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 |
|---|---|---|---|---|---|
| Kades & Cheifetz LLC | 291 | $257.8K | 0.15% | +1+0.3% | Added |
| Pacific Wealth Strategies Group, Inc. | 291 | $258.0K | 0.19% | 00.0% | Unchanged |
| Planning Directions Inc | 291 | $258.2K | 0.15% | −106−26.7% | Reduced |
| Providence Capital Advisors, LLC | 293 | $259.8K | 0.05% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 293 | $259.8K | 0.04% | +3+1.0% | Added |
| Sunburst Financial Group, LLC | 293 | $259.8K | 0.07% | +37+14.5% | Added |
| Quartz Partners, LLC | 294 | $260.4K | 0.16% | +294 | New |
| Fiducient Advisors LLC | 294 | $260.6K | 0.03% | +294 | New |
| Mosley Wealth Management | 294 | $260.7K | 0.18% | 00.0% | Unchanged |
| McCarthy & Cox | 296 | $262.1K | 0.10% | +296 | New |
| Rakuten Securities, Inc. | 296 | $262.4K | 0.11% | −20−6.3% | Reduced |
| Blue Square Asset Management, LLC | 297 | $263.3K | 0.14% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 297 | $263.4K | 0.13% | +297 | New |
| Fairfield, Bush & Co. | 297 | $263.4K | 0.16% | +10+3.5% | Added |
| New Insight Wealth Advisors | 297 | $263.7K | 0.14% | +14+4.9% | Added |
| OxenFree Capital LLC | 298 | $264.2K | 0.21% | +10+3.5% | Added |
| TPG Financial Advisors, LLC | 298 | $264.4K | 0.12% | −22−6.9% | Reduced |
| Bridgefront Capital, LLC | 299 | $265.1K | 0.10% | −1,261−80.8% | Reduced |
| Beacon Financial Strategies CORP | 299 | $265.1K | 0.18% | −5−1.6% | Reduced |
| Cottage Street Advisors LLC | 300 | $265.6K | 0.14% | +6+2.0% | Added |
| Perkins Capital Management Inc | 300 | $266.0K | 0.25% | 00.0% | Unchanged |
| First American Bank | 300 | $266.0K | 0.02% | 00.0% | Unchanged |
| Grace & White Inc | 300 | $266.0K | 0.05% | 00.0% | Unchanged |
| Bowman & Co S.C. | 300 | $266.0K | 0.14% | 00.0% | Unchanged |
| Private Capital Management, LLC | 301 | $267.1K | 0.03% | +7+2.4% | Added |
| Financial Avengers, Inc. | 301 | $267.2K | 0.13% | +19+6.7% | Added |
| Capital Investment Services of America, Inc. | 302 | $267.7K | 0.03% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 302 | $268.1K | 0.11% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 303 | $268.6K | 0.08% | −229−43.0% | Reduced |
| Tennessee Valley Asset Management Partners | 303 | $268.7K | 0.04% | −10−3.2% | Reduced |
| MBE Wealth Management, LLC | 303 | $268.8K | 0.15% | +22+7.8% | Added |
| Financial Advisory Corp | 304 | $269.0K | 0.10% | +304 | New |
| Emerald Mutual Fund Advisers Trust | 304 | $269.5K | 0.01% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 304 | $269.5K | 0.14% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 305 | $270.3K | 0.15% | −106−25.8% | Reduced |
| Pflug Koory, LLC | 305 | $270.4K | 0.13% | +305 | New |
| Walker Financial Services, Inc. | 306 | $271.1K | 0.18% | +25+8.9% | Added |
| Martel Wealth Advisors Inc | 307 | $271.1K | 0.06% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 306 | $271.2K | 0.05% | +32+11.7% | Added |
| Chemung Canal Trust Co | 306 | $271.3K | 0.05% | −47−13.3% | Reduced |
| Sage Investment Advisers LLC | 307 | $272.2K | 0.28% | +7+2.3% | Added |
| Ameraudi Asset Management, Inc. | 309 | $273.9K | 0.12% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 310 | $275.0K | 0.26% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 311 | $275.7K | 0.04% | 00.0% | Unchanged |
| Alpha Omega Group, Inc. | 312 | $276.6K | 0.38% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 312 | $276.6K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 312 | $276.6K | 0.12% | −234−42.9% | Reduced |
| Seven Post Investment Office LP | 313 | $277.5K | 0.04% | 00.0% | Unchanged |
| Parkside Investments, LLC | 313 | $277.8K | 0.04% | −135−30.1% | Reduced |
| White Lighthouse Investment Management Inc. | 314 | $278.4K | 0.05% | +314 | New |
| Capasso Planning Partners LLC | 314 | $278.4K | 0.08% | 00.0% | Unchanged |
| HughesLittle Investment Management Ltd. | 315 | $279.3K | 0.06% | 00.0% | Unchanged |
| Burr Financial Services, LLC | 316 | $280.1K | 0.20% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 316 | $280.1K | 0.04% | +51+19.2% | Added |
| Talisman Wealth Advisors LLC | 317 | $280.4K | 0.30% | +3+1.0% | Added |
| Madden Securities Corp | 317 | $281.0K | 0.12% | −159−33.4% | Reduced |
| Sharp Financial Services, LLC | 317 | $281.0K | 0.22% | −38−10.7% | Reduced |
| Gould Capital, LLC | 317 | $281.0K | 0.18% | +7+2.3% | Added |
| Cahill Wealth Management, LLC | 317 | $281.1K | 0.15% | +52+19.6% | Added |
| Tidemark, LLC | 317 | $281.3K | 0.12% | +6+1.9% | Added |
| Barings LLC | 318 | $281.9K | 0.01% | −180−36.1% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 319 | $282.4K | 0.27% | +1+0.3% | Added |
| Smithbridge Asset Management Inc | 319 | $282.8K | 0.05% | −2−0.6% | Reduced |
| New Jersey Better Educational Savings Trust | 319 | $282.8K | 0.53% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 319 | $283.0K | 0.24% | +319 | New |
| Blue Zone Wealth Advisors, LLC | 320 | $283.7K | 0.09% | +76+31.1% | Added |
| Blue Bell Private Wealth Management, LLC | 321 | $284.6K | 0.05% | +11+3.5% | Added |
| Merkkuri Wealth Advisors LLC | 321 | $284.8K | 0.23% | +321 | New |
| Blankinship & Foster, LLC | 323 | $286.3K | 0.07% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 325 | $288.1K | 0.09% | −364−52.8% | Reduced |
| Grand Jean Capital Management Inc | 325 | $288.1K | 0.06% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 325 | $288.1K | 0.05% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 325 | $288.1K | 0.12% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 325 | $288.1K | 0.10% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 325 | $288.1K | 0.12% | +41+14.4% | Added |
| Cedar Mountain Advisors, LLC | 326 | $288.9K | 0.07% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 326 | $289.0K | 0.12% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 326 | $289.0K | 0.08% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 326 | $289.0K | 0.22% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 327 | $289.6K | 0.07% | +47+16.8% | Added |
| Wealthquest Corp | 331 | $290.5K | 0.03% | −267−44.6% | Reduced |
| Coston, McIsaac & Partners | 329 | $291.0K | 0.08% | −10−2.9% | Reduced |
| Drucker Wealth 3.0, LLC | 329 | $291.7K | 0.07% | +18+5.8% | Added |
| Carson Advisory Inc. | 329 | $292.0K | 0.18% | −13−3.8% | Reduced |
| Wagner Wealth Management, LLC | 330 | $292.6K | 0.08% | −21−6.0% | Reduced |
| BluePointe Capital Management, LLC | 331 | $293.4K | 0.19% | −11−3.2% | Reduced |
| Reston Wealth Management LLC | 331 | $293.8K | 0.11% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 332 | $294.1K | 0.07% | −122−26.9% | Reduced |
| Northeast Financial Group, Inc. | 331 | $294.2K | 0.11% | −26−7.3% | Reduced |
| CGC Financial Services, LLC | 332 | $294.3K | 0.12% | −44−11.7% | Reduced |
| Great Point Wealth Advisors, LLC | 333 | $295.2K | 0.06% | +90+37.0% | Added |
| Addison Advisors LLC | 333 | $295.2K | 0.08% | +177+113.5% | Added |
| Latitude Advisors, LLC | 335 | $297.0K | 0.17% | +4+1.2% | Added |
| Flaharty Asset Management, LLC | 335 | $297.2K | 0.04% | 00.0% | Unchanged |
| GoalFusion Wealth Management, LLC | 336 | $297.9K | 0.17% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 337 | $298.8K | 0.12% | +23+7.3% | Added |
| Sage Private Wealth Group, LLC | 337 | $299.0K | 0.24% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 338 | $299.6K | 0.15% | −1−0.3% | Reduced |
| Lansing Street Advisors | 339 | $300.2K | 0.11% | +81+31.4% | Added |
| Alexander Labrunerie & Co., Inc. | 339 | $300.5K | 0.14% | +12+3.7% | Added |