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 |
|---|---|---|---|---|---|
| Missouri Trust & Investment Co | 1,333 | $1.22M | 0.43% | +3+0.2% | Added |
| Resurgent Financial Advisors LLC | 1,334 | $1.22M | 0.72% | +33+2.5% | Added |
| Lebenthal Global Advisors, LLC | 1,335 | $1.22M | 0.22% | +126+10.4% | Added |
| Fire Capital Management LLC | 1,335 | $1.22M | 0.91% | +1,335 | New |
| Smith, Moore & Co. | 1,338 | $1.23M | 0.11% | +196+17.2% | Added |
| Van Cleef Asset Management,Inc | 1,338 | $1.23M | 0.13% | +11+0.8% | Added |
| Argent Advisors, Inc. | 1,339 | $1.23M | 0.45% | −13−1.0% | Reduced |
| Magnus Financial Group LLC | 1,342 | $1.23M | 0.12% | +89+7.1% | Added |
| Capital Advisors, Ltd. LLC | 1,343 | $1.23M | 0.16% | +14+1.1% | Added |
| First Commonwealth Financial Corp | 1,344 | $1.23M | 0.29% | +624+86.7% | Added |
| Custom Index Systems, LLC | 1,344 | $1.23M | 0.66% | +34+2.6% | Added |
| Centerpoint Advisors, LLC | 1,345 | $1.23M | 0.43% | −15−1.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 1,346 | $1.23M | 0.53% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 1,346 | $1.23M | 0.60% | +3+0.2% | Added |
| Wealth Alliance Advisory Group, LLC | 1,346 | $1.23M | 0.26% | −62−4.4% | Reduced |
| Waypoint Wealth Partners Inc. | 1,348 | $1.23M | 0.34% | −82−5.7% | Reduced |
| Zions Bancorporation, N.A. | 1,348 | $1.24M | 0.08% | +107+8.6% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,351 | $1.24M | 1.24% | +112+9.0% | Added |
| Personal Cfo Solutions, LLC | 1,352 | $1.24M | 0.24% | +47+3.6% | Added |
| Gateway Wealth Partners, LLC | 1,353 | $1.24M | 0.32% | +342+33.8% | Added |
| Buttonwood Financial Advisors Inc. | 1,356 | $1.24M | 0.55% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 1,360 | $1.25M | 0.67% | +1,360 | New |
| Scott Capital Advisors, LLC | 1,348 | $1.25M | 0.36% | +11+0.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,361 | $1.25M | 0.00% | −27−1.9% | Reduced |
| West Bancorporation Inc | 1,361 | $1.25M | 0.82% | −84−5.8% | Reduced |
| Sloy Dahl & Holst, LLC | 1,361 | $1.25M | 0.16% | +200+17.2% | Added |
| Hofer & Associates. Inc | 1,362 | $1.25M | 0.84% | −35−2.5% | Reduced |
| BSW Wealth Partners | 1,367 | $1.25M | 0.18% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 1,368 | $1.25M | 0.83% | −655−32.4% | Reduced |
| Gleason Group, Inc. | 1,370 | $1.26M | 0.22% | −23−1.7% | Reduced |
| First Nebraska Trust Co | 1,371 | $1.26M | 0.12% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,371 | $1.26M | 0.27% | +1+0.1% | Added |
| Clearwater Capital Advisors, LLC | 1,372 | $1.26M | 0.12% | +45+3.4% | Added |
| BKD Wealth Advisors, LLC | 1,375 | $1.26M | 0.03% | +3+0.2% | Added |
| Greatmark Investment Partners, Inc. | 1,376 | $1.26M | 0.17% | −66−4.6% | Reduced |
| Garden State Investment Advisory Services LLC | 1,369 | $1.26M | 0.39% | −129−8.6% | Reduced |
| Two Sigma Securities, LLC | 1,382 | $1.27M | 0.23% | −8,358−85.8% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,382 | $1.27M | 0.02% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,385 | $1.27M | 0.63% | +61+4.6% | Added |
| YANKCOM Partnership | 1,386 | $1.27M | 0.68% | +1,386 | New |
| Meadow Creek Wealth Advisors LLC | 1,387 | $1.27M | 0.92% | −246−15.1% | Reduced |
| Thompson Davis & Co., Inc. | 1,388 | $1.27M | 0.82% | −7−0.5% | Reduced |
| MBL Wealth, LLC | 1,390 | $1.27M | 0.13% | −29−2.0% | Reduced |
| Eagle Global Advisors LLC | 1,392 | $1.28M | 0.05% | −5−0.4% | Reduced |
| Burton Enright Welch | 1,392 | $1.28M | 0.27% | −51−3.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,392 | $1.28M | 0.00% | −119−7.9% | Reduced |
| Heritage Trust Co | 1,397 | $1.28M | 0.15% | +1,397 | New |
| Hikari Tsushin, Inc. | 1,400 | $1.28M | 0.09% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 1,401 | $1.28M | 0.20% | +19+1.4% | Added |
| Arlington Capital Management, Inc. | 1,401 | $1.28M | 0.89% | +75+5.7% | Added |
| Grimes & Company, Inc. | 1,409 | $1.29M | 0.04% | +38+2.8% | Added |
| CRA Financial Services, LLC | 1,410 | $1.29M | 0.22% | −45−3.1% | Reduced |
| Strategies Wealth Advisors, LLC | 1,218 | $1.30M | 0.16% | +1,218 | New |
| JBR Co Financial Management Inc | 1,420 | $1.30M | 0.79% | +1+0.1% | Added |
| Cypress Advisory Group LLC | 1,420 | $1.30M | 1.20% | +1,420 | New |
| FNY Investment Advisers, LLC | 1,424 | $1.30M | 0.68% | −1−0.1% | Reduced |
| Sentry LLC | 1,428 | $1.31M | 0.25% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 1,428 | $1.31M | 0.33% | +105+7.9% | Added |
| Weaver Consulting Group | 1,431 | $1.31M | 0.40% | −165−10.3% | Reduced |
| Gratus Wealth Advisors, LLC | 1,432 | $1.31M | 0.21% | −1−0.1% | Reduced |
| WestHill Financial Advisors, Inc. | 1,433 | $1.31M | 0.29% | −2−0.1% | Reduced |
| Wood Tarver Financial Group, LLC | 1,434 | $1.31M | 0.44% | +1,434 | New |
| Signet Investment Advisory Group, Inc. | 1,435 | $1.31M | 0.67% | −20−1.4% | Reduced |
| Wrapmanager Inc | 1,436 | $1.32M | 0.34% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 1,437 | $1.32M | 0.33% | +32+2.3% | Added |
| Stonebrook Private Inc. | 1,439 | $1.32M | 0.34% | +43+3.1% | Added |
| SNS Financial Group, LLC | 1,439 | $1.32M | 0.14% | −3−0.2% | Reduced |
| Elevated Capital Advisors, LLC | 1,440 | $1.32M | 0.36% | −114−7.3% | Reduced |
| Buckhead Capital Management LLC | 1,441 | $1.32M | 0.42% | −4−0.3% | Reduced |
| Radnor Capital Management, LLC | 1,442 | $1.32M | 0.22% | −910−38.7% | Reduced |
| Five Oceans Advisors | 1,442 | $1.32M | 0.61% | +1+0.1% | Added |
| Montag & Caldwell, LLC | 1,443 | $1.32M | 0.28% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 1,444 | $1.32M | 0.59% | +29+2.0% | Added |
| Mount Yale Investment Advisors, LLC | 1,446 | $1.33M | 0.11% | +1,067+281.5% | Added |
| GW Henssler & Associates Ltd | 1,496 | $1.33M | 0.08% | −100−6.3% | Reduced |
| Vestor Capital, LLC | 1,447 | $1.33M | 0.10% | +63+4.6% | Added |
| Laurel Wealth Advisors LLC | 1,449 | $1.33M | 0.21% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,456 | $1.33M | 0.16% | +1,162+395.2% | Added |
| Capital Insight Partners, LLC | 1,456 | $1.33M | 0.23% | +235+19.2% | Added |
| Park Square Financial Group, LLC | 1,460 | $1.34M | 0.92% | +1,460 | New |
| Alta Advisers Ltd | 1,461 | $1.34M | 0.85% | +261+21.8% | Added |
| Sage Advisors, LLC | 1,464 | $1.34M | 1.00% | +259+21.5% | Added |
| First National Bank & Trust Co of Newtown | 1,465 | $1.34M | 0.28% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 1,465 | $1.34M | 0.70% | −10−0.7% | Reduced |
| Notis-McConarty Edward | 1,468 | $1.35M | 0.65% | −15−1.0% | Reduced |
| Paulson Wealth Management Inc. | 1,470 | $1.35M | 0.37% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 1,470 | $1.35M | 0.43% | +7+0.5% | Added |
| Ewa, LLC | 1,471 | $1.35M | 0.51% | 00.0% | Unchanged |
| Davis Capital Management | 1,472 | $1.35M | 1.10% | −23−1.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,474 | $1.35M | 0.15% | −6−0.4% | Reduced |
| Heritage Financial Services, LLC | 1,475 | $1.35M | 0.18% | +30+2.1% | Added |
| BankPlus Trust Department | 1,477 | $1.35M | 0.44% | +1,477 | New |
| LifeSteps Financial, Inc. | 1,478 | $1.35M | 1.04% | +35+2.4% | Added |
| Private Management Group Inc | 1,479 | $1.36M | 0.05% | +505+51.8% | Added |
| LBMC Investment Advisors, LLC | 1,481 | $1.36M | 0.11% | −150−9.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,481 | $1.36M | 0.38% | −28−1.9% | Reduced |
| Bender Robert & Associates | 1,482 | $1.36M | 0.33% | +54+3.8% | Added |
| Chapman Financial Group, LLC | 1,483 | $1.36M | 1.09% | +1,483 | New |
| Seeds Investor LLC | 1,484 | $1.36M | 0.39% | +115+8.4% | Added |
| 1776 Wealth LLC | 1,487 | $1.36M | 0.63% | 00.0% | Unchanged |