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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; 4,260 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
3,527
+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
1,397 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.

Institutional holdersQ2 2024: 3,527 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: 4,260 institutions
Value heldQ2 2024: $258.3B
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 20264,260$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, Q2 2024

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q1 2024.

Institutions holding COST in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Acima Private Wealth, LLC121$102.8K0.04%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC124$105.5K0.02%00.0%Unchanged
New England Capital Financial Advisors LLC130$110.2K0.06%+1+0.8%Added
Bell Investment Advisors, Inc132$112.2K0.02%−4−2.9%Reduced
PSI Advisors, LLC133$113.0K0.04%+5+3.9%Added
Annapolis Financial Services, LLC135$114.4K0.04%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC135$114.7K0.04%00.0%Unchanged
Ridgewood Investments LLC138$117.1K0.06%+138New
Sofos Investments, Inc.138$117.3K0.03%−195−58.6%Reduced
CBIZ Investment Advisory Services, LLC142$120.6K0.01%−1−0.7%Reduced
Richardson Capital Management LLC142$120.7K0.09%+15+11.8%Added
Cedar Wealth Management, LLC142$120.9K0.04%−4−2.7%Reduced
Planning Capital Management Corp145$123.1K0.09%00.0%Unchanged
Quantbot Technologies LP145$123.2K0.01%−11,013−98.7%Reduced
SOA Wealth Advisors, LLC.145$123.2K0.02%00.0%Unchanged
Private Wealth Management Group, LLC148$126.2K0.05%−20−11.9%Reduced
Wiser Advisor Group LLC150$127.1K0.20%+2+1.4%Added
Ramirez Asset Management, Inc.150$127.5K0.03%00.0%Unchanged
JCIC Asset Management Inc.150$127.5K0.05%00.0%Unchanged
Addison Advisors LLC156$132.6K0.04%+18+13.0%Added
Jackson, Grant Investment Advisers, Inc.157$133.4K0.05%00.0%Unchanged
Activest Wealth Management157$133.8K0.04%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.158$135.5K0.08%00.0%Unchanged
Adalta Capital Management LLC160$136.0K0.07%00.0%Unchanged
Cherry Tree Wealth Management, LLC164$139.0K0.03%+64+64.0%Added
AlphaMark Advisors, LLC165$140.0K0.05%+18+12.2%Added
Westpac Banking Corp166$141.1K0.01%−10−5.7%Reduced
Voisard Asset Management Group, Inc.170$144.5K0.07%00.0%Unchanged
TruNorth Capital Management, LLC172$146.2K0.05%−12−6.5%Reduced
Pin Oak Investment Advisors Inc173$147.0K0.14%+73+73.0%Added
JDM Financial Group LLC173$147.0K0.10%00.0%Unchanged
Fairscale Capital, LLC173$147.2K0.13%+173New
Core Alternative Capital174$147.9K0.03%00.0%Unchanged
Essex Investment Management Co LLC180$153.0K0.03%00.0%Unchanged
Mizuho Bank, Ltd.180$153.0K0.04%+180New
Hobbs Group Advisors, LLC181$154.3K0.06%+181New
EnRich Financial Partners LLC186$158.1K0.06%+4+2.2%Added
LGT Financial Advisors LLC187$158.9K0.34%+37+24.7%Added
Dakota Community Bank & Trust NA188$159.8K0.86%−7−3.6%Reduced
Byrne Asset Management LLC189$160.8K0.11%––
Family CFO Inc190$161.5K0.10%00.0%Unchanged
Spotlight Asset Group, Inc.200$170.0K0.12%00.0%Unchanged
Fairman Group, LLC200$170.0K0.17%00.0%Unchanged
Carolina Wealth Advisors, LLC201$170.8K0.08%00.0%Unchanged
Ogorek Anthony Joseph201$171.0K0.06%00.0%Unchanged
Valued Wealth Advisors LLC201$171.2K0.12%+35+21.1%Added
Cassady Schiller Wealth Management, LLC205$174.2K0.07%−70−25.5%Reduced
Nkcfo LLC210$178.0K0.10%00.0%Unchanged
Global Financial Private Client, LLC211$179.3K0.08%00.0%Unchanged
Ravenstone Capital Management Inc.216$183.6K0.12%00.0%Unchanged
WR Wealth Planners, LLC216$183.9K0.06%+7+3.3%Added
Dunhill Financial, LLC217$184.3K0.11%+9+4.3%Added
Disciplina Capital Management LLC226$192.1K0.03%00.0%Unchanged
GoalVest Advisory LLC229$194.6K0.06%−127−35.7%Reduced
Tanglewood Legacy Advisors, LLC229$194.6K0.09%00.0%Unchanged
Stone House Investment Management, LLC234$199.0K0.05%00.0%Unchanged
Stephens Consulting, LLC235$199.7K0.06%00.0%Unchanged
Signature Resources Capital Management, LLC235$199.9K0.17%−215−47.8%Reduced
Arden Trust Co236$200.6K0.03%+236New
Spectrum Investment Advisors, Inc.236$200.6K0.15%−52−18.1%Reduced
Opus Capital Group, LLC238$202.0K0.03%+238New
Heritage Wealth Management, LLC238$202.3K0.11%+238New
Heritage Family Offices, LLP238$202.3K0.11%+238New
BBJS Financial Advisors, LLC238$202.3K0.08%+226+1,883.3%Added
Seldon Capital LP238$202.3K0.11%+238New
Mine & Arao Wealth Creation & Management, LLC.238$202.4K0.10%+53+28.6%Added
LWM Advisory Services, LLC239$203.1K0.17%−320−57.2%Reduced
POM Investment Strategies, LLC239$203.1K0.16%+33+16.0%Added
Awm Capital, LLC239$203.1K0.03%+239New
True Link Financial Advisors, LLC239$203.1K0.02%+239New
Brown Wealth Management, LLC239$203.1K0.08%+239New
Mizuho Securities Co. Ltd.240$204.0K0.47%−270−52.9%Reduced
Portfolio Design Labs, LLC240$204.0K0.06%+240New
Athena Investment Management240$204.0K0.12%+240New
Kidder Stephen W241$204.8K0.06%+241New
East Coast Asset Management, LLC.242$205.7K0.07%−58−19.3%Reduced
AA Financial Advisors, LLC242$205.7K0.07%+242New
Summit Wealth Partners, LLC242$205.7K0.04%+242New
V-Square Quantitative Management LLC243$206.5K0.03%−125−34.0%Reduced
Great Point Wealth Advisors, LLC243$206.5K0.05%+243New
Guardian Wealth Advisors, LLC243$206.5K0.13%+243New
Blue Zone Wealth Advisors, LLC244$207.4K0.07%−444−64.5%Reduced
Ami Investment Management Inc244$207.4K0.07%+244New
Alesco Advisors LLC244$207.4K0.01%+244New
Cedar Point Capital Partners, LLC245$208.2K0.16%+245New
Monument Group Wealth Advisors, LLC245$208.2K0.14%+245New
Natixis Investment Managers International246$209.1K0.02%−56−18.5%Reduced
Intrepid Capital Management Inc246$209.1K0.13%+246New
Crestmont Private Wealth LLC246$209.1K0.10%+246New
Alliance Wealth Advisors, LLC246$209.1K0.06%+246New
LCNB Corp247$209.9K0.08%+247New
Confluence Investment Management LLC247$209.9K0.00%+247New
Innova Wealth Partners247$209.9K0.15%+247New
Worth Financial Advisory Group, LLC247$210.0K0.14%+247New
Kelly Financial Services LLC248$210.4K0.08%+1+0.4%Added
GW&K Investment Management, LLC248$211.0K0.00%+45+22.2%Added
Next Level Private LLC248$211.1K0.10%+248New
Cannon Financial Strategists, Inc.249$211.6K0.04%+249New
Planning Alternatives Ltd250$212.5K0.03%+250New
Aldebaran Financial Inc.250$212.5K0.29%+250New