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 | 4,274 | $311.5B |
| Q4 2025 | 4,138 | $272.0B |
| Q3 2025 | 3,941 | $274.4B |
| Q2 2025 | 4,011 | $302.3B |
| Q1 2025 | 3,952 | $287.8B |
| Q4 2024 | 3,941 | $279.6B |
| Q3 2024 | 3,590 | $266.7B |
| Q2 2024 | 3,526 | $258.3B |
| Q1 2024 | 3,419 | $222.0B |
| Q4 2023 | 3,343 | $201.0B |
| Q3 2023 | 3,077 | $169.9B |
| Q2 2023 | 3,041 | $162.0B |
| Q1 2023 | 2,943 | $149.2B |
| Q4 2022 | 2,938 | $137.2B |
| Q3 2022 | 2,825 | $141.6B |
| Q2 2022 | 2,784 | $143.4B |
| Q1 2022 | 2,862 | $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 |
|---|---|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 1,102 | $976.9K | 0.42% | 00.0% | Unchanged |
| Capstone Wealth Management Group LLC | 1,068 | $978.3K | 0.74% | +1,068 | New |
| Global Assets Advisory, LLC | 1,076 | $978.7K | 0.54% | −524−32.8% | Reduced |
| Sunbeam Capital Management, LLC | 1,068 | $978.8K | 0.91% | +1,068 | New |
| Paces Ferry Wealth Advisors, LLC | 1,071 | $981.7K | 0.48% | −4−0.4% | Reduced |
| Leigh Baldwin & Co., LLC | 1,072 | $982.1K | 0.83% | +1,072 | New |
| Dale Q Rice Investment Management Ltd | 1,074 | $984.1K | 0.43% | +1,074 | New |
| Crown Wealth Group, LLC | 1,075 | $985.0K | 0.40% | +19+1.8% | Added |
| Acorns Advisers, LLC | 1,075 | $985.0K | 0.01% | +98+10.0% | Added |
| Bridgewealth Advisory Group, LLC | 915 | $985.6K | 0.28% | +300+48.8% | Added |
| Antonelli Financial Advisors, LLC | 1,077 | $986.8K | 0.83% | +1,077 | New |
| Littlejohn Financial Services, Inc. | 1,077 | $986.9K | 0.88% | +1,077 | New |
| Enzi Wealth | 1,047 | $989.3K | 0.38% | +2+0.2% | Added |
| Paradigm Asset Management Co LLC | 1,081 | $990.5K | 0.27% | +500+86.1% | Added |
| Novus Advisors, LLC | 1,084 | $993.3K | 0.99% | +1,084 | New |
| Peoples Financial Services Corp. | 1,086 | $995.1K | 0.46% | 00.0% | Unchanged |
| IFG Advisors, LLC | 1,087 | $996.4K | 0.20% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 1,090 | $998.7K | 0.74% | −9−0.8% | Reduced |
| Symmetry Partners, LLC | 1,090 | $998.8K | 0.14% | +720+194.6% | Added |
| Founders Financial Alliance, LLC | 1,091 | $999.6K | 0.27% | −125−10.3% | Reduced |
| Sonoma Private Wealth LLC | 1,092 | $1.00M | 1.62% | −875−44.5% | Reduced |
| Ninepoint Partners LP | 1,095 | $1.00M | 0.16% | −80−6.8% | Reduced |
| Fortune 45 LLC | 1,094 | $1.00M | 0.65% | +282+34.7% | Added |
| TFB Advisors LLC | 1,096 | $1.00M | 0.29% | +24+2.2% | Added |
| Rockland Trust Co | 1,097 | $1.01M | 0.05% | −93−7.8% | Reduced |
| Hemington Wealth Management | 1,098 | $1.01M | 0.25% | +37+3.5% | Added |
| Clearview Wealth Advisors LLC | 1,098 | $1.01M | 0.76% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 1,098 | $1.01M | 0.65% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 1,099 | $1.01M | 0.51% | −130−10.6% | Reduced |
| Lane Generational LLC | 1,100 | $1.01M | 0.98% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 1,101 | $1.01M | 0.63% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,103 | $1.01M | 0.09% | +32+3.0% | Added |
| Northern Capital Management, Inc. | 1,103 | $1.01M | 0.62% | +2+0.2% | Added |
| Thompson David Blair | 1,106 | $1.01M | 0.74% | +1,106 | New |
| Eclectic Associates Inc | 1,106 | $1.01M | 0.30% | +6+0.5% | Added |
| Tradewinds, LLC. | 967 | $1.02M | 0.28% | −2−0.2% | Reduced |
| Hilltop Partners LLC | 1,112 | $1.02M | 0.35% | +337+43.5% | Added |
| Addison Capital Co | 1,114 | $1.02M | 0.41% | +16+1.5% | Added |
| Destiny Capital Corp | 1,116 | $1.02M | 0.62% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,117 | $1.02M | 0.46% | −7−0.6% | Reduced |
| Biltmore Wealth Management, LLC | 1,118 | $1.02M | 0.43% | −4−0.4% | Reduced |
| Howard Wealth Management, LLC | 1,118 | $1.02M | 0.55% | +679+154.7% | Added |
| American State Bank (Iowa) | 1,119 | $1.03M | 0.62% | −15−1.3% | Reduced |
| Synergy Financial Group, LTD | 1,120 | $1.03M | 0.86% | −144−11.4% | Reduced |
| Pachira Investments Inc. | 1,113 | $1.03M | 0.63% | +23+2.1% | Added |
| LongView Wealth Management | 1,120 | $1.03M | 0.31% | +10+0.9% | Added |
| Chaney Capital Management, Inc. | 1,121 | $1.03M | 0.49% | +100+9.8% | Added |
| Beverly Hills Private Wealth, LLC | 1,122 | $1.03M | 0.21% | +7+0.6% | Added |
| Revolve Wealth Partners, LLC | 1,123 | $1.03M | 0.15% | +130+13.1% | Added |
| GR Financial Group, LLC | 1,124 | $1.03M | 0.17% | +2+0.2% | Added |
| Westside Investment Management, Inc. | 1,126 | $1.03M | 0.22% | 00.0% | Unchanged |
| MEMBERS Trust Co | 1,127 | $1.03M | 0.04% | −30−2.6% | Reduced |
| Dover Advisors, LLC | 1,127 | $1.03M | 0.59% | −2−0.2% | Reduced |
| Capital Wealth Alliance, LLC | 1,128 | $1.03M | 0.59% | +75+7.1% | Added |
| Winthrop Advisory Group LLC | 1,128 | $1.03M | 0.12% | +219+24.1% | Added |
| Brown Financial Advisors | 1,130 | $1.03M | 0.42% | −213−15.9% | Reduced |
| Cheviot Value Management, LLC | 1,133 | $1.04M | 0.20% | −3−0.3% | Reduced |
| Kolinsky Wealth Management, LLC | 1,134 | $1.04M | 0.64% | +36+3.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,134 | $1.04M | 0.41% | −46−3.9% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,062 | $1.04M | 0.50% | −47−4.2% | Reduced |
| Cahill Financial Advisors Inc | 1,137 | $1.04M | 0.14% | +103+10.0% | Added |
| Signal Advisors Wealth, LLC | 1,141 | $1.05M | 0.12% | +89+8.5% | Added |
| Kapstone Financial Advisors LLC | 1,086 | $1.05M | 0.56% | +1,086 | New |
| Cromwell Holdings LLC | 1,144 | $1.05M | 0.60% | +10+0.9% | Added |
| Evernest Financial Advisors, LLC | 1,147 | $1.05M | 0.27% | −70−5.8% | Reduced |
| Accurate Wealth Management, LLC | 1,123 | $1.05M | 0.20% | +42+3.9% | Added |
| Builder Investment Group Inc | 1,150 | $1.05M | 0.29% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 1,151 | $1.05M | 0.55% | +134+13.2% | Added |
| Enclave Advisors LLC | 1,152 | $1.06M | 0.17% | +26+2.3% | Added |
| Strengthening Families & Communities, LLC | 1,157 | $1.06M | 0.60% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,162 | $1.06M | 0.02% | +733+170.9% | Added |
| Beach Investment Counsel Inc | 1,167 | $1.07M | 0.14% | −2,038−63.6% | Reduced |
| Acropolis Investment Management, LLC | 1,167 | $1.07M | 0.06% | −1−0.1% | Reduced |
| Peoples Bank | 1,169 | $1.07M | 0.63% | −230−16.4% | Reduced |
| Verde Capital Management | 1,172 | $1.07M | 0.30% | −274−18.9% | Reduced |
| TPG Advisors LLC | 1,177 | $1.08M | 0.84% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,178 | $1.08M | 0.08% | +46+4.1% | Added |
| Heartwood Wealth Advisors LLC | 1,179 | $1.08M | 0.12% | +2+0.2% | Added |
| Lawson Kroeker Investment Management Inc | 1,180 | $1.08M | 0.20% | −2−0.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,181 | $1.08M | 0.41% | −6,507−84.6% | Reduced |
| Atala Financial Inc | 1,181 | $1.08M | 0.76% | +1,181 | New |
| Integrated Investment Consultants, LLC | 1,184 | $1.08M | 0.22% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 1,184 | $1.08M | 0.97% | +1,184 | New |
| Delap Wealth Advisory, LLC | 1,184 | $1.08M | 0.65% | −11−0.9% | Reduced |
| Private Portfolio Partners LLC | 1,185 | $1.09M | 0.20% | +24+2.1% | Added |
| Onefund, LLC | 1,189 | $1.09M | 1.05% | +26+2.2% | Added |
| Aureus Asset Management, LLC | 1,189 | $1.09M | 0.07% | +672+130.0% | Added |
| PKS Advisory Services, LLC | 1,039 | $1.09M | 0.31% | +1,039 | New |
| PBMares Wealth Management LLC | 1,195 | $1.09M | 0.22% | +2+0.2% | Added |
| Gilliland Jeter Wealth Management LLC | 1,195 | $1.09M | 0.37% | +3+0.3% | Added |
| Helium Advisors LLC | 1,197 | $1.10M | 0.87% | +1,197 | New |
| Fusion Capital, LLC | 1,197 | $1.10M | 0.44% | −22−1.8% | Reduced |
| Greenwich Wealth Management LLC | 1,197 | $1.10M | 0.08% | +116+10.7% | Added |
| Sentinus, LLC | 1,198 | $1.10M | 0.32% | −62−4.9% | Reduced |
| Surience Private Wealth LLC | 1,200 | $1.10M | 1.42% | −350−22.6% | Reduced |
| Bravias Capital Group, LLC | 1,124 | $1.10M | 0.89% | +1,124 | New |
| World Equity Group, Inc. | 1,206 | $1.10M | 0.24% | −158−11.6% | Reduced |
| Napa Wealth Management | 1,208 | $1.11M | 0.48% | −2,736−69.4% | Reduced |
| Farringdon Capital, Ltd. | 1,209 | $1.11M | 0.46% | +1,209 | New |
| Mendel Money Management | 1,210 | $1.11M | 0.49% | −5−0.4% | Reduced |