.9K0.01%+180New
EnRich Financial Partners LLC182$133.3K0.05%+182New
TruNorth Capital Management, LLC184$134.8K0.05%+184New
Mine & Arao Wealth Creation & Management, LLC.185$135.3K0.07%+3+1.6%Added
Family CFO Inc190$139.2K0.09%00.0%Unchanged
Dakota Community Bank & Trust NA195$142.9K0.77%−19−8.9%Reduced
Byrne Asset Management LLC–$144.3K0.10%––
Fairman Group, LLC200$146.5K0.14%−160−44.4%Reduced
Spotlight Asset Group, Inc.200$146.5K0.10%00.0%Unchanged
Palouse Capital Management, Inc.200$146.5K0.10%+200New
Ogorek Anthony Joseph201$147.0K0.05%00.0%Unchanged
Carolina Wealth Advisors, LLC201$147.3K0.08%00.0%Unchanged
GW&K Investment Management, LLC203$149.0K0.00%−3−1.5%Reduced
POM Investment Strategies, LLC206$150.9K0.12%00.0%Unchanged
Global Financial Private Client, LLC211$152.2K0.07%00.0%Unchanged
Dunhill Financial, LLC208$152.7K0.11%+7+3.5%Added
WR Wealth Planners, LLC209$153.3K0.05%−108−34.1%Reduced
Nkcfo LLC210$154.0K0.09%−125−37.3%Reduced
Institutional & Family Asset Management, LLC214$156.8K0.03%−2−0.9%Reduced
Ravenstone Capital Management Inc.216$158.2K0.11%00.0%Unchanged
Disciplina Capital Management LLC226$165.3K0.03%+1+0.4%Added
Tanglewood Legacy Advisors, LLC229$167.8K0.08%00.0%Unchanged
Stone House Investment Management, LLC234$171.5K0.04%+234New
Stephens Consulting, LLC235$172.2K0.05%00.0%Unchanged
Studio Investment Management LLC244$178.8K0.04%00.0%Unchanged
Kelly Financial Services LLC247$181.1K0.07%+6+2.5%Added
Gould Capital, LLC250$183.2K0.13%+10+4.2%Added
PFG Private Wealth Management, LLC256$187.6K0.12%−4−1.5%Reduced
Versant Capital Management, Inc260$190.4K0.05%+23+9.7%Added
SRS Capital Advisors, Inc.264$193.3K0.02%+1+0.4%Added
Arvest Investments, Inc.265$194.1K0.03%00.0%Unchanged
Provenance Wealth Advisors, LLC267$195.6K0.03%00.0%Unchanged
PFS Partners, LLC268$196.4K0.13%+1+0.4%Added
Mendota Financial Group, LLC270$197.8K0.12%−141−34.3%Reduced
ORG Partners LLC275$198.7K0.38%−2,015−88.0%Reduced
C2C Wealth Management, LLC273$200.0K0.20%−952−77.7%Reduced
IAG Wealth Partners, LLC273$200.0K0.04%+12+4.6%Added
Hollow Brook Wealth Management LLC273$200.0K0.07%+273New
Authentikos Wealth Advisory, LLC273$200.4K0.20%+273New
Transcendent Capital Group LLC274$200.7K0.12%+115+72.3%Added
Compass Capital Management, Inc275$201.5K0.01%−68−19.8%Reduced
Cassady Schiller Wealth Management, LLC275$201.5K0.09%+6+2.2%Added
Cooper/Haims Advisors, LLC275$201.5K0.12%+275New
Keynote Financial Services LLC275$201.5K0.17%+275New
MBE Wealth Management, LLC275$201.6K0.12%+275New
Horizon Wealth Management, LLC276$201.9K0.05%+276New
S&T Bank275$202.0K0.04%+275New
Regimen Wealth, LLC277$202.6K0.07%+277New
D L Carlson Investment Group Inc277$202.9K0.04%00.0%Unchanged
Financial Avengers, Inc.282$203.1K0.11%+22+8.5%Added
New Insight Wealth Advisors277$203.2K0.13%+277New
Vawter Financial, Ltd.278$203.7K0.15%+278New
Warwick Investment Management, Inc.281$205.6K0.05%+281New
Paradigm Asset Management Co LLC281$205.9K0.05%00.0%Unchanged
Operose Advisors LLC281$205.9K0.07%−25−8.2%Reduced
Marshall Financial Group LLC281$206.0K0.06%+281New
Walker Financial Services, Inc.282$206.6K0.17%+282New
Gables Capital Management Inc.282$206.6K0.11%+25+9.7%Added
Hurlow Wealth Management Group, Inc.283$207.3K0.07%+283New
Vista Wealth Management Group, LLC286$209.4K0.02%−171−37.4%Reduced
Well Done, LLC286$209.5K0.04%+286New
Peak Planning Group, LLC287$210.0K0.13%+287New
Allied Investment Advisors, LLC287$210.3K0.05%+287New
Opes Wealth Management LLC287$210.3K0.05%+287New
Glass Jacobson Investment Advisors llc288$210.8K0.08%00.0%Unchanged