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, Q2 2024
Institutional positions in Costco Wholesale Corp as of Jun 30, 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
- 3,526
- +146 vs. Q1 2024
- Shares held
- 304.3M
- +1.23M (+0.4%) vs. Q1 2024
- Total value
- $258.3B
- +$37.0B (+16.7%) vs. Q1 2024
- New holders
- 238
- 1,433 more added
- Sold out
- 92
- 1,396 more reduced
39 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 1,663 | $1.41M | 0.03% | −428−20.5% | Reduced |
| Hutchinson Capital Management | 1,664 | $1.41M | 0.29% | +1,006+152.9% | Added |
| MBM Wealth Consultants, LLC | 1,597 | $1.42M | 0.48% | −99−5.8% | Reduced |
| Itau Unibanco Holding S.A. | 1,670 | $1.42M | 0.06% | +1,670 | New |
| JFS Wealth Advisors, LLC | 1,672 | $1.42M | 0.11% | −10−0.6% | Reduced |
| First American Trust, FSB | 1,676 | $1.42M | 0.14% | −795−32.2% | Reduced |
| Red Mountain Financial, LLC | 1,676 | $1.42M | 1.72% | +1,676 | New |
| Creekmur Asset Management LLC | 1,681 | $1.43M | 0.37% | +1,384+466.0% | Added |
| Meadow Creek Wealth Advisors LLC | 1,685 | $1.43M | 1.35% | +954+130.5% | Added |
| Custom Index Systems, LLC | 1,687 | $1.43M | 0.82% | +320+23.4% | Added |
| Philadelphia Trust Co | 1,687 | $1.43M | 0.11% | −25−1.5% | Reduced |
| Cedrus LLC | 1,688 | $1.44M | 0.72% | −13−0.8% | Reduced |
| Alera Investment Advisors, LLC | 1,693 | $1.44M | 0.17% | +414+32.4% | Added |
| Hara Capital LLC | 1,694 | $1.44M | 0.92% | −11−0.6% | Reduced |
| Kavar Capital Partners Group, LLC | 1,694 | $1.44M | 0.26% | +34+2.0% | Added |
| MSH Capital Advisors LLC | 1,695 | $1.44M | 0.48% | −104−5.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,698 | $1.44M | 0.36% | +27+1.6% | Added |
| Associated Banc-Corp | 1,708 | $1.45M | 0.05% | +148+9.5% | Added |
| Prescott Group Capital Management, L.L.C. | 1,708 | $1.45M | 0.23% | 00.0% | Unchanged |
| Meyer Handelman Co | 1,713 | $1.46M | 0.05% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 1,715 | $1.46M | 1.14% | +36+2.1% | Added |
| WealthTrust Asset Management, LLC | 1,718 | $1.46M | 1.07% | −6−0.3% | Reduced |
| Chatham Capital Group, Inc. | 1,719 | $1.46M | 0.26% | +1,181+219.5% | Added |
| Hexagon Capital Partners LLC | 1,721 | $1.46M | 0.32% | +8+0.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,722 | $1.46M | 0.42% | −41−2.3% | Reduced |
| 9258 Wealth Management, LLC | 1,722 | $1.46M | 0.23% | −44−2.5% | Reduced |
| London Co of Virginia | 1,730 | $1.47M | 0.01% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 1,732 | $1.47M | 0.76% | −5−0.3% | Reduced |
| Wulff, Hansen & Co. | 1,735 | $1.47M | 1.46% | +250+16.8% | Added |
| Welch Group, LLC | 1,736 | $1.48M | 0.07% | +8+0.5% | Added |
| Legacy Financial Advisors, Inc. | 1,739 | $1.48M | 0.26% | +17+1.0% | Added |
| Avidian Wealth Solutions, LLC | 1,744 | $1.48M | 0.07% | +139+8.7% | Added |
| Great Waters Wealth Management | 1,745 | $1.48M | 0.23% | +18+1.0% | Added |
| Gladius Capital Management LP | 1,747 | $1.48M | 1.48% | +947+118.4% | Added |
| Alpine Woods Capital Investors, LLC | 1,757 | $1.49M | 0.23% | +322+22.4% | Added |
| Munro Partners | 1,760 | $1.50M | 0.06% | −2,980−62.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,760 | $1.50M | 0.09% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,760 | $1.50M | 0.27% | +54+3.2% | Added |
| KLCM Advisors, Inc. | 1,764 | $1.50M | 0.19% | +145+9.0% | Added |
| Riverpark Capital Management LLC | 1,767 | $1.50M | 1.99% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,767 | $1.50M | 0.49% | −3−0.2% | Reduced |
| MJP Associates Inc | 1,770 | $1.50M | 0.31% | −211−10.7% | Reduced |
| Silverlake Wealth Management LLC | 1,771 | $1.51M | 0.62% | +388+28.1% | Added |
| Sovereign Financial Group, Inc. | 1,781 | $1.51M | 0.38% | +19+1.1% | Added |
| Ashton Thomas Securities, LLC | 1,709 | $1.52M | 0.37% | +1,709 | New |
| Peddock Capital Advisors, LLC | 1,786 | $1.52M | 0.39% | +12+0.7% | Added |
| Keating Investment Counselors Inc | 1,790 | $1.52M | 0.49% | −510−22.2% | Reduced |
| Cascade Financial Partners, LLC | 1,798 | $1.53M | 0.20% | +5+0.3% | Added |
| Heritage Wealth Management, Inc. | 1,732 | $1.53M | 0.51% | +1,732 | New |
| Sterling Investment Counsel, LLC | 1,806 | $1.54M | 0.60% | −120−6.2% | Reduced |
| Blueprint Investment Partners LLC | 1,806 | $1.54M | 0.33% | +108+6.4% | Added |
| New Millennium Group LLC | 1,808 | $1.54M | 1.00% | −1,246−40.8% | Reduced |
| Horst & Graben Wealth Management LLC | 1,810 | $1.54M | 0.29% | +41+2.3% | Added |
| Chris Bulman Inc | 1,815 | $1.54M | 1.06% | +1,815 | New |
| UMA Financial Services, Inc. | 1,816 | $1.54M | 0.28% | +7+0.4% | Added |
| Kennedy Investment Group | 1,822 | $1.55M | 0.78% | −3−0.2% | Reduced |
| Canandaigua National Bank & Trust Co | 1,824 | $1.55M | 0.17% | +98+5.7% | Added |
| Edge Capital Group, LLC | 1,827 | $1.55M | 0.08% | +27+1.5% | Added |
| Arbor Investment Advisors, LLC | 1,829 | $1.55M | 0.23% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 2,353 | $1.56M | 0.20% | +237+11.2% | Added |
| LVW Advisors, LLC | 1,834 | $1.56M | 0.23% | +293+19.0% | Added |
| Lineweaver Wealth Advisors, LLC | 1,829 | $1.56M | 0.32% | −32−1.7% | Reduced |
| Oakworth Capital, Inc. | 1,839 | $1.56M | 0.11% | +224+13.9% | Added |
| RMB Capital Management, LLC | 1,840 | $1.56M | 0.04% | −990−35.0% | Reduced |
| Laraway Financial Inc | 1,842 | $1.57M | 1.34% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,845 | $1.57M | 0.58% | −4−0.2% | Reduced |
| Richard W. Paul & Associates, LLC | 1,846 | $1.57M | 0.61% | +33+1.8% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 1,850 | $1.57M | 0.12% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,850 | $1.57M | 1.31% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 1,851 | $1.57M | 0.29% | +364+24.5% | Added |
| SYSTM Wealth Solutions LLC | 1,853 | $1.57M | 0.35% | −19−1.0% | Reduced |
| Financial Partners Group, LLC | 1,856 | $1.58M | 0.61% | +241+14.9% | Added |
| Draper Asset Management, LLC | 1,856 | $1.58M | 1.20% | +41+2.3% | Added |
| Fulcrum Capital LLC | 1,858 | $1.58M | 0.36% | −283−13.2% | Reduced |
| Maxi Investments CY Ltd | 1,860 | $1.58M | 0.36% | +878+89.4% | Added |
| Abundance Wealth Counselors | 1,861 | $1.58M | 0.73% | +1,861 | New |
| Citizens National Bank Trust Department | 1,863 | $1.58M | 0.35% | −23−1.2% | Reduced |
| RF&L Wealth Management, LLC | 1,865 | $1.59M | 1.21% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 1,866 | $1.59M | 0.45% | −257−12.1% | Reduced |
| West Family Investments, Inc. | 1,867 | $1.59M | 0.48% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 1,869 | $1.59M | 1.39% | +335+21.8% | Added |
| Opinicus Capital, Inc. | 1,870 | $1.59M | 1.34% | +55+3.0% | Added |
| St. Johns Investment Management Company, LLC | 1,871 | $1.59M | 0.75% | +142+8.2% | Added |
| Lester Murray Antman dba SimplyRich | 1,877 | $1.59M | 0.50% | +14+0.8% | Added |
| Moloney Securities Asset Management, LLC | 1,880 | $1.60M | 0.23% | +73+4.0% | Added |
| LCM Capital Management Inc | 1,881 | $1.60M | 1.00% | +41+2.2% | Added |
| Olistico Wealth, LLC | 1,885 | $1.60M | 1.02% | +41+2.2% | Added |
| BKD Wealth Advisors, LLC | 1,890 | $1.61M | 0.04% | +110+6.2% | Added |
| Toth Financial Advisory Corp | 1,896 | $1.61M | 0.20% | −262−12.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,899 | $1.62M | 0.83% | +617+48.1% | Added |
| O'Dell Group, LLC | 2,212 | $1.62M | 0.40% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 1,909 | $1.62M | 0.57% | −15−0.8% | Reduced |
| Mayflower Financial Advisors, LLC | 1,917 | $1.63M | 0.27% | +29+1.5% | Added |
| Essex Savings Bank | 1,918 | $1.63M | 0.44% | +4+0.2% | Added |
| 360 Financial, Inc. | 1,918 | $1.63M | 0.62% | +257+15.5% | Added |
| Canopy Partners, LLC | 1,919 | $1.63M | 0.76% | −3−0.2% | Reduced |
| Strategy Asset Managers LLC | 3,038 | $1.64M | 0.36% | −1,182−28.0% | Reduced |
| Petra Financial Advisors Inc | 1,926 | $1.64M | 1.18% | +1,415+276.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 1,872 | $1.65M | 0.84% | −1−0.1% | Reduced |
| Ullmann Financial Group, Inc. | 1,942 | $1.65M | 0.24% | +30+1.6% | Added |