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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; 4,260 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
Tanager Wealth Management LLP250$212.5K0.03%+250New
Comprehensive Wealth Management, LLC251$213.3K0.16%+251New
FMB Wealth Management251$213.3K0.16%+251New
Asset Allocation Strategies LLC251$213.7K0.07%+251New
Old North State Wealth Management, LLC250$214.4K0.14%+250New
Stapp Wealth Management, PLLC254$215.9K0.37%+254New
New World Advisors LLC254$216.2K0.06%+254New
Paragon Capital Management Ltd255$217.2K0.04%−46−15.3%Reduced
Horizon Wealth Management, LLC256$217.4K0.05%−20−7.2%Reduced
Sunburst Financial Group, LLC256$217.6K0.06%+256New
Cabot Wealth Management Inc257$218.4K0.03%+257New
Cullen Investment Group, Ltd.257$218.6K0.03%+257New
Koesten, Hirschmann & Crabtree, INC.299$218.7K0.14%00.0%Unchanged
Golden Road Advisors LLC247$219.1K0.18%+247New
Register Financial Advisors LLC258$219.1K0.11%+137+113.2%Added
Manitou Investment Management Ltd.258$219.3K0.05%−537−67.5%Reduced
Lansing Street Advisors258$219.7K0.09%+258New
PFG Private Wealth Management, LLC259$220.1K0.13%+3+1.2%Added
Fidelity D & D Bancorp Inc259$220.1K0.17%+259New
Center For Asset Management LLC259$220.1K0.15%+259New
IMA Wealth, Inc.259$220.1K0.10%+259New
Marshall Financial Group LLC260$221.2K0.06%−21−7.5%Reduced
Measured Wealth Private Client Group, LLC261$221.8K0.08%+261New
Watershed Private Wealth LLC262$222.4K0.09%+262New
Summit Investment Advisory Services, LLC263$223.2K0.26%+263New
Institutional & Family Asset Management, LLC263$223.5K0.03%+49+22.9%Added
Advance Capital Management, Inc.264$224.6K0.01%−78−22.8%Reduced
Arvest Investments, Inc.265$225.2K0.04%00.0%Unchanged
Cahill Wealth Management, LLC265$225.2K0.13%+265New
Strategic Advocates LLC265$225.3K0.09%−206−43.7%Reduced
Operose Advisors LLC266$226.1K0.08%−15−5.3%Reduced
Wealthspan Partners, LLC267$226.7K0.13%+267New
Novak & Powell Financial Services, Inc.267$226.8K0.14%+267New
Provenance Wealth Advisors, LLC267$226.9K0.03%00.0%Unchanged
Hanlon Investment Management, Inc.267$227.0K0.07%+267New
Nova R Wealth, Inc.267$227.0K0.12%+267New
Monograph Wealth Advisors, LLC267$227.0K0.03%+267New
Phillips Financial Management, LLC267$227.1K0.02%+267New
PFS Partners, LLC268$227.9K0.14%00.0%Unchanged
Mendota Financial Group, LLC270$229.5K0.12%00.0%Unchanged
Integrity Wealth Solutions LLC271$230.0K0.15%−95−26.0%Reduced
Members Wealth LLC234$230.5K0.15%+234New
Financial Network Wealth Advisors LLC273$232.0K0.17%+273New
Farmers Trust Co273$232.0K0.05%−22−7.5%Reduced
IAG Wealth Partners, LLC273$232.0K0.05%00.0%Unchanged
Authentikos Wealth Advisory, LLC274$232.7K0.23%+1+0.4%Added
Evolution Wealth Advisors, LLC274$232.9K0.05%+274New
S&T Bank275$233.0K0.06%00.0%Unchanged
Keynote Financial Services LLC275$233.7K0.20%00.0%Unchanged
C2C Wealth Management, LLC275$233.7K0.23%+2+0.7%Added
D L Carlson Investment Group Inc277$235.4K0.05%00.0%Unchanged
Oxinas Partners Wealth Management LLC278$236.7K0.16%+278New
Campbell Wealth Management279$237.0K0.08%+279New
Warwick Investment Management, Inc.280$238.0K0.06%−1−0.4%Reduced
REAP Financial Group, LLC281$238.8K0.06%−200−41.6%Reduced
MBE Wealth Management, LLC281$239.0K0.14%+6+2.2%Added
Walker Financial Services, Inc.281$239.2K0.19%−1−0.4%Reduced
Triumph Capital Management282$239.3K0.09%−219−43.7%Reduced
Nexus Investment Management ULC282$239.7K0.03%−902−76.2%Reduced
Gables Capital Management Inc.282$239.7K0.13%00.0%Unchanged
Financial Avengers, Inc.282$239.7K0.13%00.0%Unchanged
Hurlow Wealth Management Group, Inc.283$240.5K0.08%00.0%Unchanged
New Insight Wealth Advisors283$240.9K0.14%+6+2.2%Added
Omnia Family Wealth, LLC284$241.4K0.10%+284New
Woodward Diversified Capital, LLC284$241.4K0.14%+284New
Regimen Wealth, LLC285$242.2K0.08%+8+2.9%Added
Verity Asset Management, Inc.285$242.7K0.10%−241−45.8%Reduced
Peak Planning Group, LLC287$243.6K0.12%00.0%Unchanged
Single Point Partners, LLC287$244.0K0.42%−28−8.9%Reduced
Fairfield, Bush & Co.287$244.1K0.15%−25−8.0%Reduced
Summitry LLC288$244.6K0.01%−6−2.0%Reduced
Glass Jacobson Investment Advisors llc288$244.7K0.09%00.0%Unchanged
OxenFree Capital LLC288$244.8K0.21%−6−2.0%Reduced
Klein Pavlis & Peasley Financial, Inc.289$245.6K0.22%−10−3.3%Reduced
Sterling Financial Group, Inc.289$245.6K0.11%00.0%Unchanged
Boston Research & Management Inc290$246.0K0.06%00.0%Unchanged
Granite Harbor Advisors, Inc.290$246.5K0.16%00.0%Unchanged
Kades & Cheifetz LLC290$246.8K0.16%00.0%Unchanged
Pacific Wealth Strategies Group, Inc.291$247.3K0.20%−1−0.3%Reduced
One Wealth Advisors, LLC290$248.0K0.05%+290New
Hamilton Capital, LLC292$248.2K0.02%−186−38.9%Reduced
St. Louis Trust Co293$249.0K0.04%00.0%Unchanged
Providence Capital Advisors, LLC293$249.0K0.05%00.0%Unchanged
Mosley Wealth Management294$249.9K0.21%00.0%Unchanged
ProVise Management Group, LLC294$249.9K0.02%+294New
Private Capital Management, LLC294$250.0K0.03%−14−4.5%Reduced
Cottage Street Advisors LLC294$250.1K0.15%+294New
Access Financial Services, Inc.294$250.2K0.11%+294New
Syntegra Private Wealth Group, LLC296$251.6K0.03%+296New
Gunderson Capital Management Inc.296$252.0K0.11%+296New
Blue Square Asset Management, LLC297$252.4K0.15%00.0%Unchanged
Indie Asset Partners, LLC297$252.4K0.20%+297New
Advocate Group LLC298$253.3K0.05%00.0%Unchanged
JNBA Financial Advisors298$253.3K0.03%00.0%Unchanged
Levy Wealth Management Group, LLC300$254.7K0.07%+300New
Bowman & Co S.C.300$254.7K0.15%+1+0.3%Added
Grace & White Inc300$255.0K0.05%00.0%Unchanged
Sage Investment Advisers LLC300$255.0K0.29%00.0%Unchanged
First American Bank300$255.0K0.02%00.0%Unchanged
Perkins Capital Management Inc300$255.0K0.24%−50−14.3%Reduced