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, 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
- 3,591
- +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 | 4,275 | $311.5B |
| Q4 2025 | 4,139 | $272.0B |
| Q3 2025 | 3,942 | $274.4B |
| Q2 2025 | 4,012 | $302.3B |
| Q1 2025 | 3,953 | $287.8B |
| Q4 2024 | 3,942 | $279.6B |
| Q3 2024 | 3,591 | $266.7B |
| Q2 2024 | 3,527 | $258.3B |
| Q1 2024 | 3,420 | $222.0B |
| Q4 2023 | 3,344 | $201.0B |
| Q3 2023 | 3,078 | $169.9B |
| Q2 2023 | 3,042 | $162.0B |
| Q1 2023 | 2,944 | $149.2B |
| Q4 2022 | 2,939 | $137.2B |
| Q3 2022 | 2,826 | $141.6B |
| Q2 2022 | 2,785 | $143.4B |
| Q1 2022 | 2,863 | $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 |
|---|---|---|---|---|---|
| Mine & Arao Wealth Creation & Management, LLC. | 238 | $211.4K | 0.10% | 00.0% | Unchanged |
| Ami Investment Management Inc | 239 | $211.9K | 0.07% | −5−2.0% | Reduced |
| Total Investment Management Inc | 239 | $212.1K | 0.02% | +239 | New |
| Dumont & Blake Investment Advisors LLC | 240 | $212.8K | 0.06% | −240−50.0% | Reduced |
| Wedge Capital Management L L P | 240 | $212.8K | 0.00% | +240 | New |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 240 | $212.8K | 0.01% | +240 | New |
| Dunhill Financial, LLC | 240 | $212.8K | 0.11% | +23+10.6% | Added |
| Kidder Stephen W | 241 | $213.7K | 0.06% | 00.0% | Unchanged |
| DHK Financial Advisors, Inc. | 241 | $213.7K | 0.13% | +241 | New |
| Inspire Advisors, LLC | 241 | $214.0K | 0.03% | +241 | New |
| LCNB Corp | 242 | $214.5K | 0.08% | −5−2.0% | Reduced |
| East Coast Asset Management, LLC. | 242 | $214.5K | 0.07% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 242 | $214.6K | 0.04% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 243 | $215.4K | 0.13% | 00.0% | Unchanged |
| Alesco Advisors LLC | 244 | $216.3K | 0.01% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 244 | $216.3K | 0.09% | +244 | New |
| Monument Group Wealth Advisors, LLC | 245 | $217.2K | 0.13% | 00.0% | Unchanged |
| Cedar Point Capital Partners, LLC | 245 | $217.2K | 0.15% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 245 | $217.3K | 0.21% | +245 | New |
| Farmers Trust Co | 246 | $218.1K | 0.04% | −27−9.9% | Reduced |
| S. R. Schill & Associates | 246 | $218.2K | 0.15% | −2,146−89.7% | Reduced |
| Confluence Investment Management LLC | 247 | $219.0K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 251 | $219.4K | 0.07% | +251 | New |
| Kelly Financial Services LLC | 248 | $219.7K | 0.08% | 00.0% | Unchanged |
| Next Capital Management LLC | 248 | $219.9K | 0.09% | −73−22.7% | Reduced |
| Grey Fox Wealth Advisors, LLC | 248 | $219.9K | 0.06% | +248 | New |
| Cannon Financial Strategists, Inc. | 249 | $220.7K | 0.04% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 249 | $220.7K | 0.08% | +10+4.2% | Added |
| Mendota Financial Group, LLC | 250 | $221.6K | 0.11% | −20−7.4% | Reduced |
| Golden Road Advisors LLC | 250 | $221.6K | 0.17% | +3+1.2% | Added |
| Aldebaran Financial Inc. | 250 | $221.6K | 0.26% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 250 | $221.6K | 0.10% | +4+1.6% | Added |
| Investment Management Associates Inc | 250 | $221.6K | 0.09% | +250 | New |
| FMB Wealth Management | 251 | $222.5K | 0.13% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 252 | $223.1K | 0.06% | +1+0.4% | Added |
| Advance Capital Management, Inc. | 252 | $223.7K | 0.01% | −12−4.5% | Reduced |
| New World Advisors LLC | 255 | $225.7K | 0.06% | +1+0.4% | Added |
| Next Level Private LLC | 255 | $225.7K | 0.09% | +7+2.8% | Added |
| PFG Private Wealth Management, LLC | 257 | $227.8K | 0.13% | −2−0.8% | Reduced |
| Awm Capital, LLC | 257 | $227.9K | 0.03% | +18+7.5% | Added |
| Cullen Investment Group, Ltd. | 257 | $228.0K | 0.03% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 258 | $228.7K | 0.13% | +12+4.9% | Added |
| Register Financial Advisors LLC | 258 | $228.7K | 0.12% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 259 | $229.6K | 0.05% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 259 | $229.6K | 0.15% | 00.0% | Unchanged |
| Stapp Wealth Management, PLLC | 259 | $229.6K | 0.37% | +5+2.0% | Added |
| Napatree Capital LLC | 259 | $229.6K | 0.16% | +259 | New |
| ASB Consultores, LLC | 260 | $230.5K | 0.09% | −84−24.4% | Reduced |
| Sutton Place Investors LLC | 261 | $231.4K | 0.14% | +261 | New |
| Axiom Financial Strategies, LLC | 262 | $232.3K | 0.12% | +262 | New |
| Watershed Private Wealth LLC | 263 | $233.7K | 0.09% | +1+0.4% | Added |
| Cardinal Point Capital Management, ULC | 265 | $234.9K | 0.04% | +265 | New |
| Pension & Wealth Management Advisors, Inc. | 264 | $235.4K | 0.12% | +106+67.1% | Added |
| Provenance Wealth Advisors, LLC | 267 | $236.7K | 0.03% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 267 | $236.8K | 0.03% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 268 | $237.5K | 0.05% | +12+4.7% | Added |
| PFS Partners, LLC | 268 | $237.8K | 0.14% | 00.0% | Unchanged |
| Concentrum Wealth Management | 268 | $237.8K | 0.09% | +268 | New |
| Westfuller Advisors, LLC | 268 | $237.9K | 0.17% | +268 | New |
| Campbell Wealth Management | 269 | $238.0K | 0.02% | −10−3.6% | Reduced |
| Gables Capital Management Inc. | 269 | $238.5K | 0.12% | −13−4.6% | Reduced |
| Center For Asset Management LLC | 269 | $238.5K | 0.14% | +10+3.9% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 270 | $238.9K | 0.14% | −29−9.7% | Reduced |
| Sather Financial Group Inc | 270 | $239.4K | 0.02% | +270 | New |
| Integrity Wealth Solutions LLC | 271 | $240.0K | 0.14% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 275 | $240.4K | 0.22% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 273 | $242.0K | 0.04% | 00.0% | Unchanged |
| Harbor Advisory Corp | 273 | $242.0K | 0.08% | +273 | New |
| Keynote Financial Services LLC | 275 | $243.8K | 0.19% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 275 | $243.8K | 0.00% | +275 | New |
| S&T Bank | 275 | $244.0K | 0.06% | 00.0% | Unchanged |
| Triumph Capital Management | 276 | $244.3K | 0.09% | −6−2.1% | Reduced |
| D L Carlson Investment Group Inc | 277 | $245.6K | 0.04% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 277 | $245.6K | 0.03% | +20+7.8% | Added |
| Wall Street Financial Group, Inc. | 277 | $245.6K | 0.26% | +277 | New |
| Advocate Group LLC | 278 | $246.5K | 0.04% | −20−6.7% | Reduced |
| Woodward Diversified Capital, LLC | 278 | $246.5K | 0.16% | −6−2.1% | Reduced |
| Marshall Financial Group LLC | 278 | $246.7K | 0.06% | +18+6.9% | Added |
| Oxinas Partners Wealth Management LLC | 279 | $246.9K | 0.15% | +1+0.4% | Added |
| Wealthspan Partners, LLC | 279 | $247.1K | 0.12% | +12+4.5% | Added |
| Phillips Financial Management, LLC | 280 | $248.4K | 0.02% | +13+4.9% | Added |
| Operose Advisors LLC | 281 | $249.1K | 0.08% | +15+5.6% | Added |
| ProVise Management Group, LLC | 281 | $249.2K | 0.02% | −13−4.4% | Reduced |
| Fiduciary Financial Group, LLC | 280 | $249.2K | 0.06% | +280 | New |
| JNBA Financial Advisors | 282 | $250.0K | 0.03% | −16−5.4% | Reduced |
| Nexus Investment Management ULC | 282 | $250.0K | 0.02% | 00.0% | Unchanged |
| FreeGulliver LLC | 282 | $250.0K | 0.15% | +282 | New |
| Syverson Strege & Co | 283 | $250.8K | 0.08% | −207−42.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 283 | $250.9K | 0.08% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 284 | $251.8K | 0.10% | +73+34.6% | Added |
| Hanlon Investment Management, Inc. | 284 | $251.8K | 0.07% | +17+6.4% | Added |
| Friedenthal Financial | 285 | $252.3K | 0.15% | −56−16.4% | Reduced |
| Financial Network Wealth Advisors LLC | 285 | $252.7K | 0.21% | +12+4.4% | Added |
| Regimen Wealth, LLC | 285 | $253.0K | 0.08% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 286 | $253.5K | 0.03% | −10−3.4% | Reduced |
| GW&K Investment Management, LLC | 286 | $254.0K | 0.00% | +38+15.3% | Added |
| Peak Planning Group, LLC | 287 | $254.1K | 0.11% | 00.0% | Unchanged |
| Single Point Partners, LLC | 288 | $255.0K | 0.41% | +1+0.3% | Added |
| Sterling Financial Group, Inc. | 289 | $256.2K | 0.11% | 00.0% | Unchanged |
| Boston Research & Management Inc | 290 | $257.1K | 0.06% | 00.0% | Unchanged |