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, Q3 2024
Institutional positions in Costco Wholesale Corp as of Sep 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
- 3,590
- +107 vs. Q2 2024
- Shares held
- 308.6M
- +38.0M (+14.1%) vs. Q2 2024
- Total value
- $266.7B
- +$37.1B (+16.2%) vs. Q2 2024
- New holders
- 191
- 1,483 more added
- Sold out
- 84
- 1,440 more reduced
43 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Elevated Capital Advisors, LLC | 1,554 | $1.38M | 0.37% | +80+5.4% | Added |
| Leeward Financial Partners, LLC | 1,559 | $1.38M | 0.52% | +514+49.2% | Added |
| Consilium Wealth Advisory, LLC | 1,564 | $1.39M | 0.76% | +31+2.0% | Added |
| Global Strategic Investment Solutions, LLC | 1,569 | $1.39M | 0.16% | −5−0.3% | Reduced |
| Columbia Advisory Partners LLC | 1,571 | $1.39M | 1.32% | +3+0.2% | Added |
| Riverpark Capital Management LLC | 1,574 | $1.40M | 2.54% | −193−10.9% | Reduced |
| Shira Ridge Wealth Management | 1,575 | $1.40M | 0.71% | +195+14.1% | Added |
| Atwood & Palmer Inc | 1,577 | $1.40M | 0.10% | +2+0.1% | Added |
| LaSalle St. Investment Advisors, LLC | 1,578 | $1.40M | 0.55% | +126+8.7% | Added |
| Bank of Hawaii | 1,580 | $1.40M | 0.06% | −21−1.3% | Reduced |
| Tortoise Investment Management, LLC | 1,581 | $1.40M | 0.15% | +5+0.3% | Added |
| Hoxton Planning & Management, LLC | 1,581 | $1.40M | 0.54% | +56+3.7% | Added |
| Absolute Capital Management, LLC | 1,582 | $1.40M | 0.83% | +486+44.3% | Added |
| Global Assets Advisory, LLC | 1,600 | $1.40M | 0.77% | +1,600 | New |
| Abundance Wealth Counselors | 1,586 | $1.41M | 0.29% | −275−14.8% | Reduced |
| First Command Advisory Services, Inc. | 1,586 | $1.41M | 0.01% | −66−4.0% | Reduced |
| KLCM Advisors, Inc. | 1,587 | $1.41M | 0.17% | −177−10.0% | Reduced |
| Cardiff Park Advisors, LLC | 1,588 | $1.41M | 0.13% | +10+0.6% | Added |
| Hemenway Trust Co LLC | 1,590 | $1.41M | 0.11% | −35−2.2% | Reduced |
| Sentry Investment Management LLC | 1,592 | $1.41M | 0.59% | −537−25.2% | Reduced |
| Altfest L J & Co Inc | 1,592 | $1.41M | 0.19% | −14−0.9% | Reduced |
| Cedrus LLC | 1,593 | $1.41M | 0.52% | −95−5.6% | Reduced |
| Skyline Advisors, Inc. | 1,594 | $1.41M | 0.58% | +2+0.1% | Added |
| Sander Capital Advisors Inc | 1,595 | $1.41M | 0.66% | +10+0.6% | Added |
| GW Henssler & Associates Ltd | 1,596 | $1.41M | 0.08% | +146+10.1% | Added |
| Weaver Consulting Group | 1,596 | $1.42M | 0.45% | −3−0.2% | Reduced |
| Adirondack Trust Co | 1,597 | $1.42M | 0.55% | −18−1.1% | Reduced |
| Family Firm, Inc. | 1,602 | $1.42M | 0.31% | −35−2.1% | Reduced |
| Hutchinson Capital Management | 1,604 | $1.42M | 0.27% | −60−3.6% | Reduced |
| Souders Financial Advisors | 1,607 | $1.42M | 0.20% | +10+0.6% | Added |
| International Private Wealth Advisors LLC | 1,607 | $1.43M | 2.09% | +7+0.4% | Added |
| Allen Investment Management LLC | 1,608 | $1.43M | 0.02% | +436+37.2% | Added |
| David R. Rahn & Associates Inc. | 1,610 | $1.43M | 0.43% | +91+6.0% | Added |
| RFP Financial Group LLC | 1,616 | $1.43M | 0.47% | −229−12.4% | Reduced |
| Pioneer Trust Bank N A | 1,619 | $1.44M | 0.37% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 1,619 | $1.44M | 1.79% | +1,619 | New |
| Financial & Tax Architects, LLC | 1,623 | $1.44M | 0.37% | +37+2.3% | Added |
| Associated Banc-Corp | 1,626 | $1.44M | 0.04% | −82−4.8% | Reduced |
| LBMC Investment Advisors, LLC | 1,631 | $1.45M | 0.11% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,633 | $1.45M | 1.15% | −52−3.1% | Reduced |
| Red Mountain Financial, LLC | 1,633 | $1.45M | 1.54% | −43−2.6% | Reduced |
| DT Investment Partners, LLC | 1,638 | $1.45M | 0.12% | +77+4.9% | Added |
| Alpine Woods Capital Investors, LLC | 1,557 | $1.45M | 0.26% | −200−11.4% | Reduced |
| Lodestone Wealth Management LLC | 1,642 | $1.46M | 0.74% | +4+0.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,644 | $1.46M | 0.39% | −78−4.5% | Reduced |
| Modus Advisors, LLC | 1,646 | $1.46M | 0.48% | +301+22.4% | Added |
| Brophy Wealth Management, LLC | 1,647 | $1.46M | 0.52% | +1,647 | New |
| MSH Capital Advisors LLC | 1,651 | $1.46M | 0.45% | −44−2.6% | Reduced |
| Tempus Wealth Planning, LLC | 1,651 | $1.46M | 0.54% | +181+12.3% | Added |
| Amussen Hunsaker Associates LLC | 1,652 | $1.46M | 0.23% | +25+1.5% | Added |
| Drake & Associates, LLC | 1,659 | $1.47M | 0.47% | +196+13.4% | Added |
| Northern Financial Advisors Inc | 1,670 | $1.48M | 1.12% | +12+0.7% | Added |
| Beacon Capital Management, LLC | 1,675 | $1.49M | 0.21% | +47+2.9% | Added |
| Grant/GrossMendelsohn, LLC | 1,680 | $1.49M | 0.64% | +38+2.3% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,685 | $1.49M | 0.26% | +67+4.1% | Added |
| FinTrust Capital Advisors, LLC | 1,686 | $1.50M | 0.25% | +508+43.1% | Added |
| Hara Capital LLC | 1,689 | $1.50M | 0.93% | −5−0.3% | Reduced |
| Kavar Capital Partners Group, LLC | 1,694 | $1.50M | 0.24% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,695 | $1.50M | 0.45% | −72−4.1% | Reduced |
| MBM Wealth Consultants, LLC | 1,696 | $1.50M | 0.47% | +99+6.2% | Added |
| Regent Peak Wealth Advisors LLC | 1,703 | $1.51M | 0.35% | +5+0.3% | Added |
| Quadcap Wealth Management, LLC | 1,704 | $1.51M | 0.24% | +181+11.9% | Added |
| Sovereign Financial Group, Inc. | 1,703 | $1.51M | 0.35% | −78−4.4% | Reduced |
| Financial Partners Group, LLC | 1,706 | $1.51M | 0.57% | −150−8.1% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,707 | $1.51M | 0.72% | +971+131.9% | Added |
| Prescott Group Capital Management, L.L.C. | 1,708 | $1.51M | 0.22% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,709 | $1.51M | 0.06% | +180+11.8% | Added |
| Meyer Handelman Co | 1,713 | $1.52M | 0.05% | 00.0% | Unchanged |
| KWB Wealth | 1,795 | $1.53M | 0.20% | +2+0.1% | Added |
| Shum Financial Group, Inc. | 1,714 | $1.53M | 1.27% | +1,714 | New |
| 9258 Wealth Management, LLC | 1,722 | $1.53M | 0.23% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,722 | $1.53M | 0.93% | −163−8.6% | Reduced |
| Centric Wealth Management | 1,699 | $1.53M | 0.41% | −26−1.5% | Reduced |
| Hexagon Capital Partners LLC | 1,725 | $1.53M | 0.30% | +4+0.2% | Added |
| Cito Capital Group, LLC | 1,727 | $1.53M | 0.57% | +500+40.7% | Added |
| Centurion Wealth Management LLC | 1,730 | $1.53M | 0.49% | +1,730 | New |
| London Co of Virginia | 1,730 | $1.53M | 0.01% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 1,732 | $1.53M | 0.65% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,732 | $1.54M | 0.54% | +1,732 | New |
| Copperwynd Financial, LLC | 1,732 | $1.54M | 0.46% | +111+6.8% | Added |
| Heritage Wealth Management, Inc. | 1,732 | $1.54M | 0.50% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 1,733 | $1.54M | 1.11% | +18+1.0% | Added |
| MJP Associates Inc | 1,734 | $1.54M | 0.29% | −36−2.0% | Reduced |
| Lodestar Private Asset Management LLC | 1,736 | $1.54M | 0.20% | +171+10.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,750 | $1.55M | 0.09% | −10−0.6% | Reduced |
| Blueprint Investment Partners LLC | 1,750 | $1.55M | 0.28% | −56−3.1% | Reduced |
| Legacy Financial Advisors, Inc. | 1,755 | $1.56M | 0.26% | +16+0.9% | Added |
| Anfield Capital Management, LLC | 1,760 | $1.56M | 0.59% | +1,647+1,457.5% | Added |
| Peddock Capital Advisors, LLC | 1,762 | $1.56M | 0.38% | −24−1.3% | Reduced |
| Chatham Capital Group, Inc. | 1,766 | $1.57M | 0.26% | +47+2.7% | Added |
| Evoke Wealth, LLC | 1,767 | $1.57M | 0.04% | +1,767 | New |
| Pacific Capital Wealth Advisors, Inc | 1,773 | $1.57M | 0.26% | +13+0.7% | Added |
| Great Waters Wealth Management | 1,775 | $1.57M | 0.21% | +30+1.7% | Added |
| Horst & Graben Wealth Management LLC | 1,778 | $1.58M | 0.28% | −32−1.8% | Reduced |
| Gries Financial LLC | 1,779 | $1.58M | 0.30% | +669+60.3% | Added |
| Eqis Capital Management, Inc. | 1,782 | $1.58M | 0.13% | −668−27.3% | Reduced |
| Paloma Partners Management Co | 1,786 | $1.58M | 0.08% | +1,432+404.5% | Added |
| Lee Danner & Bass Inc | 1,787 | $1.58M | 0.11% | +220+14.0% | Added |
| Keating Investment Counselors Inc | 1,790 | $1.59M | 0.47% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,791 | $1.59M | 0.07% | −36−2.0% | Reduced |