Skip to main content

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, 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: 4,261 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 20264,261$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, 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
First Financial Bank - Trust Division302$256.7K0.03%−163−35.1%Reduced
Capital Investment Services of America, Inc.302$256.7K0.02%00.0%Unchanged
Cherrydale Wealth Management, LLC302$257.1K0.11%+302New
ICONIQ Capital, LLC303$258.1K0.01%+303New
Beacon Financial Strategies CORP304$258.4K0.19%−21−6.5%Reduced
Emerald Mutual Fund Advisers Trust304$258.4K0.01%−7−2.3%Reduced
Sterling Group Wealth Management, LLC304$258.4K0.15%+304New
Fox Run Management, L.L.C.305$259.2K0.05%+13+4.5%Added
Martel Wealth Advisors Inc307$260.9K0.06%−73−19.2%Reduced
Lynx Investment Advisory308$261.8K0.19%+308New
Quest Partners LLC308$261.8K0.04%+286+1,300.0%Added
Ameraudi Asset Management, Inc.309$262.6K0.12%00.0%Unchanged
Lesa Sroufe & Co310$263.0K0.26%00.0%Unchanged
Round Rock Advisors, LLC310$263.4K0.06%−15−4.6%Reduced
Blue Bell Private Wealth Management, LLC310$263.5K0.05%+12+4.0%Added
Gould Capital, LLC310$263.5K0.19%+60+24.0%Added
Center for Financial Planning, Inc.311$264.3K0.04%00.0%Unchanged
Drucker Wealth 3.0, LLC311$264.3K0.07%+311New
Tidemark, LLC311$264.5K0.12%+20+6.9%Added
Villere St Denis J & Co LLC312$265.2K0.02%00.0%Unchanged
Alpha Omega Group, Inc.312$265.2K0.34%+1+0.3%Added
Private Wealth Strategies, L.L.C.313$265.8K0.05%+313New
Seven Post Investment Office LP313$266.0K0.05%00.0%Unchanged
Tennessee Valley Asset Management Partners313$266.1K0.05%00.0%Unchanged
Talisman Wealth Advisors LLC314$266.5K0.31%+314New
FSB Premier Wealth Management, Inc.314$266.8K0.12%00.0%Unchanged
MBA Advisors LLC314$266.9K0.14%+7+2.3%Added
Capasso Planning Partners LLC314$266.9K0.09%−9−2.8%Reduced
HughesLittle Investment Management Ltd.315$267.7K0.06%00.0%Unchanged
McCarthy Asset Management, Inc.315$267.7K0.16%00.0%Unchanged
Burr Financial Services, LLC316$268.6K0.19%−60−16.0%Reduced
Rakuten Securities, Inc.316$268.6K0.12%−62−16.4%Reduced
Fort, L.P.318$270.3K0.69%+318New
Spectrum Planning & Advisory Services Inc.318$270.7K0.26%+318New
New Jersey Better Educational Savings Trust319$271.1K0.54%−757−70.4%Reduced
TPG Financial Advisors, LLC320$272.2K0.13%+320New
Next Capital Management LLC321$272.8K0.12%−45−12.3%Reduced
Smithbridge Asset Management Inc321$272.8K0.06%−2−0.6%Reduced
Rain Capital Management, LLC338$273.6K0.19%−1−0.3%Reduced
Blankinship & Foster, LLC323$274.5K0.07%+3+0.9%Added
Westend Capital Management, LLC325$274.8K0.10%−7−2.1%Reduced
Tuttle Tactical Management340$275.4K1.66%+340New
Almanack Investment Partners, LLC.325$276.2K0.05%−20−5.8%Reduced
Grand Jean Capital Management Inc325$276.2K0.07%00.0%Unchanged
Gold Investment Management Ltd.325$276.2K0.12%00.0%Unchanged
Cedar Mountain Advisors, LLC326$276.9K0.07%00.0%Unchanged
Murphy Pohlad Asset Management LLC326$277.1K0.12%−770−70.3%Reduced
Schulz Wealth, LTD.326$277.1K0.23%−30−8.4%Reduced
Hourglass Capital, LLC326$277.1K0.08%+16+5.2%Added
Driehaus Capital Management LLC327$277.9K0.00%−73−18.3%Reduced
Alexander Labrunerie & Co., Inc.327$277.9K0.15%+12+3.8%Added
Creative Capital Management Investments LLC329$279.6K0.14%00.0%Unchanged
jvl associates llc330$280.5K0.11%+330New
Latitude Advisors, LLC331$281.1K0.17%−22−6.2%Reduced
Reston Wealth Management LLC331$281.3K0.11%−65−16.4%Reduced
First PREMIER Bank333$282.0K0.08%−12−3.5%Reduced
Rooted Wealth Advisors, Inc.336$282.0K0.12%−3−0.9%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA335$284.7K0.11%00.0%Unchanged
WestHill Financial Advisors, Inc.335$284.9K0.07%00.0%Unchanged
Flaharty Asset Management, LLC335$285.0K0.04%00.0%Unchanged
GoalFusion Wealth Management, LLC336$285.6K0.18%−52−13.4%Reduced
Sage Private Wealth Group, LLC337$286.5K0.24%+337New
Coston, McIsaac & Partners339$288.0K0.09%−3−0.9%Reduced
Cora Capital Advisors LLC339$288.1K0.15%−27−7.4%Reduced
TrueWealth Advisors, LLC339$288.2K0.11%+339New
Atlas Wealth Partners, LLC340$289.0K1.22%00.0%Unchanged
Beddow Capital Management Inc340$289.0K0.13%00.0%Unchanged
Cornerstone Wealth Advisors, Inc.340$289.1K0.09%+340New
SWP Financial LLC341$289.6K0.19%−2−0.6%Reduced
Verus Financial Partners, Inc.341$289.8K0.03%+341New
Friedenthal Financial341$290.0K0.18%−1,022−75.0%Reduced
Semus Wealth Partners LLC342$290.3K0.22%+31+10.0%Added
Sensible Money, LLC342$290.7K0.14%00.0%Unchanged
BluePointe Capital Management, LLC342$290.7K0.19%+20+6.2%Added
Millennium Capital Advisors, LLC342$291.0K0.19%+342New
Carson Advisory Inc.342$291.0K0.20%+15+4.6%Added
Significant Wealth Partners LLC343$291.6K0.16%+343New
ASB Consultores, LLC344$292.2K0.10%+344New
Old Point Trust & Financial Services N A344$292.4K0.11%00.0%Unchanged
Armbruster Capital Management, Inc.344$292.4K0.06%+344New
Team Financial Group, LLC344$292.8K0.19%+2+0.6%Added
Capital Wealth Planning, LLC345$293.2K0.00%−204−37.2%Reduced
Cooper/Haims Advisors, LLC345$293.2K0.16%+70+25.5%Added
Firethorn Wealth Partners, LLC346$294.3K0.17%−54−13.5%Reduced
Alliance Wealth Management Group347$294.8K0.08%00.0%Unchanged
Tobias Financial Advisors, Inc.347$295.3K0.06%+48+16.1%Added
Wells Trecaso Financial Group, LLC348$295.8K0.10%−18−4.9%Reduced
Penobscot Wealth Management334$296.0K0.18%+6+1.8%Added
Financial Council Asset Management Inc349$296.6K0.17%+12+3.6%Added
Midwest Financial Group LLC351$298.0K0.19%00.0%Unchanged
Towercrest Capital Management351$298.2K0.05%00.0%Unchanged
Wagner Wealth Management, LLC351$298.2K0.09%+351New
Lorne Steinberg Wealth Management Inc.351$298.3K0.10%−5−1.4%Reduced
Cascade Investment Advisors, Inc.351$298.3K0.20%00.0%Unchanged
New Covenant Trust Company, N.A.357$299.2K0.34%−16−4.3%Reduced
Buck Wealth Strategies, LLC352$299.6K0.09%+352New
Chemung Canal Trust Co353$300.0K0.06%−300−45.9%Reduced
Maia Wealth LLC354$300.7K0.09%+354New
Paloma Partners Management Co354$300.9K0.03%+267+306.9%Added
Mirabella Financial Services LLP354$300.9K0.02%+354New