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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.

Q4 2024 vs. Q3 2024

How the institutions holding Costco Wholesale Corp changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of COST: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders3,590713,941+422
Shares308.6M1.72M305.2M−1.69M (−0.6%)
Value$266.7B$1.52B$279.6B+$14.4B (+5.4%)

71 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (509)

Institutions that held Costco Wholesale Corp at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 509 by value.

Institutions new to COST in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc1,348,991$1.24B0.46%
Universal- Beteiligungs- und Servicegesellschaft mbH305,637$280.0M0.56%
Banque Transatlantique SA231,007$212.0M5.40%
Local Pensions Partnership Investment Ltd195,300$179.0M3.33%
KLP Kapitalforvaltning AS156,640$143.5M0.68%
Lansforsakringar Fondforvaltning AB (publ)128,556$117.8M0.66%
Holocene Advisors, LP97,000$88.9M0.29%
GF Fund Management Co. Ltd.96,361$88.3M1.93%
Aware Super Pty Ltd as trustee of Aware Super90,544$83.0M1.32%
Voloridge Investment Management, LLC85,771$78.6M0.28%
Groupe la Francaise65,877$67.8M1.74%
Police & Firemen's Retirement System of New Jersey64,480$59.1M0.57%
Ilmarinen Mutual Pension Insurance Co64,000$58.6M0.50%
Madison Investment Advisors, LLC33,543$30.7M0.35%
Ofi Invest Asset Management34,574$30.6M0.72%
Boston Private Wealth LLC26,970$24.7M0.46%
Woodline Partners LP26,608$24.4M0.17%
Cary Street Partners Financial LLC25,073$23.0M0.75%
Bradyco, Inc.9,619$20.8M12.83%
River & Mercantile Asset Management LLP19,659$18.0M3.50%
Generali Asset Management SPA SGR16,892$15.5M0.40%
Laurion Capital Management LP16,814$15.4M0.96%
Perennial Advisors, LLC13,714$12.6M2.73%
Nearwater Capital Markets, Ltd13,000$11.9M0.34%
PEAK6 LLC12,594$11.5M0.45%
Bradley & Co. Private Wealth Management, LLC11,787$10.8M6.74%
Evelyn Partners Investment Management LLP11,319$10.4M0.34%
SBI Securities Co., Ltd.11,158$10.2M0.31%
Chokshi & Queen Wealth Advisors, Inc11,062$10.1M6.29%
GKV Capital Management Co., Inc.10,745$9.85M4.01%
Guardian Partners Inc.10,361$9.61M0.98%
Richards, Merrill & Peterson, Inc.10,196$9.34M4.88%
Union Bancaire Privee, UBP SA9,802$8.78M0.16%
Fieldview Capital Management, LLC9,504$8.71M1.34%
Churchill Management Corp9,200$8.43M0.09%
DSG Capital Advisors, LLC9,044$8.29M1.50%
Headland Capital, LLC8,995$8.24M2.82%
Good Life Advisors, LLC8,844$8.10M0.59%
Scopus Asset Management, L.P.8,458$7.75M0.29%
Susquehanna Fundamental Investments, LLC8,263$7.57M0.13%
Canada Post Corp Registered Pension Plan7,886$7.23M0.43%
Triglav Skladi, D.O.O.7,700$7.06M0.56%
Strategic Global Advisors, LLC7,614$6.98M1.28%
Fischer Financial Services, Inc.7,538$6.91M2.18%
Asset Planning,Inc7,492$6.87M5.23%
AlpenGlobal Capital LLC7,388$6.77M4.40%
JPL Wealth Management, LLC7,209$6.61M1.89%
Gsa Capital Partners LLP7,141$6.54M0.48%
DJE Kapital AG6,680$6.16M0.14%
MUFG Securities Americas Inc.6,542$5.99M0.76%
Blue Sky Capital Consultants Group, Inc.6,445$5.91M3.55%
Sagespring Wealth Partners, LLC6,141$5.63M0.15%
SoundView Advisors Inc.5,936$5.44M2.24%
Agp Franklin, LLC5,838$5.35M3.25%
Parr McKnight Wealth Management Group, LLC5,834$5.35M0.77%
Hall Capital Management Co Inc5,832$5.34M2.49%
Harold Davidson & Associates Inc.5,649$5.18M2.48%
Brueske Advisory Services, LLC5,489$5.03M4.47%
Forefront Wealth Management Inc.5,361$4.91M4.52%
111 Capital5,360$4.91M1.03%
Alcosta Capital Management, Inc.5,343$4.90M2.85%
Ibex Wealth Advisors5,262$4.82M0.57%
TFR Capital, LLC.5,119$4.69M2.33%
Hudson Bay Capital Management LP5,066$4.64M0.03%
Brentview Investment Management LLC4,935$4.52M2.57%
Raiffeisen Bank International AG4,867$4.49M0.07%
ZEGA Investments, LLC4,695$4.41M1.31%
Southern Style Financial, Inc.4,679$4.30M3.48%
Byrne Financial Freedom, LLC4,624$4.24M1.89%
Integrity Alliance, LLC.4,589$4.20M0.46%
Wayfinding Financial, LLC4,545$4.16M2.23%
Telligent Fund, LP4,500$4.12M3.93%
Caisse des Depots Et Consignations4,475$4.10M0.20%
Generali Investments CEE, investicni spolecnost, a.s.4,450$4.08M0.42%
Berbice Capital Management LLC4,445$4.07M3.26%
Figure 8 Investment Strategies LLC4,434$4.06M3.99%
Fairvoy Private Wealth, LLC4,426$4.06M1.08%
Argentarii, LLC4,363$4.00M2.01%
Illumine Investment Management, LLC4,338$3.97M3.27%
Burling Wealth Partners, LLC4,297$3.94M0.80%
one8zero8, LLC4,264$3.91M0.84%
Stillwater Wealth Management Group4,262$3.91M3.51%
Stenger Family Office, LLC4,260$3.90M1.33%
Warm Springs Advisors Inc.4,192$3.84M3.56%
Hager Investment Management Services, LLC4,178$3.83M2.39%
Golden State Wealth Management, LLC4,068$3.73M0.56%
Gallagher Capital Advisors, LLC4,058$3.72M2.71%
PKO Investment Management Joint-Stock Co4,000$3.67M0.46%
Huntleigh Advisors, Inc.3,859$3.54M0.76%
Sava Infond d.o.o.3,825$3.50M0.62%
Turn8 Private Wealth Inc.3,608$3.31M2.36%
Enhancing Capital LLC3,541$3.24M2.59%
Triasima Portfolio Management inc.3,538$3.24M0.63%
Axecap Investments, LLC3,499$3.21M2.41%
Baer Investment Advisory LLC1,371$3.19M4.78%
Putney Financial Group LLC3,483$3.19M2.84%
Jericho Financial, LLP3,452$3.16M2.29%
Westbourne Investments, Inc.3,422$3.14M1.85%
Roehl & Yi Investment Advisors, LLC3,410$3.12M1.72%
Quantitative Investment Management, LLC3,371$3.09M0.23%

Sold out (87)

Institutions that held Costco Wholesale Corp at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of COST in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
HRT Financial LP102,260$90.7M
CCLA Investment Management Ltd91,801$78.0M
IMC-Chicago, LLC64,258$57.0M
Aquatic Capital Management LLC35,480$31.5M
CenterBook Partners LP31,431$27.9M
Renaissance Technologies LLC31,051$27.5M
Veriti Management LLC17,662$15.7M
Barometer Capital Management Inc.13,550$12.0M
Claudia M.P. Batlle, CRP (R) LLC10,359$9.18M
Turtle Creek Wealth Advisors, LLC8,949$7.93M
Pacific Global Investment Management CO7,049$6.25M
ExodusPoint Capital Management, LP6,301$5.59M
Weiss Asset Management LP5,700$5.05M
Accuvest Global Advisors5,104$4.56M
Financial Management Network Inc5,052$4.46M
Teza Capital Management LLC4,872$4.32M
Avanda Investment Management Pte. Ltd.3,524$3.12M
Centiva Capital, LP2,852$2.53M
Seven Eight Capital, LP2,437$2.16M
Zimmermann Investment Management & Planning LLC2,240$1.99M
Mizuho Markets Americas LLC2,123$1.88M
Fiduciary Family Office, LLC1,998$1.77M
Morningstar Investment Services LLC1,944$1.72M
Catalyst Funds Management Pty Ltd1,800$1.60M
Paloma Partners Management Co1,786$1.58M
CTC Alternative Strategies, Ltd.1,619$1.44M
Blake Schutter Theil Wealth Advisors, LLC1,465$1.30M
Landscape Capital Management, L.L.C.1,377$1.22M
WBI Investments1,226$1.09M
Concentric Capital Strategies, LP1,066$945.0K
Q Capital Solutions1,050$930.8K
Advisor Resource Council984$872.6K
Nottingham Advisors, Inc.977$866.1K
Deerfield Management Company, L.P. (Series C)945$837.8K
Retireful, LLC867$768.6K
First Long Island Investors, LLC862$764.2K
Magellan Asset Management Ltd826$732.3K
MQS Management LLC814$721.6K
Abner Herrman & Brock LLC739$655.0K
Heritage Oak Wealth Advisors LLC733$649.8K
BTG Pactual Asset Management US LLC725$642.7K
Q3 Asset Management697$618.0K
Readystate Asset Management LP538$476.9K
Goodman Advisory Group, LLC525$465.6K
Brio Consultants, LLC507$449.4K
Encompass More Asset Management477$422.9K
TrueWealth Advisors, LLC452$400.7K
Martin Capital Partners, LLC425$377.0K
Quantbot Technologies LP409$362.6K
Significant Wealth Partners LLC367$325.4K
Kingdom Financial Group LLC.367$324.9K
MBB Public Markets I LLC360$319.1K
Great Point Wealth Advisors, LLC333$295.2K
Seven Post Investment Office LP313$277.5K
Capital Investment Services of America, Inc.302$267.7K
Nexus Investment Management ULC282$250.0K
FreeGulliver LLC282$250.0K
Sather Financial Group Inc270$239.4K
Crestmont Private Wealth LLC250$221.6K
Monument Group Wealth Advisors, LLC245$217.2K
Calton & Associates, Inc.237$210.8K
WESPAC Advisors SoCal, LLC235$208.5K
Stone House Investment Management, LLC234$207.5K
Astoria Strategic Wealth, Inc.232$205.7K
Thrive Capital Management, LLC231$205.0K
Garrett Investment Advisors LLC231$204.8K
Planning Center, Inc.231$204.8K
Worth Asset Management, LLC228$202.1K
Capstone Investment Advisors, LLC192$170.2K
Voisard Asset Management Group, Inc.183$162.2K
Hobbs Group Advisors, LLC182$161.0K
Westpac Banking Corp166$147.2K
Uncommon Cents Investing LLC165$146.3K
LGT Financial Advisors LLC150$133.0K
Focused Wealth Management, Inc135$120.0K
Aspire Private Capital, LLC113$100.5K
Clear Point Advisors Inc.87$77.0K
DSM Capital Partners LLC55$48.8K
Elequin Capital LP45$39.9K
Redmont Wealth Advisors LLC43$38.1K
Partnership Wealth Management, LLC23$20.4K
Claris Advisors, LLC12$10.6K
Pinpoint Asset Management Ltd7$6.21K
McMahon Financial Advisors, LLC5$4.43K
Altshuler Shaham Ltd4$3.55K
Sanctuary Wealth Management, L.L.C.4$3.55K
Quest Partners LLC4$3.55K

Not filed for Q4 2024 yet (71)

Institutions that held Costco Wholesale Corp at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding COST in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates876,365$776.9M
Raymond James Financial Services Advisors, Inc.396,711$351.7M
SpiderRock Advisors, LLC105,075$93.2M
B. Metzler seel. Sohn & Co. Holding AG56,761$50.3M
Vancity Investment Management Ltd36,051$32.0M
Rakuten Investment Management, Inc.35,204$31.2M
Raymond James Trust N.A.23,959$21.2M
Chartwell Investment Partners, LLC17,466$15.5M
Eagle Asset Management Inc15,652$14.8M
Kingfisher Capital LLC12,729$11.3M
Guardian Capital Advisors LP10,822$9.50M
First Personal Financial Services8,775$7.78M
PEAK6 Investments LLC7,258$6.43M
ClariVest Asset Management LLC7,511$6.38M
Banque Cantonale Vaudoise6,907$6.12M
Prio Wealth Limited Partnership6,814$6.04M
M&R Capital Management Inc6,584$5.84M
Concentric Wealth Management, LLC6,574$5.83M
Eisler Capital (US) LLC6,325$5.61M
Dantai Capital Ltd5,591$4.96M
GYL Financial Synergies, LLC5,489$4.87M
Gunn & Co Investment Management, Inc.5,191$4.60M
Zega Financial, LLC4,665$4.14M
Graybill Bartz & Assoc Ltd4,486$3.98M
CIC Wealth, LLC4,053$3.59M
Sweet Financial Partners, LLC3,255$2.89M
Sweeney & Michel, LLC3,152$2.80M
Carmichael Hill & Associates, Inc.2,656$2.35M
Inscription Capital, LLC2,368$2.10M
First Trust Investment Solutions L.P.2,062$1.83M
Alera Investment Advisors, LLC1,807$1.60M
9258 Wealth Management, LLC1,722$1.53M
FinTrust Capital Advisors, LLC1,686$1.50M
Brophy Wealth Management, LLC1,647$1.46M
Cedrus LLC1,593$1.41M
Bridge Advisory, LLC1,407$1.25M
Argent Financial Group, Inc.1,397$1.24M
Northwest Investment Counselors, LLC1,388$1.23M
Advisory Services & Investments, LLC1,078$955.9K
Platte River Wealth Advisors, LLC1,037$919.3K
Kowal Investment Group, LLC1,021$904.9K
Axiom Advisory, LLC960$845.0K
Verdad Advisers, LP929$823.6K
TNF LLC888$793.5K
Alpine Bank Wealth Management802$711.0K
Garrison Asset Management, LLC742$657.8K
Insight Folios Inc731$648.3K
Hyperion Partners, LLC716$634.6K
Susquehanna International Group Ltd.587$520.4K
Gateway Advisory, LLC550$487.6K
Diversified, LLC480$425.5K
Vima LLC472$418.5K
Etfidea, LLC443$392.7K
Cary Street Partners Asset Management LLC438$388.5K
WFA of San Diego, LLC425$376.5K
Halpern Financial, Inc.401$352.5K
Kure Advisory, LLC395$350.0K
Biechele Royce Advisors379$336.0K
Source Financial Advisors LLC369$327.1K
LifePro Asset Management358$317.4K
Fort, L.P.347$307.6K
Smithbridge Asset Management Inc319$282.8K
Lesa Sroufe & Co310$275.0K
Sage Investment Advisers LLC307$272.2K
BBJS Financial Advisors, LLC238$211.1K
Planning Capital Management Corp139$123.5K
Annapolis Financial Services, LLC119$105.1K
VitalStone Financial, LLC80$70.9K
Naples Money Management LLC27$23.9K
Peterson Financial Group, Inc.13$11.8K
SYSTM Wealth Solutions LLC2$1.77K