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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, Q4 2024

Institutional positions in Costco Wholesale Corp as of Dec 31, 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
3,942
+422 vs. Q3 2024
Shares held
305.2M
−1.69M (−0.6%) vs. Q3 2024
Total value
$279.6B
+$14.4B (+5.4%) vs. Q3 2024
New holders
509
1,498 more added
Sold out
87
1,460 more reduced

71 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 3,942 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 heldQ4 2024: $279.6B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q3 2024.

Institutions holding COST in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Campbell Capital Management Inc1$9160.00%+1New
Vista Private Wealth Partners. LLC1$9180.00%+1New
One River Asset Management, LLC1$9230.00%−10−90.9%Reduced
Horizon Financial Services, LLC2$1.83K0.00%00.0%Unchanged
Investment Counsel Co of Nevada2$1.83K0.00%+2New
Clal Insurance Enterprises Holdings Ltd2$2.00K0.00%+2New
Broadwater Capital Management LLC3$2.75K0.00%00.0%Unchanged
Fiduciary Advisors, Inc.3$2.75K0.00%+3New
NBC Securities, Inc.3$2.94K0.27%−3,142−99.9%Reduced
Horrell Capital Management, Inc.3$3.00K0.00%00.0%Unchanged
Financial Connections Group, Inc.4$3.00K0.00%+4New
Burkett Financial Services, LLC4$3.67K0.00%00.0%Unchanged
Sugar Maple Asset Management, LLC4$3.67K0.00%+4New
Anderson Financial Strategies, LLC4$3.67K0.00%+4New
WestEnd Advisors, LLC5$4.58K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.5$4.58K0.00%+5New
TD Capital Management LLC7$6.58K0.00%+1+16.7%Added
Bayforest Capital Ltd8$7.33K0.01%+8New
Innovative Advisory Group, LLC8$7.33K0.01%+8New
Perritt Capital Management Inc8$7.35K0.00%+4+100.0%Added
Disciplina Capital Management LLC8$7.55K0.00%00.0%Unchanged
Lummis Asset Management, LP10$9.16K0.01%00.0%Unchanged
Principia Wealth Advisory, LLC10$9.16K0.01%+10New
Keener Financial Planning LLC11$10.0K0.01%00.0%Unchanged
PayPay Securities Corp11$10.1K0.44%−4−26.7%Reduced
Morgan Dempsey Capital Management LLC11$10.1K0.00%00.0%Unchanged
Prudent Man Investment Management, Inc.11$10.1K0.01%+11New
Alaska Permanent Fund Corp12$11.0K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC13$11.9K0.00%00.0%Unchanged
Pineridge Advisors LLC14$12.8K0.00%+14New
Kathleen S. Wright Associates Inc.15$13.7K0.01%00.0%Unchanged
Hurley Capital, LLC15$15.8K0.01%+15New
Financial Freedom, LLC17$15.9K0.01%00.0%Unchanged
Minot DeBlois Advisors LLC19$17.1K0.02%+19New
Insight Financial Services19$17.4K0.01%00.0%Unchanged
Access Investment Management LLC20$18.3K0.01%00.0%Unchanged
Mechanics Financial Corp21$19.2K0.01%+21New
FPC Investment Advisory, Inc.20$19.6K0.01%+15+300.0%Added
McClarren Financial Advisors, Inc.23$21.0K0.06%−1,768−98.7%Reduced
Grayhawk Investment Strategies Inc.24$22.0K0.04%00.0%Unchanged
Evergreen Private Wealth LLC25$22.9K0.01%00.0%Unchanged
FLP Wealth Management, LLC25$22.9K0.06%+25New
Frazier Financial Advisors, LLC25$23.1K0.02%−9−26.5%Reduced
RE Dickinson Investment Advisors, LLC26$23.5K0.01%00.0%Unchanged
Investment Management Corp27$25.1K0.02%+27New
Slocum, Gordon & Co LLP28$25.7K0.02%00.0%Unchanged
Catherine Avery Investment Management LLC28$25.7K0.02%+28New
Fairway Wealth LLC29$26.2K0.01%+8+38.1%Added
Studio Investment Management LLC29$26.6K0.01%00.0%Unchanged
1620 Investment Advisors, Inc.30$27.1K0.02%00.0%Unchanged
Live Oak Investment Partners–$27.5K0.02%––
DiNuzzo Private Wealth, Inc.32$29.3K0.00%+1+3.2%Added
Heck Capital Advisors, LLC33$30.2K0.00%00.0%Unchanged
Synergy Investment Management, LLC34$31.2K0.01%+34New
Brown Shipley& Co Ltd35$32.1K0.02%00.0%Unchanged
NewSquare Capital LLC35$32.3K0.00%+25+250.0%Added
Evolution Advisers, Inc.36$33.0K0.02%00.0%Unchanged
Endeavor Private Wealth, Inc.36$33.3K0.03%+36New
Lam Group, Inc.38$34.8K0.02%00.0%Unchanged
Collier Financial38$34.8K0.03%+38New
CarsonAllaria Wealth Management, Ltd.39$35.9K0.02%00.0%Unchanged
Stephenson National Bank & Trust40$36.7K0.01%−38−48.7%Reduced
Rocky Mountain Advisers, LLC40$36.7K0.01%00.0%Unchanged
Rogco, LP41$37.6K0.02%00.0%Unchanged
West Financial Advisors, LLC41$37.6K0.01%00.0%Unchanged
Raffa Wealth Management, LLC42$38.5K0.01%−4−8.7%Reduced
Cornerstone National Bank & Trust Co43$39.4K0.02%00.0%Unchanged
Barrett & Company, Inc.43$39.4K0.02%+16+59.3%Added
Signature Resources Capital Management, LLC43$39.6K0.04%00.0%Unchanged
Aspect Partners, LLC45$41.2K0.02%−5−10.0%Reduced
PMV Capital Advisers, LLC45$41.2K0.11%+45New
FSC Wealth Advisors, LLC45$41.2K0.03%+45New
Morton Brown Family Wealth, LLC45$41.5K0.01%00.0%Unchanged
Ruedi Wealth Management, Inc.47$43.3K0.01%00.0%Unchanged
Semmax Financial Advisors Inc.42$45.4K0.01%00.0%Unchanged
SWAN Capital LLC50$45.8K0.02%00.0%Unchanged
North Ridge Wealth Advisors, Inc.50$45.8K0.03%+50New
Aspetuck Financial Management LLC50$45.8K0.04%+50New
Unique Wealth Strategies, LLC50$45.8K0.02%+4+8.7%Added
Chesapeake Asset Management LLC54$49.5K0.05%+44+440.0%Added
Bank & Trust Co54$49.5K0.04%00.0%Unchanged
Clear Investment Research, LLC55$50.5K0.07%+10+22.2%Added
Your Advocates Ltd., LLP59$54.1K0.02%00.0%Unchanged
ZynergyRetirementPlanningLLC62$55.0K0.04%00.0%Unchanged
Retirement Wealth Solutions LLC59$55.5K0.05%+59New
Dixon Mitchell Investment Counsel Inc.63$57.7K0.00%+63New
Capital A Wealth Management, LLC63$57.7K0.10%+63New
Ransom Advisory, Ltd64$58.6K0.03%−14−17.9%Reduced
Clear Street Markets LLC69$63.2K0.02%+69New
Holos Integrated Wealth LLC72$66.0K0.05%+72New
Christopher J. Hasenberg, Inc73$66.9K0.03%00.0%Unchanged
WealthTrak Capital Management LLC73$66.9K0.06%+73New
Atlantic Private Wealth, LLC75$68.7K0.05%00.0%Unchanged
Marshall Investment Management, LLC79$70.0K0.04%+79New
Breakwater Investment Management81$74.2K0.03%00.0%Unchanged
Pingora Partners LLC84$77.0K0.05%00.0%Unchanged
Kings Path Partners LLC84$77.0K0.03%00.0%Unchanged
Lavaca Capital LLC85$77.9K0.03%+85New
Country Trust Bank86$78.8K0.00%00.0%Unchanged
Spectrum Wealth Counsel, LLC86$78.8K0.01%−2−2.3%Reduced