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, 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
- 3,941
- +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
- 1,497 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Costco Wholesale Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| V2 Financial group LLC | 662 | $606.6K | 0.37% | +12+1.8% | Added |
| Integris Wealth Management, LLC | 663 | $607.4K | 0.17% | +63+10.5% | Added |
| Bill Few Associates, Inc. | 663 | $607.5K | 0.21% | +3+0.5% | Added |
| Bank of Jackson Hole Trust | 663 | $607.5K | 0.40% | +663 | New |
| Phillips Wealth Planners LLC | 649 | $608.1K | 0.61% | +2+0.3% | Added |
| Darden Wealth Group Inc | 665 | $609.3K | 0.41% | +25+3.9% | Added |
| Mindset Wealth Management, LLC | 665 | $609.3K | 0.22% | +78+13.3% | Added |
| Y.D. More Investments Ltd | 745 | $609.5K | 0.05% | −46−5.8% | Reduced |
| Lakeshore Financial Planning, Inc. | 668 | $612.2K | 0.26% | 00.0% | Unchanged |
| Retirement Solution Inc. | 669 | $613.0K | 0.16% | −1,647−71.1% | Reduced |
| Reuter James Wealth Management, LLC | 669 | $613.1K | 0.11% | +449+204.1% | Added |
| Financial Advisory Partners, LLC | 670 | $613.9K | 0.20% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 670 | $613.9K | 0.05% | +3+0.4% | Added |
| Nemes Rush Group LLC | 670 | $614.1K | 0.08% | +60+9.8% | Added |
| White Pine Capital LLC | 671 | $614.8K | 0.21% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 671 | $615.0K | 0.12% | −10−1.5% | Reduced |
| Bigelow Investment Advisors, LLC | 672 | $615.7K | 0.29% | −110−14.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 673 | $616.6K | 0.04% | −81−10.7% | Reduced |
| Financial Alternatives, Inc | 673 | $616.6K | 0.43% | −8−1.2% | Reduced |
| Apeiron RIA LLC | 673 | $616.9K | 0.17% | −27−3.9% | Reduced |
| Hiley Hunt Wealth Management | 674 | $617.4K | 0.34% | +1+0.1% | Added |
| Wexford Capital LP | 674 | $617.6K | 0.16% | −202−23.1% | Reduced |
| Rosenberg Matthew Hamilton | 674 | $617.6K | 0.16% | −49−6.8% | Reduced |
| Jacobsen Capital Management | 674 | $617.6K | 0.26% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 674 | $617.6K | 0.05% | +674 | New |
| Runnymede Capital Advisors, Inc. | 674 | $617.6K | 0.54% | +674 | New |
| Novem Group | 676 | $619.1K | 0.09% | +676 | New |
| BOS Asset Management, LLC | 677 | $620.3K | 0.22% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 678 | $621.0K | 0.29% | 00.0% | Unchanged |
| Orin Green Financial, LLC | – | $621.7K | 0.27% | – | – |
| Twinbeech Capital LP | 679 | $622.1K | 0.01% | −56,058−98.8% | Reduced |
| New Century Financial Group, LLC | 680 | $623.3K | 0.26% | +94+16.0% | Added |
| Correct Capital Wealth Management | 681 | $624.0K | 0.12% | +2+0.3% | Added |
| New Wave Wealth Advisors LLC | 682 | $624.9K | 0.26% | −51−7.0% | Reduced |
| West Wealth Group, LLC | 682 | $625.0K | 0.19% | +15+2.2% | Added |
| EWG Elevate Inc. | 684 | $626.7K | 0.19% | −171−20.0% | Reduced |
| Talon Private Wealth, LLC | 684 | $627.0K | 0.13% | +65+10.5% | Added |
| Bullseye Investment Management, LLC | 691 | $629.0K | 0.42% | +691 | New |
| Sunflower Bank, N.A. | 687 | $629.5K | 0.17% | +49+7.7% | Added |
| KRS Capital Management, LLC | 688 | $630.0K | 0.45% | −51−6.9% | Reduced |
| Echo45 Advisors LLC | 688 | $630.6K | 0.41% | +2+0.3% | Added |
| Riverstone Advisors, LLC | 689 | $631.3K | 0.36% | +176+34.3% | Added |
| AssuredPartners Investment Advisors, LLC | 690 | $632.2K | 0.12% | +690 | New |
| Green Square Capital Advisors LLC | 690 | $632.5K | 0.09% | −332−32.5% | Reduced |
| Oder Investment Management, LLC | 690 | $632.6K | 0.53% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 691 | $633.1K | 0.09% | −15−2.1% | Reduced |
| Yarger Wealth Strategies, LLC | 692 | $633.8K | 0.37% | +20+3.0% | Added |
| Impax Asset Management Group plc | 692 | $634.1K | 0.00% | +692 | New |
| Tanager Wealth Management LLP | 694 | $635.9K | 0.08% | +4+0.6% | Added |
| Legacy Capital Wealth Partners, LLC | 695 | $636.8K | 0.16% | −460−39.8% | Reduced |
| Accel Wealth Management | 695 | $637.2K | 0.24% | +12+1.8% | Added |
| Ulland Investment Advisors, LLC | 697 | $639.0K | 0.41% | 00.0% | Unchanged |
| Elefante Mark B | 698 | $639.6K | 0.58% | +698 | New |
| Tudor Investment Corp Et Al | 700 | $641.4K | 0.01% | +700 | New |
| BNP Paribas | 701 | $641.9K | 0.03% | +49+7.5% | Added |
| Momentous Wealth Management, Inc. | 701 | $642.1K | 0.53% | +701 | New |
| BankPlus Wealth Management LLC | 701 | $643.3K | 0.48% | +701 | New |
| MN Wealth Advisors, LLC | 703 | $644.6K | 0.36% | +26+3.8% | Added |
| Victrix Investment Advisors | 704 | $645.0K | 0.47% | +704 | New |
| Paladin Wealth, LLC | 704 | $645.1K | 0.56% | +6+0.9% | Added |
| Beech Hill Advisors, Inc. | 705 | $646.0K | 0.24% | −50−6.6% | Reduced |
| Clean Yield Group | 705 | $646.0K | 0.21% | +249+54.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 706 | $646.5K | 0.24% | −9−1.3% | Reduced |
| RVW Wealth, LLC | 706 | $646.7K | 0.06% | −17−2.4% | Reduced |
| Family Management Corp | 706 | $646.9K | 0.10% | +1+0.1% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 707 | $647.8K | 0.21% | +129+22.3% | Added |
| Boomfish Wealth Group, LLC | 707 | $648.2K | 0.39% | −90−11.3% | Reduced |
| Facet Wealth, Inc. | 622 | $648.8K | 0.02% | −97−13.5% | Reduced |
| Aurora Private Wealth, Inc. | 708 | $649.0K | 0.49% | +6+0.9% | Added |
| First Community Trust NA | 709 | $649.6K | 0.46% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 709 | $649.6K | 0.21% | +709 | New |
| Unified Investment Management | 711 | $651.5K | 0.74% | +711 | New |
| Cercano Management LLC | 712 | $652.4K | 0.02% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 712 | $652.6K | 0.24% | −502−41.4% | Reduced |
| Hendershot Investments Inc. | 713 | $653.3K | 0.09% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 713 | $653.3K | 0.63% | +713 | New |
| Wick Capital Partners, LLC | 714 | $654.0K | 0.19% | −164−18.7% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 714 | $654.1K | 0.21% | +714 | New |
| Insight Inv LLC | 714 | $654.2K | 0.46% | +125+21.2% | Added |
| Fragasso Group Inc. | 714 | $654.7K | 0.05% | −76−9.6% | Reduced |
| Palisade Asset Management, LLC | 715 | $655.1K | 0.07% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 716 | $656.0K | 0.45% | −144−16.7% | Reduced |
| Sandy Cove Advisors, LLC | 716 | $656.1K | 0.26% | +26+3.8% | Added |
| Perpetual Ltd | 717 | $657.0K | 0.01% | −166−18.8% | Reduced |
| Twin Lakes Capital Management, LLC | 718 | $657.9K | 0.42% | 00.0% | Unchanged |
| KWMG, LLC | 718 | $658.3K | 0.07% | +10+1.4% | Added |
| Elevatus Welath Management | 719 | $658.6K | 0.23% | +153+27.0% | Added |
| Arq Wealth Advisors, LLC | 719 | $658.8K | 0.25% | +719 | New |
| Triad Wealth Partners, LLC | 719 | $659.1K | 0.24% | +719 | New |
| Exeter Financial, LLC | 720 | $659.4K | 0.30% | +1+0.1% | Added |
| TigerOak Management, L.L.C. | 721 | $660.6K | 0.24% | +721 | New |
| Royal Capital Wealth Management, LLC | 721 | $660.7K | 0.46% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 722 | $661.3K | 0.05% | +40+5.9% | Added |
| Mason & Associates Inc | 723 | $662.5K | 0.16% | +25+3.6% | Added |
| Firestone Capital Management | 723 | $662.8K | 0.16% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 725 | $664.3K | 0.14% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 726 | $665.5K | 0.44% | +8+1.1% | Added |
| Van Strum & Towne Inc. | 727 | $666.0K | 0.23% | −50−6.4% | Reduced |
| Culbertson A N & Co Inc | 727 | $666.1K | 0.11% | −35−4.6% | Reduced |
| Anson Funds Management LP | 728 | $667.0K | 0.08% | 00.0% | Unchanged |